National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in Los Gatos, California

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Los Gatos, California

Last Updated - July 10, 2024

Los Gatos has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 10 non-vetted advisors in your local area. These retirement advisors in Los Gatos, California have an average of 22 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in Los Gatos, California

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

advisor-photo
vector.svg VERIFIED

Mark Sikich
Edelman Financial Engines, LLC

Qualifications
CRD# 6106786
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

advisor-photo

Qualifications
CRD# 6403270
Firm CRD# 249
Series 7, 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

advisor-photo
vector.svg VERIFIED

David Roggenkamp
ChFC®
Commonwealth Financial Network

Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Top 10 Retirement Planning firms in Los Gatos, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
COMPREHENSIVE FINANCIAL MANAGEMENT LLC
720 University Avenue, Suite 200
Los Gatos, CA, 95032-7606
$16,571,837,0642934
Hourly charges, Performance Based
2
SCHARF INVESTMENTS, LLC
16450 Los Gatos Boulevard, Suite 207,
Los Gatos, CA, 95032
$3,844,685,816152225
A Percentage of AUM, Fixed Fees, Performance Based
3
LEGACY CAPITAL GROUP CALIFORNIA, INC.
459 Monterey Avenue, Suite 100
Los Gatos, CA, 95030
$424,110,455186714
A Percentage of AUM, Fixed Fees, Commission Based, Other (REFERRAL FEES)
4
LIBRA WEALTH LLC
16185 Los Gatos Blvd, Suite 205
Los Gatos, CA, 95032
$339,409,1255053
Hourly charges, Fixed Fees
5
RICE FINANCIAL CONSULTING, INC.
300 E. Main Street,
Los Gatos, CA, 95030
$175,352,0253242
A Percentage of AUM
6
PARKWORTH WEALTH MANAGEMENT, INC.
475 Alberto Way, Suite 210
Los Gatos, CA, 95032
$127,649,0783554
A Percentage of AUM, Hourly charges, Fixed Fees
7
KANE INVESTMENT MANAGEMENT, INC.
15466 Los Gatos Blvd., Suite 213
Los Gatos, CA, 95032
$118,226,3721677
A Percentage of AUM, Performance Based
8
ASL FINANCIAL, LLC
987 University Avenue, Suite 8
Los Gatos, CA, 95032
$111,952,1272511
A Percentage of AUM, Hourly charges, Fixed Fees
9
PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC
2 North Santa Cruz Ave, Suite 201
Los Gatos, CA, 95030
$107,927,290142
A Percentage of AUM, Performance Based, Other (PORTFOLIO MONITORING FEES)
10
REACT INVESTMENT SOLUTIONS, LLC
459 Monterey Avenue, Suite 100
Los Gatos, CA, 95030
$0014
A Percentage of AUM, Fixed Fees, Other (REFERRAL FEES)

Information on Top Retirement Planning firms in Los Gatos, California

QualificationsFirm CRD# 159641

Assets Under Management $16,571,837,064

No. Of Clients29

Clients Per Financial Advisor1

COMPREHENSIVE FINANCIAL MANAGEMENT LLC is a financial advisory firm situated in Los Gatos, California. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 29 clients. The team consists of 34 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Hourly charges
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 105508

Assets Under Management $3,844,685,816

No. Of Clients1522

Clients Per Financial Advisor61

SCHARF INVESTMENTS, LLC is a financial advisory firm situated in Los Gatos, California. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1522 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 111436

Assets Under Management $424,110,455

No. Of Clients1867

Clients Per Financial Advisor133

LEGACY CAPITAL GROUP CALIFORNIA, INC. is a financial advisory firm situated in Los Gatos, California. With a nearly $424M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1867 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Commission Based
  • Other (REFERRAL FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 288098

Assets Under Management $339,409,125

No. Of Clients505

Clients Per Financial Advisor168

LIBRA WEALTH LLC is a financial advisory firm situated in Los Gatos, California. With a nearly $339M assets under management, the firm specializes in crafting personalized retirement planning solutions for 505 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 170346

Assets Under Management $175,352,025

No. Of Clients324

Clients Per Financial Advisor162

RICE FINANCIAL CONSULTING, INC. is a financial advisory firm situated in Los Gatos, California. With a nearly $175M assets under management, the firm specializes in crafting personalized retirement planning solutions for 324 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 133908

Assets Under Management $127,649,078

No. Of Clients355

Clients Per Financial Advisor89

PARKWORTH WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Los Gatos, California. With a nearly $128M assets under management, the firm specializes in crafting personalized retirement planning solutions for 355 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 127337

Assets Under Management $118,226,372

No. Of Clients167

Clients Per Financial Advisor24

KANE INVESTMENT MANAGEMENT, INC. is a financial advisory firm situated in Los Gatos, California. With a nearly $118M assets under management, the firm specializes in crafting personalized retirement planning solutions for 167 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 115479

Assets Under Management $111,952,127

No. Of Clients251

Clients Per Financial Advisor251

ASL FINANCIAL, LLC is a financial advisory firm situated in Los Gatos, California. With a nearly $112M assets under management, the firm specializes in crafting personalized retirement planning solutions for 251 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 173288

Assets Under Management $107,927,290

No. Of Clients14

Clients Per Financial Advisor7

PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC is a financial advisory firm situated in Los Gatos, California. With a nearly $108M assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (PORTFOLIO MONITORING FEES)

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 150801

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

REACT INVESTMENT SOLUTIONS, LLC is a financial advisory firm situated in Los Gatos, California. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Other (REFERRAL FEES)

Financial Planning Services

  • Selection of Other Advisors
View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Get Matched With Planners