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 Retirement Planning advisors in CA, LOS GATOS
5 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
ORCHARD CITY WEALTH MANAGEMENT, LLC
Los Gatos, CA
AUM
$116.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(669) 237-3006
ASL FINANCIAL, LLC
Los Gatos, CA
AUM
$186.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
408.283.7256
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