Top 9 financial advisor firms in Los Altos

9 SEC-registered financial advisor firms are headquartered in Los Altos, CA, with $4.11B in combined regulatory assets under management. The largest by assets are Three Bridge Wealth Advisors ($1.05B), Traveka Wealth ($731M) and DiversiFi Capital ($671M).

9
Financial advisor firms: $4.11B
Their combined AUM: $415M
Median firm AUM: 1,208
Clients of the top 9

The 9 largest by assets

1
Three Bridge Wealth Advisors
RIA
$1.05B
Up to 1.00% a year
2
Traveka Wealth
RIA
$731M
Up to 1.25% a year
3
DiversiFi Capital
RIA
$671M
0.35% to 1.20% a year
4
Aimz Investment Advisors
RIA
$585M
0.40% to 1.00% a year
5
Flywheel Private Wealth
RIA
$415M
Up to 1.50% a year
6
Gates Pass Advisors
RIA
$208M
Regulatory AUM
7
Johnson Lyman
RIA
$202M
Regulatory AUM
8
Total Wealth Solutions
RIA
$148M
0.80% to 1.50% a year
9
Changing Parameters
RIA
$105M
Up to 2.50% a year

Profiles of the top 9

No. 1 · RIA

Three Bridge Wealth Advisors

Three Bridge Wealth Advisors is an investment adviser based in Los Altos, CA, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $1.05 billion, as filed on 30 March 2026.

Three Bridge Wealth Advisors charges up to 1.00% a year for its Wealth Management.

Regulatory AUM: $1.05B
Clients: 71
Advisory staff: 3
Fee schedule: Up to 1.00% a year
Custodians: Charles Schwab
Headquarters: 240 Third Street, Suite 110, Los Altos, CA 94022
Phone: 650-433-3500
Website: threebridgefo.com

No. 2 · RIA

Traveka Wealth

Traveka Wealth is an investment adviser based in Los Altos, CA, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $731 million, as filed on 27 February 2026.

Traveka Wealth charges up to 1.25% a year for its Wealth Management Services.

Regulatory AUM: $731M
Clients: 195
Advisory staff: 3
Fee schedule: Up to 1.25% a year
Minimum account: $2,000,000
Custodians: Fidelity
Headquarters: 175 S San Antonio Road, Suite 101, Los Altos, CA 94022
Phone: 650-397-2225
Website: travekawealth.com

No. 3 · RIA

DiversiFi Capital

DiversiFi Capital is an investment adviser based in Los Altos, CA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles and individual clients. Its regulatory assets under management total $671 million, as filed on 17 September 2026.

DiversiFi Capital charges 0.35%–1.20% a year for its Asset-Based Fees for Portfolio Management.

Regulatory AUM: $671M
Clients: 277
Advisory staff: 9
Founded: 2015
Fee schedule: 0.35% to 1.20% a year
Custodians: Charles Schwab
Headquarters: 4546 El Camino Real B10, #1013, Los Altos, CA 94022
Phone: 650-632-5667
Website: diversificapital.com

No. 4 · RIA

Aimz Investment Advisors

Aimz Investment Advisors is an investment adviser based in Los Altos, CA, registered with the SEC since 2011. It provides investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $585 million, as filed on 23 March 2026.

Aimz Investment Advisors charges 0.40%–1.00% a year for its Investment supervisory services.

Regulatory AUM: $585M
Clients: 221
Advisory staff: 2
Founded: 2010
Fee schedule: 0.40% to 1.00% a year
Custodians: Fidelity, Charles Schwab, Vanguard Group
Headquarters: 4984 El Camino Real, Suite 101, Los Altos, CA 94022
Phone: 650-988-1088

No. 5 · RIA

Flywheel Private Wealth

Flywheel Private Wealth is an investment adviser based in Los Altos, CA, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $415 million, as filed on 6 March 2026.

Flywheel Private Wealth charges up to 1.50% a year for its Wealth Management Services.

Regulatory AUM: $415M
Clients: 121
Advisory staff: 1
Fee schedule: Up to 1.50% a year
Custodians: Wells Fargo Clearing Services
Headquarters: 4 Main Street, Suite 240, Los Altos, CA 94022
Phone: 650-229-8782
Website: flywheelpw.com

No. 6 · RIA

Gates Pass Advisors

Gates Pass Advisors is an investment adviser based in Los Altos, CA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $208 million, as filed on 14 July 2026.

Regulatory AUM: $208M
Clients: 69
Advisory staff: 2
Founded: 2015
Custodians: SEI Investments, Charles Schwab
Headquarters: 280 2nd Street, Suite 280, Los Altos, CA 94022
Phone: 650-797-0280
Website: gatespassadvisors.com

No. 7 · RIA

Johnson Lyman

Johnson Lyman is an investment adviser based in Los Altos, CA, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $202 million, as filed on 4 March 2026.

Regulatory AUM: $202M
Clients: 57
Advisory staff: 2
Custodians: Charles Schwab, Capital Bank and Trust, Nationwide Investment Services
Headquarters: 4966 El Camino Real, Suite 109, Los Altos, CA 94022
Phone: 650-494-2733
Website: jlwealth.com

No. 8 · RIA

Total Wealth Solutions

Total Wealth Solutions is an investment adviser based in Los Altos, CA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $148 million, as filed on 5 May 2026.

Total Wealth Solutions charges 0.80%–1.50% a year for its Asset Management Fees.

Regulatory AUM: $148M
Clients: 82
Advisory staff: 1
Fee schedule: 0.80% to 1.50% a year
Custodians: LPL Financial
Headquarters: 146 Main Street, Suite 201, Los Altos, CA 94022
Phone: 510-252-0135
Website: onetws.com

No. 9 · RIA

Changing Parameters

Changing Parameters is an investment adviser based in Los Altos, CA, registered with the SEC since 2004. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $105 million, as filed on 13 March 2026.

Changing Parameters charges up to 2.50% a year for its Separately managed account fee.

Regulatory AUM: $105M
Clients: 115
Advisory staff: 2
Fee schedule: Up to 2.50% a year
Custodians: U.S. Bank National Association
Headquarters: 201 Main Street, Suite 150, Los Altos, CA 94022
Phone: 650-327-7705

Questions about financial advisors in Los Altos

How many financial advisor firms are headquartered in Los Altos?

9 SEC-registered financial advisor firms report their principal office in Los Altos, CA, managing $4.11B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Los Altos?

Three Bridge Wealth Advisors, with $1.05B in regulatory assets under management on its latest Form ADV. The next largest are Traveka Wealth ($731M) and DiversiFi Capital ($671M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Los Altos?

The median firm manages $415M in regulatory assets. That is the midpoint of the 9 firms headquartered in Los Altos.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Los Altos charge?

Of the 9 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Los Altos?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Los Altos has 9 financial advisor firms; see every adviser in the city →

The 9 largest by assets

Profiles of the top 9

Questions about financial advisors in Los Altos

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