SCHARF INVESTMENTS, LLC
Los Gatos, CA
AUM
$4.21B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
831-429-6513
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA, LOS GATOS
7 advisers found
LEGACY CAPITAL GROUP CALIFORNIA, INC.
Los Gatos, CA
AUM
$535.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +2 more
408-399-6330
RICE FINANCIAL CONSULTING, INC.
Los Gatos, CA
AUM
$287.2M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM
(408) 354-3400
CULTIVATE FINANCIAL GROUP LLC
Los Gatos, CA
AUM
$61.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
650-451-3008
PROFLEX FINANCE
Los Gatos, CA
AUM
$23.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(408) 202-0912
COMPREHENSIVE FINANCIAL MANAGEMENT LLC
Los Gatos, CA
AUM
$18.52B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
15 advisors
Clients
26-50
Fees
Hourly charges · Fixed fees +1 more
408-358-3316
Full profileNo website
OLMA ADVISORS
Los Gatos, CA
AUM
$4.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
650-353-7737
Full profileNo website