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.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$8,880,653,000
Number of advisors
6 advisors
| $8,880,653,000 | 6 advisors | |
| 2 |
Assets under management
$7,522,615,911
Number of advisors
51 advisors
| $7,522,615,911 | 51 advisors | |
| 3 |
Assets under management
$5,511,360,289
Number of advisors
32 advisors
| $5,511,360,289 | 32 advisors | |
| 4 |
Assets under management
$4,100,323,757
Number of advisors
59 advisors
| $4,100,323,757 | 59 advisors | |
| 5 |
Assets under management
$2,968,444,336
Number of advisors
32 advisors
| $2,968,444,336 | 32 advisors | |
| 6 |
Assets under management
$2,501,047,470
Number of advisors
49 advisors
| $2,501,047,470 | 49 advisors | |
| 7 |
Assets under management
$1,125,564,003
Number of advisors
19 advisors
| $1,125,564,003 | 19 advisors | |
| 8 |
Assets under management
$1,091,000,000
Number of advisors
10 advisors
| $1,091,000,000 | 10 advisors | |
| 9 |
Assets under management
$861,554,396
Number of advisors
15 advisors
| $861,554,396 | 15 advisors | |
| 10 |
Assets under management
$586,965,509
Number of advisors
6 advisors
| $586,965,509 | 6 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
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.
Sylebra Capital LLC
Sylebra Capital LLC, established in July 2021, is an investment adviser registered with the SEC, offering discretionary investment management services through private funds. The firm's primary investment manager, SCM, operates the investment activities for qualified investors across various funds. As of December 31, 2024, Sylebra had $4.67 billion in regulatory assets under management. The firm's fee structure varies by fund, with management fees ranging from 1% to 2% based on the fund and share class. Performance-based fees are also applicable, with the Manager entitled to a carried interest based on the fund's performance. Sylebra's investment strategy focuses on long and short investments in global equities, particularly in the technology, media, and telecommunications sectors. The firm's approach involves maximizing absolute returns through a diversified portfolio strategy. Sylebra emphasizes risk management and acknowledges the speculative nature of its investment strategies, advising clients to be prepared for potential capital loss. The firm's Code of Ethics ensures that employees prioritize clients' interests and adhere to strict personal trading guidelines to mitigate conflicts of interest. Sylebra does not maintain custody of client assets, which are held by qualified custodians. The firm has adopted proxy voting policies and procedures to vote in clients' best interests. Clients receive regular transaction statements and annual audited financial statements. Sylebra's financial information indicates a stable financial condition without any bankruptcy history in the past ten years.
$8,880,653,000 under management
6 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesHggc, 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.
$7,522,615,911 under management
51 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesCapricorn Investment Group LLC
Capricorn Investment Group, LLC, established in April 2007, manages assets for high-net-worth individuals, trust accounts, and tax-exempt foundations. The firm operates in conjunction with Capricorn Advisers, LLC, providing investment advice and services. Capricorn's investment strategy focuses on a diversified global portfolio of private funds and direct investments with limited permanent capital loss risk. The firm employs a scenario-based approach for capital allocation and risk management, aiming for strong investment performance aligned with clients' interests. Capricorn offers advisory services to private investment partnerships and funds, including portfolio reviewing and consulting. Clients have the discretion to negotiate certain investment terms. Capricorn does not participate in wrap fee programs and manages over $8 billion on a discretionary basis. The firm compensates through management fees and performance-based allocations. Capricorn has not experienced any material disciplinary events and acts as a fiduciary in the best interests of clients. The firm discloses potential conflicts of interest related to investments, client referrals, and financial activities. Capricorn provides regular account reviews and reports to clients, ensuring compliance with regulatory requirements and maintaining custody of client assets. The firm votes proxies in the best interests of clients and maintains financial stability to meet contractual commitments.
$5,511,360,289 under management
32 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Pooled Investment VehiclesSelection Of Other AdvisersAltamont 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.
$4,100,323,757 under management
59 advisors
Fee structure
A percentage of assets under your management
CARRIED INTEREST
Services offered
Portfolio Management For Pooled Investment VehiclesSand Hill Global Advisors, LLC
Sand Hill Global Advisors, LLC is a registered investment advisor with the SEC, established in 1982. The firm specializes in providing investment management and wealth management services to high-net-worth individuals, families, trusts, organizations, and various entities. Acting as a fiduciary, the firm prioritizes clients' interests and aims to address their unique needs while striving to provide conflict-free services. SHGA offers investment management services on a discretionary basis, with fees based on a percentage of assets under management. Additionally, the firm provides financial planning and wealth management services, along with hourly financial advisory services for clients navigating life transitions. Clients must have a minimum aggregate account size of $2,500,000, although this requirement may be waived at the firm's discretion. SHGA's investment strategies involve a long-term, fundamental approach, utilizing a mix of active and passive investments across asset classes. The firm's investment philosophy emphasizes asset allocation as a key driver of returns. Clients receive quarterly reports and have the option for directed brokerage. SHGA does not charge performance-based fees and has not been involved in legal or disciplinary events. The firm's financial condition is stable, with a financing arrangement in place to support operations and expansion.
$2,968,444,336 under management
32 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other AdvisersWil, LLC
WiL, LLC, established in 2014, is a private equity firm specializing in venture capital investments in startup and growth-stage consumer and enterprise companies. The firm focuses on U.S.-based startups expanding in Japan and Asia, and Japanese startups looking to go global. WiL Strategic Partners, LLC, formed in 2019, operates with a "fund of funds" strategy, investing primarily in unaffiliated venture capital funds. The firm manages $2.17 billion in regulatory assets under management, providing discretionary investment advisory services to affiliated private investment partnerships. Clients typically commit a minimum of $10 million, with management fees starting at 2.5% annually. WiL also receives performance-based fees known as "Carried Interest." The firm's investment strategies involve significant risks, including those related to venture capital investments, technology sector exposure, and changing economic conditions. WiL emphasizes best execution in brokerage practices, does not engage in soft dollar arrangements, and has a Code of Ethics to manage conflicts of interest. The firm exercises investment discretion for the Funds, with limited partner control and side letters allowing for variations in investment terms. WiL does not typically vote proxies for the Funds and has established policies to address conflicts of interest in proxy voting. The firm has not experienced any material disciplinary events or financial conditions that could impair its ability to meet client commitments.
$2,501,047,470 under management
49 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesRebalance LLC
Rebalance, LLC, established in June 2011, offers investment management, financial planning, and decision-making advice through its Rebalance360 program. The firm requires discretionary authority from clients to select securities and execute transactions. Rebalance primarily uses Exchange Traded Funds (ETFs) in its model portfolios, tailored to clients' risk tolerance and investment goals. Clients with $1,000,000 or more in assets can access financial planning services under the Plan360 program. Rebalance's annual advisory fees for Rebalance360 range from 0.12% to 0.75% based on total assets under management. The account minimum for Rebalance360 is $1,000,000, with the possibility of a waiver. Rebalance does not accept performance-based fees and provides ongoing investment management with discretionary authority over client accounts. The firm reviews model portfolios periodically and offers personalized services for high net worth individuals. Rebalance requires clients to use Charles Schwab or Fidelity for custodial and securities execution services. The firm's Privacy Policy outlines the collection and protection of clients' personal information. Clients have the right to limit sharing of personal information for marketing purposes. Rebalance emphasizes client confidentiality and data security in compliance with federal law.
$1,125,564,003 under management
19 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesCorner 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.
$1,091,000,000 under management
10 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesLight Street Capital Management, LLC
Light Street Capital Management, LLC is an investment adviser based in Palo Alto, CA, established in 2010 by Glen T. Kacher. The firm specializes in managing hedge funds, long-only funds, venture funds, and closed-end funds, with total discretionary assets under management of approximately $796 million as of December 31, 2024. Clients have no control over fund investments, and minimum investment amounts vary depending on the fund type, ranging from $250,000 to $10 million. Fees are charged quarterly or annually based on the fund type, with performance-based fees in some cases. Light Street may engage in brokerage practices that exceed standard commission rates due to the value of research and services provided. The firm has discretion to manage client accounts and votes proxies on behalf of clients based on their best interests. Light Street has a privacy policy in place to protect clients' personal information and restricts access to non-public data. The firm does not disclose clients' personal information except as required by law or for service provision. Clients can contact Light Street for more information on their privacy policy.
$861,554,396 under management
15 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesOneprime Capital
OnePrime Capital LLC, established in October 2017, is an SEC-registered investment adviser specializing in managing private investment funds, primarily focusing on direct private equity portfolios in the technology sector. The firm tailors its services to meet the specific investment objectives of each fund, managing assets totaling $586,965,509 as of December 31, 2022, on a discretionary basis. Investors are encouraged to review the Governing Documents for complete fee and compensation details, which may vary among funds. OnePrime Capital may receive performance-based fees, and its compensation structures are designed to comply with regulatory requirements. The firm conducts extensive due diligence before making investments, analyzing factors such as financial health, business prospects, management strength, and liquidity options. Risks associated with investments include lack of control, minority investments, limitations on exits, and market volatility. OnePrime Capital has a Code of Ethics in place, ensuring high standards of business conduct and fiduciary duty. The firm reviews portfolios regularly, provides performance reports to investors, and has custody of fund assets. OnePrime Capital has the authority for investment decisions and voting client securities, with a focus on best execution practices. The firm compensates third parties for investor referrals and has arrangements with placement agents. Clients can request a copy of the firm's Code of Ethics and proxy voting policies. OnePrime Capital has no disciplinary events, financial commitments impairing client obligations, or bankruptcy history.
$586,965,509 under management
6 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
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.
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