Financial advisors in San Jose: list of 45 free CSV

How many financial advisors are in San Jose?

OpenStreetMap lists 45 named advice firms and offices inside the San Jose city boundary (468 km²), extract of 11 Nov 2026. 40% of the records list a website and 11% a phone number; 27 named financial advisors have no website on the public record. The biggest clusters are around Japantown (13), Buena Vista (10).

Examples on the list: Aerofund Financial, Affordable Investment Academy, Allied Brokers.

Financial advisors in San Jose at a glance: most are in Japantown (13), Buena Vista (10), Rose Garden (8); the busiest streets are South Winchester Boulevard, Buena Vista (5) and Almaden Boulevard, Japantown (4); records were last edited between Jun 2017 and Oct 2026; chain names include Fidelity Investments; Comerica Bank and Edward Jones list a business phone.

Edited on the map in the 90 days before the extract: 1 record, including Fidelity Investments.

45named advice firms and offices

40%list a website

27no website listed

11neighbourhoods

Download all 45 as CSV Get emails, phones and ratings

Data © OpenStreetMap contributors, ODbL, extract of 11 Nov 2026. The CSV is under the same licence.

27 with no website10 non-chain, edited since 2022.Filter to them
34 non-chain11 chain branches set aside; the biggest brand is Fidelity Investments (2).Non-chain only
13 in JapantownBusiest street: South Winchester Boulevard, Buena Vista (5). Plan a territory by neighbourhood or postcode.Only Japantown

All 45 financial advisors, A to Z

on the map recordmissing from the record

Financial advisors in San Jose, OpenStreetMap extract of 11 Nov 2026.
Business	Street and area	Website	Phone
A
Aerofund Financialnot edited since 2021	6910 Santa Teresa Boulevard, Silver Creek
Affordable Investment Academy	1566 Alum Rock Avenue, Little Portugal
Allied Brokers	330 Commercial Street, Japantown
B
Baxter and Associates	1101 South Winchester Boulevard, Buena Vista
Beacon Pointe Advisorsnot edited since 2021	50 West San Fernando Street, Japantown	wealthdesignllc.com
BetterWealth	1475 Saratoga Avenue, Buena Vista	betterwealth.us
Bridge Banknot edited since 2019	55 Almaden Boulevard, Japantown	westernalliancebancorporation.com
C
Comerica Bank	226 Airport Parkway, Japantown	locations.comerica.com	+1 408-451-2140
Concentrum Wealth Managementnot edited since 2022	353 Piercy Road, Silver Creek
E
Edward Jones	2397 Forest Avenue, Rose Garden	edwardjones.com	+1 408-984-4729
Elevate Financial Solutions	1275 South Winchester Boulevard, Buena Vista	elevatefs.com
Exertus Financial Partnersnot edited since 2021	2092 Concourse Drive, Berryessa	exertusfinancialpartners.com
Experian	355 Santana Row, Rose Garden		+1 408-660-2154
F
Family Trust Servicesnot edited since 2021	6455 Almaden Expressway, Almaden Valley
Fidelity Investments	2099 Gateway Place, Japantown
Fidelity Investments	4160 North 1st Street, Alviso
Fidelity National Title	2315 South Bascom Avenue, Dry Creek
Financial Journey Partnersnot edited since 2021	101 Metro Drive, Japantown	financialjourney.com
G
Global Wealth Managementnot edited since 2022	1764 The Alameda, Rose Garden
I
Investment Housenot edited since 2021	1515 Lincoln Avenue, Willow Glen
J
JTC Americasnot edited since 2021	50 West San Fernando Street, Japantown	nesfinancial.com
K
Koehler & Associates	Rose Garden, no street on record
L
LeAlta Financial Group	1275 South Winchester Boulevard, Buena Vista	lealtafinancialgroup.com
Loring Wardnot edited since 2022	10 Almaden Boulevard, Japantown	loringward.com
M
MoneyPatrolnot edited since 2022	3031 Tisch Way, Rose Garden	moneypatrol.com	+1-866-465-2770
O
Oportunnot edited since 2021	1636 Story Road, Little Portugal
R
RAM Capital Corporation	1101 South Winchester Boulevard, Buena Vista
Ramsay Financial Services	950 South Bascom Avenue, Buena Vista
S
SageView Advisory Group	2060 The Alameda, Rose Garden
Silicon Valley Financial Group	950 South Bascom Avenue, Buena Vista	svfg.com
SK Morton Financial Group	5150 Graves Avenue, Buena Vista		+1-408-258-0202
Stoller, DeHart, Welch Tax & Investmentsnot edited since 2021	920 Saratoga Avenue, Rose Garden
T
Technology Credit Corporationnot edited since 2021	Buena Vista, no street on record	creditcorp.com
The Masters Groupnot edited since 2021	6455 Almaden Expressway, Almaden Valley
TMFC, Inc.not edited since 2020	521 Charcot Avenue, Luna Park
TransAmerica Financial Advisors	695 North 1st Street, Japantown
Trident Leasingnot edited since 2021	3076 Union Avenue, Dry Creek
U
Union Bank	99 Almaden Boulevard, Japantown	blw.unionbank.com
United Planners Financial Servicesnot edited since 2021	3150 Almaden Expressway, Dry Creek	unitedplanners.com
University Mortgage Corporation	1101 South Winchester Boulevard, Buena Vista	universitymortgage.com
V
VNinvestmentsnot edited since 2020	Luna Park, no street on record
W
Wells Fargo Advisors	1 Almaden Boulevard, Japantown	home.wellsfargoadvisors.com
Wells Fargo AdvisorsWells Fargo	550 South Winchester Boulevard, Rose Garden
Wells Fargo Private Banknot edited since 2021	Japantown, no street on record
Y
Yoshihara Financial Groupnot edited since 2017	Japantown, no street on record

Download the full CSV (45 rows)

Also as Excel file of the 45 financial advisors, GeoJSON file of the 45 financial advisors, KML file of the 45 financial advisors (maps and spreadsheets; same rows, same licence).

Financial advisors in San Jose with no website listed

10 of 34 named non-chain financial advisors; 8 below, the rest in the filter or the CSV.

Affordable Investment Academy1566 Alum Rock Avenue, Little Portugal
Allied Brokers330 Commercial Street, Japantown
Baxter and Associates1101 South Winchester Boulevard, Buena Vista
Experian355 Santana Row, Rose Garden, phone listed
Fidelity National Title2315 South Bascom Avenue, Dry Creek
Koehler & AssociatesRose Garden
SK Morton Financial Group5150 Graves Avenue, Buena Vista, phone listed
TransAmerica Financial Advisors695 North 1st Street, Japantown

Show all of them Every kind of business in San Jose without a website

Where they are

Map of the 45 financial advisors inside the San Jose boundary; most sit around Japantown, Buena Vista, Rose Garden. — website listedno website, or social page only

Busiest streets

South Winchester Boulevard, Buena Vista5
Almaden Boulevard, Japantown4

By neighbourhood

Black: website listed.

By ZIP code

9512811
951136
951102
951122
951202
951242
951262
951312

Chains and non-chain businesses

24% of the records are branches of a chain or brand; 34 are not.

Fidelity Investments2

What the records hold

45 map records.
Field	Records	Share
Street address	40	89%
Website (own site)	18	40%
Phone on file	5	11%
Opening hours	3	7%
Chain or brand branch	11	24%
Edited since January 2024	14	31%

Half the records were last edited in Dec 2022 or later.

Why other sites show a different number

Coverage. 45 mapped; Google Maps holds more.
Boundary. 468 km² (map); metro searches count more.
Names. 11 branches each count once.

Get the complete list with emails, phones and ratings

Businesses to contact, not customer enquiries ("leads" for your own business are a different product).

Suggested source for this list

Google Maps Business Lead & Email Finder

It searches Google Maps for the same category and city and can add emails from each business website.

Emails
Phone numbers
Websites
Star ratings
Review counts
Social profiles
no opening hours

One run: about $0.44 to $0.88 for 45 to 480 rows ($0.99 per 1,000 + $0.40 start fee (4 GB run)), plus platform usage ($0.80/hour).

Free plan prices; it includes $5 a month (Apify pricing).

How to run it, step by step

Open Google Maps Business Lead & Email Finder on the Apify Store and sign in or create a free Apify account.
Paste these 4 searches into Search phrases, one per line; the neighbourhood searches catch businesses a citywide search misses.
1. financial advisors in San Jose, CA
2. financial advisors in Japantown, San Jose, CA
3. financial advisors in Buena Vista, San Jose, CA
4. financial advisors in Rose Garden, San Jose, CA
Set Country: United States.
Set Maximum leads to 500.
Start it and download the results as CSV or Excel.

Open on the Apify Store What this source returns

Or search by ZIP code (8 searches)

financial advisors in 95128, San Jose, CA
financial advisors in 95113, San Jose, CA
financial advisors in 95110, San Jose, CA
financial advisors in 95112, San Jose, CA
financial advisors in 95120, San Jose, CA
financial advisors in 95124, San Jose, CA
financial advisors in 95126, San Jose, CA
financial advisors in 95131, San Jose, CA

Other ways to build or enrich it

Prices on the Free plan: per 1,000 results plus a start fee per GB of run memory, plus Apify platform usage.
Source	What it adds	Price
Google Maps Business Lead Finder with Email & Social Links	a second Google Maps route with a different set of columns	$0.99 per 1,000 + $0.10/GB start
Yelp Business Search & Review Scraper	Yelp listings with ratings and review counts	$0.99 per 1,000 + $0.10/GB start
LinkedIn Company Headcount & Team Directory Scraper	adds headcount and team members for each company	$0.99 per 1,000 + $0.10/GB start
Website Contact Page Email & Phone Crawler	reads the websites in the free CSV and returns the emails and phone numbers published there	$0.99 per 1,000 + $0.10/GB start
Facebook Business Page Finder by Keyword & City	finds the Facebook pages of businesses that have no website	$0.99 per 1,000 + $0.10/GB start

Financial advisors in other cities

City	Named	Website listed
Financial advisors in New York City	100	33%
Financial advisors in Seattle	30	53%
Financial advisors in Portland	29	72%
Financial advisors in San Francisco	25	56%
Financial advisors in San Diego	25	37%
Financial advisors in Phoenix	23	9%
Financial advisors in Raleigh	22	5%
Financial advisors in Denver	21	24%
Financial advisors in Los Angeles	20	50%
Financial advisors in Houston	20	35%

Every city for financial advisors

More lists in San Jose

All San Jose lists

How San Jose compares: the local digital gap in San Jose, every kind of business with and without a website on the map.

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<p style="margin:4px 0 0;font:13px/1.4 sans-serif">Free list of <a href="https://getalistof.com/lists/financial-advisors/san-jose-ca/">financial advisors in San Jose</a> from getalistof.com. Map data © OpenStreetMap contributors.</p>

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Questions

How many financial advisors are there in San Jose?

At least 45: that is how many OpenStreetMap has inside the San Jose city boundary, 45 with a name (extract of 11 Nov 2026). 11 are chain branches. Google Maps usually lists more, because more owners add themselves there.

Which part of San Jose has the most financial advisors?

Japantown (13), then Buena Vista (10) and Rose Garden (8); the busiest street is South Winchester Boulevard, Buena Vista (5). 11 neighbourhoods have at least one.

How many financial advisors in San Jose have no website?

27 of the 45 named financial advisors have no website on their map record; 10 of them are not chain branches.

How do I get phone numbers and emails for financial advisors in San Jose?

Run Google Maps Business Lead & Email Finder with the search "financial advisors in San Jose, CA" plus 3 neighbourhood searches such as "financial advisors in Japantown, San Jose, CA". One run costs about $0.44 to $0.88 ($0.40 start fee (4 GB run) included), plus platform usage, for 45 to 480 rows.

Sources

OpenStreetMap extract for San Jose, checked 2026-11-11
OpenStreetMap copyright and licence
Google Maps Business Lead & Email Finder on the Apify Store, checked 2026-11-13

Using the list: credit OpenStreetMap contributors and keep changed copies under the ODbL; follow the outreach rules where you send. Licence and limits.