Top 10 financial advisors in Palo Alto, CA
We’ve curated a list of the best financial advisors in Palo Alto, take a look at it below
Find an advisor in Palo Alto| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $8,880,653,000 | 6 advisors | ||
| 2 | $7,522,615,911 | 51 advisors | ||
| 3 | $5,511,360,289 | 32 advisors | ||
| 4 | $4,100,323,757 | 59 advisors | ||
| 5 | $2,968,444,336 | 32 advisors | ||
| 6 | $2,501,047,470 | 49 advisors | ||
| 7 | $1,125,564,003 | 19 advisors | ||
| 8 | $1,091,000,000 | 10 advisors | ||
| 9 | $861,554,396 | 15 advisors | ||
| 10 | $586,965,509 | 6 advisors |
How we came up with this list
To generate our top financial advisors list in Palo Alto, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Palo Alto. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Sylebra Capital LLC
Sylebra Capital LLC is a financial advisory firm based in Palo Alto, California. It currently has approximately $8,880,653,000 of assets under management and employs about 6 people. Sylebra Capital LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$8,880,653,000
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-123124
Services offered
Portfolio Management For Pooled Investment Vehicles
See full profileMeet the advisor
3000 El Camino Real,
Building 5, Suite 450,
Palo Alto,
California,
94306Hggc, LLC
Hggc, LLC is a financial advisory firm based in Palo Alto, California. It currently has approximately $7,522,615,911 of assets under management and employs about 51 people. Hggc, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$7,522,615,911
Headcount
51 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-68565
Services offered
Portfolio Management For Pooled Investment Vehicles
Capricorn Investment Group LLC
Capricorn Investment Group LLC is a financial advisory firm based in Palo Alto, California. It currently has approximately $5,511,360,289 of assets under management and employs about 32 people. Capricorn Investment Group LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$5,511,360,289
Headcount
32 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-69602
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
Altamont Capital Partners
Altamont Capital Partners is a financial advisory firm based in Palo Alto, California. It currently has approximately $4,100,323,757 of assets under management and employs about 59 people. Altamont Capital Partners uses a fee structure of a percentage of assets under your management and carried interest.
Assets under management
$4,100,323,757
Headcount
59 advisors
Fee structure
A percentage of assets under your management
CARRIED INTEREST
SEC number
801-73701
Services offered
Portfolio Management For Pooled Investment Vehicles
Sand Hill Global Advisors, LLC
Sand Hill Global Advisors, LLC is a financial advisory firm based in Palo Alto, California. It currently has approximately $2,968,444,336 of assets under management and employs about 32 people. Sand Hill Global Advisors, LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$2,968,444,336
Headcount
32 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-58002
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Wil, LLC
Wil, LLC is a financial advisory firm based in Palo Alto, California. It currently has approximately $2,501,047,470 of assets under management and employs about 49 people. Wil, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$2,501,047,470
Headcount
49 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-124771
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
Rebalance LLC
Rebalance LLC is a financial advisory firm based in Palo Alto, California. It currently has approximately $1,125,564,003 of assets under management and employs about 19 people. Rebalance LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$1,125,564,003
Headcount
19 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-72723
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Corner Capital Management, LLC
Corner Capital Management, LLC is a financial advisory firm based in Palo Alto, California. It currently has approximately $1,091,000,000 of assets under management and employs about 10 people. Corner Capital Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$1,091,000,000
Headcount
10 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-123235
Services offered
Portfolio Management For Pooled Investment Vehicles
Light Street Capital Management, LLC
Light Street Capital Management, LLC is a financial advisory firm based in Palo Alto, California. It currently has approximately $861,554,396 of assets under management and employs about 15 people. Light Street Capital Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$861,554,396
Headcount
15 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-77663
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
Oneprime Capital
Oneprime Capital is a financial advisory firm based in Palo Alto, California. It currently has approximately $586,965,509 of assets under management and employs about 6 people. Oneprime Capital uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$586,965,509
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-118460
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.