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Find Retirement Advisors for Retirement Planning in San Jose, California
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in San Jose, California
Last Updated - April 18, 2025San Jose has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 17 non-vetted advisors in your local area. These retirement advisors in San Jose, California have an average of 25 years of experience.
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List of Qualified Retirement Planning Advisors in San Jose, California
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDHetal Saki
CFP®
AMC Wealth
Qualifications
CRD# 5403110
Firm CRD# 308157
Series 7 SIE
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Fee-Only, Hourly, Based on Assets
VERIFIEDParker O'Sullivan
CRPS®
Farther Finance, LLC
Qualifications
CRD# 5923601
Firm CRD# 302050
Series 7, 63, 65
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDThe Peregrine Private Client Group of Oppenheimer & Co. Inc.
CFP®, CIMA®, AIF®
Qualifications
Firm CRD# 249
Series 7, 8, 63, 65, 66
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDDavid Roggenkamp
ChFC®
Commonwealth Financial Network
Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJohn Cordeiro
Vintage Wealth Advisors
Qualifications
CRD# 2319931
Firm CRD# 151298
Series 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in San Jose, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 2680 North First Street, Suite 250 San Jose, CA, 95134 | $2,152,219,669 | 40 | 40 | A percentage of AUM, Fixed fees, Performance Based |
| 2 | 2570 N. First St, Second Floor, Suite 276 San Jose, CA, 95131 | $1,136,720,218 | 55 | 2 | A percentage of AUM, Fixed fees |
| 3 | 1732 North 1st Street, Suite 220 San Jose, CA, 95112 | $1,117,452,992 | 1883 | 8 | A percentage of AUM |
| 4 | 1731 Technology Drive, Suite 810 San Jose, CA, 95110 | $1,083,848,650 | 1523 | 7 | A percentage of AUM |
| 5 | 1760 The Alameda, San Jose, CA, 95126 | $760,769,608 | 767 | 11 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 353 Piercy Road, San Jose, CA, 95138 | $623,528,618 | 1732 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 1475 Saratoga Avenue, Suite 200 San Jose, CA, 95129 | $501,727,943 | 1254 | 6 | A percentage of AUM |
| 8 | 2160 The Alameda, Suite A San Jose, CA, 95126 | $478,899,915 | 1192 | 4 | A percentage of AUM, Fixed fees |
| 9 | 1978 The Alameda, San Jose, CA, 95126 | $405,475,731 | 986 | 2 | A percentage of AUM, Hourly charges |
| 10 | 1226 Lincoln Ave, Suite 200 San Jose, CA, 95125 | $309,930,534 | 859 | 14 | A percentage of AUM, Fixed fees |
| 11 | 1190 Saratoga Ave., Suite 140, San Jose, CA, 95129 | $265,206,130 | 666 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 1884 The Alameda, San Jose, CA, 95126 | $165,734,626 | 536 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 2001 Gateway Place, Suite 600w San Jose, CA, 95110 | $121,965,576 | 189 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
| 14 | 150 Almaden Blvd, Suite 1250 San Jose, CA, 95113 | $86,104,605 | 3 | 5 | A percentage of AUM, Performance Based |
| 15 | 111 N. Market St, Suite 300 San Jose, CA, 95113 | $95,308 | 3 | 0 | A percentage of AUM |
Information on Top Retirement Planning firms in San Jose, California
QualificationsFirm CRD# 164588
Assets Under Management $2,152,219,669
No. Of Clients40
Clients Per Financial Advisor1
PEGASUS TECH VENTURES, INC. is a financial advisory firm situated in San Jose, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 40 clients. The team consists of 40 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 154756
Assets Under Management $1,136,720,218
No. Of Clients55
Clients Per Financial Advisor28
SILICON VALLEY RETIREMENT SERVICES, LLC is a financial advisory firm situated in San Jose, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 55 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 139237
Assets Under Management $1,117,452,992
No. Of Clients1883
Clients Per Financial Advisor235
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC is a financial advisory firm situated in San Jose, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1883 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 125114
Assets Under Management $1,083,848,650
No. Of Clients1523
Clients Per Financial Advisor218
SILICON VALLEY CAPITAL PARTNERS, L.P. is a financial advisory firm situated in San Jose, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1523 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 312875
Assets Under Management $760,769,608
No. Of Clients767
Clients Per Financial Advisor70
KERA CAPITAL PARTNERS is a financial advisory firm situated in San Jose, California. With a nearly $761M assets under management, the firm specializes in crafting personalized retirement planning solutions for 767 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (CONSULTING)
QualificationsFirm CRD# 167151
Assets Under Management $623,528,618
No. Of Clients1732
Clients Per Financial Advisor247
CONCENTRUM WEALTH MANAGEMENT is a financial advisory firm situated in San Jose, California. With a nearly $624M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1732 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 226661
Assets Under Management $501,727,943
No. Of Clients1254
Clients Per Financial Advisor209
BETTERWEALTH LLC is a financial advisory firm situated in San Jose, California. With a nearly $502M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1254 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 157913
Assets Under Management $478,899,915
No. Of Clients1192
Clients Per Financial Advisor298
CLARITY WEALTH ADVISORS is a financial advisory firm situated in San Jose, California. With a nearly $479M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1192 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 284082
Assets Under Management $405,475,731
No. Of Clients986
Clients Per Financial Advisor493
TTP INVESTMENTS, INC. is a financial advisory firm situated in San Jose, California. With a nearly $405M assets under management, the firm specializes in crafting personalized retirement planning solutions for 986 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 329135
Assets Under Management $309,930,534
No. Of Clients859
Clients Per Financial Advisor61
POTENTIA WEALTH is a financial advisory firm situated in San Jose, California. With a nearly $310M assets under management, the firm specializes in crafting personalized retirement planning solutions for 859 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 139009
Assets Under Management $265,206,130
No. Of Clients666
Clients Per Financial Advisor111
RETIREMENT CAPITAL STRATEGIES, INC. is a financial advisory firm situated in San Jose, California. With a nearly $265M assets under management, the firm specializes in crafting personalized retirement planning solutions for 666 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 133743
Assets Under Management $165,734,626
No. Of Clients536
Clients Per Financial Advisor134
DWR WEALTH MANAGEMENT, LLC is a financial advisory firm situated in San Jose, California. With a nearly $166M assets under management, the firm specializes in crafting personalized retirement planning solutions for 536 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 127758
Assets Under Management $121,965,576
No. Of Clients189
Clients Per Financial Advisor27
LEGACY WEALTH ADVISORS, LLC is a financial advisory firm situated in San Jose, California. With a nearly $122M assets under management, the firm specializes in crafting personalized retirement planning solutions for 189 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 150647
Assets Under Management $86,104,605
No. Of Clients3
Clients Per Financial Advisor1
FIRSTHAND CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in San Jose, California. With a nearly $86M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for investment companies
QualificationsFirm CRD# 314872
Assets Under Management $95,308
No. Of Clients3
Clients Per Financial AdvisorInfinity
XOOMFI ADVISORS is a financial advisory firm situated in San Jose, California. With a nearly $100K assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 0 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
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