Congratulations!

WiserAdvisor has qualified Financial Advisors serving the San Jose, California area.


Our Recommendations:

  • Talk to at least 2 to 3 Financial Advisors.
  • Hire an advisor who meets your screening criteria.

Special Offer!

FREE 1-on-1 consultation with qualified Financial Advisors

  • Complete the form to the right and click "Find My Advisor".
  • We will research and find you 2 to 3 advisors who match with your specified needs.
  • This match is from an impressive list of credentialed and pre-screened Financial Advisors.

seven reasons why this is simply a better way to find a Financial Advisor.

Talk To a Human :: 1-888-762-7630


Financial Advisors Licensed to practice in San Jose, California

Financial Engines Advisors, LLC
2350 Mission College Blvd. Suite 450,
Santa Clara, CA   95054
Call : (408) 970-0555

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was... read more>>

Dirk Gilliard, Financial Advisor from San Jose, California
(574 views)
Inquire with
Dirk
Dan Goldie Financial Services, LLC
2409 Park Boulevard,
Palo Alto, CA   94306
Call : (650) 566-1111

We are an independent financial advisor, financial planner, and investment advisor in the San Francisco Bay Area managing approximately $700 million for individuals and families. As a Registered Investment Adviser, we have a legal fiduciary... read more>>

Financial Engines Advisors, LLC
4301 Hacienda Drive, Suite 100,
Pleasanton, CA   94588
Call : (925) 227-0555

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was... read more>>

Blossom Wealth Management, LLC
PO Box 125,
Alamo, CA   94507
Call : (925) 833-9999

George helps business owners, corporate executives, and other successful individuals grow, protect and transfer their assets. Consistent with his sustainable background, George is an advisor who incorporates triple bottom line investment principles... read more>>

Zain Griffith, Financial Advisor from San Jose, California
(536 views)
Inquire with
Zain
Dash Investments
One Sansome Street,
San Francisco, CA   94104
Call : (415) 748-9181

Dash Investments is a fee-only independent investment firm recently ranked by "Money Magazine" as one of the top financial advisory firms in the country. We offer comprehensive financial planning, retirement planning and asset management services.... read more>>

Synergist Wealth Advisors, LLC
P.O. Box 1844 Heather Glen Court Mission St @ 8th,
Carmel, CA   93921
Call : (831) 626-1442

Our Mission is to partner with you to establish and achieve your financial goals through objective planning and management of resources. Our purpose is to help build, manage and preserve your wealth. Our unique, continuous process allows us to serve... read more>>

List of Additional Financial Advisors in or around San Jose, California
UBS Financial Services, Inc. San Jose,CA
Corinthian Wealth Management San Jose,CA
Global Portfolio Dimensions, Inc. Campbell,CA
Moore Financial Services Fremont,CA
Holbrook Global Strategies Palo Alto,CA
Focus Management Group, LLC Fremont,CA
Golub Group San Mateo,CA
Lincoln Financial San Ramon,CA
Mission Creek Capital Partners, Inc. San Francisco,CA

More Financial Advisors Network

Financial Advisors in Alamo, California
Financial Advisors in Aliso Viejo, California
Financial Advisors in Anaheim, California
Financial Advisors in Bakersfield, California
Financial Advisors in Belvedere Tiburon, California
Financial Advisors in Beverly Hills, California
Financial Advisors in Brea, California
Financial Advisors in Burbank, California
Financial Advisors in Burlingame, California
Financial Advisors in Calabasas, California
Financial Advisors in Camarillo, California
Financial Advisors in Campbell, California
Financial Advisors in Carlsbad, California
Financial Advisors in Carmel By The Sea, California
Financial Advisors in Carpinteria, California
Financial Advisors in Concord, California
Financial Advisors in Corte Madera, California
Financial Advisors in Cypress, California
Financial Advisors in Danville, California
Financial Advisors in Diamond Bar, California
Financial Advisors in El Segundo, California
Financial Advisors in Elk Grove, California
Financial Advisors in Encino, California
Financial Advisors in Escondido, California
Financial Advisors in Folsom, California
Financial Advisors in Fremont, California
Financial Advisors in Fresno, California
Financial Advisors in Fullerton, California
Financial Advisors in Garden Grove, California
Financial Advisors in Glendale, California
Financial Advisors in Glendora, California
Financial Advisors in Granada Hills, California
Financial Advisors in Grand Terrace, California
Financial Advisors in Grass Valley, California
Financial Advisors in Healdsburg, California
Financial Advisors in Huntington Beach, California
Financial Advisors in Irvine, California
Financial Advisors in La Jolla, California
Financial Advisors in Lafayette, California
Financial Advisors in Laguna Beach, California
Financial Advisors in Laguna Niguel, California
Financial Advisors in Larkspur, California
Financial Advisors in Los Alamitos, California
Financial Advisors in Los Angeles, California
Financial Advisors in Menifee, California
Financial Advisors in Mission Viejo, California
Financial Advisors in Monterey, California
Financial Advisors in Mountain View, California
Financial Advisors in Newbury Park, California
Financial Advisors in Newport Beach, California
Financial Advisors in North Hollywood, California
Financial Advisors in Northridge, California
Financial Advisors in Novato, California
Financial Advisors in Ontario, California
Financial Advisors in Orange, California
Financial Advisors in Orinda, California
Financial Advisors in Palo Alto, California
Financial Advisors in Paramount, California
Financial Advisors in Pasadena, California
Financial Advisors in Pleasanton, California
Financial Advisors in Rancho Cucamonga, California
Financial Advisors in Rancho Santa Fe, California
Financial Advisors in Red Bluff, California
Financial Advisors in Redlands, California
Financial Advisors in Redondo Beach, California
Financial Advisors in Redwood City, California
Financial Advisors in Riverside, California
Financial Advisors in Roseville, California
Financial Advisors in Sacramento, California
Financial Advisors in Saint Helena, California
Financial Advisors in San Bruno, California
Financial Advisors in San Clemente, California
Financial Advisors in San Diego, California
Financial Advisors in San Dimas, California
Financial Advisors in San Francisco, California
Financial Advisors in San Gabriel, California
Financial Advisors in San Jose, California
Financial Advisors in San Leandro, California
Financial Advisors in San Luis Obispo, California
Financial Advisors in San Mateo, California
Financial Advisors in San Rafael, California
Financial Advisors in San Ramon, California
Financial Advisors in Santa Ana, California
Financial Advisors in Santa Barbara, California
Financial Advisors in Santa Clara, California
Financial Advisors in Santa Maria, California
Financial Advisors in Santa Monica, California
Financial Advisors in Santa Rosa, California
Financial Advisors in Saratoga, California
Financial Advisors in Sausalito, California
Financial Advisors in Scotts Valley, California
Financial Advisors in Seal Beach, California
Financial Advisors in Sebastopol, California
Financial Advisors in Sherman Oaks, California
Financial Advisors in Simi Valley, California
Financial Advisors in Sonoma, California
Financial Advisors in South Pasadena, California
Financial Advisors in Stevenson Ranch, California
Financial Advisors in Sunnyvale, California
Financial Advisors in Temecula, California
Financial Advisors in Thousand Oaks, California
Financial Advisors in Torrance, California
Financial Advisors in Upland, California
Financial Advisors in Van Nuys, California
Financial Advisors in Ventura, California
Financial Advisors in Visalia, California
Financial Advisors in Walnut Creek, California
Financial Advisors in Westlake Village, California
Financial Advisors in Woodland Hills, California

Please provide the information we need to match you with 2 to 3 pre-screened financial advisors in San Jose, California based on your specific needs and receive FREE CONSULTATION.

What advisory services do you need?

What is the size of your investment portfolio?

Your Zipcode

First Name:

Last Name:

Email

Phone No:

Additional information (optional)

Privacy Policy | Terms & Conditions

Featured Financial Articles

What the Oil (over)Supply Means for the Markets

Oil prices are down due to an oversupply, but this time it isn't all good news. By Anna B. Wroblewska   The stock market is having the worst January on record. At the same time, oil prices are... more

How China's Stock Market Affects US Indexes

The recent chaos in China's markets seem to have taken global centerstage. What does all this have to do with U.S. markets, and, more importantly, what should an individual investor do about all... more

Are We Already in a Bear Market

The onset of 2016 saw the market having its worst start in recorded history. We may be in for a 'bad year', but here's what you need to know to get through it. By Anna B. Wroblewska   This... more

Are You A Financial Advisor in California?

Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only