Investment advisers in Los Altos, CA
10 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Strategy Capital LLC | $1.34 billion | 7 | 0 |
| Three Bridge Wealth Advisors | $1.05 billion | 10 | 4 |
| Traveka Wealth, LLC | $730.8 million | 7 | 0 |
| Diversifi Capital Inc | $671.4 million | 13 | 0 |
| Riley Friedman Asset Management | $584.8 million | 2 | 0 |
| Flywheel Private Wealth LLC | $415.0 million | 2 | 0 |
| Gates Pass Advisors, LLC | $207.6 million | 3 | 0 |
| Johnson Lyman Wealth Advisors | $202.1 million | 2 | 0 |
| Total Wealth Solutions | $148.0 million | 2 | 0 |
| Changing Parameters, LLC | $105.4 million | 4 | 0 |