Investment advisers in Los Gatos, CA
10 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Comprehensive Financial Management LLC | $18.52 billion | 38 | 0 |
| Scharf Investments, LLC | $4.21 billion | 23 | 0 |
| Libra Wealth LLC | $639.8 million | 5 | 0 |
| Legacy Capital Group California, Inc. | $535.7 million | 17 | 0 |
| Rice Financial Consulting, Inc. | $287.2 million | 5 | 2 |
| Kane Investment Management, Inc. | $240.5 million | 9 | 0 |
| Asl Financial, LLC | $186.7 million | 1 | 0 |
| Partnership Capital Growth Investors Management, LLC | $141.5 million | 2 | 0 |
| Orchard City Wealth Management, LLC | $116.1 million | 3 | 0 |
| React Investment Solutions, LLC | $0 | 17 | 0 |