Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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 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 registration checks. 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.
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 23 years of experience.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Hetal Saki
CFP®
AMC Wealth
Qualifications
CRD# 5403110
Firm CRD# 308157
Series 7 SIE
Minimum Assets Required
$0
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Fee-Only, Hourly, Based on Assets
The Peregrine Private Client Group of Oppenheimer & Co. Inc.
CFP®, CIMA®, AIF®
Qualifications
Firm CRD# 249
Series 7, 8, 63, 65, 66
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Fee-Based, Based on Assets
David Roggenkamp
ChFC®
Commonwealth Financial Network
Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63
Minimum Assets Required
Not Specified
Not Specified
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 720 University Avenue, Suite 200 Los Gatos, CA, 95032-7606 | $16,571,837,064 | 29 | 34 | Hourly charges, Performance Based |
2 | 16450 Los Gatos Boulevard, Suite 207, Los Gatos, CA, 95032 | $3,844,685,816 | 1522 | 25 | A Percentage of AUM, Fixed Fees, Performance Based |
3 | 459 Monterey Avenue, Suite 100 Los Gatos, CA, 95030 | $424,110,455 | 1867 | 14 | A Percentage of AUM, Fixed Fees, Commission Based, Other (REFERRAL FEES) |
4 | 16185 Los Gatos Blvd, Suite 205 Los Gatos, CA, 95032 | $339,409,125 | 505 | 3 | Hourly charges, Fixed Fees |
5 | 300 E. Main Street, Los Gatos, CA, 95030 | $175,352,025 | 324 | 2 | A Percentage of AUM |
6 | 475 Alberto Way, Suite 210 Los Gatos, CA, 95032 | $127,649,078 | 355 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
7 | 15466 Los Gatos Blvd., Suite 213 Los Gatos, CA, 95032 | $118,226,372 | 167 | 7 | A Percentage of AUM, Performance Based |
8 | 987 University Avenue, Suite 8 Los Gatos, CA, 95032 | $111,952,127 | 251 | 1 | A Percentage of AUM, Hourly charges, Fixed Fees |
9 | 2 North Santa Cruz Ave, Suite 201 Los Gatos, CA, 95030 | $107,927,290 | 14 | 2 | A Percentage of AUM, Performance Based, Other (PORTFOLIO MONITORING FEES) |
10 | 459 Monterey Avenue, Suite 100 Los Gatos, CA, 95030 | $0 | 0 | 14 | A Percentage of AUM, Fixed Fees, Other (REFERRAL FEES) |
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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