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Find Top Financial Advisors in Palo Alto, California

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Palo Alto, California
Last Updated - 19-Jun-2022

Palo Alto has 13 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 113 non-vetted advisors in your local area. These financial advisors in Palo Alto, California have an average of 21 years of experience.

NOTE: The list of financial advisors in Palo Alto, California mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Palo Alto, California.

Qualified Financial Advisors in Palo Alto, California
Financial Advisor Experience AUM Minimum Assets Fee Structure
Value Monitoring Inc.
VALUE MONITORING INC.
250 Oak Grove Ave 2nd Floor Suite A,
Menlo Park, CA 94025
17 $100,000,000 100,000 Fee-Only
Personal Capital
PERSONAL CAPITAL ADVISORS CORPORATION
3 Lagoon Drive,
Suite 200,
Redwood City, CA 94065
11 $15,000,000,000 $100,000 Fee-Based
Eddie Lee
EDELMAN FINANCIAL ENGINES, LLC
3945 Freedom Circle, Suite 950,
Santa Clara, CA 95054
16 Not Specified Not Specified Fee-Based
Mark Pietrofesa
CFP®
SUMMIT FINANCIAL ADVISORS, LLC
109 Baldwin Ave,
San Mateo, CA 94401
32 Not Specified $100,000 Fee-Based
Andrew Kessler
CFP®
ALLWORTH FINANCIAL
1550 The Alameda, Suite 125,
San Jose, CA 95126
Not Disclosed Not Specified Not Specified Fee-Based
Janet Wan
CFP®, CPFA
SIERRA PACIFIC FINANCIAL ADVISORS
7077 Koll Center Parkway, suite 120,
Pleasanton, CA 94566
Not Disclosed Not Specified Not Specified Fee-Only
Allegra Swan
CFP®
ALLWORTH FINANCIAL
644 North Santa Cruz Ave Suite 4,
Los Gatos, CA 95030
Not Disclosed Not Specified Not Specified Fee-Based
Ken Sakamoto
CRPC®
EDELMAN FINANCIAL ENGINES, LLC
4301 Hacienda Drive, Suite 100,
Pleasanton, CA 94588
41 Not Specified Not Specified Fee-Based
Personal Capital
PERSONAL CAPITAL ADVISORS CORPORATION
250 Montgomery Street,
Suite 700,
San Francisco, CA 94104
11 $15,000,000,000 $100,000 Fee-Based
Mark Palmer
CFP®, Certificate in Blockchain and Digital Assets
EDELMAN FINANCIAL ENGINES, LLC
2175 North California Boulevard,
Suite 800,
Walnut Creek, CA 94596
27 Not Specified Not Specified Fee-Based
David Roggenkamp
ChFC®
COMMONWEALTH FINANCIAL NETWORK
700 Larkspur Landing Circle, Suite 199,
Larkspur, CA 94939
31 Not Specified Not Specified Fee-Based
Cynthia Leal
Certificate in Blockchain and Digital Assets, CRPC®
EDELMAN FINANCIAL ENGINES, LLC
3950 Civic Center Drive,,
Suite 315,
San Rafael, CA 94903
17 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Palo Alto

Qualifications FirmCRD# 106056

Compensation/Fee Fee-Only


Office Location 250 Oak Grove Ave 2nd Floor Suite A,
Menlo Park,
CA
94025
Phone Number 650-451-3410

Value Monitoring Inc (VMI) is a family run financial planning and investment management firm. Dave and Mark Levenson are the company's owners and principal financial advisors. VMI was started by their father in the 80's, and they have worked together as a family since the early 2000s. Over the years, VMI has developed a broad range of financial products and strategies for use in investment portfolio construction, tax planning, and retirement and estate plan designs. Dave is a CERTIFIED FINANCIAL PLANNER™. Mark has a series 7 and is licensed to sell insurance, though VMI only consults on insurance products, we do not sell them. VMI works closely with clients to generate customized financial plans and to help find or create the right investment vehicles, insurance products, and other financial tools to fulfill those plans. At VMI we are not money managers who do financial planning, we are financial planners who manage money. Figuring out how to make our clients' lives better, smoother, and easier is at the center of everything we do.

About Value Monitoring Inc.

Deep Relationships built on mutual trust and respect are key to success. Those who work with us will tell you that we are responsive as well as proactive, and that we communicate honestly. Our team is passionate and thorough in how we assess our clients' financial goals.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications FirmCRD# 155172

Compensation/Fee Fee-Based


Office Location 3 Lagoon Drive,
Suite 200,
Redwood City,
CA
94065
Phone Number 650-556-1310

WHY USE PERSONAL CAPITAL

Free Financial Tools

Get a 360-degree view of your money and see all your accounts in one place, including your investments. And go deeper with our planning and analytics tools.

The tools are yours with no obligation. Setting up your dashboard will make your discussion with an Advisor -- whether ours or a competitor's -- more productive.

Personalized Advice

Our team of licensed fiduciary advisors understands that every investor is unique. With the dynamic tools used by both you and your advisor we are able to identify and alert you to opportunities so you can act on them.

Customized Strategy

Customization begins by learning about your entire financial situation and goals. From there, we'll determine how much growth you need to reach those goals. Once we're clear on every facet of your financial life, we design a portfolio that reflects your risk and return profile.

Identify Hidden Fees

You could be losing hundreds of thousands of dollars in hidden fees in your mutual fund, investing, and retirement accounts. Discover any hidden investment fees you weren't aware of.

Invest in a Sustainable Future

Our Socially Responsible Personal Strategy (SRI) is a way for you to support and invest in companies more proactively managing environmental, social, and corporate governance related issues, also known as ESG.

Transparent Fees

We charge one all-inclusive management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.

Personal Capital is owned by Empower Retirement, the second largest retirement services company in the US, with $709 billion in assets and 9.4 million participants as of 9/30/2020

About Personal Capital Advisors Corporation

Personal Capital provides a unique combination of personalized human advice and free, innovative technology. We have local presences nationwide and fully remote capabilities with clients in all 50 states and $15bn in assets as of 11/30/2020. Join the 2.7 million people who track over $980bn with our free tools, including our Retirement Planner, Investment Checkup™, and Fee Analyzer™. Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.

Advisory Services Provided:

Portfolio Management, Wealth Management


Qualifications CRD# 6711825
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 3945 Freedom Circle, Suite 950,
Santa Clara,
CA
95054
Phone Number 408-565-8572

As a financial planner, I have the privilege of helping individuals and families achieve their personal and financial goals. By addressing your concerns and understanding what is most important to you, I will develop a comprehensive financial plan to help guide you through every stage of life. Outside of work, my wife, Kathy, and I spend a lot of time cooking, working out, and searching for our next dog to adopt (Boston terrier or Saint Bernard or both).

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 1788669
FirmCRD# 6413
Series 7, 24, 65

Compensation/Fee Fee-Based, Based on Assets, Flat Fee


Office Location 109 Baldwin Ave,
San Mateo,
CA
94401
Phone Number 650-357-9410

Mark is the Co-Founder and an Investment Advisor Representative. He holds a B.S. from The University of Minnesota, has earned the Certified Financial Planner (CFP®) designation and is a member of the Financial Planning Association (FPA). He brings more than 25 years of experience to his clients and his prior affiliations include Raymond James and American Express.

About Summit Financial Advisors, LLC

Our mission is to be the single resource for comprehensive financial advice and wealth management for successful executives, business owners and affluent individuals by completely serving their unique financial needs. Our clients rely on us to integrate and organize every aspect of their financial lives, eliminating the need to assemble multiple advisors on their own. Every client benefits from the advice of both partners and a dedicated service specialist.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 6211526
FirmCRD# 111167

Compensation/Fee Fee-Based


Office Location 1550 The Alameda, Suite 125,
San Jose,
CA
95126
Phone Number 888-242-6766

Andrew Kessler is a CERTIFIED FINANCIAL PLANNER™ professional, who pursued a career in financial planning as a result of his passion for helping others. He aspires to share his knowledge, create plans for the future and ease financial anxieties for all the clients he serves. Andrew is a graduate of the University of Massachusetts, and proud to be part of the Allworth Financial team. He lives in the East Bay with his wife Whitney and foster dogs.

About Allworth Financial

Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 4537792
FirmCRD# 131738
Series 65

Compensation/Fee Fee-Only, Based on Assets, Flat Fee


Office Location 7077 Koll Center Parkway, suite 120,
Pleasanton,
CA
94566
Phone Number 925-223-8868

Janet is the founder and the president of Sierra Pacific Financial Advisors, LLC (SPFA), an independent fee-only Register Investment Advisory (RIA) that focuses on financial planning, wealth management and corporate retirement planning. Janet oversees operations, client relations, business development and strategic planning for SPFA. She leads the investment committee at SPFA to define comprehensive planning strategies and sophisticated investment solutions for clients. She is also responsible for advanced employer retirement planning for small-to-mid size companies.

About Sierra Pacific Financial Advisors

Sierra Pacific Financial Advisors, LLC (SPFA) is an independent, SEC- Registered Investment Advisory (RIA) firm with offices in Pleasanton, Cupertino and Oakland, California. We are fee-only financial advisors with over 110 years of experience helping clients navigate the complexities of managing their finances. We offer financial planning, investment and corporate retirement planning for individuals, families and corporate clients. At SPFA, we take time to listen carefully and identify your life goals, needs and priorities. We then develop a comprehensive financial plan that helps you address your important objectives for retirement, college planning, investment, tax minimization, equity reward strategies, wealth transfer, and other financial objectives. We provide recommendations for plan implementation, continuously work with our clients to identify gaps in the plan as their lives evolve. We demonstrate our distinct expertise in the following areas: " Retirement Distribution Planning with Tax Optimization Strategies for Pre-and-Post Retirees " Tax-aware Strategies of Diversifying Concentrated Stock Positions for Corporate Executives " Core-and-Satellite Investment Strategy for High-Net-Worth Individuals " Tax-advantaged Corporate Retirement Planning for Business Owners and Doctors with Private Practices Serving as fiduciaries, SPFA provides unbiased financial advice with a singular focus on serving clients best interests. Our mission is clear: guide clients to live the life of their dreams through prudent planning and management of their financial resources.


Qualifications CRD# 5910316
FirmCRD# 111167

Compensation/Fee Fee-Based


Office Location 644 North Santa Cruz Ave Suite 4,
Los Gatos,
CA
95030
Phone Number 888-242-6766

Allegra Swan, CFP®, is an advisor in Allworth’s Los Gatos office. Raised in nearby Saratoga, California, Allegra is a CERTIFIED FINANCIAL PLANNER™ professional who graduated from the University of California, Santa Barbara. Allegra’s primary role involves developing, implementing, and reviewing clients’ financial plans and investment strategies. In her spare time, Allegra enjoys mountain biking and hiking, and has long served as a mentor with Big Brothers and Big Sisters of America for the Santa Cruz County chapter.

About Allworth Financial

Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 1095790
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 4301 Hacienda Drive, Suite 100,
Pleasanton,
CA
94588
Phone Number 925-660-4720

I provide my clients with holistic advice designed to help protect and grow their wealth so they can achieve their financial goals. My wife Jaclynn and I have one daughter. Originally from Hawaii, I enjoy working out and keeping fit.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications FirmCRD# 155172

Compensation/Fee Fee-Based


Office Location 250 Montgomery Street,
Suite 700,
San Francisco,
CA
94104
Phone Number 855-855-8005

Office Location 250 Montgomery Street,
Suite 700,
San Francisco,CA 94104
Phone Number 650-556-1310

WHY USE PERSONAL CAPITAL

Free Financial Tools

Get a 360-degree view of your money and see all your accounts in one place, including your investments. And go deeper with our planning and analytics tools.

The tools are yours with no obligation. Setting up your dashboard will make your discussion with an Advisor -- whether ours or a competitor's -- more productive.

Personalized Advice

Our team of licensed fiduciary advisors understands that every investor is unique. With the dynamic tools used by both you and your advisor we are able to identify and alert you to opportunities so you can act on them.

Customized Strategy

Customization begins by learning about your entire financial situation and goals. From there, we'll determine how much growth you need to reach those goals. Once we're clear on every facet of your financial life, we design a portfolio that reflects your risk and return profile.

Identify Hidden Fees

You could be losing hundreds of thousands of dollars in hidden fees in your mutual fund, investing, and retirement accounts. Discover any hidden investment fees you weren't aware of.

Invest in a Sustainable Future

Our Socially Responsible Personal Strategy (SRI) is a way for you to support and invest in companies more proactively managing environmental, social, and corporate governance related issues, also known as ESG.

Transparent Fees

We charge one all-inclusive management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.

Personal Capital is owned by Empower Retirement, the second largest retirement services company in the US, with $709 billion in assets and 9.4 million participants as of 9/30/2020

About Personal Capital Advisors Corporation

Personal Capital provides a unique combination of personalized human advice and free, innovative technology. We have local presences nationwide and fully remote capabilities with clients in all 50 states and $15bn in assets as of 11/30/2020. Join the 2.7 million people who track over $980bn with our free tools, including our Retirement Planner, Investment Checkup™, and Fee Analyzer™. Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.

Advisory Services Provided:

Portfolio Management, Wealth Management


Qualifications CRD# 2546710
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 2175 North California Boulevard,
Suite 800,
Walnut Creek,
CA
94596
Phone Number 925-962-5823

I've been a financial planner since 1998. Putting my experience to work every day is what I love best. Having the opportunity to work with my clients on their journey to financial security is challenging in a good way, and it's always rewarding to help them reach their goals. In my spare time, you can usually find me sailing or cooking up something delicious.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 1934091
FirmCRD# 8032
Series 7, 63

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 700 Larkspur Landing Circle, Suite 199,
Larkspur,
CA
94939
Phone Number 415-785-4540

David Roggenkamp has been in the investment advisory business for 31 years. His practice is focused on investment management for individuals and small businesses, including retirement plans. David also provides fee-based consulting guidance on retirement plan investments, education, fiduciary obligations for various types of trusts and qualified plans. He holds FINRA Series 7, 63 securities registrations through Commonwealth Financial Network® and is a certified Chartered Financial Consultant (ChfC). David was appointed Chartered Financial Consultant® (ChFC®) in 2000 from the American College in Bryn Mawr, Pennsylvania. The ChFC certification is a nationally recognized accreditation, demonstrating proficiency eight key areas of practice: investment analysis, capital markets, retirement planning, financial planning, investment risk management and succession planning for business owners and professionals, income tax law, and estate planning. The certification is a recognized standard for investment proficiency and fiduciary ethics in financial planning.David is involved in on-going education to affirm his ChFC certification as well as broker/dealer and regulatory agency education requirements. His immediate prior affiliations include: John Hancock Inc., Transamerica Investment Advisors Inc. David is a 1987 graduate of Kenyon College. David works and lives in Marin County, California, and has resided with his family in the San Francisco Bay area since 1988. References furnished upon request.

About Commonwealth Financial Network

Commonwealth wants you to succeed! Working with us will help you achieve financial independence. Together, we'll implement and monitor a comprehensive process for managing assets and can advise you on most other aspects of your financial life. We typically establish lifelong client relationships. Client references furnished upon request. https://www.davidroggenkamp.com/


Qualifications CRD# 4816123
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 3950 Civic Center Drive,,
Suite 315,
San Rafael,
CA
94903
Phone Number 415-941-4905

I've been a financial planner since 2005, and in that time, I've helped countless clients think through their lifelong goals and enable them to follow a smart and well-developed plan to achieve their financial milestones. Outside of work, I'm either spending time with my family, walking my dogs, hiking, traveling, watching movies, reading a book, gardening, or working on a DIY project at home.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Top Financial Advisor Firms in Palo Alto, California (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Wealthfront Advisers Llc
261 Hamilton Ave.,
Palo Alto, CA 94301
$24,868,743,770 422207 A percentage of AUM
Altamont Capital Partners
400 Hamilton Avenue , Suite 230,
Palo Alto, CA 94301
$4,473,786,120 22 A percentage of AUM
Other (CARRIED INTEREST)
Vista Wealth Management Group, Llc
306 Cambridge Avenue,
Palo Alto, CA 94306
$3,868,670,360 3300 A percentage of AUM
Hourly charges
Fixed fees
Sand Hill Global Advisors, Llc
245 Lytton Avenue , Suite 300,
Palo Alto, CA 94301
$3,604,693,870 1742 A percentage of AUM
Hourly charges
Rebalance Llc
420 Florence St , Suite 210,
Palo Alto, CA 94301
$1,462,139,862 1608 A percentage of AUM
Fixed fees
Frank, Rimerman Advisors Llc
1801 Page Mill Road,
Palo Alto, CA 94304
$1,378,966,079 311 A percentage of AUM
Hourly charges
Fixed fees
Palo Alto Wealth Advisors, Llc
715 Colorado Avenue , Suite A,
Palo Alto, CA 94303
$581,645,652 494 A percentage of AUM
Fixed fees
Roberts Wealth Advisors, Llc
855 El Camino Real, Suite 311, Bldg 5,
Palo Alto, CA 94301
$299,061,230 283 A percentage of AUM
Connective Capital Management, Llc
385 Homer Avenue,
Palo Alto, CA 94301
$203,174,236 2 A percentage of AUM
Performance Based
Holbrook Global Strategies
635 Bryant Street,
Palo Alto, CA 94301
$160,000,000 35 A percentage of AUM
Hourly charges
Cognizant Wealth Advisors
530 Lytton Avenue , 2nd Floor/Suite 224,
Palo Alto, CA 94301
$110,046,250 144 A percentage of AUM
Fixed fees
Media Wealth
306 Cambridge Avenue,
Palo Alto, CA 94306
$76,117,080 23 A percentage of AUM
Ententvest Inc.
2100 Geng Road , Suite 210,
Palo Alto, CA 94303
$9,644,915 15 A percentage of AUM
Futu Wealth Advisors, Inc.
720 University Ave , Suite 105,
Palo Alto, CA 94301
$0 0 A percentage of AUM
Fixed fees
Xiggit Financial
878 Llima Ct,
Palo Alto, CA 94306
$0 0 A percentage of AUM

    List of Additional Advisors in Palo Alto, California*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Boris Melamud
    Inquire with Boris
    245 Lytton Avenue, Suite 200, Palo Alto, CA  94301 650-853-4081
    Betty Zootis
    Inquire with Betty
    1400 Page Mill Road, Palo Alto, CA  94304 650-496-4256
    Brian Penzel
    Inquire with Brian
    1400 Page Mill Road, Palo Alto, CA  94304 650-496-4276
    Atif Siddiqi
    Inquire with Atif
    1400 Page Mill Road, Palo Alto, CA  94304 650-496-4279
    Brian Higashi
    Inquire with Brian
    1400 Page Mill Road, Palo Alto, CA  94304 650-496-4242
    Ariel Feng
    Inquire with Ariel
    1400 Page Mill Road, Palo Alto, CA  94304 650-856-4506
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    1400 Page Mill Road, Palo Alto, CA  94304 650-496-4200
    Louis Charles Larson
    Inquire with Louis
    245 Lytton Avenue, Suite 200, Palo Alto, CA  94301 650-687-2109
    Montage Group of Silicon Valley
    Inquire with Montage
    1400 Page Mill Road, Palo Alto, CA  94304 650-496-4250
    The Palatium Group
    Inquire with Palatium
    1400 Page Mill Rd, Palo Alto, CA  94304 650-234-5890
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      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?