Financial advisors in Los Gatos, CA

107 match · page 1 of 4

Bruce Barton
Financial advisor at Savant Wealth Management
Savant Wealth Management · $55.61B AUM
CFP®VerifiedFinancial planning
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Corrine Fabie
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jerrod Foster
Financial advisor at Lido
Lido · $42.5B AUM
CFP®VerifiedFinancial planning
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Kristy Visconti
Financial advisor at Libra Wealth LLC
Libra Wealth LLC · $639.8M AUM
CFP®VerifiedFinancial planning
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Leigh Shimamoto
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
CFP®VerifiedFinancial planning
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Lisa Furlong
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Margaret Chan
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Mark Astrinos
Financial advisor at Libra Wealth LLC
Libra Wealth LLC · $639.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Roberson
Financial advisor at Arete Wealth Advisors, LLC
Arete Wealth Advisors, LLC · $2.75B AUM
CFP®VerifiedFinancial planning
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Michael Hudick
Financial advisor at Migh Financial Planner, LLC
Migh Financial Planner, LLC · $18.8M AUM
CFP®VerifiedFinancial planning
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Neil Gavande
Financial advisor at Farm and Community Advisory
Farm and Community Advisory · $1.5M AUM
CFP®VerifiedFinancial planning
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Randall Krenzin
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Renee Snow
Financial advisor at Asl Financial, LLC
Asl Financial, LLC · $186.7M AUM
CFP®VerifiedFinancial planning
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Russell Case
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Steven Anderson
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Trevor Schwartz
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Adam Fischer
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Adam Hospodar
Financial advisor at Rockefeller Capital Management
Rockefeller Capital Management · $99.6B AUM
VerifiedFinancial planning
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Adam Sawkins
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Al Barron
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Albert Aeed
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Alexandria Adiutori
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Andrew Clift
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Ferguson
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ashley Fetsch
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Aslan
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Blake Romero
Financial advisor at Rockefeller Capital Management
Rockefeller Capital Management · $99.6B AUM
VerifiedFinancial planning
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Boris Suvorov
Financial advisor at Three Main Points LLC
Three Main Points LLC · $14.4M AUM
VerifiedFinancial planning
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Bryan McCollam
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Caitlin Luttrell
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

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.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Los Gatos, CA.

How this list works

Before you hire an advisor in Los Gatos, CA