Best Financial Advisors in LOS ALTOS, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in LOS ALTOS
STRATEGY CAPITAL LLC
LOS ALTOS, CA · Since 2018
CHANGING PARAMETERS, LLC
LOS ALTOS, CA · Since 2004
RILEY FRIEDMAN ASSET MANAGEMENT
LOS ALTOS, CA · Since 2011
DIVERSIFI CAPITAL INC
LOS ALTOS, CA · Since 2021
TOTAL WEALTH SOLUTIONS
LOS ALTOS, CA · Since 2026
JOHNSON LYMAN WEALTH ADVISORS
LOS ALTOS, CA · Since 2009
TRAVEKA WEALTH, LLC
LOS ALTOS, CA · Since 2023
GATES PASS ADVISORS, LLC
LOS ALTOS, CA · Since 2022
FLYWHEEL PRIVATE WEALTH LLC
LOS ALTOS, CA · Since 2023
THREE BRIDGE WEALTH ADVISORS
LOS ALTOS, CA · Since 2009
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in LOS ALTOS?
The median advisory fee in LOS ALTOS, CA is 0.95% of assets under management per year, based on Form ADV filings from 10 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.