California · 23 advisers
Financial Advisors in Los Gatos, California
Looking for a financial advisor in Los Gatos, California? Falists indexes 23 SEC-registered and state-registered investment advisers in Los Gatos — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 17 firms list a website you can visit directly. Firms in this directory manage up to $18.52B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
23
With website
17
Largest AUM
$18.52B
Financial planning
13
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Los Gatos
Ranked by AUM · Fees, team & specialties at a glance
SCHARF INVESTMENTS, LLC
Los Gatos, CA
AUM
$4.21B
Team
15 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
831-429-6513
LIBRA WEALTH LLC
Los Gatos, CA
AUM
$639.8M
Team
4 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
(408) 721-1633
LEGACY CAPITAL GROUP CALIFORNIA, INC.
Los Gatos, CA
AUM
$535.7M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +2 more
408-399-6330
RICE FINANCIAL CONSULTING, INC.
Los Gatos, CA
AUM
$287.2M
Team
5 advisors
Clients
0
Fees
Percentage of AUM
(408) 354-3400
KANE INVESTMENT MANAGEMENT, INC.
Los Gatos, CA
AUM
$240.5M
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
408-358-5263
PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC
Los Gatos, CA
AUM
$141.5M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
415-407-2700
ORCHARD CITY WEALTH MANAGEMENT, LLC
Los Gatos, CA
AUM
$116.1M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(669) 237-3006
FUTURE WEALTH LLC
Los Gatos, CA
AUM
$75.6M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
408-839-4430
CULTIVATE FINANCIAL GROUP LLC
Los Gatos, CA
AUM
$61.7M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
650-451-3008
PROFLEX FINANCE
Los Gatos, CA
AUM
$23.4M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(408) 202-0912
CONSONANCE WEALTH MANAGEMENT
Los Gatos, CA
AUM
$12.4M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
408-827-8480
LOS GATOS FINANCIAL LLC
Los Gatos, CA
AUM
—
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
408-759-4895
MAINSTREET FINANCIAL PLANNING, INC.
Los Gatos, CA
AUM
—
Team
4 advisors
Clients
251-500
Fees
Hourly charges; Fixed fees
888-897-6743
COMPREHENSIVE FINANCIAL MANAGEMENT LLC
Los Gatos, CA
AUM
$18.52B
Team
15 advisors
Clients
26-50
Fees
Hourly charges · Fixed fees +1 more
408-358-3316
ASL FINANCIAL, LLC
Los Gatos, CA
AUM
$186.7M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
408.283.7256
OLMA ADVISORS
Los Gatos, CA
AUM
$4.4M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
650-353-7737
NAUTILUS AI SPV MANAGEMENT COMPANY, LLC
Los Gatos, CA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
408-910-5938
REACT INVESTMENT SOLUTIONS, LLC
Los Gatos, CA
AUM
—
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
408-399-6330
More cities in California
Common questions
- How many financial advisors are in Los Gatos, California?
- 23 registered investment advisers are listed in our Los Gatos directory, sourced from public SEC filings.
- What types of advisors are in Los Gatos?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Los Gatos?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.