Investment adviser firms in LOS ALTOS, California
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
10 firms · Source months shown: August 2026
- AIMZ INVESTMENT ADVISORS LLCCRD 155810 · LOS ALTOS, CA$584,799,436.00Regulatory AUM · August 2026
- CHANGING PARAMETERS, LLCCRD 132551 · LOS ALTOS, CA$105,384,876.00Regulatory AUM · August 2026
- DIVERSIFI CAPITAL INCCRD 242788 · LOS ALTOS, CA$671,426,250.00Regulatory AUM · August 2026
- FLYWHEEL PRIVATE WEALTH LLCCRD 325690 · LOS ALTOS, CA$415,001,533.00Regulatory AUM · August 2026
- GATES PASS ADVISORS, LLCCRD 269983 · LOS ALTOS, CA$207,586,221.00Regulatory AUM · August 2026
- JOHNSON LYMAN, INC.CRD 150150 · LOS ALTOS, CA$202,117,904.00Regulatory AUM · August 2026
- STRATEGY CAPITAL LLCCRD 169007 · LOS ALTOS, CA$1,344,508,676.00Regulatory AUM · August 2026
- THREE BRIDGE WEALTH ADVISORS, LLCCRD 150460 · LOS ALTOS, CA$1,045,756,051.00Regulatory AUM · August 2026
- TOTAL WEALTH SOLUTIONS, INC.CRD 327794 · LOS ALTOS, CA$148,000,000.00Regulatory AUM · August 2026
- TRAVEKA WEALTH, LLCCRD 328421 · LOS ALTOS, CA$730,770,162.00Regulatory AUM · August 2026