Top 6 financial advisors in Los Altos, CA
We’ve curated a list of the best financial advisors in Los Altos, take a look at it below
Find an advisor in Los Altos| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $950,040,766 | 19 advisors | ||
| 2 | $509,387,000 | 6 advisors | ||
| 3 | $234,644,800 | 2 advisors | ||
| 4 | $226,510,600 | 9 advisors | ||
| 5 | $128,239,048 | 2 advisors | ||
| 6 | $93,040,421 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Los Altos, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Los Altos. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Three Bell Capital LLC
Three Bell Capital LLC is a financial advisory firm based in Los Altos, California. It currently has approximately $950,040,766 of assets under management and employs about 19 people. Three Bell Capital LLC uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and third party.
Assets under management
$950,040,766
Headcount
19 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
THIRD PARTY
SEC number
801-79156
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Estate Planning, Tax Planning, Insurance Planning, Lending
Strategy Capital LLC
Strategy Capital LLC is a financial advisory firm based in Los Altos, California. It currently has approximately $509,387,000 of assets under management and employs about 6 people. Strategy Capital LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$509,387,000
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-114124
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Flywheel Private Wealth LLC
Flywheel Private Wealth LLC is a financial advisory firm based in Los Altos, California. It currently has approximately $234,644,800 of assets under management and employs about 2 people. Flywheel Private Wealth LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$234,644,800
Headcount
2 advisors
Fee structure
A percentage of assets under your management
SEC number
801-127620
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Diversifi Capital LLC
Diversifi Capital LLC is a financial advisory firm based in Los Altos, California. It currently has approximately $226,510,600 of assets under management and employs about 9 people. Diversifi Capital LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Assets under management
$226,510,600
Headcount
9 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
SEC number
801-121391
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Johnson Lyman Wealth Advisors
Johnson Lyman Wealth Advisors is a financial advisory firm based in Los Altos, California. It currently has approximately $128,239,048 of assets under management and employs about 2 people. Johnson Lyman Wealth Advisors uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$128,239,048
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-70139
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Changing Parameters, LLC
Changing Parameters, LLC is a financial advisory firm based in Los Altos, California. It currently has approximately $93,040,421 of assets under management and employs about 3 people. Changing Parameters, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$93,040,421
Headcount
3 advisors
Fee structure
A percentage of assets under your management
SEC number
801-63495
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Selection Of Other Advisers
Tactical Allocation Services
Your first meeting is free.