Top 7 advisors in Los Gatos
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.
1. Comprehensive Financial Management LLC
Assets under management
$16,571,837,064
Fee structure
Hourly charges
Performance-based 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)
Selection Of Other Advisers
2. Legacy Capital Group California, Inc.
Assets under management
$424,110,455
Fee structure
A percentage of assets under your management
Fixed fees
Commissions
REFERRAL FEES
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
3. Libra Wealth LLC
Assets under management
$339,409,125
Fee structure
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
4. Asl Financial, LLC
Assets under management
$137,077,384
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Consulting
5. Parkworth Wealth Management, Inc.
Assets under management
$127,649,078
Fee structure
A percentage of assets under your management
Hourly charges
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)
Selection Of Other Advisers
6. Kane Investment Management, Inc.
Assets under management
$118,226,372
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
7. Partnership Capital Growth Investors Management, LLC
Assets under management
$107,927,290
Fee structure
A percentage of assets under your management
Performance-based fees
PORTFOLIO MONITORING FEES
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.