Top 10 RIAs in the West
*Assets under management: $15.22 billion
*Number of accounts: 43
Employees: 27
Location: Los Gatos, Calif.
2017 rank: 3
*Includes discretionary and nondiscretionary
*Assets under management: $15.22 billion
*Number of accounts: 43
Employees: 27
Location: Los Gatos, Calif.
2017 rank: 3
*Includes discretionary and nondiscretionary