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Best financial advisors in Los Gatos, CA

Registered advisers within 25 miles of Los Gatos, CA.

Offices
1,219
Firms
677
Combined AUM
$17.5T
Firm-wide filings, not assets booked only here
Clients
3.21M
3,210,440 clients when Item 5C has a number
Avg / client
$5.44M
Combined AUM ÷ clients

Nearby offices

Firms

INTEGRITY ALLIANCE, LLC.
SAVANT WEALTH MANAGEMENT
FUTURE WEALTH LLC
ARETE WEALTH ADVISORS, LLC
COMPREHENSIVE FINANCIAL MANAGEMENT LLC
SANCTUARY ADVISORS, LLC
SVG VENTURES MANAGEMENT, LLC
UBS FINANCIAL SERVICES INC.
ROCKEFELLER FINANCIAL LLC
SCHARF INVESTMENTS, LLC
LIBRA WEALTH LLC
CULTIVATE FINANCIAL GROUP LLC
OVIS CAPITAL, LLC
WISDOM VENTURES FUND, LLC
OLMA ADVISORS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ASL FINANCIAL, LLC
ORCHARD CITY WEALTH MANAGEMENT, LLC
EDWARD JONES
OSAIC WEALTH, INC.

Investors

Justin Anthony Bunger
BRUCE RICHARD BARTON
JAYWANT SRIVATSA
Daniel Lozano Diaz
Matthew Edward Roberson
JESSICA RENE REGIDOR
CHRISTIAN A GLOMB
MICHAEL CHRISTIAN GLOMB
CARTER DAMON CRUM
ADAM G FISCHER
ALEXANDRIA LYNNE ADIUTORI
Lisa Susanna Odsander Gronowski
Maria Magdalena Lamas
BRYAN FORBES MCCOLLAM
SANDRA L KOPANOS
SUSAN JENNIFER MARKHAM
ANDREW D. DAVID FERGUSON
Katherine Lynne Lynne Seidel
VERONICA JEAN AQUILINA
William Webber McCollam
Haley Rudee
SHELLEY GOGLIO
KAREN MARGARET SPENCER
DOUGLAS OMAR BRADY
Diana Espinel
RONALD EUGENE LOHBECK
Ian Forbes McCollam
JEFFERSON D BUSTARDE
Adam Hospodar
JUSTIN KWOK
Blake Romero
EVAN C JONES
JORDAN THOMAS COREY
DEBORAH LYNNE ROBINSON
MARCUS ALAN POTEETE
AARON DAHLGREN MILLER
THADDEUS D HEGGENESS
JOHANNA SANCHEZ ADLESON
MARK FRANCIS ASTRINOS
Stephen Moorman
CHRISTINE M WHITE
LOREN LOWE KINCZEL
OLGA MAVRODY
Trevor Brent Schwartz
RENEE MAURINE SNOW
ETHAN PEPPER
Thomas R Boscardin
Russell Thomas Case
MATTHEW LAWRENCE AGIUS

Within 25 miles of Los Gatos, CA, Best Investors lists 677 registered investment advisory firms with 1,219 offices nearby, managing about $17.5T in combined regulatory AUM across 3,210,440 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Los Gatos

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 BLACKROCK INVESTMENT MANAGEMENT, LLC 81 clients · 711 advisers $677B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM