Company lists · Data refreshed September 2026

Top 22 Wealth management law firms based in San Jose, United States

Name: Wealth management law firms 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 29, 2026 42 companies tracked

RevenueBase identified 42 company matches for wealth management law firms associated with San Jose, United States as of September 2026 and tracks 395 professional contacts across them, including 233 with verified work emails. Across the United States, New York is the largest hub for this category (471 companies); San Jose has 42.

This list covers company matches for wealth management law firms 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 29, 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 29, 2026 How this list was built

42Companies

395Contacts tracked

233Verified emails

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The 22 largest wealth management law firms based in San Jose, United States

Ranked by team size

Top 22 of 42 company matches for wealth management law firms based in San Jose, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 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	Berliner Cohen, LLP	Exact match	San Jose, CA, United StatesHQ recorded Sep 29, 2026	51-200	166 contacts →
	Exact match “Berliner Cohen, LLP, is a highly-respected Northern California full-service business law firm.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	Lonich Patton Ehrlich Policastri	Exact match	San Jose, CA, United StatesHQ recorded Sep 29, 2026	11-50	39 contacts →
	Exact match “Lonich Patton Ehrlich Policastri, PC is a multi-faceted full service law firm that encompasses family law and estate planning.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	Ramsbacher Prokey Leonard LLP	Exact match	San Jose, CA, United StatesHQ recorded Sep 29, 2026	11-50	21 contacts →
	Exact match “Ramsbacher Prokey Leonard LLP is a boutique law firm located in downtown San Jose, focusing on several complementary practice areas, including: estate planning, family wealth…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4	Harris Private Wealth	Exact match	San Jose, CA, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
5	Werba Rubin Papier Wealth Management LLC	Exact match	San Jose, CA, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
6	Global Wealth Partners INC	Exact match	San Jose, CA, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
7	Potentia Wealth	Exact match	San Jose, CA, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
8	LAW Offices Of Berge & Berge	Exact match	San Jose, CA, United StatesHQ recorded Sep 29, 2026	1-10	8 contacts →
	Exact match “Berge & Berge is a full-service estate planning law firm located in the heart of Silicon Valley.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	Delucchi Hawn, LLP	Exact match	San Jose, CA, United StatesHQ recorded Sep 29, 2026	11-50	8 contacts →
	Exact match “Our practice emphasizes small to mid-sized domestic business, trusts and estates.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10	Lattice Wealth Management Group INC	Exact match	San Jose, CA, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
11	Financial Journey Partners	Exact match	San Jose, CA, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
12	Edgar LAW Group LLP	Exact match	San Jose, CA, United StatesHQ recorded Sep 29, 2026	11-50	6 contacts →
	Exact match “Ronda Edgar, the founder and leader of Edgar Law Group, LLP, in San Jose, has been practicing law in California since 2003.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	Sequoia Wealth Advisors	Exact match	San Jose, CA, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
14	Family Wealth Consulting Group	Exact match	San Jose, CA, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
15	Potentia TAX	Exact match	San Jose, CA, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match “Our primary goal is to provide insightful advice so that you can make informed decisions.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	Starrett LAW	Exact match	San Jose, CA, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “Founded by Andrea Starrett on July 9, 2021, Starrett Law is a California-based estate and wealth planning firm built around a simple goal: expertly protecting and growing our…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	LAW Office Of Cheri E Michaelis	Exact match	San Jose, CA, United StatesHQ recorded Sep 29, 2026	11-50	2 contacts →
	Exact match “Based in San Jose, Cheri E.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18	Dermer LAW Firm	Exact match	San Jose, CA, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “From Estate Planning, Tax Representation, Business and Real Estate Law – We have you covered.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19	Align Wealth Management LLC	Exact match	San Jose, CA, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
20	Steburg LAW Firm	Exact match	San Jose, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “Tax resolution and estate, probate and trust administration and litigation law firm in San Jose, California.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21	LAW Offices Of Timothy D. Henry	Exact match	San Jose, CA, United StatesHQ recorded Sep 29, 2026	1-10	1 contacts →
	Exact match “If you are looking to speak with a determined attorney about your specific estate planning and probate needs, look no further.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22	Bressman Family LAW	Exact match	San Jose, CA, United StatesHQ recorded Sep 29, 2026	1-10	1 contacts →
	Exact match “Bressman Family Law is known for its unique approach in negotiating complex, challenging financial and custody cases, avoiding the “scorched-earth approach,” while maintaining…” Recorded in the RevenueBase company graph · Sep 29, 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 “wealth management law firms”. 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 22 of 42 wealth management law firms based in San Jose, United States

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Wealth management law firms based in San Jose, United States at a glance

As of Sep 29, 2026

59.0%Verified-email coverage

9.4Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 42 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 “wealth management law firms” 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 233 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 29, 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.

Wealth management law firms 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 “wealth management law firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management law firms are there based in San Jose, United States?

RevenueBase identified 42 company matches for wealth management law firms 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?

Berliner Cohen, LLP 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 wealth management law firms?

New York leads the United States with 471 company records, followed by Houston (208) and Atlanta (199). San Jose has 42.

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 233 professional contacts with verified work emails tracked across these 42 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 29, 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.