Golden Trust
“Jasmine has been a great addition to their office and she is wonderful.”
Best Financial Advisors in San Jose, CA
13 firms listed · all 13 in San Jose · 12 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
Snap Advisory
“Their great service allows me to focus on operations and customer experience of my business.”
Flournoy Wealth Management
“Full of helpful information AND a really nice lady!”
Patrosso & Associates
“He even developed a spreadsheet for me to help make projections from a numbers standpoint which helped me visualize and get excited about my goals and taking actionable steps towards achieving them.”
Taxulo
“I had 7 year of unfiled taxe return and I owed over $100 in back taxes now I I owe nothing and I sleep like baby excellent work”
Sequoia Wealth Advisors and Invesment Management
“Kristina sets the standard for competence and compassion.”
The 13 firms listed for San Jose, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: San Jose, CA
All 13 firms we list here are in San Jose itself. We have 49 firms in San Jose on file; this page shows the highest-rated 13. 12 of the firms on this page have a rating, from 4.6 to 5.0 across 147 reviews; 1 has 50 or more reviews. 1 shows a license on its website and 2 have a BBB rating of A or A+. Domain records put 10 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 13 of the firms on this page; all 13 publish a contact page; 9 list a public email and 4 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for San Jose take financial planning bookings online?
4 of the 13 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Financial Journey Partners
“We were drawn to Elaine, Scott and Linda because they chose to create a smaller firm to better serve their clients rather than a legacy name -- exactly the model that we've wanted.”
Fireside Tax Consulting
Investy Financial Services
“Had a great experience with Ngoc Rachel, she was very thorough explaining my tax return and I didn't feel rushed.”
Transitions Wealth Advisors
Robert Galindo, LPL Financial
Retirement Capital Strategies
BPM
Why these companies made our list
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