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
- AUM
- $47.7B
- Per adviser
- $2.0B
- Advisers
- 24
Accel Management Co. L.L.C
Palo Alto, CA · Est. 2024
- AUM
- $38.0B
- Per adviser
- $761M
- Advisers
- 50
No reported disclosures
H&H International Investment, LLC
Palo Alto, CA · Est. 2018
- AUM
- $25.5B
- Per adviser
- $12.7B
- Advisers
- 2
No reported disclosures
Ribbit Capital
Palo Alto, CA · Est. 2017
- AUM
- $20.8B
- Per adviser
- $1.5B
- Advisers
- 14
No reported disclosures
Hggc, LLC
Palo Alto, CA · Est. 2007
- AUM
- $10.8B
- Per adviser
- $278M
- Advisers
- 39
No reported disclosures
Frazier Life Sciences Management, LP
Palo Alto, CA · Est. 2021
- AUM
- $7.0B
- Per adviser
- $148M
- Advisers
- 47
No reported disclosures
Vivo Capital, LLC
Palo Alto, CA · Est. 2014
- AUM
- $6.1B
- Per adviser
- $190M
- Advisers
- 32
No reported disclosures
Tcg Crossover Management, LLC
Palo Alto, CA · Est. 2020
- AUM
- $5.1B
- Per adviser
- $562M
- Advisers
- 9
No reported disclosures
Sand Hill Global Advisors, LLC
Palo Alto, CA · Est. 2000
- AUM
- $4.4B
- Per adviser
- $274M
- Advisers
- 16
No reported disclosures
Altamont Capital Partners
Palo Alto, CA · Est. 2012
- AUM
- $4.0B
- Per adviser
- $106M
- Advisers
- 38
No reported disclosures
Merk Investments LLC
Palo Alto, CA · Est. 2001
- AUM
- $3.7B
- Per adviser
- $742M
- Advisers
- 5
No reported disclosures
Frank, Rimerman Advisors LLC
Palo Alto, CA · Est. 2003
- AUM
- $3.4B
- Per adviser
- $1.1B
- Advisers
- 3
No reported disclosures
Allocate Management Company, LLC
Palo Alto, CA · Est. 2022
- AUM
- $3.0B
- Per adviser
- $750M
- Advisers
- 4
No reported disclosures
Sylebra Capital LLC
Palo Alto, CA · Est. 2022
- AUM
- $2.9B
- Per adviser
- $725M
- Advisers
- 4
No reported disclosures
Electric Capital Partners, LLC
Palo Alto, CA · Est. 2021
- AUM
- $2.9B
- Per adviser
- $240M
- Advisers
- 12
No reported disclosures
Wil, LLC
Palo Alto, CA · Est. 2022
- AUM
- $2.3B
- Per adviser
- $126M
- Advisers
- 18
No reported disclosures
C.M. Capital Advisors, LLC
Palo Alto, CA · Est. 2011
- AUM
- $2.0B
- Per adviser
- $179M
- Advisers
- 11
No reported disclosures
Rebalance LLC
Palo Alto, CA · Est. 2011
- AUM
- $1.9B
- Per adviser
- $275M
- Advisers
- 7
No reported disclosures
Light Street Capital Management, LLC
Palo Alto, CA · Est. 2013
- AUM
- $1.6B
- Per adviser
- $314M
- Advisers
- 5
No reported disclosures
Cornerstone Capital, INC.
Palo Alto, CA · Est. 1978
- AUM
- $1.4B
- Per adviser
- $453M
- Advisers
- 3
No reported disclosures
Olive Technology Ventures Management, LLC
Palo Alto, CA · Est. 2021
- AUM
- $1.1B
- Per adviser
- $1.1B
- Advisers
- 1
No reported disclosures
Oneprime Capital
Palo Alto, CA · Est. 2020
- AUM
- $892M
- Per adviser
- $149M
- Advisers
- 6
No reported disclosures
Hack Vc Management, LLC
Palo Alto, CA · Est. 2022
- AUM
- $823M
- Per adviser
- $103M
- Advisers
- 8
No reported disclosures
Palo Alto Investors LP
Palo Alto, CA · Est. 2000
- AUM
- $696M
- Per adviser
- $174M
- Advisers
- 4
No reported disclosures
Section Partners Management, LLC
Palo Alto, CA · Est. 2021
- AUM
- $590M
- Per adviser
- $98M
- Advisers
- 6
No reported disclosures
Ahoy Capital
Palo Alto, CA · Est. 2019
- AUM
- $540M
- Per adviser
- $270M
- Advisers
- 2
No reported disclosures
Lightspeed Faction
Palo Alto, CA · Est. 2022
- AUM
- $433M
- Per adviser
- $72M
- Advisers
- 6
No reported disclosures
Daiwa Capital Management Silicon Valley INC.
Palo Alto, CA · Est. 2023
- AUM
- $376M
- Per adviser
- $188M
- Advisers
- 2
No reported disclosures
Triatomic Capital
Palo Alto, CA · Est. 2021
- AUM
- $346M
- Per adviser
- $58M
- Advisers
- 6
No reported disclosures
Oceaniq Capital, LLC
Palo Alto, CA · Est. 2018
- AUM
- $334M
- Per adviser
- $84M
- Advisers
- 4
Triangle Peak Partners, LP
Palo Alto, CA · Est. 2008
- AUM
- $272M
- Per adviser
- $68M
- Advisers
- 4
No reported disclosures
Wovenearth Ventures, LLC
Palo Alto, CA · Est. 2025
- AUM
- $260M
- Per adviser
- $32M
- Advisers
- 8
No reported disclosures
Connective Capital Management, LLC
Palo Alto, CA · Est. 2012
- AUM
- $230M
- Per adviser
- $77M
- Advisers
- 3
No reported disclosures
Branson Frank A INC
Palo Alto, CA · Est. 1986
- AUM
- $223M
- Per adviser
- $223M
- Advisers
- 1
No reported disclosures
Csc Upshot Ventures Management, LLC
Palo Alto, CA · Est. 2020
- AUM
- $219M
- Per adviser
- $219M
- Advisers
- 1
No reported disclosures
Red Crane Wealth Management, LLC
Palo Alto, CA · Est. 2024
- AUM
- $152M
- Per adviser
- $51M
- Advisers
- 3
No reported disclosures
Holbrook Global Strategies
Palo Alto, CA · Est. 2004
- AUM
- $147M
- Per adviser
- $147M
- Advisers
- 1
No reported disclosures
Westbound Equity Management, LLC
Palo Alto, CA · Est. 2026
- AUM
- $146M
- Per adviser
- $49M
- Advisers
- 3
No reported disclosures
Mayfield Advisors, INC.
Palo Alto, CA · Est. 2022
- AUM
- $143M
- Per adviser
- $36M
- Advisers
- 4
No reported disclosures
Maya Advisors, INC.
Palo Alto, CA · Est. 2024
- AUM
- $138M
- Per adviser
- $138M
- Advisers
- 1
No reported disclosures
Stock Farm Partners LLC
Palo Alto, CA · Est. 2020
- AUM
- $138M
- Per adviser
- $138M
- Advisers
- 1
No reported disclosures
Stoic Point Capital Management LLC
Palo Alto, CA · Est. 2026
- AUM
- $119M
- Per adviser
- $60M
- Advisers
- 2
No reported disclosures
Wealthfront Strategies LLC
Palo Alto, CA · Est. 2017
- AUM
- $112M
- Per adviser
- $6M
- Advisers
- 18
No reported disclosures
C1 Advisors LLC
Palo Alto, CA · Est. 2025
- AUM
- $53M
- Per adviser
- $18M
- Advisers
- 3
No reported disclosures
Insights Investments
Palo Alto, CA · Est. 2020
- AUM
- $46M
- Per adviser
- $46M
- Advisers
- 1
No reported disclosures
Distribution Cognizant, LLC
Palo Alto, CA · Est. 2022
- AUM
- $5M
- Per adviser
- $5M
- Advisers
- 1
No reported disclosures
Decode Finance LLC
Palo Alto, CA · Est. 2024
- AUM
- $1,000
- Per adviser
- $1,000
- Advisers
- 1
No reported disclosures
Step Advisers, LLC
Palo Alto, CA · Est. 2022
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures