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Find The Best Financial Advisors in Palo Alto, California

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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!

We understand your financial needs are not always the same! Choosing the right financial advisor in Palo Alto is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Palo Alto & pick the one as per your needs

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 4 vetted financial advisors and 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 26 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

Allworth Financial

888-242-6766

Address

Kristie Cahill

Haven Wealth Management

415-878-1177

Address

One Sansome St., Ste. 3500,
San Francisco, CA 94104 See Details

David Roggenkamp

Commonwealth Financial Network

415-785-4540

Address

700 Larkspur Landing Circle, Suite 199,
Larkspur, CA 94939 See Details

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	$24,512,778,040	478043	A Percentage of AUM, Other (REVENUE SHARE WITH AFFILIATE - BD)
RIBBIT CAPITAL 364 University Ave, Palo Alto, CA, 94301	165308	$11,898,807,882	66	A Percentage of AUM, Performance Based
H&H INTERNATIONAL INVESTMENT, LLC 2479 E Bayshore Rd #120, Palo Alto, CA, 94303	292451	$10,885,418,745	7	A Percentage of AUM, Performance Based
SYLEBRA CAPITAL LLC 3000 El Camino Real, Building 5, Suite 450 Palo Alto, CA, 94306	316856	$8,880,653,000	10	A Percentage of AUM, Performance Based
CAPRICORN INVESTMENT GROUP LLC 250 University Avenue, Suite 300 Palo Alto, CA, 94301	147417	$8,728,908,819	31	A Percentage of AUM, Performance Based
HGGC, LLC 1950 University Avenue, Suite 350 Palo Alto, CA, 94303	145684	$7,522,615,911	25	A Percentage of AUM, Performance Based
VIVO CAPITAL, LLC 192 Lytton Avenue, Palo Alto, CA, 94301	159868	$5,418,240,993	15	A Percentage of AUM, Performance Based
ALTAMONT CAPITAL PARTNERS 400 Hamilton Avenue, Suite 230 Palo Alto, CA, 94301	160498	$4,100,323,757	26	A Percentage of AUM, Other (CARRIED INTEREST)
NEXT LEGACY MANAGEMENT, LLC 180 Lytton Avenue, Palo Alto, CA, 94301	156640	$3,671,217,390	11	A Percentage of AUM, Performance Based
SAND HILL GLOBAL ADVISORS, LLC 245 Lytton Avenue, Suite 300 Palo Alto, CA, 94301	111295	$3,037,936,441	1866	A Percentage of AUM, Hourly charges
WIL, LLC 102 University Avenue, Suite 1a Palo Alto, CA, 94301	170737	$2,501,047,470	8	A Percentage of AUM, Performance Based
C.M. CAPITAL ADVISORS, LLC 525 University Avenue, Suite 200 Palo Alto, CA, 94301	157529	$2,101,082,487	2	A Percentage of AUM, Performance Based
FRANK, RIMERMAN ADVISORS LLC 1801 Page Mill Road, Palo Alto, CA, 94304	124147	$1,704,282,026	356	A Percentage of AUM, Hourly charges, Fixed Fees
PALO ALTO INVESTORS LP 470 University Avenue, Palo Alto, CA, 94301-1812	109171	$1,277,000,000	12	A Percentage of AUM, Performance Based
WEALTHFRONT STRATEGIES LLC 261 Hamilton Ave., Palo Alto, CA, 94301	289148	$1,178,494,845	1	A Percentage of AUM

Select other cities around Palo Alto, California to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

How can I pick a good financial advisor?

What's the difference between a financial planner and a financial advisor?

How much money should I have before getting a financial advisor?

What type of financial advisor do I need?

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Find The Best Financial Advisors in Palo Alto, California

How To Find The Best Financial Advisors in Palo Alto, CaliforniaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Palo Alto, California

Allworth Financial

Address

Kristie Cahill

Haven Wealth Management

Address

David Roggenkamp

Commonwealth Financial Network

Address

Top Financial Advisor Firms in Palo Alto, California (Ranked by AUM)

Select other cities around Palo Alto, California to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in Palo Alto, California
Last Updated - 13-Jun-2023

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