Top 7 financial advisors in Los Gatos, CA
We’ve curated a list of the best financial advisors in Los Gatos, take a look at it below
Find an advisor in Los Gatos| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $16,571,837,064 | 34 advisors | ||
| 2 | $424,110,455 | 14 advisors | ||
| 3 | $339,409,125 | 3 advisors | ||
| 4 | $137,077,384 | 1 advisors | ||
| 5 | $127,649,078 | 4 advisors | ||
| 6 | $118,226,372 | 7 advisors | ||
| 7 | $107,927,290 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Los Gatos, 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 Gatos. 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.
Comprehensive Financial Management LLC
Comprehensive Financial Management LLC is a financial advisory firm based in Los Gatos, California. It currently has approximately $16,571,837,064 of assets under management and employs about 34 people. Comprehensive Financial Management LLC uses a fee structure of hourly charges and performance-based fees.
Assets under management
$16,571,837,064
Headcount
34 advisors
Fee structure
Hourly charges
Performance-based fees
SEC number
801-73689
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
Legacy Capital Group California, Inc.
Legacy Capital Group California, Inc. is a financial advisory firm based in Los Gatos, California. It currently has approximately $424,110,455 of assets under management and employs about 14 people. Legacy Capital Group California, Inc. uses a fee structure of a percentage of assets under your management, fixed fees, commissions and referral fees.
Assets under management
$424,110,455
Headcount
14 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Commissions
REFERRAL FEES
SEC number
801-69566
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
Libra Wealth LLC
Libra Wealth LLC is a financial advisory firm based in Los Gatos, California. It currently has approximately $339,409,125 of assets under management and employs about 3 people. Libra Wealth LLC uses a fee structure of hourly charges and fixed fees.
Assets under management
$339,409,125
Headcount
3 advisors
Fee structure
Hourly charges
Fixed fees
SEC number
801-120883
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Asl Financial, LLC
Asl Financial, LLC is a financial advisory firm based in Los Gatos, California. It currently has approximately $137,077,384 of assets under management and employs about 1 people. Asl Financial, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$137,077,384
Headcount
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-121203
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Consulting
Parkworth Wealth Management, Inc.
Parkworth Wealth Management, Inc. is a financial advisory firm based in Los Gatos, California. It currently has approximately $127,649,078 of assets under management and employs about 4 people. Parkworth Wealth Management, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$127,649,078
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-122340
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
Kane Investment Management, Inc.
Kane Investment Management, Inc. is a financial advisory firm based in Los Gatos, California. It currently has approximately $118,226,372 of assets under management and employs about 7 people. Kane Investment Management, Inc. uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$118,226,372
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-121604
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
Partnership Capital Growth Investors Management, LLC
Partnership Capital Growth Investors Management, LLC is a financial advisory firm based in Los Gatos, California. It currently has approximately $107,927,290 of assets under management and employs about 2 people. Partnership Capital Growth Investors Management, LLC uses a fee structure of a percentage of assets under your management, performance-based fees and portfolio monitoring fees.
Assets under management
$107,927,290
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
PORTFOLIO MONITORING FEES
SEC number
801-80873
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.