Top 6 advisors in Los Altos
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.
1. Three Bell Capital LLC
Assets under management
$950,040,766
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
THIRD PARTY
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
2. Strategy Capital LLC
Assets under management
$509,387,000
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
3. Flywheel Private Wealth LLC
Assets under management
$234,644,800
Fee structure
A percentage of assets under your management
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
4. Diversifi Capital LLC
Assets under management
$226,510,600
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
5. Johnson Lyman Wealth Advisors
Assets under management
$128,239,048
Fee structure
A percentage of assets under your management
Fixed fees
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
6. Changing Parameters, LLC
Assets under management
$93,040,421
Fee structure
A percentage of assets under your management
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.