Top Financial Advisory Firms in San Jose, California

Benchmark

We set the benchmark for financial planning advice, technology and solutions.

We set the benchmark for financial planning advice, technology and solutions.

Menlo Ventures

Menlo Ventures provides capital for seed through growth technology companies in the consumer and enterprise sectors.

Menlo Ventures provides capital for seed through growth technology companies in the consumer and enterprise sectors. For decades, the firm’s market-driven research analysis has led to the identification of and successful exits in innovative technology markets.

Cornerstone Research

At Cornerstone Research, we attribute our success to a unique combination of resources: a creative and energetic staff,.

At Cornerstone Research, we attribute our success to a unique combination of resources: a creative and energetic staff, cutting-edge technology and research, and our work with academic and industry experts.

Frank, Rimerman + Co

Established in 1949, our firm is unique for its pervasive passion and nimble delivery of over 70 years of experience.

Established in 1949, our firm is unique for its pervasive passion and nimble delivery of over 70 years of experience.

Venrock

Venrock partners with entrepreneurs who want to tackle big, hard problems that most think not possible.

Venrock partners with entrepreneurs who want to tackle big, hard problems that most think not possible. Originally established as the venture capital arm of the Rockefeller family in 1969, Venrock partners with entrepreneurs to build some of the world’s most disruptive, successful companies.

Trinity Ventures

Trinity Ventures is a top-tier venture capital firm combining business insight, practical expertise and a personal to...

Trinity Ventures is a top-tier venture capital firm combining business insight, practical expertise and a personal touch to help start-ups win big. For over twelve funds, Trinity has helped passionate entrepreneurs with breakthrough ideas transform markets and lives.

Sequoia Capital

Sequoia helps daring founders build legendary companies from idea to IPO and beyond. We spur founders to push the boundaries of what’s possible. In partnering with Sequoia, companies benefit from 48 years of tribal knowledge from working with founders like Steve Jobs.

First Republic Private Wealth Management

First Republic is now part of JPMorgan Chase.

First Republic is now part of JPMorgan Chase. Our commitment to provide extraordinary client service has not changed. Our mission continues to be understanding your individual needs and responding with personalized solutions.

Kleiner Perkins

For five decades, Kleiner Perkins has made history by partnering with some of the most ingenious and forward-thinking.

For five decades, Kleiner Perkins has made history by partnering with some of the most ingenious and forward-thinking founders in technology and life sciences. Through twenty venture funds and four growth funds we’ve invested $10 billion in hundreds of companies including pioneers such as Amazon.

Draper Fisher Jurvetson

DFJ is a venture capital firm that partners with extraordinary entrepreneurs who are changing the world.

DFJ is a venture capital firm that partners with extraordinary entrepreneurs who are changing the world. Since 1985, DFJ's core funds have raised $4B, which has been deployed in more than 300 portfolio companies.

Armanino

Armanino is a Top 20 CPA & Consulting firm in the nation, one of the "Best of the Best"​ accounting firms and a Best.

Armanino is a Top 20 CPA & Consulting firm in the nation, one of the "Best of the Best"​ accounting firms and a Best Places to Work, both nationally and regionally. We have a strong commitment to our communities and are a Green Certified business.

Greylock Partners

Greylock backs entrepreneurs who are building disruptive, market-transforming enterprise, consumer, and crypto softwa...

Greylock backs entrepreneurs who are building disruptive, market-transforming enterprise, consumer, and crypto software companies. We invest in companies that define new markets, including Airbnb (Nasdaq: ABNB), AppDynamics, Arista Networks (NYSE: ANET)

Bessemer Venture Partners

Bessemer Venture Partners helps entrepreneurs lay strong foundations to build and forge long-standing companies.

Bessemer Venture Partners helps entrepreneurs lay strong foundations to build and forge long-standing companies. With more than 135 IPOs and 200 portfolio companies in the enterprise, consumer, and healthcare spaces,

Mayfield Fund

Mayfield is a global venture capital firm with a people-first philosophy and a 50+ year track record of inception and...

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Mayfield is a global venture capital firm with a people-first philosophy and a 50+ year track record of inception and early-stage investing, partnering with founders to build iconic enterprise, consumer, semiconductor, and human and planetary health companies.

BPM

BPM LLP is one of the 35 largest public accounting and advisory firms in the United States.

BPM LLP is one of the 35 largest public accounting and advisory firms in the United States.

Norwest Venture Partners

Norwest is a leading venture and growth equity investment firm managing more than $12.5 billion in capital.

Norwest is a leading venture and growth equity investment firm managing more than $12.5 billion in capital. Since its inception, Norwest has invested in more than 650 companies and currently partners with more than 200 companies in its venture and growth equity portfolio.

August Capital

August Capital was founded in 1995 by Dave Marquardt and John Johnston.

August Capital was founded in 1995 by Dave Marquardt and John Johnston. Seasoned veterans of the venture capital industry.

Riveron is a leading business advisory firm that partners with CFOs, private equity firms, and capital providers to drive performance across the transaction and business lifecycle. They provide specialized services including M&A advisory, accounting and finance solutions, audit readiness support, and operational excellence consulting to help organizations navigate business uncertainty and strategic changes.