#1Betterwealth LLC
BETTERWEALTH LLC
Based in San Jose, CA
Retirement Plan Advisors in San Jose, CA
The top-ranked retirement plan advisors serving San Jose, CA are Betterwealth LLC, Clarity Wealth Advisors and Concentrum Wealth Management. We list 48 retirement plan advisors serving San Jose, CA. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving San Jose, CA (Santa Clara County). 48 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for San Jose
#2Clarity Wealth Advisors
CLARITY WEALTH ADVISORS, LLCBased in San Jose, CA#3Concentrum Wealth Management
CONCENTRUM WEALTH MANAGEMENT, INC.Based in San Jose, CA#4Dwr Wealth Management, LLC
DWR WEALTH MANAGEMENT, LLCBased in San Jose, CA#5Heckman Financial & Insurance Services, Inc.
HECKMAN FINANCIAL & INSURANCE SERVICES, INC.Based in San Jose, CA#6Retirement Capital Strategies, Inc.
RETIREMENT CAPITAL STRATEGIES, INC.Based in San Jose, CA#7Silicon Valley Retirement Services, LLC
SILICON VALLEY RETIREMENT SERVICES, LLCBased in San Jose, CA#8Werba Rubin Papier Wealth Management, LLC
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLCBased in San Jose, CA#9Align Wealth Management, LLC
ALIGN WEALTH MANAGEMENT, LLCServes this area from Campbell, CA (6 mi)#10Orchard City Wealth Management, LLC
ORCHARD CITY WEALTH MANAGEMENT, LLCServes this area from Los Gatos, CA (9 mi)
20 more providers serving this area
- Legacy Capital Group California, Inc., Los Gatos, CA (10 mi)
- Edelman Financial Engines, Santa Clara, CA (11 mi)
- Nri Wealth Management, LLC, Santa Clara, CA (11 mi)
- Honu Wealth Management, Sunnyvale, CA (13 mi)
- Aria Wealth Management, Saratoga, CA (13 mi)
- Impact Investors, Day Valley, CA (19 mi)
- Johnson Lyman Wealth Advisors, Los Altos Hills, CA (19 mi)
- Morling Financial Advisors, LLC, Fremont, CA (20 mi)
- Mayfield Advisors, Inc., Palo Alto, CA (20 mi)
- Rebalance LLC, Palo Alto, CA (22 mi)
- Alan Biller And Associates, Menlo Park, CA (23 mi)
- Nelson Capital Management, LLC, Menlo Park, CA (23 mi)
- Roberts Wealth Advisors, LLC, Menlo Park, CA (23 mi)
- Sage Rhino Capital LLC, Menlo Park, CA (24 mi)
- Iwc Asset Management LLC, Pleasanton, CA (24 mi)
- Sierra Pacific Private Wealth, LLC, Pleasanton, CA (24 mi)
- Kaizen Financial Strategies, LLC, Pleasanton, CA (25 mi)
- Mirador Capital Partners, Pleasanton, CA (25 mi)
- Griffin Black, LLC, Redwood City, CA (26 mi)
- Baybridge Capital Group, LLC, Livermore, CA (27 mi)
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Frequently asked questions
How many retirement plan advisors serve San Jose?
We list 48 retirement plan advisors serving San Jose, CA: 8 based there and 40 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve San Jose?
The top-ranked retirement plan advisors serving San Jose, CA are Betterwealth LLC, Clarity Wealth Advisors, Concentrum Wealth Management, Dwr Wealth Management, LLC and Heckman Financial & Insurance Services, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving San Jose are verified against official records?
10 of the top 10 match an active official record: Betterwealth LLC (U.S. Securities and Exchange Commission), Clarity Wealth Advisors (U.S. Securities and Exchange Commission), Concentrum Wealth Management (U.S. Securities and Exchange Commission), Dwr Wealth Management, LLC (U.S. Securities and Exchange Commission) and Heckman Financial & Insurance Services, Inc. (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .