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Los Gatos, CA

644 North Santa Cruz Ave
Suite 4
Los Gatos, CA
Hours: 8:30am - 5pm, M-F

Nearby Meeting Locations:  While our Marin office is located in Los Gatos, we also have convenient Bay Area meeting locations in Campbell, Fairfield, Petaluma, Pleasanton, Newark, Redwood City, San Jose, San Mateo, Santa Rosa, and Walnut Creek.

Top 100 RIA Firm

Barron's1

4th Fastest Growing RIA

FA Magazine2

Best in Class Advisors

NBRI3

$10 Billion

Assets Under Management4

Best Places to Work

InvestmentNews5

28 Years in Business

13,000+ Clients

About Our Los Gatos Office

Our experienced team in the Los Gatos office serves the South Bay, including Santa Clara and Santa Cruz counties. We’re deeply committed to providing clients with straightforward, fiduciary investment management and retirement planning guidance that helps you retire better.

Want to learn more about Allworth? Listen to Money Matters, our weekly, call-in, radio program that is also available via podcast at iTunes or Google Play. Hosted by Allworth founders Scott Hanson and Pat McClain, and one of the longest-running financial topic radio shows in America, Money Matters is an entertaining and informative source for answers on questions related to pensions, investing, retirement planning, estate planning, wills and trusts, and more.

Centrally located just off the 17 highway, Allworth’s Los Gatos team provides guidance on:

  • Retirement and Financial Planning
  • Investment Management
  • Tax Services
  • Estate Planning

Meet Our Financial Advisory Team

Other Nearby Office Locations

1550 The Alameda
Suite 125
San Jose, CA 95126
1676 N California Blvd
Suite 410
Walnut Creek, CA 94596
770 Tamalpais Drive
Suite 206
Corte Madera, CA 94925