| 1. Comprehensive Financial Management LLC CRD 159641 · Limited Liability Company | LOS GATOS, CA | $18.5B Mar 2026 | +$627.9M+3.5% | +$1.9B+11.7% | -$4.2B-18.6% | +$10.6B+134.4% | +4 employees+11.8% over 3Y | +1 accounts+3.4% over 3Y |
| 2. Scharf Investments, LLC CRD 105508 · Limited Liability Company | LOS GATOS, CA | $4.2B Mar 2026 | -$15.8M-0.4% | +$366.6M+9.5% | +$905.6M+27.4% | +$2.9B+218.2% | -2 employees-8.0% over 3Y | -127 accounts-8.3% over 3Y |
| 3. Libra Wealth LLC CRD 288098 · Limited Liability Company | LOS GATOS, CA | $639.8M Mar 2026 | +$166.2M+35.1% | +$266.6M+71.4% | — | +$401.9M+168.9% | +1 employees+25.0% over 3Y | +344 accounts+73.2% over 3Y |
| 4. Legacy Capital Group California, INC. CRD 111436 · Corporation | LOS GATOS, CA | $535.7M Apr 2026 | -$72.7M-11.9% | +$80.5M+17.7% | +$218.0M+68.6% | +$323.5M+152.5% | +3 employees+21.4% over 3Y | +1,528 accounts+650.2% over 3Y |
| 5. Rice Financial Consulting, INC. CRD 170346 · Corporation | LOS GATOS, CA | $287.2M Mar 2026 | +$56.5M+24.5% | +$111.8M+63.8% | +$135.5M+89.3% | +$184.7M+180.4% | +3 employees+150.0% over 3Y | +45 accounts+13.9% over 3Y |
| 6. Kane Investment Management, INC. CRD 127337 · Corporation | LOS GATOS, CA | $240.5M Mar 2026 | +$110.7M+85.3% | +$124.4M+107.2% | — | +$134.5M+126.9% | 0 employees+0.0% over 3Y | +321 accounts+204.5% over 3Y |
| 7. Asl Financial, LLC CRD 115479 · Limited Liability Company | LOS GATOS, CA | $186.7M Jan 2026 | +$49.6M+36.2% | +$68.6M+58.0% | — | +$80.2M+75.4% | 0 employees+0.0% over 3Y | -64 accounts-25.2% over 3Y |
| 8. Partnership Capital Growth Investors Management, LLC CRD 173288 · Limited Liability Company | LOS GATOS, CA | $141.5M Mar 2026 | +$28.5M+25.2% | +$33.6M+31.1% | +$24.4M+20.8% | +$57.7M+68.9% | 0 employees+0.0% over 3Y | -1 accounts-7.1% over 3Y |