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Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
Nestled in the heart of Santa Clara County, Los Gatos, California has a population of over 33,300 residents. With multiple financial advisors operating in Los Gatos, finding the right advisor for your needs can be time-consuming. With the help of WiserAdvisor's online directory, you can simplify the process of finding and connecting with vetted and ranked financial advisors and financial advisory firms in and near Los Gatos, California. Whether you need services such as retirement planning, investment management, wealth management, estate planning, etc., we recommend using the directory below which offers a range of vetted financial experts who can be your trusted partners on your wealth-building journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Edelman Financial Engines, LLC
3945 Freedom Circle, Suite 450, Santa Clara, CA 95054 2175 North California Boulevard, Walnut Creek, CA 94596 |
Not Disclosed | $205,600,000,000 | Not Specified | Fee-Only |
| Not Disclosed | $300,000,000,000 | Not Specified | Fee-Only |
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
3945 Freedom Circle,
Suite 450,
Santa Clara,
CA
95054
Phone Number
877-208-7414
Office Location
2175 North California Boulevard,
Suite 800,
Walnut Creek,CA 94596
Phone Number
877-208-7414
Get a free financial plan » What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us. Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
3950 Civic Center Drive Suite 315,
San Rafael,
CA
94903
Phone Number
877-208-7414
Get a free financial plan » What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us. Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 36 | 30 | $16,674,688,257 | Hourly charges, Fixed fees, Performance Based |
|
| 23 | 1603 | $4,540,586,379 | A percentage of AUM, Fixed fees, Performance Based |
|
| 5 | 679 | $473,688,568 | Hourly charges, Fixed fees |
|
| 18 | 1678 | $444,003,481 | A percentage of AUM, Fixed fees, Commission Based, Other (REFERRAL FEES) |
|
| 3 | 337 | $206,109,362 | A percentage of AUM |
|
| 4 | 477 | $178,793,537 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 1 | 309 | $162,513,443 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 9 | 370 | $129,790,022 | A percentage of AUM, Performance Based |
|
PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC
10 Jackson Street, Suite 201, Los Gatos, CA 95030 |
2 | 14 | $113,062,083 | A percentage of AUM, Performance Based, Other (PORTFOLIO MONITORING FEES) |
| 18 | 0 | $0 | A percentage of AUM, Fixed fees, Other (REFERRAL FEES) |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
