Ways to browse advisors serving San Jose, CA

Pick a specialty or descriptor to browse more advisors serving San Jose, CA.

By how they work

Type	Advisors
Large-firm	2,500
Flat-fee	1,057
Seasoned	992
Independent	571
CFP®-certified	398

By who they serve

Type	Advisors
High-net-worth	729
Baby Boomer	9
Gen X	3

Browse by specialty

Find advisors serving San Jose, CA who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	1,627
Executive	990
Wealth management	975
Retired	740
General estate planning guidance	635
Tax-loss harvesting	559
Active portfolio management	460
Private / alternative investments	453
Retirement plans for business owners (SEP, solo 401k)	390
General retirement planning	378
College savings (529s, UTMA, etc.)	353
Retirement income strategy	351
ESG / Sustainable investing	299
Mid-Career Professionals	272
Charitable giving & philanthropy	267
HENRY (High Earners, Not Rich Yet)	252
Approaching retirement	246
Options & derivatives strategies	230
Cash flow / budgeting	225
Income planning	190
Real estate investing	188
Concentrated stock management	186
Annuities	160
Passive / index investing	121
Equity compensation tax strategy	118
Retirement withdrawal strategies	117
Social Security optimization	116
Business exit / sale strategy	110
Financial Professional	80
Multi-generational wealth transfer	78
General tax planning	77
Divorce financial planning	73
Established Professionals	60
Self-Employed	60
Attorney	47
Business succession planning	46
Women Professionals	41
Business ownership considerations	38
Parents	37
Technology Professional	35
Divorced	32
Equity Recipients (RS/RSU, SOP, ESPP)	31
Planning for children with special needs	30
Tax strategies for small businesses	30
Debt management	25
Values-based investing	25
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	22
Doctor or Medical Professional	19
Long-term care insurance	17
Business sale tax planning	15
Liquidity event planning	15
Charitable giving tax strategies	13
Life insurance needs analysis	11
Young Families	9
Factor investing / smart beta	7
Elder care planning	6
Medicare planning	5
Engineering Professional	4
LGBTQIA	4
Young Professionals	4
Stock option exercise strategy	3

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support