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Top RIA Firms in San Jose, California
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in San Jose, California. This hub covers 19 matching firms with $12.7B in total reported AUM and median AUM of $569.1M.
Firms
19
Matching current profiles
Total AUM
$12.7B
Reported regulatory AUM
Median AUM
$569.1M
Across firms with AUM
Largest firm
$2.6B
Pegasus Tech Ventures, INC.
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Pegasus Tech Ventures, INC. CRD 164588 · Corporation | SAN JOSE, CA | $2.6B Mar 2026 | +$310.6M+13.7% | — | — | +$428.9M+19.9% | +3 employees+7.0% over 1Y | +1 accounts+2.4% over 1Y |
| 2. Silicon Valley Retirement Services, LLC CRD 154756 · Limited Liability Company | SAN JOSE, CA | $1.4B Feb 2026 | +$457.1M+48.4% | +$354.5M+33.9% | +$559.7M+66.5% | +$1.3B+938.1% | 0 employees+0.0% over 3Y | -2 accounts-3.8% over 3Y |
| 3. Werba Rubin Papier Wealth Management, LLC CRD 139237 · Limited Liability Company | SAN JOSE, CA | $1.4B May 2026 | +$271.4M+24.0% | +$633.6M+82.6% | +$697.0M+99.0% | +$1.2B+557.6% | +10 employees+125.0% over 3Y | +591 accounts+39.0% over 3Y |
| 4. Kera Capital Partners CRD 312875 · Corporation | SAN JOSE, CA | $1.4B Mar 2026 | +$603.6M+79.3% | +$1.2B+718.5% | — | +$1.3B+2325.9% | +4 employees+44.4% over 3Y | +625 accounts+148.8% over 3Y |
| 5. Silicon Valley Capital Partners, L.p. CRD 125114 · Limited Partnership | SAN JOSE, CA | $1.3B Mar 2026 | +$204.1M+18.8% | +$442.7M+52.4% | +$810.8M+169.9% | +$1.2B+1000.5% | +1 employees+14.3% over 3Y | +357 accounts+28.1% over 3Y |
| 6. Concentrum Wealth Management CRD 167151 · Corporation | SAN JOSE, CA | $986.8M Mar 2026 | +$363.2M+58.3% | +$573.3M+138.7% | +$706.3M+251.9% | — | 0 employees+0.0% over 3Y | -108 accounts-6.5% over 3Y |
| 7. Clarity Wealth Advisors CRD 157913 · Limited Liability Company | SAN JOSE, CA | $732.9M Mar 2026 | +$131.7M+21.9% | +$329.2M+81.6% | +$392.5M+115.3% | — | +1 employees+25.0% over 3Y | +118 accounts+9.6% over 3Y |
| 8. Betterwealth LLC CRD 226661 · Limited Liability Company | SAN JOSE, CA | $659.9M Apr 2026 | +$101.9M+18.3% | +$274.1M+71.0% | +$314.6M+91.1% | — | +1 employees+20.0% over 3Y | +157 accounts+13.2% over 3Y |
| 9. Ttp Investments, INC. CRD 284082 · Corporation | SAN JOSE, CA | $570.6M Mar 2026 | +$85.3M+17.6% | +$240.4M+72.8% | +$361.8M+173.3% | +$467.7M+454.5% | +1 employees+50.0% over 3Y | +219 accounts+26.7% over 3Y |
| 10. Potentia Wealth CRD 329135 · Limited Liability Company | SAN JOSE, CA | $569.1M Mar 2026 | +$83.6M+17.2% | — | — | — | +2 employees+14.3% over 1Y | +91 accounts+7.8% over 1Y |
| 11. Retirement Capital Strategies, INC. CRD 139009 · Corporation | SAN JOSE, CA | $305.2M Apr 2026 | +$9.6M+3.3% | +$68.8M+29.1% | +$32.5M+11.9% | +$165.5M+118.5% | 0 employees+0.0% over 3Y | -75 accounts-10.7% over 3Y |
| 12. Dwr Wealth Management, LLC CRD 133743 · Limited Liability Company | SAN JOSE, CA | $221.2M Feb 2026 | +$55.4M+33.5% | +$84.1M+61.3% | — | +$91.9M+71.0% | +1 employees+33.3% over 3Y | +107 accounts+19.8% over 3Y |
| 13. Legacy Wealth Advisors, LLC CRD 127758 · Limited Liability Company | SAN JOSE, CA | $178.3M Mar 2026 | +$56.4M+46.2% | +$54.5M+44.0% | +$71.6M+67.1% | +$113.6M+175.6% | -1 employees-14.3% over 3Y | +23 accounts+12.3% over 3Y |
| 14. Nim Wealth Solutions CRD 334754 · Corporation | SAN JOSE, CA | $116.8M May 2026 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
| 15. Align Wealth Management, LLC CRD 323615 · Limited Liability Company | SAN JOSE, CA | $116.7M Feb 2026 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
| 16. Heckman Financial & Insurance Services, INC. CRD 111549 · Corporation | SAN JOSE, CA | $116.4M May 2026 | +$2.0M+1.8% | — | — | +$2.0M+1.8% | +1 employees+25.0% over 1Y | +250 accounts+79.4% over 1Y |
| 17. Firsthand Capital Management, INC. CRD 150647 · Corporation | SAN JOSE, CA | $58.6M Mar 2026 | -$27.5M-32.0% | -$331.4M-85.0% | -$329.7M-84.9% | -$138.4M-70.3% | -6 employees-54.5% over 3Y | 0 accounts+0.0% over 3Y |
| 18. Endowe Advisory LLC CRD 338697 · Limited Liability Company | SAN JOSE, CA | $300 Apr 2026 | — | — | — | — | 0 employees+0.0% over Total | — |
| 19. Xoomfi Advisors CRD 314872 · Corporation | SAN JOSE, CA | $300 Jun 2025 | -$95.0K-99.7% | -$50.3K-99.4% | — | -$79.7K-99.6% | — | +1 accounts+50.0% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.