RIAs in Los Altos, California
Explore 10 RIAs headquartered in Los Altos, with $5.5B in combined reported AUM.
RIAs10Headquartered here
Total AUM$5.5BReported regulatory AUM
Total Employees52Reported by these RIAs
% of Total State AUM0.0%% Of total State AUM Reported
All RIAs in Los Altos
10 RIAsShowing 1–10 of 10 RIAs
Strategy Capital LLC
LOS ALTOS, CAReported AUM$1.3B
Employees7
24.6% of city AUMView RIA ↗
Three Bridge Wealth Advisors
LOS ALTOS, CAReported AUM$1B
Employees10
19.2% of city AUMView RIA ↗
Traveka Wealth, LLC
LOS ALTOS, CAReported AUM$730.8M
Employees7
13.4% of city AUMView RIA ↗
Diversifi Capital Inc
LOS ALTOS, CAReported AUM$671.4M
Employees13
12.3% of city AUMView RIA ↗
Riley Friedman Asset Management
LOS ALTOS, CAReported AUM$584.8M
Employees2
10.7% of city AUMView RIA ↗
Flywheel Private Wealth LLC
LOS ALTOS, CAReported AUM$415M
Employees2
7.6% of city AUMView RIA ↗
Gates Pass Advisors, LLC
LOS ALTOS, CAReported AUM$207.6M
Employees3
3.8% of city AUMView RIA ↗
Johnson Lyman Wealth Advisors
LOS ALTOS, CAReported AUM$202.1M
Employees2
3.7% of city AUMView RIA ↗
Total Wealth Solutions
LOS ALTOS, CAReported AUM$148M
Employees2
2.7% of city AUMView RIA ↗
Changing Parameters, LLC
LOS ALTOS, CAReported AUM$105.4M
Employees4
1.9% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.