{ "path": "/advisors/ca/san-jose/palo-alto", "url": "https://advisorcensus.com/advisors/ca/san-jose/palo-alto/page/2", "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": 2, "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": 171895, "name": "Endurance Capital Partners, LLC", "name_as_filed": "ENDURANCE CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/endurance-capital-partners-llc-palo-alto-ca-171895", "city": "Palo Alto", "state": "CA", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 311563, "name": "Ententvest Inc.", "name_as_filed": "ENTENTVEST INC.", "url": "https://advisorcensus.com/firm/ententvest-inc-palo-alto-ca-311563", "city": "Palo Alto", "state": "CA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328575, "name": "Envisionx Capital Management, LLC", "name_as_filed": "ENVISIONX CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/envisionx-capital-management-llc-palo-alto-ca-328575", "city": "Palo Alto", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 311431, "name": "Envisionx Capital, LLC", "name_as_filed": "ENVISIONX CAPITAL, LLC", "url": "https://advisorcensus.com/firm/envisionx-capital-llc-palo-alto-ca-311431", "city": "Palo Alto", "state": "CA", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 309297, "name": "Equitybee Advisors, LLC", "name_as_filed": "EQUITYBEE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/equitybee-advisors-llc-palo-alto-ca-309297", "city": "Palo Alto", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 159838, "name": "Foundation Capital, LLC", "name_as_filed": "FOUNDATION CAPITAL, LLC", "url": "https://advisorcensus.com/firm/foundation-capital-llc-palo-alto-ca-159838", "city": "Palo Alto", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 124147, "name": "Frank, Rimerman Advisors LLC", "name_as_filed": "FRANK, RIMERMAN ADVISORS LLC", "url": "https://advisorcensus.com/firm/frank-rimerman-advisors-llc-palo-alto-ca-124147", "city": "Palo Alto", "state": "CA", "years_registered": 23, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317522, "name": "Frazier Life Sciences Management, LP", "name_as_filed": "FRAZIER LIFE SCIENCES MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/frazier-life-sciences-management-lp-palo-alto-ca-317522", "city": "Palo Alto", "state": "CA", "years_registered": 4, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 289902, "name": "Fusion Fund Silicon Valley LLC", "name_as_filed": "FUSION FUND SILICON VALLEY LLC", "url": "https://advisorcensus.com/firm/fusion-fund-silicon-valley-llc-palo-alto-ca-289902", "city": "Palo Alto", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 334985, "name": "G Vision Capital LLC", "name_as_filed": "G VISION CAPITAL LLC", "url": "https://advisorcensus.com/firm/g-vision-capital-llc-palo-alto-ca-334985", "city": "Palo Alto", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 318087, "name": "G. P. Greco & Co., Inc.", "name_as_filed": "G. P. GRECO & CO., INC.", "url": "https://advisorcensus.com/firm/g-p-greco-and-co-inc-palo-alto-ca-318087", "city": "Palo Alto", "state": "CA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 325270, "name": "General Inception Management, LLC", "name_as_filed": "GENERAL INCEPTION MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/general-inception-management-llc-palo-alto-ca-325270", "city": "Palo Alto", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 339177, "name": "Genesis VC Fund LLC", "name_as_filed": "GENESIS VC FUND LLC", "url": "https://advisorcensus.com/firm/genesis-vc-fund-llc-palo-alto-ca-339177", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 314508, "name": "GFT Ventures", "name_as_filed": "GFT VENTURES", "url": "https://advisorcensus.com/firm/gft-ventures-palo-alto-ca-314508", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 340205, "name": "Gigascale Capital", "name_as_filed": "GIGASCALE CAPITAL", "url": "https://advisorcensus.com/firm/gigascale-capital-palo-alto-ca-340205", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 308147, "name": "Graph Ventures 5 Management", "name_as_filed": "GRAPH VENTURES 5 MANAGEMENT", "url": "https://advisorcensus.com/firm/graph-ventures-5-management-palo-alto-ca-308147", "city": "Palo Alto", "state": "CA", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 312149, "name": "Graph Ventures Management Company, L.L,C.", "name_as_filed": "GRAPH VENTURES MANAGEMENT COMPANY, L.L,C.", "url": "https://advisorcensus.com/firm/graph-ventures-management-company-l-l-c-palo-alto-ca-312149", "city": "Palo Alto", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 281412, "name": "Graphene Ventures LLC", "name_as_filed": "GRAPHENE VENTURES LLC", "url": "https://advisorcensus.com/firm/graphene-ventures-llc-palo-alto-ca-281412", "city": "Palo Alto", "state": "CA", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 292451, "name": "H&H International Investment, LLC", "name_as_filed": "H&H INTERNATIONAL INVESTMENT, LLC", "url": "https://advisorcensus.com/firm/h-and-h-international-investment-llc-palo-alto-ca-292451", "city": "Palo Alto", "state": "CA", "years_registered": 8, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 315702, "name": "Hack VC Management, LLC", "name_as_filed": "HACK VC MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hack-vc-management-llc-palo-alto-ca-315702", "city": "Palo Alto", "state": "CA", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 335031, "name": "Hanabi Capital Management, LLC", "name_as_filed": "HANABI CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hanabi-capital-management-llc-palo-alto-ca-335031", "city": "Palo Alto", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 324408, "name": "Haven Venture Partners, LLC", "name_as_filed": "HAVEN VENTURE PARTNERS, LLC", "url": "https://advisorcensus.com/firm/haven-venture-partners-llc-palo-alto-ca-324408", "city": "Palo Alto", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 321161, "name": "Hawktail Management, LLC", "name_as_filed": "HAWKTAIL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hawktail-management-llc-palo-alto-ca-321161", "city": "Palo Alto", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 145684, "name": "HGGC, LLC", "name_as_filed": "HGGC, LLC", "url": "https://advisorcensus.com/firm/hggc-llc-palo-alto-ca-145684", "city": "Palo Alto", "state": "CA", "years_registered": 18, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 328878, "name": "Hico Management", "name_as_filed": "HICO MANAGEMENT", "url": "https://advisorcensus.com/firm/hico-management-palo-alto-ca-328878", "city": "Palo Alto", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 330754, "name": "Highmoon Capital", "name_as_filed": "HIGHMOON CAPITAL", "url": "https://advisorcensus.com/firm/highmoon-capital-palo-alto-ca-330754", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 127059, "name": "Holbrook Global Strategies", "name_as_filed": "HOLBROOK GLOBAL STRATEGIES", "url": "https://advisorcensus.com/firm/holbrook-global-strategies-palo-alto-ca-127059", "city": "Palo Alto", "state": "CA", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 163331, "name": "Icon Management Associates IV, LLC", "name_as_filed": "ICON MANAGEMENT ASSOCIATES IV, LLC", "url": "https://advisorcensus.com/firm/icon-management-associates-iv-llc-palo-alto-ca-163331", "city": "Palo Alto", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 164412, "name": "Icon Management Associates V, LLC", "name_as_filed": "ICON MANAGEMENT ASSOCIATES V, LLC", "url": "https://advisorcensus.com/firm/icon-management-associates-v-llc-palo-alto-ca-164412", "city": "Palo Alto", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 286062, "name": "Icon Management Associates VI, LLC", "name_as_filed": "ICON MANAGEMENT ASSOCIATES VI, LLC", "url": "https://advisorcensus.com/firm/icon-management-associates-vi-llc-palo-alto-ca-286062", "city": "Palo Alto", "state": "CA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 313640, "name": "Icon Management Associates VII, LLC", "name_as_filed": "ICON MANAGEMENT ASSOCIATES VII, LLC", "url": "https://advisorcensus.com/firm/icon-management-associates-vii-llc-palo-alto-ca-313640", "city": "Palo Alto", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 287786, "name": "Iconica LLC", "name_as_filed": "ICONICA LLC", "url": "https://advisorcensus.com/firm/iconica-llc-palo-alto-ca-287786", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 288679, "name": "Innovation Endeavors III Advisers LLC", "name_as_filed": "INNOVATION ENDEAVORS III ADVISERS LLC", "url": "https://advisorcensus.com/firm/innovation-endeavors-iii-advisers-llc-palo-alto-ca-288679", "city": "Palo Alto", "state": "CA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 312851, "name": "Innovation Endeavors IV Advisers LLC", "name_as_filed": "INNOVATION ENDEAVORS IV ADVISERS LLC", "url": "https://advisorcensus.com/firm/innovation-endeavors-iv-advisers-llc-palo-alto-ca-312851", "city": "Palo Alto", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 170740, "name": "Innovation Endeavors Management Company, LLC", "name_as_filed": "INNOVATION ENDEAVORS MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/innovation-endeavors-management-company-llc-palo-alto-ca-170740", "city": "Palo Alto", "state": "CA", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 309727, "name": "Insights Investments", "name_as_filed": "INSIGHTS INVESTMENTS", "url": "https://advisorcensus.com/firm/insights-investments-palo-alto-ca-309727", "city": "Palo Alto", "state": "CA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "subscription" ], "enhanced": false }, { "crd_number": 330523, "name": "Intrinsic Investments GP I, LLC", "name_as_filed": "INTRINSIC INVESTMENTS GP I, LLC", "url": "https://advisorcensus.com/firm/intrinsic-investments-gp-i-llc-palo-alto-ca-330523", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 165537, "name": "K9 Ventures, LLC", "name_as_filed": "K9 VENTURES, LLC", "url": "https://advisorcensus.com/firm/k9-ventures-llc-palo-alto-ca-165537", "city": "Palo Alto", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 328414, "name": "KDX Management, LLC", "name_as_filed": "KDX MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kdx-management-llc-palo-alto-ca-328414", "city": "Palo Alto", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 326619, "name": "Krew Capital LLC", "name_as_filed": "KREW CAPITAL LLC", "url": "https://advisorcensus.com/firm/krew-capital-llc-palo-alto-ca-326619", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 330374, "name": "Kukui Tree Capital Management LLC", "name_as_filed": "KUKUI TREE CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/kukui-tree-capital-management-llc-palo-alto-ca-330374", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 289165, "name": "Kuos Investment II LLC", "name_as_filed": "KUOS INVESTMENT II LLC", "url": "https://advisorcensus.com/firm/kuos-investment-ii-llc-palo-alto-ca-289165", "city": "Palo Alto", "state": "CA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 329025, "name": "Leitmotif", "name_as_filed": "LEITMOTIF", "url": "https://advisorcensus.com/firm/leitmotif-palo-alto-ca-329025", "city": "Palo Alto", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 155215, "name": "Light Street Capital Management, LLC", "name_as_filed": "LIGHT STREET CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/light-street-capital-management-llc-palo-alto-ca-155215", "city": "Palo Alto", "state": "CA", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 318821, "name": "Lightspeed Faction", "name_as_filed": "LIGHTSPEED FACTION", "url": "https://advisorcensus.com/firm/lightspeed-faction-palo-alto-ca-318821", "city": "Palo Alto", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 160586, "name": "Lobby Capital and August Capital", "name_as_filed": "LOBBY CAPITAL AND AUGUST CAPITAL", "url": "https://advisorcensus.com/firm/lobby-capital-and-august-capital-palo-alto-ca-160586", "city": "Palo Alto", 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