Falists

California · 40 advisers

Financial Advisors in Los Altos, California

Looking for a financial advisor in Los Altos, California? Falists indexes 40 SEC-registered and state-registered investment advisers in Los Altos — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 34 firms list a website you can visit directly. Firms in this directory manage up to $1.34B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

40

With website

34

Largest AUM

$1.34B

Financial planning

12

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth16Planning12Trusts13Retirement2Institutional7

Top advisors in Los Altos

Ranked by AUM · Fees, team & specialties at a glance

View all 40 →
View all 40 advisors in Los Altos

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)

Common questions

How many financial advisors are in Los Altos, California?
40 registered investment advisers are listed in our Los Altos directory, sourced from public SEC filings.
What types of advisors are in Los Altos?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Los Altos?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.