Best Financial Advisors in LOS GATOS, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in LOS GATOS
SCHARF INVESTMENTS, LLC
LOS GATOS, CA · Since 1983
KANE INVESTMENT MANAGEMENT, INC.
LOS GATOS, CA · Since 2021
REACT INVESTMENT SOLUTIONS, LLC
LOS GATOS, CA · Since 2010
PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC
LOS GATOS, CA · Since 2015
ASL FINANCIAL, LLC
LOS GATOS, CA · Since 2021
COMPREHENSIVE FINANCIAL MANAGEMENT LLC
LOS GATOS, CA · Since 2012
LIBRA WEALTH LLC
LOS GATOS, CA · Since 2021
LEGACY CAPITAL GROUP CALIFORNIA, INC.
LOS GATOS, CA · Since 2008
RICE FINANCIAL CONSULTING, INC.
LOS GATOS, CA · Since 2016
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in LOS GATOS?
The median advisory fee in LOS GATOS, CA is 0.95% of assets under management per year, based on Form ADV filings from 9 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.