Financial advisors in Los Gatos, CA

114 match · page 2 of 4

Carter Crum
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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Charles Davis
Financial advisor at Kane Investment Management, Inc.
Kane Investment Management, Inc. · $240.5M AUM
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Charles Elliott
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
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Chris McCrary
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
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Christian Glomb
Financial advisor at Sanctuary Advisors, LLC
Sanctuary Advisors, LLC · $34.88B AUM
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Christian Tran
Financial advisor at U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC · $1.8B AUM
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Daniel Ayala
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Daniel Diaz
Financial advisor at Arete Wealth Advisors, LLC
Arete Wealth Advisors, LLC · $2.75B AUM
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Deborah Lee-Kavousi
Financial advisor at U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC · $1.8B AUM
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Dedrick Rhone
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Dennis Kane
Financial advisor at Kane Investment Management, Inc.
Kane Investment Management, Inc. · $240.5M AUM
VerifiedFinancial planning
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Diana Espinel
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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Dorothy Hundrieser
Financial advisor at Rice Financial Consulting, Inc.
Rice Financial Consulting, Inc. · $287.2M AUM
Verified
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Douglas Brady
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Emebet Estifanos
Financial advisor at Kane Investment Management, Inc.
Kane Investment Management, Inc. · $240.5M AUM
VerifiedFinancial planning
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Evan Jones
Financial advisor at Parallel Advisors, LLC
Parallel Advisors, LLC · $10.31B AUM
VerifiedFinancial planning
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Franklin Klein
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Gerard Pablo
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Haley Rudee
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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J. Testa
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
VerifiedFinancial planning
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Jaden Gospich
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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James Hanson
Financial advisor at James P. Hanson Accountancy Corporation
James P. Hanson Accountancy Corporation
VerifiedFinancial planning
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James Morris
Financial advisor at Equity Advisors, LLC
Equity Advisors, LLC · $35.8M AUM
Verified
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Janelle Hansen
Financial advisor at Rice Financial Consulting, Inc.
Rice Financial Consulting, Inc. · $287.2M AUM
Verified
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Jason Drotar
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
VerifiedFinancial planning
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Jason Sinclair
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Jaywant Srivatsa
Financial advisor at Future Wealth LLC
Future Wealth LLC · $75.6M AUM
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Jefferson Bustarde
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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Jessica Regidor
Financial advisor at Sanctuary Advisors, LLC
Sanctuary Advisors, LLC · $34.88B AUM
VerifiedFinancial planning
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Joan Masuda-Cox
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Los Gatos, CA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Los Gatos, CA.

How this list works

Before you hire an advisor in Los Gatos, CA