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
Pamela Davies
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Thomas Harry Simanek
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Erik Shannon Davis
Registered Affiliation(s):NAVIGATION GROUP LLC
Kathleen M. Mary Snodgrass
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Nancy Springer Ubaldi
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Catherine K Depuy
Registered Affiliation(s):MORGAN STANLEY
Jeffrey Ting
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Paul Lester Clark
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Laihingester Ng
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Maritza Nevarez
Registered Affiliation(s):TRANSAMERICA FINANCIAL ADVISORS, INC
Weldon P Poole
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Marian Valerie Lenz
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Alice Maria Guimarin
Registered Affiliation(s):MORGAN STANLEY
Larry D. Thomas
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Atul C Dubal
Registered Affiliation(s):PRUDENT PROSPERA PLANNING, INC.
Douglas Mclean Robbins
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Rodney Dale Wade
Registered Affiliation(s):WADE FINANCIAL ADVISORY, INC.
Patrick Thomas Giddens
Registered Affiliation(s):WADE FINANCIAL ADVISORY, INC.
Dione Amalia Luu-wong
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Eric Paul Stryker
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Gerard Jan Zell JR
Registered Affiliation(s):MORGAN STANLEY
Eric Maynard Aanes
Registered Affiliation(s):TITUS WEALTH MANAGEMENT
Andrew Trung Le
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Andrew James Andrikopoulos
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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