Top 10 advisors in Palo Alto
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.
1. Sylebra Capital LLC
Assets under management
$8,880,653,000
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Hggc, LLC
Assets under management
$7,522,615,911
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
3. Capricorn Investment Group LLC
Assets under management
$5,511,360,289
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
4. Altamont Capital Partners
Assets under management
$4,100,323,757
Fee structure
A percentage of assets under your management
CARRIED INTEREST
Services offered
Portfolio Management For Pooled Investment Vehicles
5. Sand Hill Global Advisors, LLC
Assets under management
$2,968,444,336
Fee structure
A percentage of assets under your management
Hourly charges
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
6. Wil, LLC
Assets under management
$2,501,047,470
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
7. Rebalance LLC
Assets under management
$1,125,564,003
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
8. Corner Capital Management, LLC
Assets under management
$1,091,000,000
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
9. Light Street Capital Management, LLC
Assets under management
$861,554,396
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
10. Oneprime Capital
Assets under management
$586,965,509
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.