Top Financial Advisors in Palo Alto, California
Finding the right financial advisor in Palo Alto is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Palo Alto, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Palo Alto, CA.
Find the Best Financial Advisor Firms in Palo Alto:
VISTA WEALTH MANAGEMENT GROUP, LLC
CRD#: 297808
Address: 306 Cambridge Avenue Suite 460, Palo Alto, CA 94306
Clients: 300
Average Clients per Advisor: 11
AUM: $ 3.4B
SAND HILL GLOBAL ADVISORS, LLC
CRD#: 111295
Address: 245 Lytton Avenue Suite 300, Palo Alto, CA 94301
Clients: 54
Average Clients per Advisor: 3
AUM: $ 3.0B
FRANK, RIMERMAN ADVISORS LLC
CRD#: 124147
Address: 1801 Page Mill Road, Palo Alto, CA 94304
AUM: $ 1.7B
REBALANCE LLC
CRD#: 158242
Address: 420 Florence St Suite 210, Palo Alto, CA 94301
Clients: 480
Average Clients per Advisor: 96
AUM: $ 1.2B
PALO ALTO WEALTH ADVISORS, LLC
CRD#: 285326
Address: 715 Colorado Avenue Suite A, Palo Alto, CA 94303
AUM: $ 473M
ROBERTS WEALTH ADVISORS, LLC
CRD#: 308827
Address: 855 El Camino Real, Suite 311, Bldg 5 Suite 275, Palo Alto, CA 94301
Clients: 9
Average Clients per Advisor: 1
AUM: $ 254M
How We Chose the Top Financial Advisors in Palo Alto, California
To create this list of top financial advisor firms in Palo Alto, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Palo Alto has to offer.
Search Financial Advisors in Palo Alto, California
Ashkahn Moayedi
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
John Israel
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Benjamin William Wong
Registered Affiliation(s):MARINER WEALTH ADVISORS
Erin Sinclair
Registered Affiliation(s):EDWARD JONES
Ellen Barbara Neumark
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
George Donald Bettisworth
Registered Affiliation(s):MORGAN STANLEY
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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