Financial advisers in Los Gatos, CA

10 registered investment adviser firms in Los Gatos managing $24.9B in assets, based on public SEC Form ADV filings.

Comprehensive Financial Management LLC

Los Gatos, CA · Est. 2012

Regional

Fee-based

AUM: $18.5B
Per adviser: $1.2B
Advisers: 15

No reported disclosures

Scharf Investments, LLC

Los Gatos, CA · Est. 1983

RegionalInternational

Fee-based

AUM: $4.2B
Per adviser: $281M
Advisers: 15

No reported disclosures

Libra Wealth LLC

Los Gatos, CA · Est. 2021

RegionalInternational

Fee-based

AUM: $640M
Per adviser: $160M
Advisers: 4

No reported disclosures

Legacy Capital Group California, INC.

Los Gatos, CA · Est. 2008

Local

Fee-based

AUM: $536M
Per adviser: $179M
Advisers: 3

No reported disclosures

Rice Financial Consulting, INC.

Los Gatos, CA · Est. 2016

Local

Fee-only

AUM: $287M
Per adviser: $57M
Advisers: 5

No reported disclosures

Kane Investment Management, INC.

Los Gatos, CA · Est. 2021

LocalInternational

Fee-only

AUM: $241M
Per adviser: $40M
Advisers: 6

No reported disclosures

Asl Financial, LLC

Los Gatos, CA · Est. 2021

Local

Fee-based

AUM: $187M
Per adviser: $187M
Advisers: 1

No reported disclosures

Partnership Capital Growth Investors Management, LLC

Los Gatos, CA · Est. 2015

LocalInternational

Fee-only

AUM: $142M
Per adviser: $71M
Advisers: 2

No reported disclosures

Orchard City Wealth Management, LLC

Los Gatos, CA · Est. 2026

Local

Fee-based

AUM: $116M
Per adviser: $116M
Advisers: 1

No reported disclosures

React Investment Solutions, LLC

Los Gatos, CA · Est. 2010

Local

Fee-based

AUM: —
Per adviser: —
Advisers: 3

No reported disclosures