City
Wealth management firms in Los Gatos, California
As of October 2, 2026, 18 wealth management firms, including broker-dealer firms, with their main office in Los Gatos, California reported $19.9 billion in regulatory assets under management; the largest by assets was Comprehensive Financial Management LLC, with $18.5 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 18
- Regulatory assets under management
- $19.9 billion
- Average per firm
- $1.1 billion
- SEC-registered, of those listed
- 5 of 18 (27.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Comprehensive Financial Management LLC | SEC | $18.5 billion | 30 |
| 2 | Libra Wealth LLC | SEC | $639.8 million | 814 |
| 3 | Kane Investment Management, Inc. | SEC | $240.5 million | 478 |
| 4 | Asl Financial, LLC | SEC | $186.7 million | 190 |
| 5 | Orchard City Wealth Management, LLC | SEC | $116.1 million | 254 |
| 6 | Future Wealth LLC | State | $75.6 million | 147 |
| 7 | Cultivate Financial Group LLC | State | $61.7 million | 49 |
| 8 | Proflex Finance | State | $23.4 million | 63 |
| 9 | Migh Financial Planner, LLC | State | $18.8 million | 40 |
| 10 | Three Main Points LLC | State | $14.4 million | 48 |
| 11 | Consonance Wealth Management | State | $12.4 million | 20 |
| 12 | First Principles Investment Management LLC | State | $11.8 million | 35 |
| 13 | Legacy Wealth Capital, LLC. | State | $6.5 million | 10 |
| 14 | Olma Advisors | State | $4.4 million | 9 |
| 15 | Farm and Community Advisory | State | $1.5 million | 11 |
| 16 | James P. Hanson Accountancy Corporation Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $0 | 0 |
| 17 | Los Gatos Financial LLC | State | $0 | 0 |
| 18 | Mainstreet Financial Planning, Inc. | 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.