Top Financial Advisors in Los Gatos, California
Finding the right financial advisor in Los Gatos is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Los Gatos, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Los Gatos, CA.
Find the Best Financial Advisor Firms in Los Gatos:
COMPREHENSIVE FINANCIAL MANAGEMENT LLC
CRD#: 159641
Address: 720 University Avenue Suite 200, Los Gatos, CA 95032-7606
AUM: $ 16.6B
SCHARF INVESTMENTS, LLC
CRD#: 105508
Address: 16450 Los Gatos Boulevard, Suite 207, Los Gatos, CA 95032
AUM: $ 3.8B
LEGACY CAPITAL GROUP CALIFORNIA, INC.
CRD#: 111436
Address: 459 Monterey Avenue Suite 100, Los Gatos, CA 95030
Clients: 102
Average Clients per Advisor: 25
AUM: $ 424M
LIBRA WEALTH LLC
CRD#: 288098
Address: 16185 Los Gatos Blvd Suite 205, Los Gatos, CA 95032
Clients: 22
Average Clients per Advisor: 11
AUM: $ 339M
KANE INVESTMENT MANAGEMENT, INC.
CRD#: 127337
Address: 15466 Los Gatos Blvd. Suite 213, Los Gatos, CA 95032
Clients: 141
Average Clients per Advisor: 35
AUM: $ 118M
ASL FINANCIAL, LLC
CRD#: 115479
Address: 987 University Avenue Suite 8, Los Gatos, CA 95032
Clients: 54
Average Clients per Advisor: 54
AUM: $ 112M
How We Chose the Top Financial Advisors in Los Gatos, California
To create this list of top financial advisor firms in Los Gatos, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Los Gatos has to offer.
Search Financial Advisors in Los Gatos, California
Adela Lee
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Ashkahn Moayedi
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Roman Felix Quisol
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jonathan Anongos Lucas
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Thomas Alan Ransohoff
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Robert Wayne Stern
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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