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.
23 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
LOS GATOS FINANCIAL LLC
Los Gatos, CA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
408-759-4895
MAINSTREET FINANCIAL PLANNING, INC.
Los Gatos, CA
AUM
—
Financial PlanningFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Hourly charges; Fixed fees
888-897-6743
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
Full profileNo website
NAUTILUS AI SPV MANAGEMENT COMPANY, LLC
Los Gatos, CA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
408-910-5938
Full profileNo website
REACT INVESTMENT SOLUTIONS, LLC
Los Gatos, CA
AUM
—
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
408-399-6330
Full profileNo website