Castelli Financial
“She is highly credentialed and has helped me tremendously with my ISO's and inheritance planning.”
Best Financial Advisors in Los Gatos, CA
15 firms listed · 9 in Los Gatos · 1 open weekends · 13 rated 4.5+ · 2 show a license
Data verified October 17, 2026
Legacy Capital Group California
Truly Financial Group
“Her help is excellent and I am really happy I found her to take all this stress off me, and am glad to recommend her to my friends.”
Olma Tax & Financial
“She understands her clients, very efficient, personable, and she is an expert in her field.”
Scharf Investments
Glomb Private Wealth
The 15 firms listed for Los Gatos, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Los Gatos, CA
Of the 15 firms we list here, 9 are in Los Gatos itself and 6 come from San Jose (3, 8 mi), Campbell (2, 3 mi) and Santa Clara (1, 9 mi). 13 of the firms on this page have a rating, from 4.7 to 5.0 across 173 reviews; 1 has 50 or more reviews. 1 is open on weekends. 2 show a license on their websites and 2 have a BBB rating of A or A+. 7 have ten or more years of experience, the longest 43 years. 2 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 10 list a public email and 5 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Los Gatos offer a free first meeting?
2 of the 15 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Sherer Group
“Tim Sherer is a responsible advisor.”
Vasona Financial & Tax Services
Orchard City Wealth Management
Bhuiyan & Associates, CPA
“I live in LA but I work with them this year They are very good in service.”
Wealth Cairn - An Investor Coaching Company
“Wealth Cairn has made me more aware of important financial issues, and helped me to fill in some gaps in my formalized family financial planning.”
Snap Advisory
“Patti has provided me and my business with excellent tax services for more than 20 years.”
Wade Financial Advisory
Flournoy Wealth Management
“Full of helpful information AND a really nice lady!”
Patrosso & Associates
“I also love that you share your network of professionals to help me achieve my goals!!!”
Why these companies made our list
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