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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Los Altos, CA

Every SEC-registered investment adviser representative at a firm office in Los Altos, with the firms that employ the most of them.

87 registered advisors work in Los Altos; the most are at Charles Schwab & Co., Inc. (15). 27 list the CFP designation and 43 are also registered broker representatives.

Firms with the most advisors in Los Altos

FirmAdvisors in Los Altos
Charles Schwab & Co., Inc. news15
Diversifi Capital Inc.7
Edward Jones news5
J.P. Morgan Securities LLC news4
Ameriprise Financial Services, LLC news3
Gates Pass Advisors, LLC3
Mariner news3
Strategic Advisers LLC3
Traveka Wealth, LLC3
Acela Capital Management, LLC2
Bakos Investment Management2
Changing Parameters, LLC2
Flywheel Private Wealth LLC2
Johnson Lyman Wealth Advisors2
LPL Financial LLC news2
Mok Capital Management2
Pwjohnson Wealth & Legacy, LLC2
Riley Friedman Asset Management2
Three Bridge Wealth Advisors2
Beacon Park Capital, LLC1
Cetera Investment Advisers LLC news1
Family Cfo Inc.1
Fifth Third Securities, Inc.1
Forward Horizon Investment1
Frank Elmer Investment Strategies LLC1

Advisors in Los Altos, A to Z

CFP advisors in Los Altos →

Other cities in California

All of California →

San Diego 3,490San Francisco 3,219Los Angeles 3,218Newport Beach 1,783Irvine 1,659Pasadena 1,109Walnut Creek 1,049San Jose 897Beverly Hills 656Roseville 611Westlake Village 597Sacramento 588Palo Alto 500Torrance 471La Jolla 463Carlsbad 429Menlo Park 428Santa Barbara 422El Segundo 421Fresno 413San Rafael 394San Mateo 354Woodland Hills 343Long Beach 335

Questions

How many financial advisors are in Los Altos, CA?

87 investment adviser representatives are registered at firm offices in Los Altos, California, according to the SEC's Investment Adviser Public Disclosure records. 43 of them are also registered as broker representatives, and 27 list the CFP designation.

Which firm has the most financial advisors in Los Altos?

Charles Schwab & Co., Inc., with 15 registered advisors in Los Altos, followed by Diversifi Capital Inc. with 7.

How do I check a financial advisor in Los Altos?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.