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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.

Top 100 RIA Firm

Barron's1

4th Fastest Growing RIA

FA Magazine2

Best in Class Advisors

NBRI3

$10 Billion

Assets Under Management4

Best Places to Work

InvestmentNews5

28 Years in Business

13,000+ Clients

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

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
770 Tamalpais Drive
Suite 206
Corte Madera, CA 94925
888-242-6766

Latest Insights

October 2021 Market Update

Elevated inflation looks like it’s here to stay – at least for a little while. Allworth’s Chief Investment Officer takes a deeper look at what these higher prices mean for the economy, the markets, and, ultimately, your investments.

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Third Quarter 2021 Market Update

When will inflation stabilize? What headwinds is the market facing? How should you approach your investment strategy? We address these questions and more in our third quarter video update.

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No 401(k)? Your other options

A 401(k) is generally the most popular way most Americans save for retirement. But what if you don’t have access to one? Or you’re self-employed? Allworth Co-CEO Pat McClain shares some of the best alternatives to consider.

Read More
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