| 1. Strategy Capital LLC CRD 169007 · Limited Liability Company | LOS ALTOS, CA | $1.3B Mar 2026 | +$88.5M+7.0% | +$255.3M+23.4% | +$968.9M+257.9% | +$1.2B+1057.1% | +1 employees+16.7% over 3Y | 0 accounts+0.0% over 3Y |
| 2. Three Bridge Wealth Advisors CRD 150460 · Limited Liability Company | LOS ALTOS, CA | $1.0B Mar 2026 | +$228.0M+27.9% | +$232.0M+28.5% | +$578.3M+123.7% | +$765.4M+273.0% | +2 employees+25.0% over 3Y | +46 accounts+8.2% over 3Y |
| 3. Traveka Wealth, LLC CRD 328421 · Limited Liability Company | LOS ALTOS, CA | $730.8M Feb 2026 | +$82.9M+12.8% | — | — | +$199.4M+37.5% | +1 employees+16.7% over 1Y | +50 accounts+6.7% over 1Y |
| 4. Diversifi Capital INC CRD 242788 · Corporation | LOS ALTOS, CA | $671.4M May 2026 | +$214.5M+46.9% | +$444.9M+196.4% | +$529.8M+374.2% | +$529.8M+374.2% | +4 employees+44.4% over 3Y | +301 accounts+45.3% over 3Y |
| 5. Riley Friedman Asset Management CRD 155810 · Limited Liability Company | LOS ALTOS, CA | $584.8M Mar 2026 | +$79.9M+15.8% | +$122.8M+26.6% | +$222.7M+61.5% | +$464.9M+387.9% | 0 employees+0.0% over 3Y | +21 accounts+3.9% over 3Y |
| 6. Flywheel Private Wealth LLC CRD 325690 · Limited Liability Company | LOS ALTOS, CA | $415.0M Mar 2026 | +$77.1M+22.8% | — | — | — | 0 employees+0.0% over 1Y | -6 accounts-2.1% over 1Y |
| 7. Gates Pass Advisors, LLC CRD 269983 · Limited Liability Company | LOS ALTOS, CA | $207.6M Mar 2026 | +$56.3M+37.2% | +$82.3M+65.7% | — | +$74.6M+56.1% | +1 employees+50.0% over 3Y | +68 accounts+32.2% over 3Y |
| 8. Johnson Lyman Wealth Advisors CRD 150150 · Corporation | LOS ALTOS, CA | $202.1M Mar 2026 | +$49.2M+32.2% | +$55.7M+38.0% | +$92.7M+84.8% | +$64.1M+46.4% | 0 employees+0.0% over 3Y | +7 accounts+14.0% over 3Y |
| 9. Changing Parameters, LLC CRD 132551 · Limited Liability Company | LOS ALTOS, CA | $105.4M Mar 2026 | +$3.0M+3.0% | +$13.2M+14.3% | +$22.7M+27.5% | -$18.6M-15.0% | +1 employees+33.3% over 3Y | -8 accounts-3.1% over 3Y |