WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC
San Jose, CA
AUM
$1.40B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM
(408) 217-2000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA, SAN JOSE
16 advisers found
KERA CAPITAL PARTNERS
San Jose, CA
AUM
$1.36B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
408-668-2201
SILICON VALLEY CAPITAL PARTNERS, L.P.
San Jose, CA
AUM
$1.29B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
408-236-7300
CONCENTRUM WEALTH MANAGEMENT
San Jose, CA
AUM
$986.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
408-840-4030
CLARITY WEALTH ADVISORS
San Jose, CA
AUM
$732.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
408-560-3220
BETTERWEALTH LLC
San Jose, CA
AUM
$659.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM
408-659-2390
POTENTIA WEALTH
San Jose, CA
AUM
$569.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
408-288-7886
RETIREMENT CAPITAL STRATEGIES, INC.
San Jose, CA
AUM
$305.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
408-551-6100
DWR WEALTH MANAGEMENT, LLC
San Jose, CA
AUM
$221.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(408) 260-9600
LEGACY WEALTH ADVISORS, LLC
San Jose, CA
AUM
$178.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(408) 452-7700
NIM WEALTH SOLUTIONS
San Jose, CA
AUM
$116.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
888 322 2009
HECKMAN FINANCIAL & INSURANCE SERVICES, INC.
San Jose, CA
AUM
$116.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
408-297-9800
FIRSTHAND CAPITAL MANAGEMENT, INC.
San Jose, CA
AUM
$58.6M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
408-886-7096
XOOMFI ADVISORS
San Jose, CA
AUM
$300
Wealth MgmtInstitutional
Team
0 total employees
Clients
1-10
Fees
Percentage of AUM
650-870-1343
NAAI INVESTMENT MANAGEMENT LLC
San Jose, CA
AUM
—
InstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +3 more
669-330-6593
PANTHEON WEALTH PLANNING
San Jose, CA
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
408-404-8282