Financial advisers in Los Altos, CA

10 registered investment adviser firms in Los Altos managing $5.5B in assets, based on public SEC Form ADV filings.

Strategy Capital LLC

Los Altos, CA · Est. 2018

LocalInternational

Fee-only

AUM: $1.3B
Per adviser: $336M
Advisers: 4

No reported disclosures

Three Bridge Wealth Advisors

Los Altos, CA · Est. 2009

Local

Fee-based

AUM: $1.0B
Per adviser: $349M
Advisers: 3

Traveka Wealth, LLC

Los Altos, CA · Est. 2023

Local

Fee-only

AUM: $731M
Per adviser: $244M
Advisers: 3

No reported disclosures

Diversifi Capital INC

Los Altos, CA · Est. 2021

LocalInternational

Fee-based

AUM: $671M
Per adviser: $75M
Advisers: 9

No reported disclosures

Riley Friedman Asset Management

Los Altos, CA · Est. 2011

Local

Fee-only

AUM: $585M
Per adviser: $292M
Advisers: 2

No reported disclosures

Flywheel Private Wealth LLC

Los Altos, CA · Est. 2023

Local

Fee-only

AUM: $415M
Per adviser: $415M
Advisers: 1

No reported disclosures

Gates Pass Advisors, LLC

Los Altos, CA · Est. 2022

LocalInternational

Fee-based

AUM: $208M
Per adviser: $104M
Advisers: 2

No reported disclosures

Johnson Lyman Wealth Advisors

Los Altos, CA · Est. 2009

Local

Fee-based

AUM: $202M
Per adviser: $101M
Advisers: 2

No reported disclosures

Total Wealth Solutions

Los Altos, CA · Est. 2026

Local

Fee-based

AUM: $148M
Per adviser: $148M
Advisers: 1

No reported disclosures

Changing Parameters, LLC

Los Altos, CA · Est. 2004

Local

Fee-only

AUM: $105M
Per adviser: $53M
Advisers: 2

No reported disclosures