# Financial advisors in Palo Alto, CA

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/san-jose/palo-alto

## At a glance

- Investment advisory firms: 197
- Registration: SEC-registered investment adviser: 49, State-registered investment adviser: 9, Exempt reporting adviser: 139
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 14 (24%); Percentage of assets 58 (100%); Hourly charges 10 (17%); Subscription fees (newsletter or periodical) 1 (2%); Fixed fees 13 (22%); Performance-based fees 33 (57%); Other 5 (9%); No compensation arrangements reported 139
- Regulatory assets under management (Item 5.F): Under $25 million 8 (4%); $25 million to $100 million 4 (2%); $100 million to $500 million 20 (10%); $500 million to $1 billion 5 (3%); $1 billion to $5 billion 13 (7%); Over $5 billion 8 (4%); Not reported 139 (71%)
- Years registered: Under 5 years 100 (51%); 5 to 9 years 48 (24%); 10 to 19 years 38 (19%); 20 years or more 7 (4%); Not reported 4 (2%)

## Firms (page 1 of 4, 1 to 50 of 197, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [1EP Management LLC](https://advisorcensus.com/firm/1ep-management-llc-palo-alto-ca-334546) ([md](https://advisorcensus.com/firm/1ep-management-llc-palo-alto-ca-334546.md)) | 334546 | Palo Alto, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [49 Palms Ventures](https://advisorcensus.com/firm/49-palms-ventures-palo-alto-ca-339401) ([md](https://advisorcensus.com/firm/49-palms-ventures-palo-alto-ca-339401.md)) | 339401 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Accel Management Co. L.L.C](https://advisorcensus.com/firm/accel-management-co-l-l-c-palo-alto-ca-331435) ([md](https://advisorcensus.com/firm/accel-management-co-l-l-c-palo-alto-ca-331435.md)) | 331435 | Palo Alto, CA | SEC-registered investment adviser | Over $5 billion | 2 | % of assets, Performance fee |
| [Accelerate Investment Group Holdings LLC](https://advisorcensus.com/firm/accelerate-investment-group-holdings-llc-palo-alto-ca-342789) ([md](https://advisorcensus.com/firm/accelerate-investment-group-holdings-llc-palo-alto-ca-342789.md)) | 342789 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Acvc Management, LLC](https://advisorcensus.com/firm/acvc-management-llc-palo-alto-ca-309667) ([md](https://advisorcensus.com/firm/acvc-management-llc-palo-alto-ca-309667.md)) | 309667 | Palo Alto, CA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Ahoy Capital](https://advisorcensus.com/firm/ahoy-capital-palo-alto-ca-300100) ([md](https://advisorcensus.com/firm/ahoy-capital-palo-alto-ca-300100.md)) | 300100 | Palo Alto, CA | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Performance fee |
| [Aiim Partners](https://advisorcensus.com/firm/aiim-partners-palo-alto-ca-298224) ([md](https://advisorcensus.com/firm/aiim-partners-palo-alto-ca-298224.md)) | 298224 | Palo Alto, CA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Allegis Capital Management Company LLC](https://advisorcensus.com/firm/allegis-capital-management-company-llc-palo-alto-ca-329653) ([md](https://advisorcensus.com/firm/allegis-capital-management-company-llc-palo-alto-ca-329653.md)) | 329653 | Palo Alto, CA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Allocate Management Company, LLC](https://advisorcensus.com/firm/allocate-management-company-llc-palo-alto-ca-316814) ([md](https://advisorcensus.com/firm/allocate-management-company-llc-palo-alto-ca-316814.md)) | 316814 | Palo Alto, CA | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Fixed fee, Performance fee |
| [Altamont Capital Partners](https://advisorcensus.com/firm/altamont-capital-partners-palo-alto-ca-160498) ([md](https://advisorcensus.com/firm/altamont-capital-partners-palo-alto-ca-160498.md)) | 160498 | Palo Alto, CA | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Other |
| [America Costone Investment Advisers Inc.](https://advisorcensus.com/firm/america-costone-investment-advisers-inc-palo-alto-ca-328134) ([md](https://advisorcensus.com/firm/america-costone-investment-advisers-inc-palo-alto-ca-328134.md)) | 328134 | Palo Alto, CA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Amicus AI Advisors, LLC](https://advisorcensus.com/firm/amicus-ai-advisors-llc-palo-alto-ca-315026) ([md](https://advisorcensus.com/firm/amicus-ai-advisors-llc-palo-alto-ca-315026.md)) | 315026 | Palo Alto, CA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Amino Capital Management Company, LLC](https://advisorcensus.com/firm/amino-capital-management-company-llc-palo-alto-ca-209511) ([md](https://advisorcensus.com/firm/amino-capital-management-company-llc-palo-alto-ca-209511.md)) | 209511 | Palo Alto, CA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Anar Management LLC](https://advisorcensus.com/firm/anar-management-llc-palo-alto-ca-290420) ([md](https://advisorcensus.com/firm/anar-management-llc-palo-alto-ca-290420.md)) | 290420 | Palo Alto, CA | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Artiman Ventures](https://advisorcensus.com/firm/artiman-ventures-palo-alto-ca-162908) ([md](https://advisorcensus.com/firm/artiman-ventures-palo-alto-ca-162908.md)) | 162908 | Palo Alto, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Aspect Management, LLC](https://advisorcensus.com/firm/aspect-management-llc-palo-alto-ca-175357) ([md](https://advisorcensus.com/firm/aspect-management-llc-palo-alto-ca-175357.md)) | 175357 | Palo Alto, CA | Exempt reporting adviser | Not reported | 11 | Not reported |
| [Aulis Capital US Advisor, LLC](https://advisorcensus.com/firm/aulis-capital-us-advisor-llc-palo-alto-ca-341217) ([md](https://advisorcensus.com/firm/aulis-capital-us-advisor-llc-palo-alto-ca-341217.md)) | 341217 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [AZURE91 Management, LLC](https://advisorcensus.com/firm/azure91-management-llc-palo-alto-ca-314488) ([md](https://advisorcensus.com/firm/azure91-management-llc-palo-alto-ca-314488.md)) | 314488 | Palo Alto, CA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Bislett Management, LLC](https://advisorcensus.com/firm/bislett-management-llc-palo-alto-ca-162778) ([md](https://advisorcensus.com/firm/bislett-management-llc-palo-alto-ca-162778.md)) | 162778 | Palo Alto, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Performance fee |
| [Bluebird Ventures GP I, LLC](https://advisorcensus.com/firm/bluebird-ventures-gp-i-llc-palo-alto-ca-304804) ([md](https://advisorcensus.com/firm/bluebird-ventures-gp-i-llc-palo-alto-ca-304804.md)) | 304804 | Palo Alto, CA | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Boutique Venture Partners, LLC](https://advisorcensus.com/firm/boutique-venture-partners-llc-palo-alto-ca-309920) ([md](https://advisorcensus.com/firm/boutique-venture-partners-llc-palo-alto-ca-309920.md)) | 309920 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Branson Frank a Inc](https://advisorcensus.com/firm/branson-frank-a-inc-palo-alto-ca-110451) ([md](https://advisorcensus.com/firm/branson-frank-a-inc-palo-alto-ca-110451.md)) | 110451 | Palo Alto, CA | SEC-registered investment adviser | $100 million to $500 million | 40 | % of assets, Performance fee |
| [Breyer ZOU Ventures Management, LLC](https://advisorcensus.com/firm/breyer-zou-ventures-management-llc-palo-alto-ca-343269) ([md](https://advisorcensus.com/firm/breyer-zou-ventures-management-llc-palo-alto-ca-343269.md)) | 343269 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [C.M. Capital Advisors, LLC](https://advisorcensus.com/firm/c-m-capital-advisors-llc-palo-alto-ca-157529) ([md](https://advisorcensus.com/firm/c-m-capital-advisors-llc-palo-alto-ca-157529.md)) | 157529 | Palo Alto, CA | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets |
| [C1 Advisors LLC](https://advisorcensus.com/firm/c1-advisors-llc-palo-alto-ca-331914) ([md](https://advisorcensus.com/firm/c1-advisors-llc-palo-alto-ca-331914.md)) | 331914 | Palo Alto, CA | SEC-registered investment adviser | $25 million to $100 million | 1 | % of assets |
| [Carbide Ventures](https://advisorcensus.com/firm/carbide-ventures-palo-alto-ca-319214) ([md](https://advisorcensus.com/firm/carbide-ventures-palo-alto-ca-319214.md)) | 319214 | Palo Alto, CA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Carya Management, LLC](https://advisorcensus.com/firm/carya-management-llc-palo-alto-ca-334933) ([md](https://advisorcensus.com/firm/carya-management-llc-palo-alto-ca-334933.md)) | 334933 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Cervin Ventures Management, LLC](https://advisorcensus.com/firm/cervin-ventures-management-llc-palo-alto-ca-283170) ([md](https://advisorcensus.com/firm/cervin-ventures-management-llc-palo-alto-ca-283170.md)) | 283170 | Palo Alto, CA | Exempt reporting adviser | Not reported | 10 | Not reported |
| [CIP II Administrative, LLC](https://advisorcensus.com/firm/cip-ii-administrative-llc-palo-alto-ca-301595) ([md](https://advisorcensus.com/firm/cip-ii-administrative-llc-palo-alto-ca-301595.md)) | 301595 | Palo Alto, CA | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Clear Venture Management, LLC](https://advisorcensus.com/firm/clear-venture-management-llc-palo-alto-ca-282991) ([md](https://advisorcensus.com/firm/clear-venture-management-llc-palo-alto-ca-282991.md)) | 282991 | Palo Alto, CA | Exempt reporting adviser | Not reported | 10 | Not reported |
| [Cole, Thomas C.](https://advisorcensus.com/firm/cole-thomas-c-palo-alto-ca-307142) ([md](https://advisorcensus.com/firm/cole-thomas-c-palo-alto-ca-307142.md)) | 307142 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Connective Capital Management, LLC](https://advisorcensus.com/firm/connective-capital-management-llc-palo-alto-ca-161099) ([md](https://advisorcensus.com/firm/connective-capital-management-llc-palo-alto-ca-161099.md)) | 161099 | Palo Alto, CA | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Performance fee |
| [Cornerstone Capital, Inc.](https://advisorcensus.com/firm/cornerstone-capital-inc-palo-alto-ca-105396) ([md](https://advisorcensus.com/firm/cornerstone-capital-inc-palo-alto-ca-105396.md)) | 105396 | Palo Alto, CA | SEC-registered investment adviser | $1 billion to $5 billion | 48 | % of assets, Fixed fee |
| [Costanoa Ventures](https://advisorcensus.com/firm/costanoa-ventures-palo-alto-ca-164808) ([md](https://advisorcensus.com/firm/costanoa-ventures-palo-alto-ca-164808.md)) | 164808 | Palo Alto, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Cowboy Capital, LLC](https://advisorcensus.com/firm/cowboy-capital-llc-palo-alto-ca-165571) ([md](https://advisorcensus.com/firm/cowboy-capital-llc-palo-alto-ca-165571.md)) | 165571 | Palo Alto, CA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [CRV, LLC](https://advisorcensus.com/firm/crv-llc-palo-alto-ca-160470) ([md](https://advisorcensus.com/firm/crv-llc-palo-alto-ca-160470.md)) | 160470 | Palo Alto, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [CSC Upshot Ventures Management, LLC](https://advisorcensus.com/firm/csc-upshot-ventures-management-llc-palo-alto-ca-283270) ([md](https://advisorcensus.com/firm/csc-upshot-ventures-management-llc-palo-alto-ca-283270.md)) | 283270 | Palo Alto, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Performance fee |
| [DA Vinci Management, LLC](https://advisorcensus.com/firm/da-vinci-management-llc-palo-alto-ca-342941) ([md](https://advisorcensus.com/firm/da-vinci-management-llc-palo-alto-ca-342941.md)) | 342941 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [DAG Ventures](https://advisorcensus.com/firm/dag-ventures-palo-alto-ca-162705) ([md](https://advisorcensus.com/firm/dag-ventures-palo-alto-ca-162705.md)) | 162705 | Palo Alto, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Daiwa Capital Management Silicon Valley Inc.](https://advisorcensus.com/firm/daiwa-capital-management-silicon-valley-inc-palo-alto-ca-307581) ([md](https://advisorcensus.com/firm/daiwa-capital-management-silicon-valley-inc-palo-alto-ca-307581.md)) | 307581 | Palo Alto, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Performance fee, Other |
| [Dalena Capital, LLC](https://advisorcensus.com/firm/dalena-capital-llc-palo-alto-ca-337882) ([md](https://advisorcensus.com/firm/dalena-capital-llc-palo-alto-ca-337882.md)) | 337882 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [DCI Fund GP LLC](https://advisorcensus.com/firm/dci-fund-gp-llc-palo-alto-ca-340353) ([md](https://advisorcensus.com/firm/dci-fund-gp-llc-palo-alto-ca-340353.md)) | 340353 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [DCVC](https://advisorcensus.com/firm/dcvc-palo-alto-ca-167441) ([md](https://advisorcensus.com/firm/dcvc-palo-alto-ca-167441.md)) | 167441 | Palo Alto, CA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [DCVC BIO](https://advisorcensus.com/firm/dcvc-bio-palo-alto-ca-297640) ([md](https://advisorcensus.com/firm/dcvc-bio-palo-alto-ca-297640.md)) | 297640 | Palo Alto, CA | Exempt reporting adviser | Not reported | 8 | Not reported |
| [Distribution Cognizant, LLC](https://advisorcensus.com/firm/distribution-cognizant-llc-palo-alto-ca-322048) ([md](https://advisorcensus.com/firm/distribution-cognizant-llc-palo-alto-ca-322048.md)) | 322048 | Palo Alto, CA | SEC-registered investment adviser | Under $25 million | 4 | % of assets |
| [Doorga Capital](https://advisorcensus.com/firm/doorga-capital-palo-alto-ca-304564) ([md](https://advisorcensus.com/firm/doorga-capital-palo-alto-ca-304564.md)) | 304564 | Palo Alto, CA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Duration Ventures Management LP](https://advisorcensus.com/firm/duration-ventures-management-lp-palo-alto-ca-344403) ([md](https://advisorcensus.com/firm/duration-ventures-management-lp-palo-alto-ca-344403.md)) | 344403 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Eclipse](https://advisorcensus.com/firm/eclipse-palo-alto-ca-255789) ([md](https://advisorcensus.com/firm/eclipse-palo-alto-ca-255789.md)) | 255789 | Palo Alto, CA | Exempt reporting adviser | Not reported | 11 | Not reported |
| [Electric Capital Partners, LLC](https://advisorcensus.com/firm/electric-capital-partners-llc-palo-alto-ca-296943) ([md](https://advisorcensus.com/firm/electric-capital-partners-llc-palo-alto-ca-296943.md)) | 296943 | Palo Alto, CA | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Performance fee |
| [Ellerra Ventures LLC](https://advisorcensus.com/firm/ellerra-ventures-llc-palo-alto-ca-332789) ([md](https://advisorcensus.com/firm/ellerra-ventures-llc-palo-alto-ca-332789.md)) | 332789 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |

- Next page: https://advisorcensus.com/advisors/ca/san-jose/palo-alto/page/2.md

## Questions people ask

**How many financial advisory firms are there in Palo Alto, CA?**
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.

**How many fee-only financial advisors are in Palo Alto, CA?**
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.

**How many financial advisors in Palo Alto, CA offer financial planning?**
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.

**Are the financial advisors in Palo Alto, CA fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

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Cite as: AdvisorCensus. Financial advisors in Palo Alto, CA: 197 firms from Form ADV filings as of October 2026.