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California
Los Altos

Find Financial Advisor Firms in Los Altos, CA

Aligned Partners
Atinc, LLC
Changing Parameters, LLC
Diversifi Capital LLC
Firebolt Ventures Management Company, LLC
Flywheel Private Wealth LLC
Formation8 Partners, LLC
Future Ventures
Gates Pass Advisors, LLC
Johnson Lyman Wealth Advisors
Magnum Tech Partners, LLC
Mango Capital Management LLC
Pointguard Ventures
Riley Friedman Asset Management
Rocketship.Vc, LLC
Stellar Ventures Management, LLC
Strategy Capital LLC
Three Bridge Wealth Advisors
Toyota Ventures
Traveka Wealth, LLC
Tsvc Management LLC

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SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. SmartAsset’s services are limited to referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. SmartAsset receives compensation from Advisers for our services. SmartAsset does not review the ongoing performance of any Adviser, participate in the management of any user’s account by an Adviser or provide advice regarding specific investments. We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. This is not an offer to buy or sell any security or interest. All investing involves risk, including loss of principal. Working with an adviser may come with potential downsides, such as payment of fees (which will reduce returns). Past performance is not a guarantee of future results. There are no guarantees that working with an adviser will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

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