Financial advisors in San Jose, CA: 2026 report
570 ranked entriesUpdated 5 trade lists
The 5 specialty lists for San Jose, CA hold 570 ranked entries. Financial advisors have the most, with 255. Among lists with 10 or more ranked, wealth managers have the highest median Google rating: 5.0.
Key numbers for San Jose
Shares use ranked businesses as their base. A firm in two specialty lists counts in both.
570
ranked entries by RFA Score, in 5 specialty lists
4,451
specialty listings serving the city; a firm counts once per specialty
4.1
median of the specialties’ median Google ratings
Advisor specialties in San Jose, by ranked firms
| Specialty | Ranked | Serving the city | Median rating | Median reviews |
|---|---|---|---|---|
| Financial advisors | 255 | 1,688 | 4.1 | 10 |
| Financial planners | 168 | 1,066 | 3.9 | 13 |
| Investment advisors | 85 | 985 | 4.3 | 7 |
| Wealth managers | 44 | 529 | 5.0 | 6 |
| Stockbrokers | 18 | 183 | 3.8 | 7 |
Method and basis
- Serving counts are active, de-duplicated firms within each specialty’s service radius of San Jose, as of November 9, 2026.
- Ranked firms have a confident specialty match and 3 or more Google reviews, or a claimed profile.
- Median rating, median reviews and the shares are measured over ranked businesses.
- Figures are recalculated with each weekly data update. This page shows the latest figures for the year in its title.
Cite this report: RankedFinancialAdvisors, “Financial Advisors in San Jose, CA: 2026 Report”, https://www.rankedfinancialadvisors.com/reports/san-jose-ca-financial-advisors-2026, data as of November 9, 2026.
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