5 ranked specialtiesUpdated 0 paid placements in any rankingHow we rank
5 specialties have a ranked list for San Jose, CA. Each list ranks the firms that serve the city by RFA Score. The largest list by ranked firms is financial advisors, with 255.
Ranked by RFA Score among the firms that serve the city. Open a specialty for its full list.
Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.
255 ranked financial advisors serve San Jose.
4.7 from 487 Google reviews · Based in San Jose
5.0 from 92 Google reviews · 5 mi away
4.8 from 110 Google reviews · 4 mi away
168 ranked financial planners serve San Jose.
4.8 from 110 Google reviews · 4 mi away
4.7 from 86 Google reviews · 4 mi away
5.0 from 90 Google reviews · 19 mi away
85 ranked investment advisors serve San Jose.
4.6 from 150 Google reviews · 18 mi away
5.0 from 20 Google reviews · Based in San Jose
4.9 from 30 Google reviews · 9 mi away
44 ranked wealth managers serve San Jose.
4.9 from 32 Google reviews · 4 mi away
5.0 from 36 Google reviews · 12 mi away
5.0 from 59 Google reviews · 30 mi away
18 ranked stockbrokers serve San Jose.
4.5 from 11 Google reviews · 6 mi away
3.4 from 20 Google reviews · 7 mi away
3.1 from 19 Google reviews · 5 mi away
Fewer than 5 firms qualify to rank here. Linked specialties open the California list.
Each specialty list scores every firm that serves San Jose on the same RFA Score, from 0 to 100.
Reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered each carry a fixed weight.
Read the full methodSan Jose financial advisors report 2026All California cities
