# Financial advisors in Los Altos, CA

> AdvisorCensus lists 49 investment advisory firms with a principal office in Los Altos, California (part of the San Jose metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full San Jose metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/san-jose/los-altos

## At a glance

- Investment advisory firms: 49
- Registration: SEC-registered investment adviser: 11, State-registered investment adviser: 8, Exempt reporting adviser: 30
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 13 (68%); Percentage of assets 19 (100%); Hourly charges 7 (37%); Fixed fees 9 (47%); Commissions 1 (5%); Performance-based fees 3 (16%); No compensation arrangements reported 30
- Regulatory assets under management (Item 5.F): Under $25 million 3 (6%); $25 million to $100 million 6 (12%); $100 million to $500 million 5 (10%); $500 million to $1 billion 3 (6%); $1 billion to $5 billion 2 (4%); Not reported 30 (61%)
- Years registered: Under 5 years 23 (47%); 5 to 9 years 10 (20%); 10 to 19 years 13 (27%); 20 years or more 1 (2%); Not reported 2 (4%)

## Firms (page 1 of 1, 1 to 49 of 49, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [3I Partners Management, LLC](https://advisorcensus.com/firm/3i-partners-management-llc-los-altos-ca-335656) ([md](https://advisorcensus.com/firm/3i-partners-management-llc-los-altos-ca-335656.md)) | 335656 | Los Altos, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Acela Capital Management, LLC](https://advisorcensus.com/firm/acela-capital-management-llc-los-altos-ca-153444) ([md](https://advisorcensus.com/firm/acela-capital-management-llc-los-altos-ca-153444.md)) | 153444 | Los Altos, CA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [Aligned Partners](https://advisorcensus.com/firm/aligned-partners-los-altos-ca-165825) ([md](https://advisorcensus.com/firm/aligned-partners-los-altos-ca-165825.md)) | 165825 | Los Altos, CA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Atinc, LLC](https://advisorcensus.com/firm/atinc-llc-los-altos-ca-312506) ([md](https://advisorcensus.com/firm/atinc-llc-los-altos-ca-312506.md)) | 312506 | Los Altos, CA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Catapult Ventures Management, LLC](https://advisorcensus.com/firm/catapult-ventures-management-llc-los-altos-ca-294461) ([md](https://advisorcensus.com/firm/catapult-ventures-management-llc-los-altos-ca-294461.md)) | 294461 | Los Altos, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Changing Parameters, LLC](https://advisorcensus.com/firm/changing-parameters-llc-los-altos-ca-132551) ([md](https://advisorcensus.com/firm/changing-parameters-llc-los-altos-ca-132551.md)) | 132551 | Los Altos, CA | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets |
| [Combine Studios, LLC](https://advisorcensus.com/firm/combine-studios-llc-los-altos-ca-288649) ([md](https://advisorcensus.com/firm/combine-studios-llc-los-altos-ca-288649.md)) | 288649 | Los Altos, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Crescent Park Management, L.P.](https://advisorcensus.com/firm/crescent-park-management-l-p-los-altos-ca-172326) ([md](https://advisorcensus.com/firm/crescent-park-management-l-p-los-altos-ca-172326.md)) | 172326 | Los Altos, CA | SEC-registered investment adviser | $25 million to $100 million | 12 | % of assets, Performance fee |
| [Diversifi Capital Inc](https://advisorcensus.com/firm/diversifi-capital-inc-los-altos-ca-242788) ([md](https://advisorcensus.com/firm/diversifi-capital-inc-los-altos-ca-242788.md)) | 242788 | Los Altos, CA | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Hourly, Fixed fee, Performance fee |
| [E12 Venture Capital, LLC](https://advisorcensus.com/firm/e12-venture-capital-llc-los-altos-ca-325056) ([md](https://advisorcensus.com/firm/e12-venture-capital-llc-los-altos-ca-325056.md)) | 325056 | Los Altos, CA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Exponential Technologies Frontiers Fund Management Company LLC](https://advisorcensus.com/firm/exponential-technologies-frontiers-fund-management-company-llc-los-altos-ca-312471) ([md](https://advisorcensus.com/firm/exponential-technologies-frontiers-fund-management-company-llc-los-altos-ca-312471.md)) | 312471 | Los Altos, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Firebolt Ventures Management Company, LLC](https://advisorcensus.com/firm/firebolt-ventures-management-company-llc-los-altos-ca-171737) ([md](https://advisorcensus.com/firm/firebolt-ventures-management-company-llc-los-altos-ca-171737.md)) | 171737 | Los Altos, CA | Exempt reporting adviser | Not reported | 12 | Not reported |
| [Flywheel Private Wealth LLC](https://advisorcensus.com/firm/flywheel-private-wealth-llc-los-altos-ca-325690) ([md](https://advisorcensus.com/firm/flywheel-private-wealth-llc-los-altos-ca-325690.md)) | 325690 | Los Altos, CA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets |
| [FORMATION8 Partners, LLC](https://advisorcensus.com/firm/formation8-partners-llc-los-altos-ca-163046) ([md](https://advisorcensus.com/firm/formation8-partners-llc-los-altos-ca-163046.md)) | 163046 | Los Altos, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Four Mountains](https://advisorcensus.com/firm/four-mountains-los-altos-ca-296803) ([md](https://advisorcensus.com/firm/four-mountains-los-altos-ca-296803.md)) | 296803 | Los Altos, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Frank Elmer Investment Strategies LLC](https://advisorcensus.com/firm/frank-elmer-investment-strategies-llc-los-altos-ca-154841) ([md](https://advisorcensus.com/firm/frank-elmer-investment-strategies-llc-los-altos-ca-154841.md)) | 154841 | Los Altos, CA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [Future Ventures](https://advisorcensus.com/firm/future-ventures-los-altos-ca-301700) ([md](https://advisorcensus.com/firm/future-ventures-los-altos-ca-301700.md)) | 301700 | Los Altos, CA | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Gates Pass Advisors, LLC](https://advisorcensus.com/firm/gates-pass-advisors-llc-los-altos-ca-269983) ([md](https://advisorcensus.com/firm/gates-pass-advisors-llc-los-altos-ca-269983.md)) | 269983 | Los Altos, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Indicator Management US](https://advisorcensus.com/firm/indicator-management-us-los-altos-ca-315630) ([md](https://advisorcensus.com/firm/indicator-management-us-los-altos-ca-315630.md)) | 315630 | Los Altos, CA | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [Iolar Ventures](https://advisorcensus.com/firm/iolar-ventures-los-altos-ca-327957) ([md](https://advisorcensus.com/firm/iolar-ventures-los-altos-ca-327957.md)) | 327957 | Los Altos, CA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [JIE Shen, CFA](https://advisorcensus.com/firm/jie-shen-cfa-los-altos-ca-289865) ([md](https://advisorcensus.com/firm/jie-shen-cfa-los-altos-ca-289865.md)) | 289865 | Los Altos, CA | State-registered investment adviser | Under $25 million | 8 | % of assets |
| [Johnson Lyman Wealth Advisors](https://advisorcensus.com/firm/johnson-lyman-wealth-advisors-los-altos-ca-150150) ([md](https://advisorcensus.com/firm/johnson-lyman-wealth-advisors-los-altos-ca-150150.md)) | 150150 | Los Altos, CA | SEC-registered investment adviser | $100 million to $500 million | 17 | % of assets, Fixed fee |
| [Kuleana Wealth Advisors](https://advisorcensus.com/firm/kuleana-wealth-advisors-los-altos-ca-154028) ([md](https://advisorcensus.com/firm/kuleana-wealth-advisors-los-altos-ca-154028.md)) | 154028 | Los Altos, CA | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee |
| [Magnum Tech Partners, LLC](https://advisorcensus.com/firm/magnum-tech-partners-llc-los-altos-ca-316358) ([md](https://advisorcensus.com/firm/magnum-tech-partners-llc-los-altos-ca-316358.md)) | 316358 | Los Altos, CA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Mango Capital Management LLC](https://advisorcensus.com/firm/mango-capital-management-llc-los-altos-ca-301221) ([md](https://advisorcensus.com/firm/mango-capital-management-llc-los-altos-ca-301221.md)) | 301221 | Los Altos, CA | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Matter Venture Partners](https://advisorcensus.com/firm/matter-venture-partners-los-altos-ca-327181) ([md](https://advisorcensus.com/firm/matter-venture-partners-los-altos-ca-327181.md)) | 327181 | Los Altos, CA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Metavc Capital, LLC](https://advisorcensus.com/firm/metavc-capital-llc-los-altos-ca-331093) ([md](https://advisorcensus.com/firm/metavc-capital-llc-los-altos-ca-331093.md)) | 331093 | Los Altos, CA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Meyer Financial Advisors, Inc.](https://advisorcensus.com/firm/meyer-financial-advisors-inc-los-altos-ca-293388) ([md](https://advisorcensus.com/firm/meyer-financial-advisors-inc-los-altos-ca-293388.md)) | 293388 | Los Altos, CA | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [MK Investment Advisors, LLC](https://advisorcensus.com/firm/mk-investment-advisors-llc-los-altos-ca-287539) ([md](https://advisorcensus.com/firm/mk-investment-advisors-llc-los-altos-ca-287539.md)) | 287539 | Los Altos, CA | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [MOK Capital Management](https://advisorcensus.com/firm/mok-capital-management-los-altos-ca-110182) ([md](https://advisorcensus.com/firm/mok-capital-management-los-altos-ca-110182.md)) | 110182 | Los Altos, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Commissions |
| [Morado Ventures, LLC](https://advisorcensus.com/firm/morado-ventures-llc-los-altos-ca-168743) ([md](https://advisorcensus.com/firm/morado-ventures-llc-los-altos-ca-168743.md)) | 168743 | Los Altos, CA | Exempt reporting adviser | Not reported | 11 | Not reported |
| [NSV Wolf Management, LLC](https://advisorcensus.com/firm/nsv-wolf-management-llc-los-altos-ca-288077) ([md](https://advisorcensus.com/firm/nsv-wolf-management-llc-los-altos-ca-288077.md)) | 288077 | Los Altos, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [OVO Manager LLC](https://advisorcensus.com/firm/ovo-manager-llc-los-altos-ca-174867) ([md](https://advisorcensus.com/firm/ovo-manager-llc-los-altos-ca-174867.md)) | 174867 | Los Altos, CA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Pointguard Ventures](https://advisorcensus.com/firm/pointguard-ventures-los-altos-ca-171040) ([md](https://advisorcensus.com/firm/pointguard-ventures-los-altos-ca-171040.md)) | 171040 | Los Altos, CA | Exempt reporting adviser | Not reported | 12 | Not reported |
| [Pwjohnson Wealth & Legacy, LLC](https://advisorcensus.com/firm/pwjohnson-wealth-and-legacy-llc-los-altos-ca-133538) ([md](https://advisorcensus.com/firm/pwjohnson-wealth-and-legacy-llc-los-altos-ca-133538.md)) | 133538 | Los Altos, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Riley Friedman Asset Management](https://advisorcensus.com/firm/riley-friedman-asset-management-los-altos-ca-155810) ([md](https://advisorcensus.com/firm/riley-friedman-asset-management-los-altos-ca-155810.md)) | 155810 | Los Altos, CA | SEC-registered investment adviser | $500 million to $1 billion | 15 | % of assets |
| [RPS Management LLC](https://advisorcensus.com/firm/rps-management-llc-los-altos-ca-306091) ([md](https://advisorcensus.com/firm/rps-management-llc-los-altos-ca-306091.md)) | 306091 | Los Altos, CA | Exempt reporting adviser | Not reported | 6 | Not reported |
| [SLK Management LLC](https://advisorcensus.com/firm/slk-management-llc-los-altos-ca-139017) ([md](https://advisorcensus.com/firm/slk-management-llc-los-altos-ca-139017.md)) | 139017 | Los Altos, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Stellar Ventures Management, LLC](https://advisorcensus.com/firm/stellar-ventures-management-llc-los-altos-ca-322454) ([md](https://advisorcensus.com/firm/stellar-ventures-management-llc-los-altos-ca-322454.md)) | 322454 | Los Altos, CA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Strategy Capital LLC](https://advisorcensus.com/firm/strategy-capital-llc-los-altos-ca-169007) ([md](https://advisorcensus.com/firm/strategy-capital-llc-los-altos-ca-169007.md)) | 169007 | Los Altos, CA | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Performance fee |
| [Teec Angel Fund III, LLC](https://advisorcensus.com/firm/teec-angel-fund-iii-llc-los-altos-ca-174902) ([md](https://advisorcensus.com/firm/teec-angel-fund-iii-llc-los-altos-ca-174902.md)) | 174902 | Los Altos, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Three Bridge Wealth Advisors](https://advisorcensus.com/firm/three-bridge-wealth-advisors-los-altos-ca-150460) ([md](https://advisorcensus.com/firm/three-bridge-wealth-advisors-los-altos-ca-150460.md)) | 150460 | Los Altos, CA | SEC-registered investment adviser | $1 billion to $5 billion | 17 | % of assets, Hourly, Fixed fee |
| [Total Wealth Solutions](https://advisorcensus.com/firm/total-wealth-solutions-los-altos-ca-327794) ([md](https://advisorcensus.com/firm/total-wealth-solutions-los-altos-ca-327794.md)) | 327794 | Los Altos, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Toyota Ventures](https://advisorcensus.com/firm/toyota-ventures-los-altos-ca-299431) ([md](https://advisorcensus.com/firm/toyota-ventures-los-altos-ca-299431.md)) | 299431 | Los Altos, CA | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Traveka Wealth, LLC](https://advisorcensus.com/firm/traveka-wealth-llc-los-altos-ca-328421) ([md](https://advisorcensus.com/firm/traveka-wealth-llc-los-altos-ca-328421.md)) | 328421 | Los Altos, CA | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets |
| [Tsingyuan Ventures LLC](https://advisorcensus.com/firm/tsingyuan-ventures-llc-los-altos-ca-300461) ([md](https://advisorcensus.com/firm/tsingyuan-ventures-llc-los-altos-ca-300461.md)) | 300461 | Los Altos, CA | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [TSVC](https://advisorcensus.com/firm/tsvc-los-altos-ca-307741) ([md](https://advisorcensus.com/firm/tsvc-los-altos-ca-307741.md)) | 307741 | Los Altos, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [TSVC Management LLC](https://advisorcensus.com/firm/tsvc-management-llc-los-altos-ca-315790) ([md](https://advisorcensus.com/firm/tsvc-management-llc-los-altos-ca-315790.md)) | 315790 | Los Altos, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Vidi LLC](https://advisorcensus.com/firm/vidi-llc-los-altos-ca-330788) ([md](https://advisorcensus.com/firm/vidi-llc-los-altos-ca-330788.md)) | 330788 | Los Altos, CA | Exempt reporting adviser | Not reported | 0 | Not reported |

## Questions people ask

**How many financial advisory firms are there in Los Altos, CA?**
AdvisorCensus lists 49 investment advisory firms with a principal office in Los Altos, California (part of the San Jose metro area), from Form ADV filings as of October 2026: 11 SEC-registered, 8 state-registered, and 30 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Los Altos, CA?**
13 of the 49 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Los Altos, CA offer financial planning?**
14 of the 19 firms in Los Altos, CA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Los Altos, CA fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 13 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

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Cite as: AdvisorCensus. Financial advisors in Los Altos, CA: 49 firms from Form ADV filings as of October 2026.