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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

LPL FINANCIAL LLC
CENTAURUS FINANCIAL, INC.
PEGASUS TECH VENTURES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
DISRUPTIVESECULARGROWTH CORPORATION
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SEQUOALPHA MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC
CHARLES SCHWAB & CO., INC.
NAAI INVESTMENT MANAGEMENT LLC
THE GOLDEN BIRD CAPITAL MANAGEMENT LLC
Y COMBINATOR
SKYSPHERE LLC
CETERA INVESTMENT ADVISERS LLC

Investors

ROBERT LYLE OSTENBERG
Amado Quiroz Rivera
DAMON SHIGERU YEE
ZHIHUI HUANG
James Daoang
RYAN Makoto YEE
Paul James Rubel
Sebastian D Henshaw
KEVIN LLOYD MIZE
Sri Lakshman Palasamudram
Molly Yu Pratt
Minh Quang Le
FERNANDO MELLIN
KENNETH A PRODGER
JOHN JAMES DOMINGE
SCOTT CHRISTOPHER GILL
SHWETA AGARWAL
SANJAYA LUTHRA
SERKAN UYGUR
Alexander John Cassidy
Natalie Charlie Huh
ALEX QUAN
MICHAEL ALLEN TOY
EATAN VIJAN
ASHLEY Q NGUYEN
DALJIBHAI KESHARBHAI CHAUDHARI
KHOI LE
SCOTT ROBERT HAMAGUCHI

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