List of Financial advisors in San Jose
San Jose, California, has 224 Financial advisors in this dataset, last verified September 6, 2026. It is the second-largest of the 21 California cities we track, behind San Diego (270) and ahead of Newport Beach (218). Local listings make up 3.9% of all Financial advisors in California.
30 Financial advisors in San Jose list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is well below the California average, 13.4% against 25.2%, so expect phone (99.6% coverage) to do most of the work.
With 95.5% already online (in line with 92.9% across California), only 10 Financial advisors in San Jose lack a website, so site improvements and SEO are the stronger pitch. 21 of their websites list a contact page URL.
79% of the 47 rated Financial advisors in San Jose hold a 5-star average, in line with the California figure of 76%. Just one is rated 1 to 2 stars.
Social Media Reach
11
8
12
6
YouTube
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Financial advisors List in San Jose
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Pollard, Cooper, Kabitsis & Associates - Ameriprise Financial Services, LLC | Address | San Jose | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Flournoy Wealth Management | Address | San Jose | California | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Rio Oliveri | Address | San Jose | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Fidelity Investments | Address | San Jose | California | United States | Email | Phone | 27 | 3.4 | ||||||
 | Debbie Mc Kellar - Financial Advisor, Ameriprise Financial Services, LLC | Address | San Jose | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Lucie Honosutomo - RBC Wealth Management Financial Advisor | Address | San Jose | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Sarah Clish - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | San Jose | California | United States | Email | Phone | 3 | 5 | — | — | — | — | ||
True North Financial & Insurance Services | Address | San Jose | California | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Silicon Valley Investment Group - UBS Financial Services Inc. | Address | San Jose | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | MLP Tax & Financial Services Inc | Address | San Jose | California | United States | Email | Phone | — | 1 | 5 | — | — | — | — | |
 | Merrill Lynch Financial Advisor Simon Lui | Address | San Jose | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Chi Kim - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | San Jose | California | United States | Email | Phone | 2 | 5 | — | — | — | — | ||
 | Silicon Valley Financial Group | Address | San Jose | California | United States | Email | Phone | 4 | 5 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Lauren Gray | Address | San Jose | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Pace Wealth Management Group | Address | San Jose | California | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 224 records with complete field coverage.
Get the full Financial advisors database
224 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in San Jose
Most popular business categories across San Jose
Category | Financial advisors |
|---|---|
What You Can Do with the List of Financial advisors in San Jose
This list is built for teams that sell to Financial advisors: financial software vendors, lead generation partners and managed IT and security providers. It covers 224 Financial advisors in San Jose, with the fields to call, email, segment and map them.
Who Sells to Financial advisors in San Jose, California
Each of these buyers can work the 224 businesses in this list as a pipeline for a different product:
- Financial and compliance software: Pitch client management, document handling and compliance tools to the 224 Financial advisors in San Jose.
- Lead generation and referral partners: Offer exclusive leads or set up referral partnerships for new clients.
- Managed IT and cybersecurity providers: Sell backups, email security and compliance support to firms that hold sensitive client data.
Phone, Email and Contact Form Outreach in San Jose, California
Start with the 30 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (223): 99.6% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (30): 13.4% of records include an email address, so use email as a follow-up touch rather than the lead channel.
- Website contact forms (21): businesses with a contact page URL give you another way in when no email is listed.
- CRM import: CSV and Excel files load into HubSpot, Salesforce, Zoho or Pipedrive, with city, state and postal code columns for assigning leads to reps.
Prospect Segments for Agencies in San Jose, California
Filter the website, rating and social columns to pull the Financial advisors that fit a specific service before you pitch:
- Rated 1 to 2 stars (1): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (213): 95% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for San Jose
With 224 Financial advisors in one city, local teams can work the list in person as well as by phone:
- Route planning: records include latitude and longitude, so field reps can map all 224 Financial advisors in San Jose and plan visit days by neighborhood.
- Postal code patches: split San Jose by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 20 other California cities we track are the next step once San Jose accounts are covered.
Data Coverage for Financial advisors in San Jose
224 records · verified September 6, 2026
- Phone numbers
- 223
- Email addresses
- 30
- Phone and email
- 30
- Websites
- 214
Google ratings· 47 rated (21%)
79% hold 5 stars
- 1-star rated
- 1
- 2.1% of rated
- 2-star rated
- 0
- 0% of rated
- 3-star rated
- 7
- 14.9% of rated
- 4-star rated
- 2
- 4.3% of rated
- 5-star rated
- 37
- 78.7% of rated
Social profiles:
- LinkedIn:12· 5.4%
- Facebook:11· 4.9%
- Instagram:8· 3.6%
- X (Twitter):8· 3.6%
- YouTube:6· 2.7%
Financial advisors in San Jose are a phone-first market: 99.6% list a phone number but only 13.4% publish an email. Among 47 rated Financial advisors, 79% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
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Frequently asked questions about Financial advisors in San Jose, California
Everything you need to know about our financial advisors database for San Jose, California: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial advisors are there in San Jose, California?
There are 224 financial advisors in San Jose, California in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete San Jose market for sales prospecting and territory planning.
How up to date is the Financial advisors data for San Jose, California?
This dataset was last updated in September 6, 2026.
Business contact data decays at roughly 2–3% per month as businesses close, move, or change details, so we re-verify our most-purchased datasets on a rolling basis.
Every file is also run through email verification before delivery, and past buyers are offered discounted refreshed versions as updates ship.
What fields are included in the Financial advisors database for San Jose, California?
Each record can include: business name, full address, phone number, email address, website URL, social profiles (LinkedIn, Facebook, Instagram, YouTube, X), review ratings, and category details, plus contact-page URLs where available.
Field coverage varies by record; the counts below and the free sample show you exactly what to expect before buying.
Where can I buy verified market intelligence data for Financial advisors businesses in San Jose, California?
InfiniteLeadsHub provides verified market intelligence datasets for financial advisors businesses in San Jose, California as a one-time purchase with no subscription.
Ideal for market research, sales planning, and business development.
How much does the Financial advisors database for San Jose, California cost?
The complete financial advisors leads database for San Jose, California costs $10 as a one-time payment.
You get instant access to all 224 records with no recurring fees, no per-record charges, and no seat limits.
It is a cost-effective alternative to subscription platforms that charge monthly for the same public business data.
Is this a cheaper alternative to subscription lead databases like ZoomInfo or Apollo?
Yes. For teams that need financial advisors contacts in San Jose, California specifically, a one-time $10 file is usually far cheaper than subscription platforms, which typically charge thousands of dollars per year with contracts and per-seat pricing.
Subscriptions make sense for large sales teams needing continuous multi-industry access; a one-time targeted list makes sense when you know exactly which niche and geography you're selling into.
Can I preview a sample of the Financial advisors data before buying?
Yes. A free sample dataset is available so you can evaluate data quality, field coverage, and format before purchasing.
The sample is a representative slice of the full San Jose, California financial advisors database, including contact fields, social profiles, and ratings data.
How do I download the Financial advisors list, and what file formats are available?
You get instant access after purchase. Files are delivered in CSV and Excel (XLSX) formats.
CSV and Excel import directly into CRMs like Salesforce, HubSpot, and Zoho and into any email platform.
How many Financial advisors in San Jose, California have phone numbers?
223 financial advisors in San Jose, California (100% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial advisors in San Jose, California have email addresses?
30 financial advisors in San Jose, California (13%) include an email address.
Email remains one of the highest-ROI B2B outreach channels, making this subset ideal for cold email sequences, product announcements, and drip campaigns.
How many Financial advisors in San Jose, California have both a phone number and an email address?
30 financial advisors in San Jose, California have both a phone number and an email address.
Dual-contact records enable multi-channel outreach: combining calls with email follow-ups measurably improves response rates.
How many Financial advisors in San Jose, California are active on social media?
Social profile coverage for financial advisors in San Jose, California: 12 on LinkedIn, 11 on Facebook, 8 on Instagram, 6 on YouTube, 8 on X (Twitter).
Social presence signals digitally engaged businesses, which is useful for agencies pitching social media services, ad platforms building audiences, and vendors targeting digitally mature prospects.
How many Financial advisors in San Jose, California have a website?
214 financial advisors in San Jose, California (96%) have an active business website.
That is an indicator of digital maturity, and an ideal segment for SEO agencies, hosting providers, and SaaS platforms.
How many Financial advisors in San Jose, California do not have a website?
10 financial advisors in San Jose, California operate without a business website.
These are high-intent, overlooked prospects for web design agencies, local SEO providers, and Google Business optimization services.
What are the review ratings of Financial advisors in San Jose, California?
Rating breakdown for financial advisors in San Jose, California: 37 with a 5-star rating, 2 with a 4-star rating, 7 with a 3-star rating, 0 with a 2-star rating, 1 with a 1-star rating.
Top-rated businesses suit premium services and partnership proposals; lower-rated businesses are receptive prospects for reputation management, review tools, and operational software.
Can I get Financial advisors data for all of California or the entire US?
Yes. Beyond San Jose, we offer the complete Financial advisors database for California and a national all-50-states version.
If you buy the San Jose list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial advisors contact data in San Jose, California legal to use for B2B outreach?
Yes. All data is sourced exclusively from publicly available information: Google Business listings, company websites, social media profiles, and public business directories.
This is business contact information, not personal consumer data, making it appropriate for B2B prospecting.
We recommend following applicable regulations such as CAN-SPAM (US), CASL (Canada), and GDPR (EU-targeted campaigns) so your outreach remains fully compliant.