RIAs in San Jose, California
Explore 20 RIAs headquartered in San Jose, with $12.8B in combined reported AUM.
RIAs20Headquartered here
Total AUM$12.8BReported regulatory AUM
Total Employees161Reported by these RIAs
% of Total State AUM0.1%% Of total State AUM Reported
All RIAs in San Jose
20 RIAsShowing 1–20 of 20 RIAs
Pegasus Tech Ventures, Inc.
SAN JOSE, CAReported AUM$2.6B
Employees46
20.2% of city AUMView RIA ↗
Silicon Valley Retirement Services, LLC
SAN JOSE, CAReported AUM$1.4B
Employees2
10.9% of city AUMView RIA ↗
Werba Rubin Papier Wealth Management, LLC
SAN JOSE, CAReported AUM$1.4B
Employees18
10.9% of city AUMView RIA ↗
Kera Capital Partners
SAN JOSE, CAReported AUM$1.4B
Employees13
10.7% of city AUMView RIA ↗
Silicon Valley Capital Partners, L.P.
SAN JOSE, CAReported AUM$1.3B
Employees8
10.1% of city AUMView RIA ↗
Concentrum Wealth Management
SAN JOSE, CAReported AUM$986.8M
Employees7
7.7% of city AUMView RIA ↗
Clarity Wealth Advisors
SAN JOSE, CAReported AUM$732.9M
Employees5
5.7% of city AUMView RIA ↗
Betterwealth LLC
SAN JOSE, CAReported AUM$659.9M
Employees6
5.2% of city AUMView RIA ↗
Ttp Investments, Inc.
SAN JOSE, CAReported AUM$570.6M
Employees3
4.5% of city AUMView RIA ↗
Potentia Wealth
SAN JOSE, CAReported AUM$569.1M
Employees16
4.4% of city AUMView RIA ↗
Retirement Capital Strategies, Inc.
SAN JOSE, CAReported AUM$305.2M
Employees6
2.4% of city AUMView RIA ↗
Dwr Wealth Management, LLC
SAN JOSE, CAReported AUM$221.2M
Employees3
1.7% of city AUMView RIA ↗
Legacy Wealth Advisors, LLC
SAN JOSE, CAReported AUM$178.3M
Employees6
1.4% of city AUMView RIA ↗
Corinthian Wealth Management
SAN JOSE, CAReported AUM$131.7M
Employees3
1.0% of city AUMView RIA ↗
Nim Wealth Solutions
SAN JOSE, CAReported AUM$116.8M
Employees6
0.9% of city AUMView RIA ↗
Align Wealth Management, LLC
SAN JOSE, CAReported AUM$116.7M
Employees2
0.9% of city AUMView RIA ↗
Heckman Financial & Insurance Services, Inc.
SAN JOSE, CAReported AUM$116.4M
Employees5
0.9% of city AUMView RIA ↗
Firsthand Capital Management, Inc.
SAN JOSE, CAReported AUM$58.6M
Employees5
0.5% of city AUMView RIA ↗
Endowe Advisory LLC
SAN JOSE, CAReported AUM$300
Employees1
0.0% of city AUMView RIA ↗
Xoomfi Advisors
SAN JOSE, CAReported AUM$300
Employees0
0.0% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.