{
  "path": "/advisors/ca/san-jose/palo-alto",
  "url": "https://advisorcensus.com/advisors/ca/san-jose/palo-alto",
  "page_type": "metro_city",
  "title": "Financial advisors in Palo Alto, CA",
  "filters": {},
  "scope_total": 197,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Palo Alto, CA?",
      "a": "AdvisorCensus lists 197 investment advisory firms with a principal office in Palo Alto, California (part of the San Jose metro area), from Form ADV filings as of October 2026: 49 SEC-registered, 9 state-registered, and 139 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Palo Alto, CA?",
      "a": "14 of the 197 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Palo Alto, CA offer financial planning?",
      "a": "15 of the 58 firms in Palo Alto, CA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Palo Alto, CA fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 14 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 197 investment advisory firms with a principal office in Palo Alto, California (part of the San Jose metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full San Jose metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "about_market": null,
  "citation": "AdvisorCensus. Financial advisors in Palo Alto, CA: 197 firms from Form ADV filings as of October 2026.",
  "total_firms": 197,
  "page": 1,
  "total_pages": 4,
  "sort": "name",
  "registration_types": {
    "sec": 49,
    "state": 9,
    "exempt": 139
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 14
    },
    {
      "code": "percentage_of_aum",
      "count": 58
    },
    {
      "code": "hourly",
      "count": 10
    },
    {
      "code": "subscription",
      "count": 1
    },
    {
      "code": "fixed",
      "count": 13
    },
    {
      "code": "commissions",
      "count": 0
    },
    {
      "code": "performance_based",
      "count": 33
    },
    {
      "code": "other",
      "count": 5
    },
    {
      "code": "not_reported",
      "count": 139
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 100
    },
    {
      "code": "5_to_9",
      "count": 48
    },
    {
      "code": "10_to_19",
      "count": 38
    },
    {
      "code": "20_plus",
      "count": 7
    },
    {
      "code": "not_reported",
      "count": 4
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 8
    },
    {
      "code": "25m_100m",
      "count": 4
    },
    {
      "code": "100m_500m",
      "count": 20
    },
    {
      "code": "500m_1b",
      "count": 5
    },
    {
      "code": "1b_5b",
      "count": 13
    },
    {
      "code": "over_5b",
      "count": 8
    },
    {
      "code": "not_reported",
      "count": 139
    }
  ],
  "firms": [
    {
      "crd_number": 334546,
      "name": "1EP Management LLC",
      "name_as_filed": "1EP MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/1ep-management-llc-palo-alto-ca-334546",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 339401,
      "name": "49 Palms Ventures",
      "name_as_filed": "49 PALMS VENTURES",
      "url": "https://advisorcensus.com/firm/49-palms-ventures-palo-alto-ca-339401",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 331435,
      "name": "Accel Management Co. L.L.C",
      "name_as_filed": "ACCEL MANAGEMENT CO. L.L.C",
      "url": "https://advisorcensus.com/firm/accel-management-co-l-l-c-palo-alto-ca-331435",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342789,
      "name": "Accelerate Investment Group Holdings LLC",
      "name_as_filed": "ACCELERATE INVESTMENT GROUP HOLDINGS LLC",
      "url": "https://advisorcensus.com/firm/accelerate-investment-group-holdings-llc-palo-alto-ca-342789",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 309667,
      "name": "Acvc Management, LLC",
      "name_as_filed": "ACVC MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/acvc-management-llc-palo-alto-ca-309667",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 300100,
      "name": "Ahoy Capital",
      "name_as_filed": "AHOY CAPITAL",
      "url": "https://advisorcensus.com/firm/ahoy-capital-palo-alto-ca-300100",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 7,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298224,
      "name": "Aiim Partners",
      "name_as_filed": "AIIM PARTNERS",
      "url": "https://advisorcensus.com/firm/aiim-partners-palo-alto-ca-298224",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 329653,
      "name": "Allegis Capital Management Company LLC",
      "name_as_filed": "ALLEGIS CAPITAL MANAGEMENT COMPANY LLC",
      "url": "https://advisorcensus.com/firm/allegis-capital-management-company-llc-palo-alto-ca-329653",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 316814,
      "name": "Allocate Management Company, LLC",
      "name_as_filed": "ALLOCATE MANAGEMENT COMPANY, LLC",
      "url": "https://advisorcensus.com/firm/allocate-management-company-llc-palo-alto-ca-316814",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 160498,
      "name": "Altamont Capital Partners",
      "name_as_filed": "ALTAMONT CAPITAL PARTNERS",
      "url": "https://advisorcensus.com/firm/altamont-capital-partners-palo-alto-ca-160498",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328134,
      "name": "America Costone Investment Advisers Inc.",
      "name_as_filed": "AMERICA COSTONE INVESTMENT ADVISERS INC.",
      "url": "https://advisorcensus.com/firm/america-costone-investment-advisers-inc-palo-alto-ca-328134",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 315026,
      "name": "Amicus AI Advisors, LLC",
      "name_as_filed": "AMICUS AI ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/amicus-ai-advisors-llc-palo-alto-ca-315026",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 209511,
      "name": "Amino Capital Management Company, LLC",
      "name_as_filed": "AMINO CAPITAL MANAGEMENT COMPANY, LLC",
      "url": "https://advisorcensus.com/firm/amino-capital-management-company-llc-palo-alto-ca-209511",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 290420,
      "name": "Anar Management LLC",
      "name_as_filed": "ANAR MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/anar-management-llc-palo-alto-ca-290420",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 7,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 162908,
      "name": "Artiman Ventures",
      "name_as_filed": "ARTIMAN VENTURES",
      "url": "https://advisorcensus.com/firm/artiman-ventures-palo-alto-ca-162908",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 175357,
      "name": "Aspect Management, LLC",
      "name_as_filed": "ASPECT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/aspect-management-llc-palo-alto-ca-175357",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 11,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 341217,
      "name": "Aulis Capital US Advisor, LLC",
      "name_as_filed": "AULIS CAPITAL US ADVISOR, LLC",
      "url": "https://advisorcensus.com/firm/aulis-capital-us-advisor-llc-palo-alto-ca-341217",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 314488,
      "name": "AZURE91 Management, LLC",
      "name_as_filed": "AZURE91 MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/azure91-management-llc-palo-alto-ca-314488",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 162778,
      "name": "Bislett Management, LLC",
      "name_as_filed": "BISLETT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/bislett-management-llc-palo-alto-ca-162778",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304804,
      "name": "Bluebird Ventures GP I, LLC",
      "name_as_filed": "BLUEBIRD VENTURES GP I, LLC",
      "url": "https://advisorcensus.com/firm/bluebird-ventures-gp-i-llc-palo-alto-ca-304804",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 7,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 309920,
      "name": "Boutique Venture Partners, LLC",
      "name_as_filed": "BOUTIQUE VENTURE PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/boutique-venture-partners-llc-palo-alto-ca-309920",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 110451,
      "name": "Branson Frank a Inc",
      "name_as_filed": "BRANSON FRANK A INC",
      "url": "https://advisorcensus.com/firm/branson-frank-a-inc-palo-alto-ca-110451",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 40,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343269,
      "name": "Breyer ZOU Ventures Management, LLC",
      "name_as_filed": "BREYER ZOU VENTURES MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/breyer-zou-ventures-management-llc-palo-alto-ca-343269",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 157529,
      "name": "C.M. Capital Advisors, LLC",
      "name_as_filed": "C.M. CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/c-m-capital-advisors-llc-palo-alto-ca-157529",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331914,
      "name": "C1 Advisors LLC",
      "name_as_filed": "C1 ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/c1-advisors-llc-palo-alto-ca-331914",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 319214,
      "name": "Carbide Ventures",
      "name_as_filed": "CARBIDE VENTURES",
      "url": "https://advisorcensus.com/firm/carbide-ventures-palo-alto-ca-319214",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 334933,
      "name": "Carya Management, LLC",
      "name_as_filed": "CARYA MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/carya-management-llc-palo-alto-ca-334933",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 283170,
      "name": "Cervin Ventures Management, LLC",
      "name_as_filed": "CERVIN VENTURES MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/cervin-ventures-management-llc-palo-alto-ca-283170",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 10,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 301595,
      "name": "CIP II Administrative, LLC",
      "name_as_filed": "CIP II ADMINISTRATIVE, LLC",
      "url": "https://advisorcensus.com/firm/cip-ii-administrative-llc-palo-alto-ca-301595",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 7,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 282991,
      "name": "Clear Venture Management, LLC",
      "name_as_filed": "CLEAR VENTURE MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/clear-venture-management-llc-palo-alto-ca-282991",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 10,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 307142,
      "name": "Cole, Thomas C.",
      "name_as_filed": "COLE, THOMAS C.",
      "url": "https://advisorcensus.com/firm/cole-thomas-c-palo-alto-ca-307142",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 161099,
      "name": "Connective Capital Management, LLC",
      "name_as_filed": "CONNECTIVE CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/connective-capital-management-llc-palo-alto-ca-161099",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105396,
      "name": "Cornerstone Capital, Inc.",
      "name_as_filed": "CORNERSTONE CAPITAL, INC.",
      "url": "https://advisorcensus.com/firm/cornerstone-capital-inc-palo-alto-ca-105396",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 48,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164808,
      "name": "Costanoa Ventures",
      "name_as_filed": "COSTANOA VENTURES",
      "url": "https://advisorcensus.com/firm/costanoa-ventures-palo-alto-ca-164808",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 165571,
      "name": "Cowboy Capital, LLC",
      "name_as_filed": "COWBOY CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/cowboy-capital-llc-palo-alto-ca-165571",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 160470,
      "name": "CRV, LLC",
      "name_as_filed": "CRV, LLC",
      "url": "https://advisorcensus.com/firm/crv-llc-palo-alto-ca-160470",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 283270,
      "name": "CSC Upshot Ventures Management, LLC",
      "name_as_filed": "CSC UPSHOT VENTURES MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/csc-upshot-ventures-management-llc-palo-alto-ca-283270",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342941,
      "name": "DA Vinci Management, LLC",
      "name_as_filed": "DA VINCI MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/da-vinci-management-llc-palo-alto-ca-342941",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 162705,
      "name": "DAG Ventures",
      "name_as_filed": "DAG VENTURES",
      "url": "https://advisorcensus.com/firm/dag-ventures-palo-alto-ca-162705",
      "city": "Palo Alto",
      "state": "CA",
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