Best Financial Advisors in LOS GATOS, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Loading map...
Top-Ranked Advisors in LOS GATOS
SCHARF INVESTMENTS, LLC
LOS GATOS, CA · Since 1983
REACT INVESTMENT SOLUTIONS, LLC
LOS GATOS, CA · Since 2010
PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC
LOS GATOS, CA · Since 2015
KANE INVESTMENT MANAGEMENT, INC.
LOS GATOS, CA · Since 2021
COMPREHENSIVE FINANCIAL MANAGEMENT LLC
LOS GATOS, CA · Since 2012
ASL FINANCIAL, LLC
LOS GATOS, CA · Since 2021
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 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 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.