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San Jose, CA

1550 The Alameda
Suite 125
San Jose, CA
Hours: 8am - 5pm, M-F

Nearby Meeting Locations:  While our main South Bay office is in San Jose, we have convenient Bay Area meeting locations in Campbell, Fairfield, Petaluma, Pleasanton, Marin, Newark, Redwood City, San Mateo, Santa Rosa, and Walnut Creek.

9th in AUM Growth

RIA Channel8

Top 100 RIA Firm

Barron's1

4th Fastest Growing RIA

FA Magazine2

Best in Class Advisors

NBRI3

$14 Billion

Assets Under Management4

29 Years in Business

17,000+ Clients

Best Places to Work

InvestmentNews5

About Our San Jose Location

Our San Jose team has more than 20 years of providing refreshingly clear investment, financial and retirement planning advice. 

Interested in learning more? Listen to Money Matters, our weekly, call-in radio program via podcasts you can download at iTunes or Google Play. Hosted by Allworth founders Scott Hanson and Pat McClain, you can hear them answer questions on topics ranging from investing to estate planning to pension and retirement account management, and more.

Located near the Nimitz Freeway and The Alameda, our San Jose team provides guidance on:

  • Retirement and Financial Planning
  • Investment Management
  • Tax Services
  • Estate Planning

Meet Our Financial Advisory Team

Other Nearby Office Locations

2105 S. Bascom Ave.
Suite 255
Campbell, CA 95008
408-404-0009
644 North Santa Cruz Ave
Suite 4
Los Gatos, CA 95030
408-354-5554
1676 N California Blvd
Suite 410
Walnut Creek, CA 94596
(925) 472-0874

Latest Insights

May 2022 Market Update

So far this year there’s been nowhere to hide on Wall Street. But why? Allworth’s Chief Investment Officer takes a deeper look at what’s causing the sell-off in both the stock and bond markets (and also shares why there’s reason to be optimistic).

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Thinking of relocating in retirement? 4 things to consider

Ready for a change of scenery in retirement? Before you pack your bags and make a permanent move, Allworth Co-CEO Scott Hanson shares a few reminders about some of the challenges that can come with living in a new city or country.

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Not everyone needs life insurance (but here are 6 times when you might)

Contrary to popular belief, not everyone needs life insurance. But it could make sense depending on your situation. Allworth Co-CEO Scott Hanson outlines a few of the most common reasons to buy a policy.

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