{ "path": "/advisors/ca/san-jose/palo-alto", "url": "https://advisorcensus.com/advisors/ca/san-jose/palo-alto/page/3", "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": "Find 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) 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": 3, "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": 144325, "name": "Maya Advisors, Inc.", "name_as_filed": "MAYA ADVISORS, INC.", "url": "https://advisorcensus.com/firm/maya-advisors-inc-palo-alto-ca-144325", "city": "Palo Alto", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 144072, "name": "Mayfield Advisors, Inc.", "name_as_filed": "MAYFIELD ADVISORS, INC.", "url": "https://advisorcensus.com/firm/mayfield-advisors-inc-palo-alto-ca-144072", "city": "Palo Alto", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 301637, "name": "Mediatech Administrative V, LLC", "name_as_filed": "MEDIATECH ADMINISTRATIVE V, LLC", "url": "https://advisorcensus.com/firm/mediatech-administrative-v-llc-palo-alto-ca-301637", "city": "Palo Alto", "state": "CA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 297935, "name": "Merchant Adventure Investment Advisors, LLC", "name_as_filed": "MERCHANT ADVENTURE INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/merchant-adventure-investment-advisors-llc-palo-alto-ca-297935", "city": "Palo Alto", "state": "CA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 161233, "name": "Meritech Capital", "name_as_filed": "MERITECH CAPITAL", "url": "https://advisorcensus.com/firm/meritech-capital-palo-alto-ca-161233", "city": "Palo Alto", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 112305, "name": "Merk Investments LLC", "name_as_filed": "MERK INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/merk-investments-llc-palo-alto-ca-112305", "city": "Palo Alto", "state": "CA", "years_registered": 24, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 148734, "name": "Meyers Wealth Management", "name_as_filed": "MEYERS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/meyers-wealth-management-palo-alto-ca-148734", "city": "Palo Alto", "state": "CA", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 315214, "name": "MFV Partners Management, LLC", "name_as_filed": "MFV PARTNERS MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mfv-partners-management-llc-palo-alto-ca-315214", "city": "Palo Alto", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 316974, "name": "Mountain Forest Capital Management, LLC", "name_as_filed": "MOUNTAIN FOREST CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mountain-forest-capital-management-llc-palo-alto-ca-316974", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 325591, "name": "Nahkoda Capital Management USA, LLC", "name_as_filed": "NAHKODA CAPITAL MANAGEMENT USA, LLC", "url": "https://advisorcensus.com/firm/nahkoda-capital-management-usa-llc-palo-alto-ca-325591", "city": "Palo Alto", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 291355, "name": "New Ground Ventures", "name_as_filed": "NEW GROUND VENTURES", "url": "https://advisorcensus.com/firm/new-ground-ventures-palo-alto-ca-291355", "city": "Palo Alto", "state": "CA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 329923, "name": "Newbuild VC Management, LLC", "name_as_filed": "NEWBUILD VC MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/newbuild-vc-management-llc-palo-alto-ca-329923", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 160838, "name": "NGP Capital US, LLC", "name_as_filed": "NGP CAPITAL US, LLC", "url": "https://advisorcensus.com/firm/ngp-capital-us-llc-palo-alto-ca-160838", "city": "Palo Alto", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 317440, "name": "Niremia Collective Management, LLC", "name_as_filed": "NIREMIA COLLECTIVE MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/niremia-collective-management-llc-palo-alto-ca-317440", "city": "Palo Alto", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 168062, "name": "Oceaniq Capital, LLC", "name_as_filed": "OCEANIQ CAPITAL, LLC", "url": "https://advisorcensus.com/firm/oceaniq-capital-llc-palo-alto-ca-168062", "city": "Palo Alto", "state": "CA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 335855, "name": "Olive Partners Management", "name_as_filed": "OLIVE PARTNERS MANAGEMENT", "url": "https://advisorcensus.com/firm/olive-partners-management-palo-alto-ca-335855", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 289384, "name": "Olive Technology Ventures Management, LLC", "name_as_filed": "OLIVE TECHNOLOGY VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/olive-technology-ventures-management-llc-palo-alto-ca-289384", "city": "Palo Alto", "state": "CA", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 299697, "name": "Oneprime Capital", "name_as_filed": "ONEPRIME CAPITAL", "url": "https://advisorcensus.com/firm/oneprime-capital-palo-alto-ca-299697", "city": "Palo Alto", "state": "CA", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 304960, "name": "Operator Collective Management, L.L.C.", "name_as_filed": "OPERATOR COLLECTIVE MANAGEMENT, L.L.C.", "url": "https://advisorcensus.com/firm/operator-collective-management-l-l-c-palo-alto-ca-304960", "city": "Palo Alto", "state": "CA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 338509, "name": "Output Capital Management, LLC", "name_as_filed": "OUTPUT CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/output-capital-management-llc-palo-alto-ca-338509", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 317227, "name": "Overwater Ventures LLC", "name_as_filed": "OVERWATER VENTURES LLC", "url": "https://advisorcensus.com/firm/overwater-ventures-llc-palo-alto-ca-317227", "city": "Palo Alto", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 312941, "name": "OVN Capital LLC", "name_as_filed": "OVN CAPITAL LLC", "url": "https://advisorcensus.com/firm/ovn-capital-llc-palo-alto-ca-312941", "city": "Palo Alto", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 109171, "name": "Palo Alto Investors LP", "name_as_filed": "PALO ALTO INVESTORS LP", "url": "https://advisorcensus.com/firm/palo-alto-investors-lp-palo-alto-ca-109171", "city": "Palo Alto", "state": "CA", "years_registered": 25, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 317719, "name": "Penny JAR Capital, LLC", "name_as_filed": "PENNY JAR CAPITAL, LLC", "url": "https://advisorcensus.com/firm/penny-jar-capital-llc-palo-alto-ca-317719", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 226570, "name": "Playground Global", "name_as_filed": "PLAYGROUND GLOBAL", "url": "https://advisorcensus.com/firm/playground-global-palo-alto-ca-226570", "city": "Palo Alto", "state": "CA", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 327512, "name": "Primer Management, LLC", "name_as_filed": "PRIMER MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/primer-management-llc-palo-alto-ca-327512", "city": "Palo Alto", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 332876, "name": "Principal VP Management Company LLC", "name_as_filed": "PRINCIPAL VP MANAGEMENT COMPANY LLC", "url": "https://advisorcensus.com/firm/principal-vp-management-company-llc-palo-alto-ca-332876", "city": "Palo Alto", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 160582, "name": "Prospect Management Co. II, LLC", "name_as_filed": "PROSPECT MANAGEMENT CO. II, LLC", "url": "https://advisorcensus.com/firm/prospect-management-co-ii-llc-palo-alto-ca-160582", "city": "Palo Alto", "state": "CA", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 310165, "name": "Pruven Management Company, LLC", "name_as_filed": "PRUVEN MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/pruven-management-company-llc-palo-alto-ca-310165", "city": "Palo Alto", "state": "CA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 312974, "name": "R42 Group LLC", "name_as_filed": "R42 GROUP LLC", "url": "https://advisorcensus.com/firm/r42-group-llc-palo-alto-ca-312974", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 324710, "name": "Race Capital Management Company, L.L.C.", "name_as_filed": "RACE CAPITAL MANAGEMENT COMPANY, L.L.C.", "url": "https://advisorcensus.com/firm/race-capital-management-company-l-l-c-palo-alto-ca-324710", "city": "Palo Alto", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 310280, "name": "Radiant Wealth Planning", "name_as_filed": "RADIANT WEALTH PLANNING", "url": "https://advisorcensus.com/firm/radiant-wealth-planning-palo-alto-ca-310280", "city": "Palo Alto", "state": "CA", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 334483, "name": "Rain Capital", "name_as_filed": "RAIN CAPITAL", "url": "https://advisorcensus.com/firm/rain-capital-palo-alto-ca-334483", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 158242, "name": "Rebalance LLC", "name_as_filed": "REBALANCE LLC", "url": "https://advisorcensus.com/firm/rebalance-llc-palo-alto-ca-158242", "city": "Palo Alto", "state": "CA", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 284006, "name": "Red Crane Wealth Management, LLC", "name_as_filed": "RED CRANE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/red-crane-wealth-management-llc-palo-alto-ca-284006", "city": "Palo Alto", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 285270, "name": "Red DOG Capital LLC", "name_as_filed": "RED DOG CAPITAL LLC", "url": "https://advisorcensus.com/firm/red-dog-capital-llc-palo-alto-ca-285270", "city": "Palo Alto", "state": "CA", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 311797, "name": "Red DOG Capital Management, LLC", "name_as_filed": "RED DOG CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/red-dog-capital-management-llc-palo-alto-ca-311797", "city": "Palo Alto", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 165308, "name": "Ribbit Capital", "name_as_filed": "RIBBIT CAPITAL", "url": "https://advisorcensus.com/firm/ribbit-capital-palo-alto-ca-165308", "city": "Palo Alto", "state": "CA", "years_registered": 8, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 111295, "name": "Sand Hill Global Advisors, LLC", "name_as_filed": "SAND HILL GLOBAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/sand-hill-global-advisors-llc-palo-alto-ca-111295", "city": "Palo Alto", "state": "CA", "years_registered": 26, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 338297, "name": "SAV Management Company, LLC", "name_as_filed": "SAV MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/sav-management-company-llc-palo-alto-ca-338297", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 288739, "name": "Section 32, LLC", "name_as_filed": "SECTION 32, LLC", "url": "https://advisorcensus.com/firm/section-32-llc-palo-alto-ca-288739", "city": "Palo Alto", "state": "CA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 314618, "name": "Section Partners Management, LLC", "name_as_filed": "SECTION PARTNERS MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/section-partners-management-llc-palo-alto-ca-314618", "city": "Palo Alto", "state": "CA", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 312767, "name": "Shangbay Capital Management Company, LLC", "name_as_filed": "SHANGBAY CAPITAL MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/shangbay-capital-management-company-llc-palo-alto-ca-312767", "city": "Palo Alto", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 308334, "name": "SLVC GP, LLC", "name_as_filed": "SLVC GP, LLC", "url": "https://advisorcensus.com/firm/slvc-gp-llc-palo-alto-ca-308334", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 330129, "name": "Sparklabs Global Ventures Management", "name_as_filed": "SPARKLABS GLOBAL VENTURES MANAGEMENT", "url": "https://advisorcensus.com/firm/sparklabs-global-ventures-management-palo-alto-ca-330129", "city": "Palo Alto", "state": "CA", "years_registered": 1, "raum_band": "not_reported", 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