List Of All financial advisor Leads in San Jose
Here's what's listed for financial advisor in San Jose right now — 20 businesses with addresses, phone numbers, and ratings. Portal Financial Planning - Independent Financial Advisers currently holds the top rating at 5.0★, while the average across the list sits around 4.8★. Everything below is current as of 8/13/2026; click through to any listing for a website, map link, or way to get in touch.
20 results · last updated 8/13/2026
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| Name | Phone | Links | Reviews | Category | |
|---|---|---|---|---|---|
| Portal Financial Planning - Independent Financial Advisersheritage exchange, 70 Plover Rd, Lindley, Huddersfield HD3 3HR | ***8**9••••0 | — | 5.0(38 reviews) | Financial Advisor | |
| Investy Financial Services919 Story Rd #1200, San Jose, CA 95122, United States | +***88*••••8 | — | 5.0(29 reviews) | Financial planner | |
| Beacon Pointe Advisors2021 The Alameda Ste 390, San Jose, CA 95126, United States | +***898••••7 | — | 5.0(14 reviews) | Financial planner | |
| Financial Journey Partners101 Metro Dr Ste 264, San Jose, CA 95110, United States | +***896••••8 | ar****••••*.comRegister to View | 5.0(12 reviews) | Financial planner | |
| Mariner99 S Almaden Blvd #730, San Jose, CA 95113, United States | +***89*••••1 | — | 5.0(2 reviews) | Financial planner | |
| Merrill Lynch Wealth Management50 W San Fernando St 16th Floor, San Jose, CA 95113, United States | +***8*8••••0 | — | 5.0(2 reviews) | Investment service | |
| Chi Kim - Private Wealth Advisor, Ameriprise Financial Services, LLC225 W Santa Clara St Unit 1600, San Jose, CA 95113, United States | +***896••••9 | ch****••••*.comRegister to View | 5.0(2 reviews) | Financial planner | |
| Edward Jones - Financial Advisor: Tevin Mercer1625 The Alameda #601, San Jose, CA 95126, United States | +***8*9••••8 | us**••••*.comRegister to View | 5.0(1 reviews) | Financial Advisor | |
| Dan Chang - Private Wealth Advisor, Ameriprise Financial Services, LLC225 W Santa Clara St Unit 1600, San Jose, CA 95113, United States | +***896••••5 | dc****••••*.comRegister to View | 5.0(1 reviews) | Financial planner | |
| Ameriprise Financial1 S Almaden Blvd #810, San Jose, CA 95113, United States | +***89*••••0 | — | 5.0(1 reviews) | Financial planner | |
| Morgan Stanley Financial Advisors225 W Santa Clara St Suite 900, San Jose, CA 95113, United States | +***89*••••0 | — | 5.0(1 reviews) | Financial Advisor | |
| Patrick Burke - Associate Financial Advisor, Ameriprise Financial Services, LLC1905 The Alameda, San Jose, CA 95126, United States | +***8*8••••0 | pa****••••*.comRegister to View | 5.0(1 reviews) | Financial planner | |
| Phil Nguyen - Private Wealth Advisor, Ameriprise Financial Services, LLC225 W Santa Clara St Unit 1600, San Jose, CA 95113, United States | +***896••••7 | ph****••••*.comRegister to View | 5.0(1 reviews) | Financial planner | |
| Thomas Woodell - Financial Advisor, Ameriprise Financial Services, LLC1 S Almaden Blvd Ste 810, San Jose, CA 95113, United States | +***89*••••6 | th****••••*.comRegister to View | 5.0(1 reviews) | Financial planner | |
| Heckman Financial & Insurance Services Inc-HFIS333 W Santa Clara St #604, San Jose, CA 95113, United States | +***8*9••••0 | — | 4.6(13 reviews) | Financial planner | |
| Sequoia Wealth Advisors and Invesment Management, Inc.99 S Almaden Blvd #925, San Jose, CA 95113, United States | +***86*••••0 | co****••••*.comRegister to View | 3.7(3 reviews) | Financial planner | |
| Skyline Private Wealth Management Group - Morgan Stanley225 W Santa Clara St Suite 900, San Jose, CA 95113, United States | +***89*••••3 | — | 3.0(2 reviews) | Financial Advisor | |
| Davalos Financial Advisors of Raymond James333 W San Carlos St #1650, San Jose, CA 95110, United States | +***8**••••2 | — | — | Financial planner | |
| Camino Advisors350 W Julian St Bldg 3, San Jose, CA 95110, United States | — | in**••••*.comRegister to View | — | Financial advisor | |
| Potentia Wealth1226 Lincoln Ave #200, San Jose, CA 95125, United States | +***8*8••••6 | as**••••*.comRegister to View | — | Financial Advisor |