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
OCEANIQ CAPITAL, LLC
CRD#: 168062
Address: 1881 Page Mill Rd., Suite #236, Palo Alto, CA 94304
AUM: $ 334M
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
Nathan Tadao Sakuma
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Greg Richard Werner
Registered Affiliation(s):MORGAN STANLEY
Paul Lester Clark
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Marian Valerie Lenz
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Larry D. Thomas
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Alice Maria Guimarin
Registered Affiliation(s):MORGAN STANLEY
Atul C Dubal
Registered Affiliation(s):PRUDENT PROSPERA PLANNING, INC.
Douglas Mclean Robbins
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Steven John Soja
Registered Affiliation(s):FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
George David Huertas
Registered Affiliation(s):MORGAN STANLEY
Gary Graham Pollock
Registered Affiliation(s):FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
Jamie Kay Tjernagel
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Michael Thomas Dunn
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Judith Nobue Hirotaka
Registered Affiliation(s):GINSBURG FINANCIAL ADVISORS
Gerard Jan Zell JR
Registered Affiliation(s):MORGAN STANLEY
Dione Amalia Luu-wong
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Rodney Dale Wade
Registered Affiliation(s):WADE FINANCIAL ADVISORY, INC.
Patrick Thomas Giddens
Registered Affiliation(s):WADE FINANCIAL ADVISORY, INC.
Eric Maynard Aanes
Registered Affiliation(s):TITUS WEALTH MANAGEMENT
Eric Paul Stryker
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Catherine Curtis
Registered Affiliation(s):CURTIS FINANCIAL PLANNING
David Finci
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Brian Vern Lewis
Registered Affiliation(s):MORGAN STANLEY
Louis Isaac Dagen
Registered Affiliation(s):AUSPICIOUS FINANCIAL PLANNING, LLC
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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