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Best Financial Advisor in San Jose — 2026 Directory

Find and compare the top financial advisors in San Jose, CA. Fiduciary, fee-only, and certified professionals.

6Advisors Listed

CASan Jose

6 Financial Advisors in San Jose

Featured

Silicon Valley Wealth Management

★★★★½ 4.9 (138 reviews)

21+ years experience

Fiduciary CFPCFACPA Wealth ManagementTax Planning

Zhao Financial Planning

★★★★½ 4.8 (89 reviews)

14+ years experience

FiduciaryFee-Only CFPAIF Fee OnlyRetirement Planning

Hoffman Wealth Advisory

★★★★½ 4.8 (77 reviews)

15+ years experience

FiduciaryFee-Only CFPAIF Retirement PlanningCollege Planning

Bay Area Retirement Advisors

★★★★½ 4.7 (103 reviews)

17+ years experience

Fiduciary CFPRICPAIF Retirement PlanningFiduciary

Morrison Financial Services - San Jose

★★★★½ 4.7 (61 reviews)

11+ years experience

FiduciaryFee-Only CFPCPA Tax PlanningFee Only

Tanaka Wealth Strategies

★★★★½ 4.6 (72 reviews)

12+ years experience

Fiduciary CFPChFC Estate PlanningWealth Management

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