Firms by city
Registered investment advisers in Los Altos, CA
10 SEC-registered advisers headquartered in Los Altos, listed by regulatory assets under management as reported on Form ADV.
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10 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Strategy Capital | Los Altos, CA | $1.34B |
| Three Bridge Wealth Advisors | Los Altos, CA | $1.05B |
| Traveka Wealth | Los Altos, CA | $731M |
| DiversiFi Capital | Los Altos, CA | $671M |
| Aimz Investment Advisors | Los Altos, CA | $585M |
| Flywheel Private Wealth | Los Altos, CA | $415M |
| Gates Pass Advisors | Los Altos, CA | $208M |
| Johnson Lyman | Los Altos, CA | $202M |
| Total Wealth Solutions | Los Altos, CA | $148M |
| Changing Parameters | Los Altos, CA | $105M |
- Headquarters
- Los Altos, CA
- Regulatory AUM
- $1.34B
- Headquarters
- Los Altos, CA
- Regulatory AUM
- $1.05B
- Headquarters
- Los Altos, CA
- Regulatory AUM
- $731M
- Headquarters
- Los Altos, CA
- Regulatory AUM
- $671M
- Headquarters
- Los Altos, CA
- Regulatory AUM
- $585M
- Headquarters
- Los Altos, CA
- Regulatory AUM
- $415M
- Headquarters
- Los Altos, CA
- Regulatory AUM
- $208M
- Headquarters
- Los Altos, CA
- Regulatory AUM
- $202M
- Headquarters
- Los Altos, CA
- Regulatory AUM
- $148M
- Headquarters
- Los Altos, CA
- Regulatory AUM
- $105M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Los Altos on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in California.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.