# 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/page/3

## 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 3 of 4, 101 to 150 of 197, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Maya Advisors, Inc.](https://advisorcensus.com/firm/maya-advisors-inc-palo-alto-ca-144325) ([md](https://advisorcensus.com/firm/maya-advisors-inc-palo-alto-ca-144325.md)) | 144325 | Palo Alto, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Mayfield Advisors, Inc.](https://advisorcensus.com/firm/mayfield-advisors-inc-palo-alto-ca-144072) ([md](https://advisorcensus.com/firm/mayfield-advisors-inc-palo-alto-ca-144072.md)) | 144072 | Palo Alto, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Mediatech Administrative V, LLC](https://advisorcensus.com/firm/mediatech-administrative-v-llc-palo-alto-ca-301637) ([md](https://advisorcensus.com/firm/mediatech-administrative-v-llc-palo-alto-ca-301637.md)) | 301637 | Palo Alto, CA | Exempt reporting adviser | Not reported | 6 | Not reported |
| [Merchant Adventure Investment Advisors, LLC](https://advisorcensus.com/firm/merchant-adventure-investment-advisors-llc-palo-alto-ca-297935) ([md](https://advisorcensus.com/firm/merchant-adventure-investment-advisors-llc-palo-alto-ca-297935.md)) | 297935 | Palo Alto, CA | Exempt reporting adviser | Not reported | 8 | Not reported |
| [Meritech Capital](https://advisorcensus.com/firm/meritech-capital-palo-alto-ca-161233) ([md](https://advisorcensus.com/firm/meritech-capital-palo-alto-ca-161233.md)) | 161233 | Palo Alto, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Merk Investments LLC](https://advisorcensus.com/firm/merk-investments-llc-palo-alto-ca-112305) ([md](https://advisorcensus.com/firm/merk-investments-llc-palo-alto-ca-112305.md)) | 112305 | Palo Alto, CA | SEC-registered investment adviser | $1 billion to $5 billion | 24 | % of assets |
| [Meyers Wealth Management](https://advisorcensus.com/firm/meyers-wealth-management-palo-alto-ca-148734) ([md](https://advisorcensus.com/firm/meyers-wealth-management-palo-alto-ca-148734.md)) | 148734 | Palo Alto, CA | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly |
| [MFV Partners Management, LLC](https://advisorcensus.com/firm/mfv-partners-management-llc-palo-alto-ca-315214) ([md](https://advisorcensus.com/firm/mfv-partners-management-llc-palo-alto-ca-315214.md)) | 315214 | Palo Alto, CA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Mountain Forest Capital Management, LLC](https://advisorcensus.com/firm/mountain-forest-capital-management-llc-palo-alto-ca-316974) ([md](https://advisorcensus.com/firm/mountain-forest-capital-management-llc-palo-alto-ca-316974.md)) | 316974 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Nahkoda Capital Management USA, LLC](https://advisorcensus.com/firm/nahkoda-capital-management-usa-llc-palo-alto-ca-325591) ([md](https://advisorcensus.com/firm/nahkoda-capital-management-usa-llc-palo-alto-ca-325591.md)) | 325591 | Palo Alto, CA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [New Ground Ventures](https://advisorcensus.com/firm/new-ground-ventures-palo-alto-ca-291355) ([md](https://advisorcensus.com/firm/new-ground-ventures-palo-alto-ca-291355.md)) | 291355 | Palo Alto, CA | Exempt reporting adviser | Not reported | 8 | Not reported |
| [Newbuild VC Management, LLC](https://advisorcensus.com/firm/newbuild-vc-management-llc-palo-alto-ca-329923) ([md](https://advisorcensus.com/firm/newbuild-vc-management-llc-palo-alto-ca-329923.md)) | 329923 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [NGP Capital US, LLC](https://advisorcensus.com/firm/ngp-capital-us-llc-palo-alto-ca-160838) ([md](https://advisorcensus.com/firm/ngp-capital-us-llc-palo-alto-ca-160838.md)) | 160838 | Palo Alto, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Niremia Collective Management, LLC](https://advisorcensus.com/firm/niremia-collective-management-llc-palo-alto-ca-317440) ([md](https://advisorcensus.com/firm/niremia-collective-management-llc-palo-alto-ca-317440.md)) | 317440 | Palo Alto, CA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Oceaniq Capital, LLC](https://advisorcensus.com/firm/oceaniq-capital-llc-palo-alto-ca-168062) ([md](https://advisorcensus.com/firm/oceaniq-capital-llc-palo-alto-ca-168062.md)) | 168062 | Palo Alto, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee, Performance fee |
| [Olive Partners Management](https://advisorcensus.com/firm/olive-partners-management-palo-alto-ca-335855) ([md](https://advisorcensus.com/firm/olive-partners-management-palo-alto-ca-335855.md)) | 335855 | Palo Alto, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Other |
| [Olive Technology Ventures Management, LLC](https://advisorcensus.com/firm/olive-technology-ventures-management-llc-palo-alto-ca-289384) ([md](https://advisorcensus.com/firm/olive-technology-ventures-management-llc-palo-alto-ca-289384.md)) | 289384 | Palo Alto, CA | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Performance fee |
| [Oneprime Capital](https://advisorcensus.com/firm/oneprime-capital-palo-alto-ca-299697) ([md](https://advisorcensus.com/firm/oneprime-capital-palo-alto-ca-299697.md)) | 299697 | Palo Alto, CA | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Performance fee |
| [Operator Collective Management, L.L.C.](https://advisorcensus.com/firm/operator-collective-management-l-l-c-palo-alto-ca-304960) ([md](https://advisorcensus.com/firm/operator-collective-management-l-l-c-palo-alto-ca-304960.md)) | 304960 | Palo Alto, CA | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Output Capital Management, LLC](https://advisorcensus.com/firm/output-capital-management-llc-palo-alto-ca-338509) ([md](https://advisorcensus.com/firm/output-capital-management-llc-palo-alto-ca-338509.md)) | 338509 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Overwater Ventures LLC](https://advisorcensus.com/firm/overwater-ventures-llc-palo-alto-ca-317227) ([md](https://advisorcensus.com/firm/overwater-ventures-llc-palo-alto-ca-317227.md)) | 317227 | Palo Alto, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [OVN Capital LLC](https://advisorcensus.com/firm/ovn-capital-llc-palo-alto-ca-312941) ([md](https://advisorcensus.com/firm/ovn-capital-llc-palo-alto-ca-312941.md)) | 312941 | Palo Alto, CA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Palo Alto Investors LP](https://advisorcensus.com/firm/palo-alto-investors-lp-palo-alto-ca-109171) ([md](https://advisorcensus.com/firm/palo-alto-investors-lp-palo-alto-ca-109171.md)) | 109171 | Palo Alto, CA | SEC-registered investment adviser | $500 million to $1 billion | 25 | % of assets, Performance fee |
| [Penny JAR Capital, LLC](https://advisorcensus.com/firm/penny-jar-capital-llc-palo-alto-ca-317719) ([md](https://advisorcensus.com/firm/penny-jar-capital-llc-palo-alto-ca-317719.md)) | 317719 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Playground Global](https://advisorcensus.com/firm/playground-global-palo-alto-ca-226570) ([md](https://advisorcensus.com/firm/playground-global-palo-alto-ca-226570.md)) | 226570 | Palo Alto, CA | Exempt reporting adviser | Not reported | 11 | Not reported |
| [Primer Management, LLC](https://advisorcensus.com/firm/primer-management-llc-palo-alto-ca-327512) ([md](https://advisorcensus.com/firm/primer-management-llc-palo-alto-ca-327512.md)) | 327512 | Palo Alto, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Principal VP Management Company LLC](https://advisorcensus.com/firm/principal-vp-management-company-llc-palo-alto-ca-332876) ([md](https://advisorcensus.com/firm/principal-vp-management-company-llc-palo-alto-ca-332876.md)) | 332876 | Palo Alto, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Prospect Management Co. II, LLC](https://advisorcensus.com/firm/prospect-management-co-ii-llc-palo-alto-ca-160582) ([md](https://advisorcensus.com/firm/prospect-management-co-ii-llc-palo-alto-ca-160582.md)) | 160582 | Palo Alto, CA | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [Pruven Management Company, LLC](https://advisorcensus.com/firm/pruven-management-company-llc-palo-alto-ca-310165) ([md](https://advisorcensus.com/firm/pruven-management-company-llc-palo-alto-ca-310165.md)) | 310165 | Palo Alto, CA | Exempt reporting adviser | Not reported | 6 | Not reported |
| [R42 Group LLC](https://advisorcensus.com/firm/r42-group-llc-palo-alto-ca-312974) ([md](https://advisorcensus.com/firm/r42-group-llc-palo-alto-ca-312974.md)) | 312974 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Race Capital Management Company, L.L.C.](https://advisorcensus.com/firm/race-capital-management-company-l-l-c-palo-alto-ca-324710) ([md](https://advisorcensus.com/firm/race-capital-management-company-l-l-c-palo-alto-ca-324710.md)) | 324710 | Palo Alto, CA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Radiant Wealth Planning](https://advisorcensus.com/firm/radiant-wealth-planning-palo-alto-ca-310280) ([md](https://advisorcensus.com/firm/radiant-wealth-planning-palo-alto-ca-310280.md)) | 310280 | Palo Alto, CA | State-registered investment adviser | Under $25 million | 5 | % of assets, Fixed fee |
| [Rain Capital](https://advisorcensus.com/firm/rain-capital-palo-alto-ca-334483) ([md](https://advisorcensus.com/firm/rain-capital-palo-alto-ca-334483.md)) | 334483 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Rebalance LLC](https://advisorcensus.com/firm/rebalance-llc-palo-alto-ca-158242) ([md](https://advisorcensus.com/firm/rebalance-llc-palo-alto-ca-158242.md)) | 158242 | Palo Alto, CA | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets, Fixed fee |
| [Red Crane Wealth Management, LLC](https://advisorcensus.com/firm/red-crane-wealth-management-llc-palo-alto-ca-284006) ([md](https://advisorcensus.com/firm/red-crane-wealth-management-llc-palo-alto-ca-284006.md)) | 284006 | Palo Alto, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee, Performance fee |
| [Red DOG Capital LLC](https://advisorcensus.com/firm/red-dog-capital-llc-palo-alto-ca-285270) ([md](https://advisorcensus.com/firm/red-dog-capital-llc-palo-alto-ca-285270.md)) | 285270 | Palo Alto, CA | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [Red DOG Capital Management, LLC](https://advisorcensus.com/firm/red-dog-capital-management-llc-palo-alto-ca-311797) ([md](https://advisorcensus.com/firm/red-dog-capital-management-llc-palo-alto-ca-311797.md)) | 311797 | Palo Alto, CA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Ribbit Capital](https://advisorcensus.com/firm/ribbit-capital-palo-alto-ca-165308) ([md](https://advisorcensus.com/firm/ribbit-capital-palo-alto-ca-165308.md)) | 165308 | Palo Alto, CA | SEC-registered investment adviser | Over $5 billion | 8 | % of assets, Performance fee |
| [Sand Hill Global Advisors, LLC](https://advisorcensus.com/firm/sand-hill-global-advisors-llc-palo-alto-ca-111295) ([md](https://advisorcensus.com/firm/sand-hill-global-advisors-llc-palo-alto-ca-111295.md)) | 111295 | Palo Alto, CA | SEC-registered investment adviser | $1 billion to $5 billion | 26 | % of assets, Hourly |
| [SAV Management Company, LLC](https://advisorcensus.com/firm/sav-management-company-llc-palo-alto-ca-338297) ([md](https://advisorcensus.com/firm/sav-management-company-llc-palo-alto-ca-338297.md)) | 338297 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Section 32, LLC](https://advisorcensus.com/firm/section-32-llc-palo-alto-ca-288739) ([md](https://advisorcensus.com/firm/section-32-llc-palo-alto-ca-288739.md)) | 288739 | Palo Alto, CA | Exempt reporting adviser | Not reported | 9 | Not reported |
| [Section Partners Management, LLC](https://advisorcensus.com/firm/section-partners-management-llc-palo-alto-ca-314618) ([md](https://advisorcensus.com/firm/section-partners-management-llc-palo-alto-ca-314618.md)) | 314618 | Palo Alto, CA | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Performance fee |
| [Shangbay Capital Management Company, LLC](https://advisorcensus.com/firm/shangbay-capital-management-company-llc-palo-alto-ca-312767) ([md](https://advisorcensus.com/firm/shangbay-capital-management-company-llc-palo-alto-ca-312767.md)) | 312767 | Palo Alto, CA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [SLVC GP, LLC](https://advisorcensus.com/firm/slvc-gp-llc-palo-alto-ca-308334) ([md](https://advisorcensus.com/firm/slvc-gp-llc-palo-alto-ca-308334.md)) | 308334 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Sparklabs Global Ventures Management](https://advisorcensus.com/firm/sparklabs-global-ventures-management-palo-alto-ca-330129) ([md](https://advisorcensus.com/firm/sparklabs-global-ventures-management-palo-alto-ca-330129.md)) | 330129 | Palo Alto, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Sparklabs Group Management](https://advisorcensus.com/firm/sparklabs-group-management-palo-alto-ca-330082) ([md](https://advisorcensus.com/firm/sparklabs-group-management-palo-alto-ca-330082.md)) | 330082 | Palo Alto, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Sparklabs Management](https://advisorcensus.com/firm/sparklabs-management-palo-alto-ca-330130) ([md](https://advisorcensus.com/firm/sparklabs-management-palo-alto-ca-330130.md)) | 330130 | Palo Alto, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Standard Capital Ventures](https://advisorcensus.com/firm/standard-capital-ventures-palo-alto-ca-338448) ([md](https://advisorcensus.com/firm/standard-capital-ventures-palo-alto-ca-338448.md)) | 338448 | Palo Alto, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Starport Capital Management, LLC](https://advisorcensus.com/firm/starport-capital-management-llc-palo-alto-ca-288661) ([md](https://advisorcensus.com/firm/starport-capital-management-llc-palo-alto-ca-288661.md)) | 288661 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Stcap Management LLC](https://advisorcensus.com/firm/stcap-management-llc-palo-alto-ca-311024) ([md](https://advisorcensus.com/firm/stcap-management-llc-palo-alto-ca-311024.md)) | 311024 | Palo Alto, CA | Exempt reporting adviser | Not reported | 6 | Not reported |

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## 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.