City
Wealth management firms in Los Altos, California
As of October 2, 2026, 22 wealth management firms, including broker-dealer firms, with their main office in Los Altos, California reported $4.9 billion in regulatory assets under management; the largest by assets was Three Bridge Wealth Advisors, with $1.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 22
- Regulatory assets under management
- $4.9 billion
- Average per firm
- $222.6 million
- SEC-registered, of those listed
- 10 of 22 (45.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Three Bridge Wealth Advisors | SEC | $1.0 billion | 605 |
| 2 | Traveka Wealth, LLC | SEC | $730.8 million | 798 |
| 3 | Diversifi Capital Inc | SEC | $671.4 million | 966 |
| 4 | Riley Friedman Asset Management | SEC | $584.8 million | 562 |
| 5 | Flywheel Private Wealth LLC | SEC | $415.0 million | 285 |
| 6 | Family CFO Inc | SEC | $289.5 million | 213 |
| 7 | Gates Pass Advisors, LLC | SEC | $207.6 million | 279 |
| 8 | Johnson Lyman Wealth Advisors | SEC | $202.1 million | 57 |
| 9 | Total Wealth Solutions | SEC | $148.0 million | 155 |
| 10 | Changing Parameters, LLC | SEC | $105.4 million | 249 |
| 11 | Kuleana Wealth Advisors | State | $95.6 million | 138 |
| 12 | Bakos Investment Management | State | $85.6 million | 132 |
| 13 | Beacon Park Capital, LLC | State | $65.3 million | 60 |
| 14 | Mok Capital Management | State | $63.6 million | 175 |
| 15 | Pwjohnson Wealth & Legacy, LLC | State | $62.5 million | 54 |
| 16 | Acela Capital Management, LLC | State | $38.1 million | 45 |
| 17 | Frank Elmer Investment Strategies LLC | State | $34.1 million | 60 |
| 18 | Stantum, LLC | State | $29.6 million | 26 |
| 19 | Meyer Financial Advisors, Inc. | State | $22.6 million | 32 |
| 20 | Forward Horizon Investment | State | $620,884 | 8 |
| 21 | Jie Shen, CFA | State | $0 | 0 |
| 22 | Queensbury Global Advisors | State | $0 | 0 |
Wealth management firms in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.