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Find The Best Financial Advisors in Palo Alto, California
Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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How To Find The Best Financial Advisors in Palo Alto, California
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Palo Alto, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 8 vetted financial advisors and 47 non-vetted financial advisors in Palo Alto, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Palo Alto, California have an average of 25 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Palo Alto, California
408-420-2270
Top Financial Advisor Firms in Palo Alto, California (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| WEALTHFRONT ADVISERS LLC 261 Hamilton Ave., Palo Alto, CA, 94301 | 148456 | $35,915,923,641 | 536340 | A percentage of AUM, Other (REVENUE SHARE WITH AFFILIATE - BD) |
| ACCEL MANAGEMENT CO. L.L.C 500 University Avenue, Palo Alto, CA, 94301-1812 | 331435 | $29,937,013,000 | 78 | A percentage of AUM, Performance Based |
| H&H INTERNATIONAL INVESTMENT, LLC 2479 E Bayshore Rd #120, Palo Alto, CA, 94303 | 292451 | $21,945,608,896 | 10 | A percentage of AUM, Performance Based |
| RIBBIT CAPITAL 364 University Ave, Palo Alto, CA, 94301 | 165308 | $12,326,567,081 | 65 | A percentage of AUM, Performance Based |
| CAPRICORN INVESTMENT GROUP LLC 250 University Avenue, Suite 300 Palo Alto, CA, 94301 | 147417 | $9,404,046,046 | 33 | A percentage of AUM, Performance Based |
| HGGC, LLC 1950 University Avenue, Suite 350 Palo Alto, CA, 94303 | 145684 | $8,096,039,762 | 20 | A percentage of AUM, Performance Based |
| SYLEBRA CAPITAL LLC 3000 El Camino Real, Building 5, Suite 450 Palo Alto, CA, 94306 | 316856 | $6,374,960,000 | 10 | A percentage of AUM, Performance Based |
| VIVO CAPITAL, LLC 192 Lytton Avenue, Palo Alto, CA, 94301 | 159868 | $5,809,839,447 | 15 | A percentage of AUM, Performance Based |
| ALTAMONT CAPITAL PARTNERS 400 Hamilton Avenue, Suite 230 Palo Alto, CA, 94301 | 160498 | $4,197,521,347 | 26 | A percentage of AUM, Other (CARRIED INTEREST) |
| NEXT LEGACY MANAGEMENT, LLC 180 Lytton Avenue, Palo Alto, CA, 94301 | 156640 | $3,831,905,383 | 44 | A percentage of AUM, Performance Based |
| FRAZIER LIFE SCIENCES MANAGEMENT, LP 1001 Page Mill Road, Building 4, Suite B Palo Alto, CA, 94304 | 317522 | $3,560,674,175 | 8 | A percentage of AUM, Performance Based |
| SAND HILL GLOBAL ADVISORS, LLC 245 Lytton Avenue, Suite 300 Palo Alto, CA, 94301 | 111295 | $3,443,771,282 | 1963 | A percentage of AUM, Hourly charges |
| WIL, LLC 636 Waverley Street, Suite 100 Palo Alto, CA, 94301 | 170737 | $2,443,822,619 | 8 | A percentage of AUM, Performance Based |
| TCG CROSSOVER MANAGEMENT, LLC 705 High St., Palo Alto, CA, 94301 | 311718 | $2,196,110,899 | 2 | A percentage of AUM, Performance Based |
| C.M. CAPITAL ADVISORS, LLC 525 University Avenue, Suite 200 Palo Alto, CA, 94301 | 157529 | $2,153,603,285 | 2 | A percentage of AUM, Performance Based |
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