Near You · San Jose
Financial Advisors Near You in San Jose, CA
Find financial advisors close to you in San Jose. All results are sorted by proximity and rated by real local customers.
As of May 2026, RatingsNearMe ranks 19 financial advisors in San Jose, CA by verified customer ratings and review volume. The highest-rated is Financial Rescue LLC with a 4.7-star rating from 488 verified reviews. Also in the top tier: Wealth Cairn, LLC - An Investor Coaching Company and Investy Financial Services. The average rating across all listed financial advisors in San Jose is 4.8 stars from 33 reviews per business on average.
Financial advisors in San Jose typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
19
Businesses listed
4.8★
Avg rating
33
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Financial Rescue LLC
99 S Almaden Blvd #600, San Jose, CA 95113, USA
Wealth Cairn, LLC - An Investor Coaching Company
910 E Hamilton Ave #150, Campbell, CA 95008, USA
Investy Financial Services
919 Story Rd #1200, San Jose, CA 95122, USA
Financial Advisors Rankings in San Jose, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Financial Rescue LLC99 S Almaden Blvd #600, San Jose, CA 95113, USA | 4.7★ | 488 |
| #2 | Wealth Cairn, LLC - An Investor Coaching Company910 E Hamilton Ave #150, Campbell, CA 95008, USA | 5.0★ | 31 |
| #3 | Investy Financial Services919 Story Rd #1200, San Jose, CA 95122, USA | 5.0★ | 29 |
| #4 | Transitions Wealth Advisors1100 Lincoln Ave #241, San Jose, CA 95125, USA | 5.0★ | 1 |
| #5 | Sun Wealth Advisor of LPL Financial5446 Thornwood Dr Suite 101, San Jose, CA 95123, USA | 5.0★ | 2 |
| #6 | Merrill Lynch Wealth Management50 W San Fernando St 16th Floor, San Jose, CA 95113, USA | 5.0★ | 2 |
| #7 | Patrick Burke - Associate Financial Advisor, Ameriprise Financial Services, LLC1905 The Alameda, San Jose, CA 95126, USA | 5.0★ | 1 |
| #8 | Beacon Pointe Advisors2021 The Alameda STE 390, San Jose, CA 95126, USA | 5.0★ | 14 |
| #9 | Modern Wealth Management - Campbell3274, 2105 S Bascom Ave #110, Campbell, CA 95008, USA | 5.0★ | 1 |
| #10 | Mariner99 S Almaden Blvd #730, San Jose, CA 95113, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in San Jose
Transitions Wealth Advisors
1100 Lincoln Ave #241, San Jose, CA 95125, USA
Sun Wealth Advisor of LPL Financial
5446 Thornwood Dr Suite 101, San Jose, CA 95123, USA
Merrill Lynch Wealth Management
50 W San Fernando St 16th Floor, San Jose, CA 95113, USA
Patrick Burke - Associate Financial Advisor, Ameriprise Financial Services, LLC
1905 The Alameda, San Jose, CA 95126, USA
Beacon Pointe Advisors
2021 The Alameda STE 390, San Jose, CA 95126, USA
Modern Wealth Management - Campbell
3274, 2105 S Bascom Ave #110, Campbell, CA 95008, USA
Resilient Wealth Planning | Bay Area Financial Advisor
18181 Butterfield Blvd #170, Morgan Hill, CA 95037, USA
Financial Journey Partners
101 Metro Dr Suite 264, San Jose, CA 95110, USA
Heckman Financial & Insurance Services Inc-HFIS
333 W Santa Clara St #604, San Jose, CA 95113, USA
RBC Wealth Management Branch - San Jose
99 S Almaden Blvd Suite 300, San Jose, CA 95113, USA
Harris Private Wealth
1735 N First St #301, San Jose, CA 95112, USA
Falcon Wealth Planning
2570 N First St #200, San Jose, CA 95131, USA
Silicon Valley Financial Group
950 S Bascom Ave #2112, San Jose, CA 95128, USA
Sequoia Wealth Advisors and Invesment Management, Inc.
99 S Almaden Blvd #925, San Jose, CA 95113, USA
Morgan Stanley Financial Advisors
225 W Santa Clara St Suite 900, San Jose, CA 95113, USA
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Frequently Asked Questions — Financial Advisors in San Jose
What is a fiduciary financial advisor and why does it matter in San Jose?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in San Jose, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in San Jose?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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