10 Best Wealth Management Companies in San Jose

Silicon Valley Wealth Advisors, LLC is a leading client-centric financial planning company in the country. Their flat fee model and 30 years of dedicated service reward the client's satisfaction and transparency. They develop a personalized strategy and emphasize consistent communication and advice to help clients grow and preserve wealth. Their strong reviews describe great ser more...

Silicon Valley Wealth Advisors, LLC is a leading client-centric financial planning company in the country. Their flat fee model and 30 years of dedicated service reward the client's satisfaction and transparency. They develop a personalized strategy and emphasize consistent communication and advice to help clients grow and preserve wealth. Their strong reviews describe great service and a collaborative approach to financial planning as positive customer experiences. Although there are a few negative reviews mentioning poor customer service and misinformation, the company remains successful with the client's satisfaction record and seasoned expert financial guidance. From these factors, the company's extensive experience and personalized service make it to the top 10 list.

RBC Wealth Management is the company you can trust to assist you in achieving your financial goals. You may have aspirations for your family or business, and you might want to leave a legacy. Our team can assist you in navigating opportunities, changes, and challenges that arise from generation to generation. We are a leader in the industry with extensive resources, proactive r more...

RBC Wealth Management is the company you can trust to assist you in achieving your financial goals. You may have aspirations for your family or business, and you might want to leave a legacy. Our team can assist you in navigating opportunities, changes, and challenges that arise from generation to generation. We are a leader in the industry with extensive resources, proactive risk management, and a strong focus on sustainability. This allows us to continue growing, evolving and setting new standards. Our success has been guided by our unwavering commitment to our clients for more than 100 years. Our reputation is built on putting clients' interests first and our passion for helping people transform their lives. RBC Capital Markets, LLC is an RBC subsidiary and legal entity. RBC Capital Markets LLC does not assume any obligations or debts. RBC Capital Markets, LLC's assets under management and market capitalization are a reflection of the company's fiscal responsibility. However, these metrics don't affect RBC Wealth Management's performance or implied protection for investments in RBC Wealth Management accounts.

We aim to make a difference in the lives of our clients by helping them achieve financial independence, financial security, and financial confidence. Our innovative financial planning process takes into consideration all aspects of our client's life. The process involves not only creating the investment and financial plan but regular follow-ups to ensure we're on track f more...

We aim to make a difference in the lives of our clients by helping them achieve financial independence, financial security, and financial confidence. Our innovative financial planning process takes into consideration all aspects of our client's life. The process involves not only creating the investment and financial plan but regular follow-ups to ensure we're on track for achieving your goals. We will start by learning more about you and your values. Kristina Kuprina founded Sequoia Wealth Advisors in 2007 to find a better way of providing financial advice and investment services. We started with three financial advisors, but we have grown to twelve advisors and five associates dedicated to providing personalized service. We have grown in a number of services and continue to improve our ability to provide better service to our clients and their families. Sequoia Wealth Advisors believes that long-term partnerships, which encourage honest and open communication are the key to our clients' success. We provide ongoing education and financial updates to our clients as well as the team in this spirit of communication. We aim to help people find balance in their lives and decrease stress. Our greatest purpose is to empower and inspire others to achieve SEMP (Spiritually. Emotionally. Mentally. And Physically) balance. The traditional model of financial services often creates a conflict of interest for those who offer financial advice. They may be selling you their product, rather than offering advice. The client can choose which services they need and how much we will charge them. We help you define and plan your financial goals. We are independent and can provide objective advice to our clients. This ensures that you will always be in the best interests of your money. We want to make every person's life the best it can be.

Officially, Hayes Financial, Inc. became part of Mariner Wealth Advisors on Dec. 19, 2022. Mariner Wealth Advisors is a nationally recognized advisory company that we are happy to have joined. The firm is a great fit for us as it puts its clients first. Our approach to providing comprehensive wealth planning services and investment management services is also aligned. We have more...

Officially, Hayes Financial, Inc. became part of Mariner Wealth Advisors on Dec. 19, 2022. Mariner Wealth Advisors is a nationally recognized advisory company that we are happy to have joined. The firm is a great fit for us as it puts its clients first. Our approach to providing comprehensive wealth planning services and investment management services is also aligned. We have added market commentary from our investment team, along with other services such as tax planning and estate planning, and trust services. Your wealth team will provide you with the same attention and support you have come to expect at the same location. Our advisory fees will also remain unchanged. Mariner Wealth Advisors is a way for us to continue our dedication, service, and devotion to clients as well as to increase the breadth and depth of our service. We're excited to offer you wealth advisory technologies and solutions.

Silicon Valley Capital Partners is the advisor to the Global Strategy Lifestyle Funds, Separately Managed Accounts for Individuals. Silicon Valley Capital Partners and Global Strategy Funds are registered trademarks. Custodial services are provided by Fidelity Investments. Copyright 2015 Silicon Valley Capital Partners, L.P. No part of this website may be altered or duplicated f more...

Silicon Valley Capital Partners is the advisor to the Global Strategy Lifestyle Funds, Separately Managed Accounts for Individuals. Silicon Valley Capital Partners and Global Strategy Funds are registered trademarks. Custodial services are provided by Fidelity Investments. Copyright 2015 Silicon Valley Capital Partners, L.P. No part of this website may be altered or duplicated for any reason other than personal use for selecting an investment advisor. By utilizing Fidelity Investments as our custodian, each client gets access to all of Fidelity’s resources, including a monthly Fidelity statement, online account view, and tools, plus use of any of Fidelity’s nationwide investor centers.

We are pleased to show you why the San Jose Branch, CA Branch believes we can make significant changes in your life by using goals-based wealth management strategies. This includes retirement income planning as well as access to Bank of America philanthropic services. Our financial advisors can provide financial solutions that are based on years of wealth management experience more...

We are pleased to show you why the San Jose Branch, CA Branch believes we can make significant changes in your life by using goals-based wealth management strategies. This includes retirement income planning as well as access to Bank of America philanthropic services. Our financial advisors can provide financial solutions that are based on years of wealth management experience and combined knowledge. Our role is not limited to providing wealth management guidance and advice. Merrill Lynch Wealth Management has a wealth of resources that advisors can use to help with income planning and guidance for concentrated stock investments. They also offer estate planning and other services. Our goal is to support your financial needs. We offer a range of wealth management products and advice.

Securities and Financial Planning are offered by LPL Financial. LPL Financial is a registered investment adviser. Member FINRA/sic (finra.org). LPL Financial registered representatives associated with this site may not discuss or transact securities business only with residents in the following states: CA (CO), MO, NV, and TX. This profile does not represent the opinions of LPL more...

Securities and Financial Planning are offered by LPL Financial. LPL Financial is a registered investment adviser. Member FINRA/sic (finra.org). LPL Financial registered representatives associated with this site may not discuss or transact securities business only with residents in the following states: CA (CO), MO, NV, and TX. This profile does not represent the opinions of LPL Financial. It has not been checked for accuracy and completeness by LPL Financial. My approach to life and practice is based on competence, character, and compassion. I have a personal story that has inspired me to assist others with financial planning and investment management. When I became suddenly widowed in 2000, I had a plan and made smart investment decisions. I was then able to move forward with my family and create a secure life. My practice is geared towards single women, especially those in transition after divorce or widowhood.

Transitions Wealth Advisors is an independent, boutique wealth management practice located in San Jose's Willow Glen. Our dedicated team of financial planners loves their work. We have over 20 years of combined experience and resources. Our goal is to help you enjoy what matters most to you. Our passion and our mission intersect because life is full of changing seasons. We more...

Transitions Wealth Advisors is an independent, boutique wealth management practice located in San Jose's Willow Glen. Our dedicated team of financial planners loves their work. We have over 20 years of combined experience and resources. Our goal is to help you enjoy what matters most to you. Our passion and our mission intersect because life is full of changing seasons. We are a wealth management firm in San Jose that was created to offer you an extraordinary experience. Our clients always come first in every decision that we make as an independent family practice. Our passion and our mission intersect because life is always changing. We can help you with everything from retirement planning to the sale of a company to planning for your future, all thanks to our years of knowledge, experience, and wisdom. Our business is to help you turn your dreams into reality.

Morgan Stanley Smith Barney LLC and its affiliates, Morgan Stanley Financial Advisors, Morgan Stanley Private Wealth Advisors, and Morgan Stanley Financial Advisors ("Morgan Stanley") offer "investment advice" about a retirement plan, individual retirement account, or Coverdell education saving account ("Retirement Account") and Morgan Stanley is a more...

Morgan Stanley Smith Barney LLC and its affiliates, Morgan Stanley Financial Advisors, Morgan Stanley Private Wealth Advisors, and Morgan Stanley Financial Advisors ("Morgan Stanley") offer "investment advice" about a retirement plan, individual retirement account, or Coverdell education saving account ("Retirement Account") and Morgan Stanley is a fiduciary as defined by the Employee Retirement Income Security Act of 1973, as amended ("ERISA") and/or the Internal Revenue Code of 1987 ("Code") as appropriate. Morgan Stanley is not considered a fiduciary under ERISA or the Code if it provides investment education, accepts orders without solicitation, or does not offer "investment advice". For more information regarding Morgan Stanley's role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. The tax laws can be complex and are subject to changes. Morgan Stanley cannot provide legal or tax advice. Before establishing a retirement account, individuals should consult their legal and tax advisors. For matters related to taxation or tax planning, consult your tax advisor. Your attorney should be consulted for trust and estate planning, charitable gift planning, and any other legal issues.

Harris Private Wealth financial advisors manage your financial life, so you can live your actual life. Financial advice is not enough. You're more than just your money. Harris Private Wealth's financial advisors will ensure that you have all the tools you need to make the most of your life. Your money is not all that matters. You need more than just financial advice. Ha more...

Harris Private Wealth financial advisors manage your financial life, so you can live your actual life. Financial advice is not enough. You're more than just your money. Harris Private Wealth's financial advisors will ensure that you have all the tools you need to make the most of your life. Your money is not all that matters. You need more than just financial advice. Harris Private Wealth's financial advisors will ensure that you have all the tools you need to make the most of your life. Harris Private Wealth creates your financial management team using our diverse and powerful network of professionals. Our goal is to continue achieving your objectives by coordinating the people and processes.