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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

NAUTILUS AI SPV MANAGEMENT COMPANY, LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
SINGULAR MANAGEMENT COMPANY LLC
LPL FINANCIAL LLC
VAULTED MANAGEMENT COMPANY, LLC
TIGER & BULLDOG MANAGEMENT, LLC
POMERIUM CAPITAL MANAGEMENT, LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
SARATOGA RESEARCH & INVESTMENT MANAGEMENT
J.P. MORGAN SECURITIES LLC
GRADIENT CAPITAL MANAGEMENT LLC
JOHN H. BECKER

Investors

MARGARET CHAN
LAURA AUBREY PETERSON
JUNE PERLAS LAMPA MCGREW
STEVEN SHAOTSUNG CHANG
AARON ROBERT SESSIONS
Lucy McGuire
Jennifer C Cardoza
Jared Zhu
PHILIP NORMAN MILLS
ERICA WENJUN WU
KEVIN PETER TANNER
SHOICHI ADAM SATO
MARC COOK CROSBY
MATTHEW DANIEL CASAS
Tierney Leigh-McClenahan Bosset
Matthew Tyler Keating
Andrew Joseph Early
JAMES HAROLD TANNER
PHILIP ALBERT SPENCER
MATHEW EDWARD SPENCER
TRACEY ALDEN DEVINE
JOSEPH HOWARD POLLARD
MARK LEE MCCLENAHAN
ROBERT LEE MENG
TingTing Zhao
BAO DINH

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