The best financial advisors in San Jose, CA
I
#1GOLD STANDARD PICKInvesty Financial Services
Financial advisors, San Jose, CA
5.0 stars29 reviews
N
#2NIM Retirement Group
Financial advisors, San Jose, CA
4.8 stars25 reviews
F
#3Financial Rescue LLC
Financial advisors, San Jose, CA
4.7 stars487 reviews
F
#4Financial Journey Partners
Financial advisors, San Jose, CA
5.0 stars12 reviews
R
#5Resilient Wealth Planning | Bay Area Financial Advisor
Financial advisors, San Jose, CA
5.0 stars12 reviews
A
#6Azul Private Wealth
Financial advisors, San Jose, CA
5.0 stars4 reviews
S
#7Silicon Valley Financial Group
Financial advisors, San Jose, CA
5.0 stars4 reviews
S
#8Sun Wealth Advisor of LPL Financial
Financial advisors, San Jose, CA
5.0 stars2 reviews
F
#9Flournoy Wealth Management
Financial advisors, San Jose, CA
5.0 stars1 reviews
G
#10Global Wealth Partners, Inc.
Financial advisors, San Jose, CA
5.0 stars1 reviews
H
#11Harris Private Wealth
Financial advisors, San Jose, CA
5.0 stars1 reviews
T
#12Transitions Wealth Advisors
Financial advisors, San Jose, CA
5.0 stars1 reviews
F
#13Falcon Wealth Planning
Financial advisors, San Jose, CA
4.8 stars16 reviews
H
#14Heckman Financial & Insurance Services Inc-HFIS
Financial advisors, San Jose, CA
4.6 stars13 reviews
S
#15Sequoia Wealth Advisors and Invesment Management, Inc.
Financial advisors, San Jose, CA
3.7 stars3 reviews
How the order is set: in each area and niche, the highest Google rating among businesses with at least 25 Google reviews comes first, a tie goes to more reviews, and businesses with fewer reviews follow. The first card is the Gold Standard Pick. Ratings, reviews and contact details are from our own scan of the area. Nobody can pay for a place. Updated November 15, 2026.
The Gold Standard Directory by The Algo Vision.