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 Wealth Management advisors in CA, LOS GATOS
14 advisers found
LIBRA WEALTH LLC
Los Gatos, CA
AUM
$639.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
(408) 721-1633
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
KANE INVESTMENT MANAGEMENT, INC.
Los Gatos, CA
AUM
$240.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
408-358-5263
PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC
Los Gatos, CA
AUM
$141.5M
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
415-407-2700
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
FUTURE WEALTH LLC
Los Gatos, CA
AUM
$75.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
408-839-4430
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
CONSONANCE WEALTH MANAGEMENT
Los Gatos, CA
AUM
$12.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
408-827-8480
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
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