AdvisorRanked

Best Financial Advisors in PALO ALTO, California

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

48
Registered Firms
0.95%
Median Fee
of assets/year
$696M
Median AUM
48
Firms Listed
in our database

Top-Ranked Advisors in PALO ALTO

#1
100

CORNERSTONE CAPITAL, INC.

PALO ALTO, CA · Since 1978

$1.4B AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
100

PALO ALTO INVESTORS LP

PALO ALTO, CA · Since 2000

$696M AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
100

BRANSON FRANK A INC

PALO ALTO, CA · Since 1986

$223M AUM1 clientsFee: 0%
FiduciaryFee-Only
#4
100

MERK INVESTMENTS LLC

PALO ALTO, CA · Since 2001

$3.7B AUM5 clientsFee: 0%
FiduciaryFee-Only
#5
100

HOLBROOK GLOBAL STRATEGIES

PALO ALTO, CA · Since 2004

$147M AUM1 clientsFee: 0%
FiduciaryFee-Only
#6
100

MAYA ADVISORS, INC.

PALO ALTO, CA · Since 2024

$138M AUM1 clientsFee: 0%
FiduciaryFee-Only
#7
100

TRIANGLE PEAK PARTNERS, LP

PALO ALTO, CA · Since 2008

$272M AUM4 clientsFee: 0%
FiduciaryFee-Only
#8
100

WEALTHFRONT ADVISERS LLC

PALO ALTO, CA · Since 2008

$47.7B AUM24 clientsFee: 0%
FiduciaryFee-Only
#9
100

REBALANCE LLC

PALO ALTO, CA · Since 2011

$1.9B AUM7 clientsFee: 0%
FiduciaryFee-Only
#10
100

WIL, LLC

PALO ALTO, CA · Since 2022

$2.3B AUM18 clientsFee: 0%
FiduciaryFee-Only
#11
100

WEALTHFRONT STRATEGIES LLC

PALO ALTO, CA · Since 2017

$112M AUM18 clientsFee: 0%
FiduciaryFee-Only
#12
100

H&H INTERNATIONAL INVESTMENT, LLC

PALO ALTO, CA · Since 2018

$25.5B AUM2 clientsFee: 0%
FiduciaryFee-Only
#13
100

ONEPRIME CAPITAL

PALO ALTO, CA · Since 2020

$892M AUM6 clientsFee: 0%
FiduciaryFee-Only
#14
100

STOCK FARM PARTNERS LLC

PALO ALTO, CA · Since 2020

$138M AUM1 clientsFee: 0%
FiduciaryFee-Only
#15
100

AHOY CAPITAL

PALO ALTO, CA · Since 2019

$540M AUM2 clientsFee: 0%
FiduciaryFee-Only
#16
100

DAIWA CAPITAL MANAGEMENT SILICON VALLEY INC.

PALO ALTO, CA · Since 2023

$292M AUM2 clientsFee: 0%
FiduciaryFee-Only
#17
100

SECTION PARTNERS MANAGEMENT, LLC

PALO ALTO, CA · Since 2021

$590M AUM6 clientsFee: 0%
FiduciaryFee-Only
#18
100

ALLOCATE MANAGEMENT COMPANY, LLC

PALO ALTO, CA · Since 2022

$3.0B AUM4 clientsFee: 0%
FiduciaryFee-Only
#19
100

FRAZIER LIFE SCIENCES MANAGEMENT, LP

PALO ALTO, CA · Since 2021

$7.0B AUM47 clientsFee: 0%
FiduciaryFee-Only
#20
100

LIGHTSPEED FACTION

PALO ALTO, CA · Since 2022

$433M AUM6 clientsFee: 0%
FiduciaryFee-Only
#21
100

LUCASHILL, LLC

PALO ALTO, CA · Since 2022

$575M AUM3 clientsFee: 0%
FiduciaryFee-Only
#22
100

DISTRIBUTION COGNIZANT, LLC

PALO ALTO, CA · Since 2022

$5M AUM1 clientsFee: 0%
FiduciaryFee-Only
#23
100

STEP ADVISERS, LLC

PALO ALTO, CA · Since 2022

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#24
100

C1 ADVISORS LLC

PALO ALTO, CA · Since 2025

$53M AUM3 clientsFee: 0%
FiduciaryFee-Only
#25
100

INSIGHTS INVESTMENTS

PALO ALTO, CA · Since 2020

$46M AUM1 clientsFee: 0%
FiduciaryFee-Only
#26
100

DECODE FINANCE LLC

PALO ALTO, CA · Since 2024

$1K AUM1 clientsFee: 0%
FiduciaryFee-Only
#27
100

SYLEBRA CAPITAL LLC

PALO ALTO, CA · Since 2022

$2.9B AUM4 clientsFee: 0%
FiduciaryFee-Only
#28
95

SAND HILL GLOBAL ADVISORS, LLC

PALO ALTO, CA · Since 2000

$4.4B AUM16 clientsFee: 0%
FiduciaryFee-Only
#29
95

FRANK, RIMERMAN ADVISORS LLC

PALO ALTO, CA · Since 2003

$3.4B AUM3 clientsFee: 0%
FiduciaryFee-Only
#30
95

MAYFIELD ADVISORS, INC.

PALO ALTO, CA · Since 2022

$143M AUM4 clientsFee: 0%
FiduciaryFee-Only
#31
95

HGGC, LLC

PALO ALTO, CA · Since 2007

$10.8B AUM39 clientsFee: 0%
FiduciaryFee-Only
#32
95

LIGHT STREET CAPITAL MANAGEMENT, LLC

PALO ALTO, CA · Since 2013

$1.6B AUM5 clientsFee: 0%
FiduciaryFee-Only
#33
95

C.M. CAPITAL ADVISORS, LLC

PALO ALTO, CA · Since 2011

$2.0B AUM11 clientsFee: 0%
FiduciaryFee-Only
#34
95

VIVO CAPITAL, LLC

PALO ALTO, CA · Since 2014

$6.1B AUM32 clientsFee: 0%
FiduciaryFee-Only
#35
95

ALTAMONT CAPITAL PARTNERS

PALO ALTO, CA · Since 2012

$4.0B AUM38 clientsFee: 0%
FiduciaryFee-Only
#36
95

CONNECTIVE CAPITAL MANAGEMENT, LLC

PALO ALTO, CA · Since 2012

$230M AUM3 clientsFee: 0%
FiduciaryFee-Only
#37
95

RIBBIT CAPITAL

PALO ALTO, CA · Since 2017

$20.8B AUM14 clientsFee: 0%
FiduciaryFee-Only
#38
95

RED CRANE WEALTH MANAGEMENT, LLC

PALO ALTO, CA · Since 2024

$152M AUM3 clientsFee: 0%
FiduciaryFee-Only
#39
95

OLIVE TECHNOLOGY VENTURES MANAGEMENT, LLC

PALO ALTO, CA · Since 2021

$1.1B AUM1 clientsFee: 0%
FiduciaryFee-Only
#40
95

ELECTRIC CAPITAL PARTNERS, LLC

PALO ALTO, CA · Since 2021

$2.9B AUM12 clientsFee: 0%
FiduciaryFee-Only
#41
95

STOIC POINT CAPITAL MANAGEMENT LLC

PALO ALTO, CA · Since 2026

$119M AUM2 clientsFee: 0%
FiduciaryFee-Only
#42
95

WESTBOUND EQUITY MANAGEMENT, LLC

PALO ALTO, CA · Since 2026

$146M AUM3 clientsFee: 0%
FiduciaryFee-Only
#43
95

TCG CROSSOVER MANAGEMENT, LLC

PALO ALTO, CA · Since 2020

$5.1B AUM9 clientsFee: 0%
FiduciaryFee-Only
#44
95

TRIATOMIC CAPITAL

PALO ALTO, CA · Since 2021

$346M AUM6 clientsFee: 0%
FiduciaryFee-Only
#45
95

HACK VC MANAGEMENT, LLC

PALO ALTO, CA · Since 2022

$823M AUM8 clientsFee: 0%
FiduciaryFee-Only
#46
95

ACCEL MANAGEMENT CO. L.L.C

PALO ALTO, CA · Since 2024

$38.0B AUM50 clientsFee: 0%
FiduciaryFee-Only
#47
95

WOVENEARTH VENTURES, LLC

PALO ALTO, CA · Since 2025

$260M AUM8 clientsFee: 0%
FiduciaryFee-Only
#48
75

CSC UPSHOT VENTURES MANAGEMENT, LLC

PALO ALTO, CA · Since 2020

$219M AUM1 clientsFee: 0%
FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

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.