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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.

Best in Class Advisors

NBRI3

Top 100 RIA Firm

Barron's1

30 Years in Business

19,000+ Clients

4th Fastest Growing RIA

FA Magazine2

$14 Billion

Assets Under Management4

9th in AUM Growth

RIA Channel7

Best Places to Work

InvestmentNews5

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

2105 S. Bascom Ave.
Suite 255
Campbell, CA 95008
408-404-0009
1676 N California Blvd
Suite 410
Walnut Creek, CA 94596
(925) 472-0874
700 Larkspur Landing Circle
Suite 165
Larkspur, CA 94939
415-346-2221

Latest Insights

Self-employed? Here are 3 ways to save

If you’re self-employed, it’s all too easy to think, “My business is my retirement plan.” But Allworth Co-CEO Pat McClain wants you to recognize that your business should be just one part of the puzzle. He outlines three ways to save for the future while being your own boss.

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Our thoughts on the debt ceiling

Allworth Chief Investment Officer Andy Stout outlines the latest on the debt ceiling negotiations, and explains how we're protecting your money.

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May 2023 Market Update

When it comes to investing and saving for the future, risk and volatility come with the territory. But bank failures can feel different – which is why Allworth Chief Investment Officer Andy Stout decided to address them in this month’s market update. He breaks down what’s triggered the recent regional crisis, and the fallout that could still lie ahead.

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