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Investment Firms in San Jose To Consider

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Investment Firms in San Jose To Consider

Planning your financial future often means selecting an investment partner that understands the nuances of your goals, risk tolerance, and values. In a growing economic hub like San Jose, California, several firms provide diverse financial services, from real estate investments to retirement strategies and wealth management. Below are ten investment firms in San Jose to consider, each offering unique approaches to helping clients build, preserve, and transfer wealth across generations.

1. 3P Equity Partners LLC

3P Equity Partners is a private equity firm founded in 2012 and headquartered in San Jose, California. The firm focuses on acquiring and scaling lower middle-market companies throughout North America. Known for its collaborative approach, 3P Equity Partners works closely with management teams to drive sustainable growth through strategic direction and operational enhancement.

Phone: 14089830720
Email: info@3pequity.com
Address: 3031 Tisch Way #130, San Jose, CA 95128
Website: http://www.3pequity.com/

2. Stonebridge Global Investments

Stonebridge Global Investments delivers custom wealth management services to individuals, families, and entrepreneurs. Their approach integrates asset management, retirement planning, insurance, and tax strategy with a digital-first experience.

3. Alpha Cubed Investments LLC

This SEC-registered advisory firm provides actively managed portfolios using individual securities and ETFs. Known for its fiduciary standard and blend of technical/fundamental analysis, Alpha Cubed tailors each strategy to client-specific needs.

4. Hendershott Wealth Management

Founded by Hilary Hendershott, this firm offers fee-only planning and investment solutions focused on high-net-worth women and couples. Their Ultra Tax Efficient Wealth Management℠ strategy helps minimize taxes while growing wealth.

5. FGG1031

Specializing in 1031 Exchange services, FGG1031 provides strategic guidance to real estate investors looking to defer capital gains taxes. Their expertise spans across DSTs and various commercial and residential properties.

  • Phone: 18663981031
  • Email: rbunje@1031pro.com
  • Address: 97 E Brokaw Rd Suite #350, San Jose, CA 95112
  • Website: http://www.fgg1031.com/

6. AlphaX RE Capital

AlphaX RE Capital is a women-founded real estate investment firm managing over 450 development projects. Their vertical integration spans acquisition to rental management, focusing on single-family homes and ADUs.

7. First Street Wealth Advisors

A values-based fiduciary firm offering personalized wealth planning. Backed by American Investors Company, they deliver retirement strategies and investment guidance to clients throughout California.

  • Phone: 16693425198
  • Email: diane@firstswa.com
  • Address: 2635 N First St #230, San Jose, CA 95134
  • Website: http://www.firstswa.com/

8. Legacy Wealth Advisors LLC

Serving high-net-worth individuals and institutions, Legacy Wealth Advisors offers in-depth financial planning, estate strategies, and multi-family office services with a collaborative team-based model.

9. Financial Journey Partners

Focused on life-aligned financial planning, this firm assists clients with concentrated stock, estate design, and charitable giving. Their services reflect a deep commitment to customized portfolio management and lasting partnerships.

10. Sun Wealth Advisor

Sun Wealth Advisor provides investment and retirement services under LPL Financial. With bilingual support in Farsi, the firm offers a personal touch to a wide range of financial goals for families and business owners.

Choosing the right investment firm can define your future financial journey. Each of these San Jose-based firms brings a distinct value proposition, whether you’re seeking real estate strategies, retirement planning, or holistic wealth management. Take the time to review your priorities and consider the firm that aligns most with your financial vision.

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