Top Picks · San Jose
Best Financial Advisors in San Jose, CA
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of July 2026, RatingsNearMe ranks 19 financial advisors in San Jose, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Financial Rescue LLC with a 4.7-star rating from 488 Google reviews and an RNM Score of 95/100. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Investy Financial Services
Investy Financial Services stands out as the top-ranked advisor in San Jose due to its comprehensive, client-first approach and consistently high satisfaction ratings.
Most Reviewed
Beacon Pointe Advisors
A high number of reviews indicates broad client experience and trust, helping new clients gauge service reliability and advisor responsiveness.
When choosing a financial advisor in San Jose, verify their fiduciary status, fee structure, and client focus. Interview multiple firms to ensure their investment philosophy aligns with your long-term goals.
Local Market Snapshot
19
Businesses listed
4.8★
Avg rating
33
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by hundreds of clients with a strong 4.7-star average rating.
99 S Almaden Blvd #600, San Jose, CA 95113, USAConsistently earns 5.0 stars from over 30 Google reviews.
910 E Hamilton Ave #150, Campbell, CA 95008, USA29 Google reviews give this San Jose financial advisor a perfect 5.0-star rating.
919 Story Rd #1200, San Jose, CA 95122, USAFinancial 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 | Heckman Financial & Insurance Services Inc-HFIS333 W Santa Clara St #604, San Jose, CA 95113, USA | 4.6★ | 13 |
| #5 | Beacon Pointe Advisors2021 The Alameda STE 390, San Jose, CA 95126, USA | 5.0★ | 14 |
| #6 | Financial Journey Partners101 Metro Dr Suite 264, San Jose, CA 95110, USA | 5.0★ | 10 |
| #7 | Resilient Wealth Planning | Bay Area Financial Advisor18181 Butterfield Blvd #170, Morgan Hill, CA 95037, USA | 5.0★ | 10 |
| #8 | Harris Private Wealth1735 N First St #301, San Jose, CA 95112, USA | 5.0★ | 1 |
| #9 | RBC Wealth Management Branch - San Jose99 S Almaden Blvd Suite 300, San Jose, CA 95113, USA | 5.0★ | 2 |
| #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 July 2026
All Financial Advisors in San Jose
Trusted San Jose financial advisor with a strong 4.6★ rating from 13 reviews.
333 W Santa Clara St #604, San Jose, CA 95113, USA
Trusted San Jose financial advisor with a perfect 5.0 rating from 14 reviews.
2021 The Alameda STE 390, San Jose, CA 95126, USA
Rated 5.0 stars from 10 Google reviews, this San Jose advisor is highly recommended.
101 Metro Dr Suite 264, San Jose, CA 95110, USA
Exceptional 5.0-star rating from 10 Google reviews in San Jose, CA.
18181 Butterfield Blvd #170, Morgan Hill, CA 95037, USA
5.0-star rating from 1 Google review, reflecting exceptional client satisfaction.
1735 N First St #301, San Jose, CA 95112, USA
Rated 5.0 stars from a small number of Google reviews in San Jose.
99 S Almaden Blvd Suite 300, San Jose, CA 95113, USA
5.0 stars from 2 Google reviews, reflecting exceptional client satisfaction.
99 S Almaden Blvd #730, San Jose, CA 95113, USA
Rated 5.0 stars from a small number of Google reviews in San Jose.
3274, 2105 S Bascom Ave #110, Campbell, CA 95008, USA
Top-rated San Jose financial advisor with a 4.8-star rating from 16 reviews.
2570 N First St #200, San Jose, CA 95131, USA
Trusted San Jose financial advisor with a solid 4.2-star rating from 5 reviews.
950 S Bascom Ave #2112, San Jose, CA 95128, USA
Known for mixed feedback with a 3.7-star rating from 3 reviews.
99 S Almaden Blvd #925, San Jose, CA 95113, USA
5.0 stars from a few Google reviews, reflecting exceptional client satisfaction.
225 W Santa Clara St Suite 900, San Jose, CA 95113, USA
5.0 stars from 2 reviews, reflecting top-tier client satisfaction.
50 W San Fernando St 16th Floor, San Jose, CA 95113, USA
Consistently earns a perfect 5.0-star rating from its first few clients.
5446 Thornwood Dr Suite 101, San Jose, CA 95123, USA
Rated 5.0 stars from one Google review, this San Jose financial advisor is highly regarded.
1905 The Alameda, San Jose, CA 95126, USA
5.0-star rating from a handful of Google reviews in San Jose.
1100 Lincoln Ave #241, San Jose, CA 95125, USA
Get Free Quotes
We'll connect you with the top financial advisors in San Jose, CA.
Financial Advisors in San Jose, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Financial Rescue LLC | 95/100 | 4.7 ★ | 488 |
| 2 | Wealth Cairn, LLC - An Investor Coaching Company | 89/100 | 5.0 ★ | 31 |
| 3 | Investy Financial Services | 88/100 | 5.0 ★ | 29 |
| 4 | Heckman Financial & Insurance Services Inc-HFIS | 78/100 | 4.6 ★ | 13 |
| 5 | Beacon Pointe Advisors | 85/100 | 5.0 ★ | 14 |
| 6 | Financial Journey Partners | 83/100 | 5.0 ★ | 10 |
| 7 | Resilient Wealth Planning | Bay Area Financial Advisor | 83/100 | 5.0 ★ | 10 |
| 8 | Harris Private Wealth | 74/100 | 5.0 ★ | 1 |
| 9 | RBC Wealth Management Branch - San Jose | 76/100 | 5.0 ★ | 2 |
| 10 | Mariner | 76/100 | 5.0 ★ | 2 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
Get your business on AI — ChatGPT, Perplexity & Google AI
AI assistants increasingly recommend local financial advisors straight from RatingsNearMe. Claim your spot in San Jose to get featured in AI answers, comparison tables, and “best near me” results — where customers are actually searching now.
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.
Financial Advisors in Nearby Cities
Compare top-rated financial advisors in cities near you.
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: July 4, 2026.
More Home Services in San Jose
Related Searches
More ways to find financial advisors in San Jose
Financial Advisors in nearby cities