Local directory · San Jose, CA

Financial Advisors in San Jose, CA

Written & reviewed by Robert BibbFounder, SEO Local · 22 years in SEO · Updated August 2026 · LinkedIn

Below are 31 financial advisors in San Jose, CA, mapped by name from OpenStreetMap — 3 list a phone number and 9 link a website. Every listing here is free, and any owner can claim their page on the hashtag.org network.

Financial Advisors directory · San Jose

Aditi Enterprise Groupfinancial advisor · San Jose, CA — see phone, address & more →
Affordable Investment Academyfinancial advisor · San Jose, CA — see phone, address & more →
Beacon Pointe Advisorsfinancial advisor · San Jose, CA — see phone, address & more →
Broadview Wealth Advisorsfinancial advisor · San Jose, CA — see phone, address & more →
Buckingham Strategic Wealthfinancial advisor · San Jose, CA — see phone, address & more →
Charles Schwabfinancial advisor · San Jose, CA — see phone, address & more →
Concentrum Wealth Managementfinancial advisor · San Jose, CA — see phone, address & more →
Edward Jonesfinancial advisor · San Jose, CA — see phone, address & more →
Exertus Financial Partnersfinancial advisor · San Jose, CA — see phone, address & more →
Fidelity Investmentsfinancial advisor · San Jose, CA — see phone, address & more →
Financial Journey Partnersfinancial advisor · San Jose, CA — see phone, address & more →
Financial Rescuefinancial advisor · San Jose, CA — see phone, address & more →
Global Wealth Managementfinancial advisor · San Jose, CA — see phone, address & more →
Grassi Investment Management, LLCfinancial advisor · San Jose, CA — see phone, address & more →
Investment Housefinancial advisor · San Jose, CA — see phone, address & more →
Koehler & AssociatesListed — details coming soon
Lafosse Asset Managementfinancial advisor · San Jose, CA — see phone, address & more →
Loring Wardfinancial advisor · San Jose, CA — see phone, address & more →
Mehta and Associates / MPICfinancial advisor · San Jose, CA — see phone, address & more →
MoneyPatrolfinancial advisor · San Jose, CA — see phone, address & more →
Oportunfinancial advisor · San Jose, CA — see phone, address & more →
Rice Financial Consulting, IncListed — details coming soon
SageView Advisory Groupfinancial advisor · San Jose, CA — see phone, address & more →
Silicon Valley Financial Groupfinancial advisor · San Jose, CA — see phone, address & more →
Stoller, DeHart, Welch Tax & Investmentsfinancial advisor · San Jose, CA — see phone, address & more →
TransAmerica Financial Advisorsfinancial advisor · San Jose, CA — see phone, address & more →
United Planners Financial Servicesfinancial advisor · San Jose, CA — see phone, address & more →
VNinvestmentsListed — details coming soon
Wells Fargo Advisorsfinancial advisor · San Jose, CA — see phone, address & more →
Wells Fargo Private BankListed — details coming soon
Yoshihara Financial GroupListed — details coming soon

Data: © OpenStreetMap contributors

Right now in San Jose

85°F

Partly cloudy

Today87° 58°
Thu81° 60°
Fri86° 59°
Sat84° 59°
Sun91° 59°
Mon91° 63°
Tue93° 64°

Local news · Financial Advisors · San Jose

FLASH REPORT #1: 2026 City of San José Labor NegotiationsCity of San Jose (.gov) · Wed, 12 Aug 2026 22:18:52 GMT
CA Is Not Building Affordable Housing Fast Enough, with San Jose Among Leaders But Still LaggingSan Jose Inside · Tue, 11 Aug 2026 21:25:35 GMT
Silicon Valley just became the world's least affordable place to buy a homeSFGATE · Tue, 11 Aug 2026 16:01:53 GMT
2151 Bering Drive, San Jose, CA, 95131CBRE · Wed, 12 Aug 2026 03:07:06 GMT
Data Center Eyed as Part of Tech Campus in San Jose, Calif.GovTech · Fri, 07 Aug 2026 17:08:43 GMT

Financial Advisors in San Jose — FAQ

How many financial advisors are in San Jose, CA?

This directory maps 31 financial advisors in San Jose, CA by name from OpenStreetMap.

How many of these financial advisors list contact details?

Of the 31 financial advisors mapped here, 3 list a phone number and 9 link a website.

Is this San Jose financial advisors directory free?

Yes. Every listing is built from free public data — US Census County Business Patterns and OpenStreetMap — and any business can claim its page on the hashtag.org network at no cost.

Financial Advisors in San Jose, CA

Financial Advisors directory · San Jose

Financial Advisors in San Jose — FAQ

More in San Jose