Top Financial Advisors in Los Altos, California
Finding the right financial advisor in Los Altos is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Los Altos, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Los Altos, CA.
Find the Best Financial Advisor Firms in Los Altos:
THREE BRIDGE WEALTH ADVISORS
CRD#: 150460
Address: 240 Third Street Suite 110, Los Altos, CA 94022
Clients: 43
Average Clients per Advisor: 14
AUM: $ 818M
TRAVEKA WEALTH, LLC
CRD#: 328421
Address: 175 S San Antonio Road Suite 101, Los Altos, CA 94022
Clients: 85
Average Clients per Advisor: 28
AUM: $ 648M
DIVERSIFI CAPITAL LLC
CRD#: 242788
Address: 4546 El Camino Real B10 #1013, Los Altos, CA 94022
Clients: 102
Average Clients per Advisor: 11
AUM: $ 457M
FLYWHEEL PRIVATE WEALTH LLC
CRD#: 325690
Address: 4 Main Street Suite 240, Los Altos, CA 94022
Clients: 19
Average Clients per Advisor: 19
AUM: $ 338M
FAMILY CFO INC
CRD#: 127335
Address: Los Altos, CA
Clients: 13
Average Clients per Advisor: 13
AUM: $ 245M
GATES PASS ADVISORS, LLC
CRD#: 269983
Address: 280 2nd Street Suite 280, Los Altos, CA 94022
Clients: 18
Average Clients per Advisor: 9
AUM: $ 188M
How We Chose the Top Financial Advisors in Los Altos, California
To create this list of top financial advisor firms in Los Altos, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Los Altos has to offer.
Search Financial Advisors in Los Altos, California
Aaron Michael Gabriel
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Cynthia Shen
Registered Affiliation(s):MORGAN STANLEY
Roman Felix Quisol
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Naushaba Rashid
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Curtis S Chen
Registered Affiliation(s):LPL FINANCIAL LLC
David Arthur Cuellar
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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