Fiduciary advisors in Los Gatos, CA

9 registered advisers

The Los Gatos market includes 9 fiduciary advisors registered with the SEC. Of those 9, 8 are compensated solely by client fees.

ASL FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Gatos, CaliforniaCRD #115479
Typical Fee--
AUM$187M
Minimum--
Clients190

COMPREHENSIVE FINANCIAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Gatos, CaliforniaCRD #159641
Typical Fee--
AUM$17.9B
Minimum--
Clients30

KANE INVESTMENT MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Gatos, CaliforniaCRD #127337
Typical Fee--
AUM$221M
Minimum--
Clients459

LEGACY CAPITAL GROUP CALIFORNIA, INC.

Clean RecordAlso Compensated via Brokerage
Los Gatos, CaliforniaCRD #111436
Typical Fee--
AUM$608M
Minimum--
Clients2,090

LIBRA WEALTH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Gatos, CaliforniaCRD #288098
Typical Fee--
AUM$474M
Minimum--
Clients679

PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Los Gatos, CaliforniaCRD #173288
Typical Fee--
AUM$105M
Minimum--
Clients13

REACT INVESTMENT SOLUTIONS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Gatos, CaliforniaCRD #150801
Typical Fee--
AUM--
Minimum--
Clients--

RICE FINANCIAL CONSULTING, INC.

Fee-Only, No Conflicts
Los Gatos, CaliforniaCRD #170346
Typical Fee--
AUM$231M
Minimum--
Clients348

SCHARF INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Gatos, CaliforniaCRD #105508
Typical Fee--
AUM$4.2B
Minimum--
Clients1,523
Fiduciary Advisors in Los Gatos, California | FiduciaryListings