AdvisorOS Directory
Claim Profile
City Directory

86 Financial Advisors in LOS ALTOS, CA

Registered investment advisors · SEC/FINRA data
Use our Fee Calculator to see what advisors in LOS ALTOS typically charge →
Marguerite Amaral Tavares
THREE BRIDGE WEALTH ADVISORS, LLC·LOS ALTOS, CA
Financial Planning · Investment Management · Wealth Management
Marshall David Serwitz
SULLIVAN & SERWITZ INVESTMENT ADVISORS INC·LOS ALTOS, CA
Financial Planning · Investment Management
Raymond Mac Vo
DIVERSIFI CAPITAL LLC·LOS ALTOS, CA
Financial Planning · Investment Management · Retirement Planning
Roger Morton Low
ATINC, LLC·LOS ALTOS, CA
Byron Ferguson
JEMSTEP, INC.·LOS ALTOS, CA
Investment Management · Wealth Management
Howard Paul Smith
CHANGING PARAMETERS, LLC·LOS ALTOS, CA
Financial Planning · Investment Management · Fee-Only Advisory
Mark Levy
JEMSTEP, INC.·LOS ALTOS, CA
Investment Management · Wealth Management
Sailesh Ramakrishnan
ROCKETSHIP.VC, LLC·LOS ALTOS, CA
Sophie Wang
MAGNUM TECH PARTNERS, LLC·LOS ALTOS, CA
Spencer Greene
TSVC MANAGEMENT LLC·LOS ALTOS, CA
Stephen Donald Johnson
JOHNSON LYMAN, INC.·LOS ALTOS, CA
Financial Planning · Investment Management · Wealth Management
Venktesh Shukla
OPTIMAL ASSET MANAGEMENT, INC.·LOS ALTOS, CA
Investment Management · Wealth Management
Anand Rajaraman
ROCKETSHIP.VC, LLC·LOS ALTOS, CA
Brett Barton Sharkey
THREE BRIDGE WEALTH ADVISORS, LLC·LOS ALTOS, CA
Financial Planning · Investment Management · Wealth Management
Chun Xia
TSVC MANAGEMENT LLC·LOS ALTOS, CA
Eric Rosenblum
TSINGYUAN VENTURES LLC·LOS ALTOS, CA
Eric Thomas Thurber
THREE BRIDGE WEALTH ADVISORS, LLC·LOS ALTOS, CA
Financial Planning · Investment Management · Wealth Management
Eugene Zhang
TSVC MANAGEMENT LLC·LOS ALTOS, CA
Greg Lahann
ROCKETSHIP.VC, LLC·LOS ALTOS, CA
Hamilton Wright Helmer
STRATEGY CAPITAL LLC·LOS ALTOS, CA
Investment Management · Retirement Planning
📖 Read our guide: How to Choose a Financial Advisor in LOS ALTOS →

Are you a financial advisor in LOS ALTOS?

Claim your free profile to control your listing and connect with potential clients.

Browse All StatesAll Cities in California

Nearby Cities

AGOURA HILLS
8 advisors
ALAMEDA
16 advisors
ALAMO
17 advisors
ALHAMBRA
5 advisors
ALISO VIEJO
49 advisors
ALL REMOTE WORK
4 advisors
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education