Best Financial Advisors in PALO ALTO, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in PALO ALTO
Page 1 of 2 · 48 firms
MERK INVESTMENTS LLC
PALO ALTO, CA · Since 2001
REBALANCE LLC
PALO ALTO, CA · Since 2011
CORNERSTONE CAPITAL, INC.
PALO ALTO, CA · Since 1978
WEALTHFRONT ADVISERS LLC
PALO ALTO, CA · Since 2008
H&H INTERNATIONAL INVESTMENT, LLC
PALO ALTO, CA · Since 2018
TRIANGLE PEAK PARTNERS, LP
PALO ALTO, CA · Since 2008
ALLOCATE MANAGEMENT COMPANY, LLC
PALO ALTO, CA · Since 2022
FRAZIER LIFE SCIENCES MANAGEMENT, LP
PALO ALTO, CA · Since 2021
SYLEBRA CAPITAL LLC
PALO ALTO, CA · Since 2022
PALO ALTO INVESTORS LP
PALO ALTO, CA · Since 2000
BRANSON FRANK A INC
PALO ALTO, CA · Since 1986
HOLBROOK GLOBAL STRATEGIES
PALO ALTO, CA · Since 2004
WIL, LLC
PALO ALTO, CA · Since 2022
ONEPRIME CAPITAL
PALO ALTO, CA · Since 2020
SECTION PARTNERS MANAGEMENT, LLC
PALO ALTO, CA · Since 2021
WEALTHFRONT STRATEGIES LLC
PALO ALTO, CA · Since 2017
AHOY CAPITAL
PALO ALTO, CA · Since 2019
LIGHTSPEED FACTION
PALO ALTO, CA · Since 2022
STOCK FARM PARTNERS LLC
PALO ALTO, CA · Since 2020
DAIWA CAPITAL MANAGEMENT SILICON VALLEY INC.
PALO ALTO, CA · Since 2023
LUCASHILL, LLC
PALO ALTO, CA · Since 2022
STEP ADVISERS, LLC
PALO ALTO, CA · Since 2022
SAND HILL GLOBAL ADVISORS, LLC
PALO ALTO, CA · Since 2000
ALTAMONT CAPITAL PARTNERS
PALO ALTO, CA · Since 2012
DISTRIBUTION COGNIZANT, LLC
PALO ALTO, CA · Since 2022
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in PALO ALTO?
The median advisory fee in PALO ALTO, CA is 0.95% of assets under management per year, based on Form ADV filings from 48 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.