Financial advisors in San Jose, CA

567 financial advisors listed in San Jose, California. 483 with a phone number and 483 with a website.

San Jose accounts for 2% of the financial advisors listed in California and ranks #5 among California cities for financial advisors.

Quick answer

San Jose, CA has 567 financial advisors listed on USA Business Search. 483 list a phone number and 483 list a website. The most listings are in ZIP codes 95113, 95112, 95128.

Updated October 2026

Liberty Tax

5510 Almaden Expy, San Jose, CA 95118 · Claim or fix

Call (408) 513-6238 Website Map

Liberty Tax

1918 Alum Rock Ave, San Jose, CA 95116 · Claim or fix

Call (408) 251-9500 Website Map

H&R Block

1166 N Capitol Ave, San Jose, CA 95132 · Claim or fix

Call (408) 347-9407 Website Map

H&R Block

2077 Camden Ave, San Jose, CA 95124 · Claim or fix

Call (408) 559-6730 Website Map

H&R Block

EL PASEO DE SARATOGA 1426 EL PASEO DE SARATOGA, San Jose, CA 95130 · Claim or fix

Call (408) 370-3902 Website Map

TLK Tax Services

2670 S White Rd, San Jose, CA 95148 · Claim or fix

Call (408) 207-8961 Website Map

123 We Fix Credit

1900 Camden Ave, San Jose, CA 95124 · Claim or fix

Call (408) 844-4288 Website Map

2001 Construction Group

4982 Stevens Creek Blvd, San Jose, CA 95129 · Claim or fix

Call (408) 371-2006 Website Map

316 Lending

1936 Camden Ave, San Jose, CA 95124 · Claim or fix

Call (408) 369-0316 Website Map

3p Equity Partners, Llc

3031 Tisch Way Ste 130, San Jose, CA 95128 · Claim or fix

Call (408) 983-0720 Website Map

5 Star Car Title Loans

1897 Alum Rock Ave #25, San Jose, CA 95116 · Claim or fix

Call (408) 709-7364 Website Map

5 Star Car Title Loans

3856 Monterey Hwy, San Jose, CA 95111 · Claim or fix

Call (408) 669-3932 Website Map

5 Star Car Title Loans

1670 Berryessa Rd, San Jose, CA 95133 · Claim or fix

Call (408) 582-7126 Website Map

A Life Well Spent

4030 Moorpark Ave, San Jose, CA 95117 · Claim or fix

Call (408) 244-2448 Website Map

A Pinck and Associates

2021 The Alameda Ste 280, San Jose, CA 95126 · Claim or fix

Call (408) 298-7199 Website Map

A Plus Tax Services

2890 Sierra Rd, San Jose, CA 95132 · Claim or fix

Call (408) 942-6869 Website Map

ACE Cash Express

456 E Hedding St, San Jose, CA 95112 · Claim or fix

Call (408) 947-2072 Website Map

Ace Loan Office

31 Post St, San Jose, CA 95113 · Claim or fix

Call (408) 295-1488 Map

Acorn Ventures, Inc., Investment Banking Arm

2635 N 1st St, San Jose, CA 95134 · Claim or fix

Website Map

Adage Advisory - Ameriprise Financial Services, LLC

1905 The Alameda, San Jose, CA 95126 · Claim or fix

Call (408) 287-6500 Website Map

Advanced Retirement Solutions

2107 N 1st St, San Jose, CA 95131 · Claim or fix

Call (408) 691-1115 Website Map

Aerofund Financial

6910 Santa Teresa Blvd, San Jose, CA 95119 · Claim or fix

Call (408) 360-2898 Website Map

Al Sanchez Bookkeeping and Income Tax Services

31 S Jackson Ave, San Jose, CA 95116 · Claim or fix

Call (408) 928-1111 Website Map

ALA Income Tax Service

1711 McKee Rd Ste k, San Jose, CA 95116 · Claim or fix

Call (408) 929-2209 Website Map

Aladdin Bail Bonds

6866 Santa Teresa Blvd, San Jose, CA 95119 · Claim or fix

Call (408) 436-1916 Map

Alam One Stop Tax and Accounting Services

3933 Baronet Ct #1405, San Jose, CA 95121 · Claim or fix

Call (408) 202-0306 Website Map

Alan Ronald - Financial Advisor, Ameriprise Financial Services

225 W Santa Clara St Ste 1600, San Jose, CA 95113 · Claim or fix

Call (408) 963-2250 Website Map

Albert Lee CFP

4880 Stevens Creek Blvd, San Jose, CA 95129 · Claim or fix

Call (408) 979-8000 Website Map

Aldea Tax Services

333 W San Carlos St, San Jose, CA 95110 · Claim or fix

Call (866) 426-0198 Website Map

All Spectrum Insurance Brokers

4010 Moorpark Ave Ste 117, San Jose, CA 95117 · Claim or fix

Call (408) 604-0092 Website Map

Allan K Walsworth - Morgan Stanley

225 W Santa Clara St Ste 900, San Jose, CA 95113 · Claim or fix

Call (408) 947-2225 Website Map

Allen Jack CPA

1754 Technology Dr Ste 140, San Jose, CA 95110 · Claim or fix

Call (408) 573-9220 Website Map

Allstate Personal Financial Representative: Harry Thiem Tieu

102 W Alma Ave, San Jose, CA 95110 · Claim or fix

Call (408) 793-8370 Website Map

Almadelia-S Tax Services

5328 Monterey Rd, San Jose, CA 95111 · Claim or fix

Call (408) 440-8048 Map

Alphax Re Capital

97 Boston Ave, San Jose, CA 95128 · Claim or fix

Call (818) 818-3888 Website Map

Alta Financial Group

348 S Clover Ave, San Jose, CA 95128 · Claim or fix

Call (408) 772-5091 Website Map

Altamont Pharmaceutical Holdings

3031 Tisch Way Ste 505, San Jose, CA 95128 · Claim or fix

Website Map

Altamont Pharmaceutical Holdings

550 S Winchester Blvd Ste 600, San Jose, CA 95128 · Claim or fix

Website Map

Alternative Solutions

2350 Paragon Dr, San Jose, CA 95131 · Claim or fix

Call (408) 573-1144 Website Map

Altig American Income Life Insurance

2150 Trade Zone Blvd, San Jose, CA 95131 · Claim or fix

Call (408) 770-9212 Website Map

Alum Rock Plaza

2628 Alum Rock Ave, San Jose, CA 95116 · Claim or fix

Call (408) 493-5361 Map

Amazon Financial Services - San Jose

3031 Tisch Way Ste 110, San Jose, CA 95128 · Claim or fix

Call (619) 966-8886 Website Map

Ambar Financial Group

2242 Camden Ave Ste 102, San Jose, CA 95124 · Claim or fix

Call (408) 379-6510 Website Map

AMC Tax Services

2635 Cunningham Ave Ste 23, San Jose, CA 95148 · Claim or fix

Call (408) 258-2200 Website Map

American Income Life: AO

2150 Trade Zone Blvd Ste 104, San Jose, CA 95131 · Claim or fix

Call (800) 842-0022 Website Map

American Income Life: Mat Hart

333 W San Carlos St Ste 600, San Jose, CA 95110 · Claim or fix

Call (510) 931-9572 Website Map

American Media

1109 S King Rd, San Jose, CA 95122 · Claim or fix

Call (408) 272-0200 Map

American Tax Service

1634 Peregrino Wy, San Jose, CA 95125 · Claim or fix

Call (510) 941-7123 Website Map

Amulet Platform

1055 E Brokaw Rd Ste 30-355, San Jose, CA 95131 · Claim or fix

Website Map

Ankur2angels

5339 Prospect Rd # 185, San Jose, CA 95129 · Claim or fix

Website Map

Apoyo Financiero

1060 S White Rd, San Jose, CA 95127 · Claim or fix

Call (408) 649-5952 Website Map

Arightco

1754 Technology Dr, San Jose, CA 95110 · Claim or fix

Call (408) 837-0029 Website Map

Arti Kumar

1731 Technology Dr #600, San Jose, CA 95110 · Claim or fix

Call (408) 452-1300 Website Map

Asap Collection Services, Llc

6980 Santa Teresa Blvd Ste 150, San Jose, CA 95119 · Claim or fix

Call (408) 363-9600 Website Map

Asiana Global Investment

510 Parrott St, San Jose, CA 95112 · Claim or fix

Website Map

Asiana Global Investment

2114 Senter Rd Ste 12, San Jose, CA 95112 · Claim or fix

Call (408) 362-5291 Website Map

Associated Capital Consultants

1035 N 4th St, San Jose, CA 95112 · Claim or fix

Call (408) 209-6424 Map

Associated Tax Service

3033 Moorpark Ave #9, San Jose, CA 95128 · Claim or fix

Call (408) 260-1705 Website Map

Aurum Capital Management Corporation

84 W Santa Clara St Ste 390, San Jose, CA 95113 · Claim or fix

Call (408) 938-6580 Map

Axis Associated Insurance Brokers Llc

1530 Meridian Ave, San Jose, CA 95125 · Claim or fix

Website Map

B Z Finance

2180 Story Rd, San Jose, CA 95122 · Claim or fix

Website Map

Bank Of America Private Client Advisor Matthew Howard

560 S Winchester Blvd, San Jose, CA 95128 · Claim or fix

Call (408) 615-4215 Website Map

Barecoin Capital

1735 Technology Dr, San Jose, CA 95110 · Claim or fix

Website Map

Barnett Accounting Services

2021 The Alameda Ste 280, San Jose, CA 95126 · Claim or fix

Call (408) 293-8880 Website Map

Baseline Financial Services

950 S Bascom Ave Ste 2001, San Jose, CA 95128 · Claim or fix

Call (877) 229-4025 Website Map

Bay Area Employee Benefits & Insurance Services Inc

1515 Meridian Ave Ste 200, San Jose, CA 95125 · Claim or fix

Website Map

Bay Area Financial Services

12 S 1st St Ste 816, San Jose, CA 95113 · Claim or fix

Call (408) 287-3116 Website Map

Bay Area Payment Solutions

1816 Tully Rd Ste 186, San Jose, CA 95122 · Claim or fix

Website Map

Bay Spectrum Consulting, Inc

2858 Stevens Creek Blvd Ste 207, San Jose, CA 95128 · Claim or fix

Website Map

Bay View Funding

224 Airport Pkwy, San Jose, CA 95110 · Claim or fix

Call (650) 294-6600 Website Map

Bellatore

333 W San Carlos St, San Jose, CA 95110 · Claim or fix

Call (877) 285-3696 Map

Bellatore Financial, Inc.

1550 The Alameda Ste 310, San Jose, CA 95126 · Claim or fix

Call (408) 998-7700 Website Map

Better Credit Service Usa

1885 The Alameda, San Jose, CA 95126 · Claim or fix

Call (408) 655-4235 Website Map

Betterwealth

1475 Saratoga Ave Ste 200, San Jose, CA 95129 · Claim or fix

Call (408) 659-2390 Website Map

Bhangu Tax Services

1611 Honeysuckle Dr, San Jose, CA 95122 · Claim or fix

Call (408) 509-1158 Website Map

Blair Hansen & Company.

1550 The Alameda Ste 300, San Jose, CA 95126 · Claim or fix

Call (408) 287-6670 Website Map

Blue Oak Financial

410 E Santa Clara St Ste 501, San Jose, CA 95113 · Claim or fix

Website Map

Bluesky Wealth Advisors

1735 N 1st St Ste 295, San Jose, CA 95112 · Claim or fix

Call (408) 657-6880 Website Map

Brian T Franklin - Morgan Stanley

225 W Santa Clara St Ste 900, San Jose, CA 95113 · Claim or fix

Call (408) 947-2223 Website Map

Bridgeport Financial

1111 Willow St, San Jose, CA 95125 · Claim or fix

Call (408) 295-7085 Website Map

Briggs Development

100 Century Center Ct Ste 210, San Jose, CA 95112 · Claim or fix

Call (408) 747-9481 Website Map

Brighton Mortgage Advisors

2880 Zanker Rd Ste 203, San Jose, CA 95134 · Claim or fix

Call (800) 984-0886 Website Map

Budwal & Associates.

329 Piercy Rd, San Jose, CA 95138 · Claim or fix

Call (408) 972-8000 Website Map

Bunker Wealth Management

1900 Camden Ave, San Jose, CA 95124 · Claim or fix

Call (408) 558-3600 Website Map

Burj Capital Group

5655 Silver Creek Valley Rd PMB 507, San Jose, CA 95138 · Claim or fix

Website Map

Business Cash Funds

1900 Camden Ave, San Jose, CA 95124 · Claim or fix

Call (805) 773-8000 Map

Business Financial & Tax Services

5533 Snell Ave Suite #203, San Jose, CA 95123 · Claim or fix

Call (408) 365-2000 Website Map

Business Team

4 N 2nd St Ste 560, San Jose, CA 95113 · Claim or fix

Call (408) 246-1102 Website Map

C & S Income Tax and Bookkeeping

2680 S White Rd Ste 154, San Jose, CA 95148 · Claim or fix

Call (408) 729-0541 Website Map

C L Lott & Associates

3535 Ross Ave #202, San Jose, CA 95124 · Claim or fix

Call (408) 264-5680 Website Map

Cabin Ventures Inc

948 N 8th St, San Jose, CA 95112 · Claim or fix

Website Map

California Check Cashing Stores

4156 Monterey Rd Ste 30, San Jose, CA 95111 · Claim or fix

Call (408) 578-1150 Website Map

California Check Cashing Stores

14706 Camden Ave, San Jose, CA 95124 · Claim or fix

Call (408) 559-0777 Website Map

California Check Cashing Stores

1075 S White Rd, San Jose, CA 95127 · Claim or fix

Call (408) 926-2274 Website Map

Calitax Services

629 Arrowhead Dr, San Jose, CA 95123 · Claim or fix

Call (408) 990-5720 Website Map

Cambridge Investment Research

1754 Technology Dr Ste 133, San Jose, CA 95110 · Claim or fix

Call (408) 971-2060 Website Map

Capital Planning Partners, Llc

1 Almaden Blvd Ste 610, San Jose, CA 95113 · Claim or fix

Website Map

Capstone Financial Group Inc. (capfg)

6203 San Ignacio Ave Ste 110, San Jose, CA 95119 · Claim or fix

Website Map

Car Title Loans In San Jose

210 N 4th St, San Jose, CA 95112 · Claim or fix

Call (408) 389-3469 Website Map

Cash For Gold San Jose

949 S Winchester Blvd, San Jose, CA 95128 · Claim or fix

Call (408) 423-9666 Website Map

Cavallino Fund, Llc

111 N Market St, San Jose, CA 95113 · Claim or fix

Call (408) 332-5816 Website Map

Cbsj Financial Corporation

1735 N 1st St Ste 250, San Jose, CA 95112 · Claim or fix

Call (408) 792-4600 Map

Centaurus Financial Inc

940 Saratoga Ave #107, San Jose, CA 95129 · Claim or fix

Call (408) 213-0042 Website Map

Centro de Sanacion y Meditacion Nadis

454 E Hedding St., San Jose, CA 95112 · Claim or fix

Call (408) 210-9731 Website Map

Cerna Group of Marcus & Millichap

800 N 1st St, San Jose, CA 95112 · Claim or fix

Call (408) 993-0328 Website Map

Cetera Wealth Partners Is A Region Of Cetera Advisor Networks Llc

31 E Julian St, San Jose, CA 95112 · Claim or fix

Call (408) 249-4612 Website Map

Challenger Financial Services

5450 Thornwood Dr, San Jose, CA 95123 · Claim or fix

Call (408) 629-8233 Map

Check 'n Go

2746 Aborn Road, Unit H-2, San Jose, CA 95121 · Claim or fix

Call (408) 532-7070 Website Map

Christian Ortez, Aif - Lpl Financial

3031 Tisch Way Ste 110, San Jose, CA 95128 · Claim or fix

Call (669) 231-0200 Website Map

Christina Biagi

2280 Lincoln Avenue Suite 100, San Jose, CA 95125 · Claim or fix

Website Map

City Force Development Group, Inc.

2033 Gateway Pl Ste 250, San Jose, CA 95110 · Claim or fix

Call (408) 452-5970 Map

Clarity Wealth Advisors

2160 The Alameda Ste A, San Jose, CA 95126 · Claim or fix

Call (408) 560-3220 Website Map

Coinme

3002 Story Rd, San Jose, CA 95127 · Claim or fix

Website Map

Community Tax Services

586 N 1st St, San Jose, CA 95112 · Claim or fix

Call (408) 292-9763 Map

Compt

177 Park Ave, San Jose, CA 95113 · Claim or fix

Website Map

Concentrum Wealth Management

353 Piercy Rd, San Jose, CA 95138 · Claim or fix

Call (408) 840-4030 Website Map

Concert Global Group Ltd

1900 The Alameda Fl 3, San Jose, CA 95126 · Claim or fix

Call (408) 856-6310 Website Map

Consigliare Management Company

1960 the Alameda Ste 150, San Jose, CA 95126 · Claim or fix

Call (408) 260-1520 Website Map

Constellar Ventures

75 E Santa Clara St, San Jose, CA 95113 · Claim or fix

Website Map

Continental Currency Transfers

1716 Tully Rd, San Jose, CA 95122 · Claim or fix

Call (408) 528-9860 Map

Copilot Financial

560 S Winchester Blvd, San Jose, CA 95128 · Claim or fix

Call (888) 987-4568 Website Map

Copper Beech Tree Group

225 W Santa Clara St Suite 900, San Jose, CA 95113 · Claim or fix

Call (408) 947-2266 Website Map

Corinthian Wealth Management

1625 The Alameda Ste 308, San Jose, CA 95126 · Claim or fix

Call (408) 995-0915 Website Map

County Of Santa Clara Facilities And Fleet Department Building Operations

1555 Berger Dr Ste 300, San Jose, CA 95112 · Claim or fix

Call (408) 918-2700 Website Map

Craig Curtis Uffelman - Ameriprise Financial Services, LLC

1 Almaden Blvd, Ste 810, San Jose, CA 95113 · Claim or fix

Call (408) 918-5300 Website Map

CRE Credit Services

2880 Zanker Rd Ste 203, San Jose, CA 95134 · Claim or fix

Call (888) 799-7267 Website Map

Credence Resource Management

1190 Coleman Ave Ste 210, San Jose, CA 95110 · Claim or fix

Call (408) 775-7337 Website Map

Credit Repair Consultants

96 N 3rd St Ste 605, San Jose, CA 95112 · Claim or fix

Call (408) 214-0475 Website Map

Credit Xpress

3136 Story Rd, San Jose, CA 95127 · Claim or fix

Website Map

Crossroads Financial

55 S Market St Ste 1220, San Jose, CA 95113 · Claim or fix

Call (888) 348-4543 Map

Crown Gold Exchange

2080 Curtner Ave, San Jose, CA 95124 · Claim or fix

Call (408) 429-8676 Website Map

Csuite Financial Partners Llc.

1871 The Alameda Ste 331, San Jose, CA 95126 · Claim or fix

Call (310) 989-4321 Website Map

Cypress Private Wealth

Plaza West, 3031 Tisch Way #110, San Jose, CA 95128 · Claim or fix

Call (669) 231-0200 Website Map

Daiso Co.

275 Saratoga Ave Ste 102, San Jose, CA · Claim or fix

Call (408) 855-8789 Website Map

Darrell W. Shideler - Thrivent

2021 The Alameda, San Jose, CA 95126 · Claim or fix

Call (408) 984-8777 Website Map

Davalos Financial Advisors

333 W San Carlos St, San Jose, CA 95110 · Claim or fix

Call (408) 533-9102 Website Map

David Henderson

5444 Thornwood Dr, San Jose, CA 95123 · Claim or fix

Call (408) 978-6215 Website Map

David Lucas - Raymond James

150 Almaden Blvd Ste 1375, San Jose, CA 95113 · Claim or fix

Call (408) 279-1724 Website Map

David Warter at CrossCountry Mortgage

1080 Minnesota Ave Ste 1, San Jose, CA 95125 · Claim or fix

Call (669) 213-0388 Website Map

Decomputis

1590 The Alameda, San Jose, CA 95126 · Claim or fix

Call (213) 434-7938 Map

Dede George

4875 Aspen Ct, San Jose, CA 95124 · Claim or fix

Call (408) 348-8633 Website Map

Deep Valley Labs Llc.

3031 Tisch Way Ste 605, San Jose, CA 95128 · Claim or fix

Call (650) 996-9067 Website Map

Discount Tax

1866 Alum Rock Ave, San Jose, CA 95116 · Claim or fix

Call (408) 649-2474 Map

Discovery Capital

675 N 1st St Ste 1240, San Jose, CA 95112 · Claim or fix

Call (408) 993-8700 Website Map

Divorce Capital Planning

1 Almaden Blvd Ste 610, San Jose, CA 95113 · Claim or fix

Call (408) 999-7800 Website Map

DS insurance Tax Notary

1690 Story Rd #103, San Jose, CA 95122 · Claim or fix

Call (408) 667-6006 Map

DV Tax Solutions

2731 McLaughlin Ave, San Jose, CA 95121 · Claim or fix

Call (408) 228-8496 Website Map

Dwr Wealth Management Llc

1884 The Alameda, San Jose, CA 95126 · Claim or fix

Call (408) 260-9600 Website Map

Dynamic Wealth Strategies, Llc

1530 The Alameda Ste 305, San Jose, CA 95126 · Claim or fix

Call (408) 912-1999 Website Map

E & L Income Tax Services

2003 Cunningham Ct, San Jose, CA 95148 · Claim or fix

Call (408) 729-7797 Map

How to choose a financial advisor in San Jose

Ask how they are paid: fees, commissions or both.
Check licenses and any disciplinary history before you hand over money.
Get every quote or recommendation in writing.

Check the license: FINRA BrokerCheck.

Common questions

How many financial advisors are listed in San Jose, California?

USA Business Search shows 567 financial advisors in San Jose. 483 list a phone number and 483 list a website.

Which ZIP codes do these listings cover?

They include ZIP codes 95113, 95112, 95128, 95110, 95126, 95131, 95125, 95122.

How do I choose a financial advisor in San Jose?

Ask how they are paid: fees, commissions or both. Check licenses and any disciplinary history before you hand over money. Check the license with the FINRA BrokerCheck.

How do financial advisors in San Jose compare with the rest of California?

San Jose has 2% of the 24,546 financial advisors listed in California, which ranks #5 among California cities for this category.

How do I add or fix a listing?

Listings are free. Use Add your business, or the Claim or fix link on any listing.

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