Top Financial Advisors in San Jose, California

FinanceHQ’s team of experts conducted thorough research on financial advisors in San Jose. Below are some of the top financial advisors based on reputation, reviews, assets, and partnership status. We review a broad range of financial planners, wealth managers, investment advisors, and more. Our selection of the best financial advisors in San Jose range from $82M to $413M in AUM, and have an average of 18 years of experience.

Reviewed by: Amanda Cox, Chief Operating Officer of FinanceHQLearn more about our process
Last Updated: November 29, 2023
Concentrum wealth management logo

Concentrum Wealth Management

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About Concentrum Wealth Management

San Jose, CAInvestment Advisor Firm
Assets Managed: $413,462,525Total Number of Advisors: 4Number of Accounts: 1,654In Business Since: 2013

Concentrum Wealth Management is a top financial advisor in San Jose, CA due to their comprehensive range of services including financial planning, retirement planning, tax optimization, investment management, asset allocation, estate planning, and trust services. Founded in 2013 and headquartered in San Jose, they have a strong focus on building long-term relationships with their clients and understanding all aspects of their lives that may be impacted by the management of their assets. Their multi-dimensional solutions tailored to each client's goals and aspirations make them a trusted choice for business owners and families seeking financial success.

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Clarity Wealth Advisors

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About Clarity Wealth Advisors

San Jose, CAInvestment Advisor Firm
Assets Managed: $403,699,675Total Number of Advisors: 2Number of Accounts: 1,235In Business Since: 2014

Clarity Wealth Advisors is a top financial advisor in San Jose, CA due to their dedication to helping clients achieve and maintain financial independence. With a focus on clear investment objectives, well-thought-out plans, and regularly monitored strategies, they provide clients with the tools they need for success. Their emphasis on client communication through monthly newsletters, quarterly commentary, and additional updates during market volatility ensures that clients are well-informed and empowered to make informed investment decisions.

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Silicon Valley Wealth Advisors

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About Silicon Valley Wealth Advisors

San Jose, CAInvestment Advisor Firm
Assets Managed: $329,150,035Total Number of Advisors: 4Number of Accounts: 796In Business Since: 1992

Silicon Valley Wealth Advisors is a top financial advisor in San Jose, CA due to their extensive experience and commitment to client service. Founded in 1992, they have been providing wealth management and financial planning services for over 30 years. With a focus on portfolio management, financial planning, retirement planning, and tax planning, Silicon Valley Wealth Advisors offers comprehensive solutions tailored to each client's unique needs.

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Hendershott wealth management logo

Hendershott Wealth Management

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About Hendershott Wealth Management

San Jose, CAInvestment Advisor Firm
Assets Managed: $142,524,588Total Number of Advisors: 4Number of Accounts: 466In Business Since: 2014

Hendershott Wealth Management is a top financial advisor in San Jose, CA due to their expertise in financial planning, retirement planning, tax optimization, and portfolio management. Founded in 2014 and headquartered in San Jose, they specialize in empowering women business owners and helping them achieve financial success through their unique Money Operating System® approach. They offer practical insights, personalized plans, and a holistic approach to help clients take complete control of their financial future.

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Legacy Wealth Advisors

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About Legacy Wealth Advisors

San Jose, CAInvestment Advisor Firm
Assets Managed: $107,601,011Total Number of Advisors: 4Number of Accounts: 189In Business Since: 2000

Legacy Wealth Advisors is a top financial advisor in San Jose, CA because they have been in operation since 2000 and are headquartered in Silicon Valley. They specialize in comprehensive financial planning, retirement planning, tax optimization, impact investing, and index strategies. They take a personalized and service-oriented approach to cater to high-net-worth individuals, multi-family offices, and institutional clients, working collaboratively with other advisors to develop long-term strategic plans.

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Heckman Financial & Insurance Services

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About Heckman Financial & Insurance Services

San Jose, CAInvestment Advisor Firm
Assets Managed: $82,325,000Total Number of Advisors: 4Number of Accounts: 360In Business Since: 2005

Heckman Financial & Insurance Services is a top financial advisor in San Jose, CA because of their comprehensive and tailored approach to financial planning. Led by experienced president Eric Heckman, the firm focuses on preserving assets, increasing income, and reducing taxes for clients. With their expertise in areas such as wealth management, legacy planning, and life insurance, Heckman Financial provides objective advice and personalized strategies to help individuals achieve their ideal retirement goals.

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Frequently Asked Questions

Do financial advisors in San Jose, CA have a minimum investment requirement?

The minimum investment requirement for financial advisors in San Jose, CA can vary. Some advisors may have minimums, while others may not. Explore our platform to connect with a diverse range of advisors in San Jose, allowing you to find professionals whose services align with your financial goals and preferences, regardless of the investment size.

How do you choose the right financial advisor for retirement planning in San Jose, CA?

When choosing a financial advisor for retirement planning in San Jose, CA, opt for a Certified Financial Planner (CFP) who operates as a fiduciary. Review client testimonials to gauge satisfaction and choose an advisor with a communication style and approach that resonates with your retirement goals. This ensures a trustworthy and personalized partnership for effective retirement planning.

Can a financial advisor work on your estate plan in San Jose, CA?

Yes, financial advisors in San Jose, CA, can assist with your estate plan. By leveraging our fintech platform, you can connect with professionals specializing in comprehensive financial planning, including estate planning. Collaborate with an advisor to ensure your assets are managed and distributed according to your wishes, providing peace of mind for you and your loved ones in San Jose.

Are CFPs in San Jose, CA allowed to advise on cryptocurrencies?

While Certified Financial Planners (CFPs) in San Jose, CA, are generally authorized to provide financial advice, their stance on cryptocurrencies may vary. It's crucial to consult with individual CFPs to determine their specific expertise and comfort level with advising on cryptocurrencies. Some may offer insights into this evolving asset class, while others may recommend seeking specialized guidance from professionals with expertise in digital assets.

What is the average hourly rate of financial advisors in San Jose, CA?

The hourly rates for financial advisors in San Jose, CA, vary based on factors such as experience and the complexity of services. Typically, advisors may charge anywhere from $150 to $400 per hour. For the latest and most accurate information, it's recommended to inquire directly with individual advisors or financial firms.

Methodology

The FinanceHQ platform features a premium, nationwide network of rigorously vetted financial planners and registered investment advisors (RIAs) that are uniquely suited to help you achieve financial success.

We feature firms that are current FinanceHQ network members, and firms that our expert team identifies through firm research. Our research is based on firm reputation, publicly available ADV data, reviews, and assets.

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** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.

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