Company lists · Data refreshed September 2026

Top 25 Goal-based investment advisors based in San Jose, United States

Name: Goal-based investment advisors based in San Jose, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 53 companies tracked

RevenueBase identified 53 company matches for goal-based investment advisors associated with San Jose, United States as of September 2026 and tracks 271 professional contacts across them, including 100 with verified work emails. Across the United States, New York is the largest hub for this category (426 companies); San Jose has 53.

This list covers company matches for goal-based investment advisors associated with San Jose, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

53Companies

271Contacts tracked

100Verified emails

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The 25 largest goal-based investment advisors based in San Jose, United States

Ranked by team size

Top 25 of 53 company matches for goal-based investment advisors based in San Jose, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Heckman Financial And Insurance Services, INC	Exact match	San Jose, CA, United StatesHQ recorded Sep 20, 2026	1-10	21 contacts →
	Exact match “The team at Heckman Financial and Insurance Services strives to lead their clients to and through a ® Retirement, by providing objective and comprehensive advice and helping them…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Harris Private Wealth	Exact match	San Jose, CA, United StatesHQ recorded Sep 20, 2026	1-10	11 contacts →
	Exact match “Whether you are just starting out or embarking on your life 2.0, Harris Private Wealth combines investment advice, risk management and financial planning to ensure you and your…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Werba Rubin Papier Wealth Management LLC	Exact match	San Jose, CA, United StatesHQ recorded Sep 20, 2026	1-10	10 contacts →
	Exact match “WRP Wealth Management has been providing exceptional financial guidance for over three decades, tailored to clients with complex planning requirements.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Slade & Company	Exact match	San Jose, CA, United StatesHQ recorded Sep 20, 2026	11-50	10 contacts →
	Exact match “Our mission is to help our clients make wise financial decisions for their future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Global Wealth Partners INC	Exact match	San Jose, CA, United StatesHQ recorded Sep 20, 2026	11-50	10 contacts →
	Exact match “At Global Wealth Partners, Inc.®, we understand that each unique financial situation deserves an equally unique approach.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Roundleaf INC	Exact match	San Jose, CA, United StatesHQ recorded Sep 20, 2026	11-50	10 contacts →
	Exact match “Our mission is to help people achieve their most important financial goal through educated decision making.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Potentia Wealth	Exact match	San Jose, CA, United StatesHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match “When it comes to your family’s financial health, three things matter: your goals, your life stage, and your risk tolerance.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	FIG Capital	Exact match	San Jose, CA, United StatesHQ recorded Sep 20, 2026	11-50	8 contacts →
	Exact match “FIG Capital is an investment practice headquartered in Silicon Valley providing financial services to individuals, business entities, and non-profit organizations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Betterwealth US	Exact match	San Jose, CA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “An independent wealth advisory firm with purpose and discipline.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Lattice Wealth Management Group INC	Exact match	San Jose, CA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “We are "the hub of the wheel" in the financial lives of about 100 clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Financial Journey Partners	Exact match	San Jose, CA, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Partners in Your Financial Journey® Wealth Managers based in San Jose, California.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	KC Independent Insurance Solutions	Exact match	San Jose, CA, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Our passion is taking something complicated and funneling it down to a solution that is simple, educational, and transparent.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Silicon Valley Financial Group	Exact match	San Jose, CA, United StatesHQ recorded Sep 20, 2026	11-50	6 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Fynanc	Exact match	San Jose, CA, United StatesHQ recorded Sep 20, 2026	11-50	6 contacts →
	Exact match “At Fynanc (pronounced “finance”), we are on a mission to help people build wealth faster, safer, and with more certainty.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Concentrum Wealth Management	Exact match	San Jose, CA, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Concentrum Wealth Management specializes in assisting a select group of business owners and families with their financial affairs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Ardent Equity Group	Exact match	San Jose, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Life is not always easy.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Sequoia Wealth Advisors	Exact match	San Jose, CA, United StatesHQ recorded Sep 20, 2026	11-50	4 contacts →
	Exact match “Sequoia Wealth Advisors a financial services company based out of three locations: Silicon Valley - 99 Almaden Boulevard Suite 925, San Jose, CA 95113 Aptos Office - 23 Seascape…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Family Wealth Consulting Group	Exact match	San Jose, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “The Family Wealth Consulting Group is a family owned and operated financial planning firm that has been serving clients in Silicon Valley, California for over 35 years.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	MLP TAX & Financial Services, INC	Exact match	San Jose, CA, United StatesHQ recorded Sep 20, 2026	11-50	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Lightup Financial	Exact match	San Jose, CA, United StatesHQ recorded Sep 20, 2026	11-50	3 contacts →
	Exact match “At Lightup Tax & Financial Consulting, we are committed to helping our clients achieve their financial goals through expert guidance and personalized service.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Innochamp Advisors	Exact match	San Jose, CA, United StatesHQ recorded Sep 20, 2026	501-1,000	2 contacts →
	Exact match “We are Innochamp Advisors, your perfect companion in financial planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Akkish INC	Exact match	San Jose, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Welcome to Akkish Inc, your trusted destination for comprehensive financial services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Align Wealth Management LLC	Exact match	San Jose, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “At Align Wealth Management, we always have your best interest in mind.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Meriwest Wealth Advisors	Exact match	San Jose, CA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Experience Matters.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Nine Gems Investment Management	Exact match	San Jose, CA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Nine Gems Investment Management is a registered investment advisory firm located in San Jose, California.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “goal-based investment advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 53 goal-based investment advisors based in San Jose, United States

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Goal-based investment advisors based in San Jose, United States at a glance

As of Sep 20, 2026

36.9%Verified-email coverage

5.1Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

Email recency for this list is measured across the whole United States list rather than for San Jose, so it is reported there. Company counts and contact totals on this page are exact for San Jose, over 53 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with San Jose, United States whose business descriptions match “goal-based investment advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 100 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Goal-based investment advisors by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “goal-based investment advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many goal-based investment advisors are there based in San Jose, United States?

RevenueBase identified 53 company matches for goal-based investment advisors associated with San Jose, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Heckman Financial And Insurance Services, INC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most goal-based investment advisors?

New York leads the United States with 426 company records, followed by Atlanta (272) and Houston (262). San Jose has 53.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 100 professional contacts with verified work emails tracked across these 53 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.