AdvisorGrade

Financial advisers in Palo Alto, CA

48 registered investment adviser firms in Palo Alto managing $202.9B in assets, based on public SEC Form ADV filings.

Wealthfront Advisers LLC

Palo Alto, CA · Est. 2008

3.2(30)Regional
Fee-only
AUM
$47.7B
Per adviser
$2.0B
Advisers
24

Accel Management Co. L.L.C

Palo Alto, CA · Est. 2024

RegionalInternational
Fee-only
AUM
$38.0B
Per adviser
$761M
Advisers
50

No reported disclosures

H&H International Investment, LLC

Palo Alto, CA · Est. 2018

RegionalInternational
Fee-only
AUM
$25.5B
Per adviser
$12.7B
Advisers
2

No reported disclosures

Ribbit Capital

Palo Alto, CA · Est. 2017

RegionalInternational
Fee-only
AUM
$20.8B
Per adviser
$1.5B
Advisers
14

No reported disclosures

Hggc, LLC

Palo Alto, CA · Est. 2007

RegionalInternational
Fee-only
AUM
$10.8B
Per adviser
$278M
Advisers
39

No reported disclosures

Frazier Life Sciences Management, LP

Palo Alto, CA · Est. 2021

Regional
Fee-only
AUM
$7.0B
Per adviser
$148M
Advisers
47

No reported disclosures

Vivo Capital, LLC

Palo Alto, CA · Est. 2014

RegionalInternational
Fee-only
AUM
$6.1B
Per adviser
$190M
Advisers
32

No reported disclosures

Tcg Crossover Management, LLC

Palo Alto, CA · Est. 2020

Regional
Fee-only
AUM
$5.1B
Per adviser
$562M
Advisers
9

No reported disclosures

Sand Hill Global Advisors, LLC

Palo Alto, CA · Est. 2000

Regional
Fee-only
AUM
$4.4B
Per adviser
$274M
Advisers
16

No reported disclosures

Altamont Capital Partners

Palo Alto, CA · Est. 2012

RegionalInternational
Fee-only
AUM
$4.0B
Per adviser
$106M
Advisers
38

No reported disclosures

Merk Investments LLC

Palo Alto, CA · Est. 2001

RegionalInternational
Fee-only
AUM
$3.7B
Per adviser
$742M
Advisers
5

No reported disclosures

Frank, Rimerman Advisors LLC

Palo Alto, CA · Est. 2003

Regional
Fee-based
AUM
$3.4B
Per adviser
$1.1B
Advisers
3

No reported disclosures

Allocate Management Company, LLC

Palo Alto, CA · Est. 2022

RegionalInternational
Fee-based
AUM
$3.0B
Per adviser
$750M
Advisers
4

No reported disclosures

Sylebra Capital LLC

Palo Alto, CA · Est. 2022

RegionalInternational
Fee-only
AUM
$2.9B
Per adviser
$725M
Advisers
4

No reported disclosures

Electric Capital Partners, LLC

Palo Alto, CA · Est. 2021

RegionalInternational
Fee-only
AUM
$2.9B
Per adviser
$240M
Advisers
12

No reported disclosures

Wil, LLC

Palo Alto, CA · Est. 2022

RegionalInternational
Fee-only
AUM
$2.3B
Per adviser
$126M
Advisers
18

No reported disclosures

C.M. Capital Advisors, LLC

Palo Alto, CA · Est. 2011

Local
Fee-only
AUM
$2.0B
Per adviser
$179M
Advisers
11

No reported disclosures

Rebalance LLC

Palo Alto, CA · Est. 2011

RegionalInternational
Fee-based
AUM
$1.9B
Per adviser
$275M
Advisers
7

No reported disclosures

Light Street Capital Management, LLC

Palo Alto, CA · Est. 2013

LocalInternational
Fee-only
AUM
$1.6B
Per adviser
$314M
Advisers
5

No reported disclosures

Cornerstone Capital, INC.

Palo Alto, CA · Est. 1978

Local
Fee-based
AUM
$1.4B
Per adviser
$453M
Advisers
3

No reported disclosures

Olive Technology Ventures Management, LLC

Palo Alto, CA · Est. 2021

LocalInternational
Fee-only
AUM
$1.1B
Per adviser
$1.1B
Advisers
1

No reported disclosures

Oneprime Capital

Palo Alto, CA · Est. 2020

Local
Fee-only
AUM
$892M
Per adviser
$149M
Advisers
6

No reported disclosures

Hack Vc Management, LLC

Palo Alto, CA · Est. 2022

LocalInternational
Fee-only
AUM
$823M
Per adviser
$103M
Advisers
8

No reported disclosures

Palo Alto Investors LP

Palo Alto, CA · Est. 2000

LocalInternational
Fee-only
AUM
$696M
Per adviser
$174M
Advisers
4

No reported disclosures

Section Partners Management, LLC

Palo Alto, CA · Est. 2021

Local
Fee-only
AUM
$590M
Per adviser
$98M
Advisers
6

No reported disclosures

Ahoy Capital

Palo Alto, CA · Est. 2019

Local
Fee-only
AUM
$540M
Per adviser
$270M
Advisers
2

No reported disclosures

Lightspeed Faction

Palo Alto, CA · Est. 2022

LocalInternational
Fee-only
AUM
$433M
Per adviser
$72M
Advisers
6

No reported disclosures

Daiwa Capital Management Silicon Valley INC.

Palo Alto, CA · Est. 2023

LocalInternational
Fee-only
AUM
$376M
Per adviser
$188M
Advisers
2

No reported disclosures

Triatomic Capital

Palo Alto, CA · Est. 2021

Local
Fee-only
AUM
$346M
Per adviser
$58M
Advisers
6

No reported disclosures

Oceaniq Capital, LLC

Palo Alto, CA · Est. 2018

LocalInternational
Fee-based
AUM
$334M
Per adviser
$84M
Advisers
4

Triangle Peak Partners, LP

Palo Alto, CA · Est. 2008

Regional
Fee-based
AUM
$272M
Per adviser
$68M
Advisers
4

No reported disclosures

Wovenearth Ventures, LLC

Palo Alto, CA · Est. 2025

Local
Fee-only
AUM
$260M
Per adviser
$32M
Advisers
8

No reported disclosures

Connective Capital Management, LLC

Palo Alto, CA · Est. 2012

Local
Fee-only
AUM
$230M
Per adviser
$77M
Advisers
3

No reported disclosures

Branson Frank A INC

Palo Alto, CA · Est. 1986

Local
Fee-only
AUM
$223M
Per adviser
$223M
Advisers
1

No reported disclosures

Csc Upshot Ventures Management, LLC

Palo Alto, CA · Est. 2020

Local
Fee-only
AUM
$219M
Per adviser
$219M
Advisers
1

No reported disclosures

Red Crane Wealth Management, LLC

Palo Alto, CA · Est. 2024

Local
Fee-based
AUM
$152M
Per adviser
$51M
Advisers
3

No reported disclosures

Holbrook Global Strategies

Palo Alto, CA · Est. 2004

Local
Fee-only
AUM
$147M
Per adviser
$147M
Advisers
1

No reported disclosures

Westbound Equity Management, LLC

Palo Alto, CA · Est. 2026

Local
Fee-only
AUM
$146M
Per adviser
$49M
Advisers
3

No reported disclosures

Mayfield Advisors, INC.

Palo Alto, CA · Est. 2022

Local
Fee-based
AUM
$143M
Per adviser
$36M
Advisers
4

No reported disclosures

Maya Advisors, INC.

Palo Alto, CA · Est. 2024

LocalInternational
Fee-based
AUM
$138M
Per adviser
$138M
Advisers
1

No reported disclosures

Stock Farm Partners LLC

Palo Alto, CA · Est. 2020

LocalInternational
Fee-only
AUM
$138M
Per adviser
$138M
Advisers
1

No reported disclosures

Stoic Point Capital Management LLC

Palo Alto, CA · Est. 2026

LocalInternational
Fee-based
AUM
$119M
Per adviser
$60M
Advisers
2

No reported disclosures

Wealthfront Strategies LLC

Palo Alto, CA · Est. 2017

Local
Fee-only
AUM
$112M
Per adviser
$6M
Advisers
18

No reported disclosures

C1 Advisors LLC

Palo Alto, CA · Est. 2025

Local
Fee-only
AUM
$53M
Per adviser
$18M
Advisers
3

No reported disclosures

Insights Investments

Palo Alto, CA · Est. 2020

LocalInternational
Fee-only
AUM
$46M
Per adviser
$46M
Advisers
1

No reported disclosures

Distribution Cognizant, LLC

Palo Alto, CA · Est. 2022

Local
Fee-only
AUM
$5M
Per adviser
$5M
Advisers
1

No reported disclosures

Decode Finance LLC

Palo Alto, CA · Est. 2024

Local
Fee-based
AUM
$1,000
Per adviser
$1,000
Advisers
1

No reported disclosures

Step Advisers, LLC

Palo Alto, CA · Est. 2022

Local
Fee-based
AUM
Per adviser
Advisers
1

No reported disclosures