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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 you 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 registrations check. 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 - July 10, 2024

San Jose has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 18 non-vetted advisors in your local area. These retirement advisors in San Jose, California have an average of 22 years of experience.

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List of Qualified Retirement Planning Advisors in San Jose, California

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

advisor-photo
vector.svg VERIFIED

Mark Sikich
Edelman Financial Engines, LLC

Qualifications
CRD# 6106786
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

advisor-photo

Qualifications
CRD# 6403270
Firm CRD# 249
Series 7, 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

advisor-photo
vector.svg VERIFIED

David 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

Top 15 Retirement Planning firms in San Jose, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC
1732 North 1st Street, Suite 220
San Jose, CA, 95112
$767,283,70815148
A Percentage of AUM, Hourly charges
2
SILICON VALLEY RETIREMENT SERVICES, LLC
2570 N. First St, Second Floor, Suite 276
San Jose, CA, 95131
$698,309,301522
A Percentage of AUM, Fixed Fees
3
SILICON VALLEY CAPITAL PARTNERS, L.P.
1731 Technology Drive, Suite 810
San Jose, CA, 95110
$634,230,78513006
A Percentage of AUM
4
KERA CAPITAL PARTNERS
1760 The Alameda,
San Jose, CA, 95126
$514,374,9843849
A Percentage of AUM, Hourly charges, Fixed Fees
5
CONCENTRUM WEALTH MANAGEMENT
353 Piercy Road,
San Jose, CA, 95138
$413,462,52516547
A Percentage of AUM, Hourly charges, Fixed Fees
6
CLARITY WEALTH ADVISORS
2160 The Alameda, Suite A
San Jose, CA, 95126
$403,699,67512354
A Percentage of AUM, Fixed Fees
7
BETTERWEALTH LLC
1475 Saratoga Avenue, Suite 200
San Jose, CA, 95129
$385,833,60111925
A Percentage of AUM
8
SILICON VALLEY WEALTH ADVISORS, LLC
3190 S. Bascom Avenue, Suite 210
San Jose, CA, 95124
$329,150,0357966
A Percentage of AUM, Hourly charges, Fixed Fees
9
TTP INVESTMENTS, INC.
1978 The Alameda,
San Jose, CA, 95126
$301,512,4309102
A Percentage of AUM, Hourly charges
10
BHZ CAPITAL MANAGEMENT, LP
2025 Gateway Place, Suite 405
San Jose, CA, 95110
$300,641,62726
A Percentage of AUM, Performance Based
11
RETIREMENT CAPITAL STRATEGIES, INC.
1190 Saratoga Ave., Suite 140,
San Jose, CA, 95129
$236,401,2937026
A Percentage of AUM, Hourly charges, Fixed Fees
12
DWR WEALTH MANAGEMENT, LLC
1884 The Alameda,
San Jose, CA, 95126
$149,781,6605563
A Percentage of AUM, Hourly charges, Fixed Fees
13
HENDERSHOTT WEALTH MANAGEMENT, LLC
2025 Gateway Place, Suite 405
San Jose, CA, 95110
$142,524,5884665
A Percentage of AUM, Hourly charges, Fixed Fees
14
FIRSTHAND CAPITAL MANAGEMENT, INC.
150 Almaden Blvd, Suite 1250
San Jose, CA, 95113
$127,865,96737
A Percentage of AUM, Performance Based
15
LEGACY WEALTH ADVISORS, LLC
2001 Gateway Place, Suite 600w
San Jose, CA, 95110
$107,609,0111897
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in San Jose, California

QualificationsFirm CRD# 139237

Assets Under Management $767,283,708

No. Of Clients1514

Clients Per Financial Advisor189

WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC is a financial advisory firm situated in San Jose, California. With a nearly $767M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1514 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
  • Hourly charges

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 154756

Assets Under Management $698,309,301

No. Of Clients52

Clients Per Financial Advisor26

SILICON VALLEY RETIREMENT SERVICES, LLC is a financial advisory firm situated in San Jose, California. With a nearly $698M assets under management, the firm specializes in crafting personalized retirement planning solutions for 52 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

  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 125114

Assets Under Management $634,230,785

No. Of Clients1300

Clients Per Financial Advisor217

SILICON VALLEY CAPITAL PARTNERS, L.P. is a financial advisory firm situated in San Jose, California. With a nearly $634M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1300 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 312875

Assets Under Management $514,374,984

No. Of Clients384

Clients Per Financial Advisor43

KERA CAPITAL PARTNERS is a financial advisory firm situated in San Jose, California. With a nearly $514M assets under management, the firm specializes in crafting personalized retirement planning solutions for 384 clients. The team consists of 9 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
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 167151

Assets Under Management $413,462,525

No. Of Clients1654

Clients Per Financial Advisor236

CONCENTRUM WEALTH MANAGEMENT is a financial advisory firm situated in San Jose, California. With a nearly $413M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1654 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 157913

Assets Under Management $403,699,675

No. Of Clients1235

Clients Per Financial Advisor309

CLARITY WEALTH ADVISORS is a financial advisory firm situated in San Jose, California. With a nearly $404M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1235 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 226661

Assets Under Management $385,833,601

No. Of Clients1192

Clients Per Financial Advisor238

BETTERWEALTH LLC is a financial advisory firm situated in San Jose, California. With a nearly $386M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1192 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

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 106017

Assets Under Management $329,150,035

No. Of Clients796

Clients Per Financial Advisor133

SILICON VALLEY WEALTH ADVISORS, LLC is a financial advisory firm situated in San Jose, California. With a nearly $329M assets under management, the firm specializes in crafting personalized retirement planning solutions for 796 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
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 284082

Assets Under Management $301,512,430

No. Of Clients910

Clients Per Financial Advisor455

TTP INVESTMENTS, INC. is a financial advisory firm situated in San Jose, California. With a nearly $302M assets under management, the firm specializes in crafting personalized retirement planning solutions for 910 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
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 164091

Assets Under Management $300,641,627

No. Of Clients2

Clients Per Financial Advisor0

BHZ CAPITAL MANAGEMENT, LP is a financial advisory firm situated in San Jose, California. With a nearly $301M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 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
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 139009

Assets Under Management $236,401,293

No. Of Clients702

Clients Per Financial Advisor117

RETIREMENT CAPITAL STRATEGIES, INC. is a financial advisory firm situated in San Jose, California. With a nearly $236M assets under management, the firm specializes in crafting personalized retirement planning solutions for 702 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
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 133743

Assets Under Management $149,781,660

No. Of Clients556

Clients Per Financial Advisor185

DWR WEALTH MANAGEMENT, LLC is a financial advisory firm situated in San Jose, California. With a nearly $150M assets under management, the firm specializes in crafting personalized retirement planning solutions for 556 clients. The team consists of 3 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 170839

Assets Under Management $142,524,588

No. Of Clients466

Clients Per Financial Advisor93

HENDERSHOTT WEALTH MANAGEMENT, LLC is a financial advisory firm situated in San Jose, California. With a nearly $143M assets under management, the firm specializes in crafting personalized retirement planning solutions for 466 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 150647

Assets Under Management $127,865,967

No. Of Clients3

Clients Per Financial Advisor0

FIRSTHAND CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in San Jose, California. With a nearly $128M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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
  • Performance Based

Financial Planning Services

  • Portfolio Management for Investment
View Full Profile

QualificationsFirm CRD# 127758

Assets Under Management $107,609,011

No. Of Clients189

Clients Per Financial Advisor27

LEGACY WEALTH ADVISORS, LLC is a financial advisory firm situated in San Jose, California. With a nearly $108M 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

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