{ "path": "/advisors/ca/san-jose/palo-alto", "url": "https://advisorcensus.com/advisors/ca/san-jose/palo-alto/page/4", "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": 4, "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": 300060, "name": "Stock Farm Partners LLC", "name_as_filed": "STOCK FARM PARTNERS LLC", "url": "https://advisorcensus.com/firm/stock-farm-partners-llc-palo-alto-ca-300060", "city": "Palo Alto", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 297766, "name": "Stoic Point Capital Management LLC", "name_as_filed": "STOIC POINT CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/stoic-point-capital-management-llc-palo-alto-ca-297766", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 162545, "name": "Storm Ventures", "name_as_filed": "STORM VENTURES", "url": "https://advisorcensus.com/firm/storm-ventures-palo-alto-ca-162545", "city": "Palo Alto", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 317975, "name": "Superlayer Labs Management, LLC", "name_as_filed": "SUPERLAYER LABS MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/superlayer-labs-management-llc-palo-alto-ca-317975", "city": "Palo Alto", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 162959, "name": "Sutter Hill Ventures", "name_as_filed": "SUTTER HILL VENTURES", "url": "https://advisorcensus.com/firm/sutter-hill-ventures-palo-alto-ca-162959", "city": "Palo Alto", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 316856, "name": "Sylebra Capital LLC", "name_as_filed": "SYLEBRA CAPITAL LLC", "url": "https://advisorcensus.com/firm/sylebra-capital-llc-palo-alto-ca-316856", "city": "Palo Alto", "state": "CA", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 342827, "name": "Tandem Private Wealth, LLC", "name_as_filed": "TANDEM PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/tandem-private-wealth-llc-palo-alto-ca-342827", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 306230, "name": "TAU Ventures, LLC", "name_as_filed": "TAU VENTURES, LLC", "url": "https://advisorcensus.com/firm/tau-ventures-llc-palo-alto-ca-306230", "city": "Palo Alto", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 311718, "name": "TCG Crossover Management, LLC", "name_as_filed": "TCG CROSSOVER MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/tcg-crossover-management-llc-palo-alto-ca-311718", "city": "Palo Alto", "state": "CA", "years_registered": 5, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 162804, "name": "Tenaya Capital", "name_as_filed": "TENAYA CAPITAL", "url": "https://advisorcensus.com/firm/tenaya-capital-palo-alto-ca-162804", "city": "Palo Alto", "state": "CA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 333189, "name": "TGF Management Company, LLC", "name_as_filed": "TGF MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/tgf-management-company-llc-palo-alto-ca-333189", "city": "Palo Alto", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 318682, "name": "The Wealth Mastery, LLC", "name_as_filed": "THE WEALTH MASTERY, LLC", "url": "https://advisorcensus.com/firm/the-wealth-mastery-llc-palo-alto-ca-318682", "city": "Palo Alto", "state": "CA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 318340, "name": "Think+ Ventures Management, LLC", "name_as_filed": "THINK+ VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/think-plus-ventures-management-llc-palo-alto-ca-318340", "city": "Palo Alto", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 305977, "name": "Threshold Management, LLC", "name_as_filed": "THRESHOLD MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/threshold-management-llc-palo-alto-ca-305977", "city": "Palo Alto", "state": "CA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 326413, "name": "Threshold Ventures I Management Company, LLC", "name_as_filed": "THRESHOLD VENTURES I MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/threshold-ventures-i-management-company-llc-palo-alto-ca-326413", "city": "Palo Alto", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 326501, "name": "Threshold Ventures II Management Company, LLC", "name_as_filed": "THRESHOLD VENTURES II MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/threshold-ventures-ii-management-company-llc-palo-alto-ca-326501", "city": "Palo Alto", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 173543, "name": "Tippet Venture Partners (GP), LLC", "name_as_filed": "TIPPET VENTURE PARTNERS (GP), LLC", "url": "https://advisorcensus.com/firm/tippet-venture-partners-gp-llc-palo-alto-ca-173543", "city": "Palo Alto", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 301360, "name": "Translink Capital Japan, LLC", "name_as_filed": "TRANSLINK CAPITAL JAPAN, LLC", "url": "https://advisorcensus.com/firm/translink-capital-japan-llc-palo-alto-ca-301360", "city": "Palo Alto", "state": "CA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 156262, "name": "Translink Capital, LLC", "name_as_filed": "TRANSLINK CAPITAL, LLC", "url": "https://advisorcensus.com/firm/translink-capital-llc-palo-alto-ca-156262", "city": "Palo Alto", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 162722, "name": "Tregaron Capital", "name_as_filed": "TREGARON CAPITAL", "url": "https://advisorcensus.com/firm/tregaron-capital-palo-alto-ca-162722", "city": "Palo Alto", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 147917, "name": "Triangle Peak Partners, LP", "name_as_filed": "TRIANGLE PEAK PARTNERS, LP", "url": "https://advisorcensus.com/firm/triangle-peak-partners-lp-palo-alto-ca-147917", "city": "Palo Alto", "state": "CA", "years_registered": 18, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 312408, "name": "Triatomic Capital", "name_as_filed": "TRIATOMIC CAPITAL", "url": "https://advisorcensus.com/firm/triatomic-capital-palo-alto-ca-312408", "city": "Palo Alto", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 162586, "name": "True Ventures", "name_as_filed": "TRUE VENTURES", "url": "https://advisorcensus.com/firm/true-ventures-palo-alto-ca-162586", "city": "Palo Alto", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 328955, "name": "Twenty Two Ventures, L.L.C.", "name_as_filed": "TWENTY TWO VENTURES, L.L.C.", "url": "https://advisorcensus.com/firm/twenty-two-ventures-l-l-c-palo-alto-ca-328955", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 286433, "name": "ULU Ventures Management Company, LLC", "name_as_filed": "ULU VENTURES MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/ulu-ventures-management-company-llc-palo-alto-ca-286433", "city": "Palo Alto", "state": "CA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 297392, "name": "Upwest Labs Management, LLC", "name_as_filed": "UPWEST LABS MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/upwest-labs-management-llc-palo-alto-ca-297392", "city": "Palo Alto", "state": "CA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 161269, "name": "Venrock Management, LLC", "name_as_filed": "VENROCK MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/venrock-management-llc-palo-alto-ca-161269", "city": "Palo Alto", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 174737, "name": "Vertex Ventures", "name_as_filed": "VERTEX VENTURES", "url": "https://advisorcensus.com/firm/vertex-ventures-palo-alto-ca-174737", "city": "Palo Alto", "state": "CA", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 288845, "name": "Vertical Venture Partners", "name_as_filed": "VERTICAL VENTURE PARTNERS", "url": "https://advisorcensus.com/firm/vertical-venture-partners-palo-alto-ca-288845", "city": "Palo Alto", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 337551, "name": "Vigil Labs, Inc.", "name_as_filed": "VIGIL LABS, INC.", "url": "https://advisorcensus.com/firm/vigil-labs-inc-palo-alto-ca-337551", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 337800, "name": "Vigil Management, LLC", "name_as_filed": "VIGIL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/vigil-management-llc-palo-alto-ca-337800", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 320989, "name": "Vive VC Fund II, LP", "name_as_filed": "VIVE VC FUND II, LP", "url": "https://advisorcensus.com/firm/vive-vc-fund-ii-lp-palo-alto-ca-320989", "city": "Palo Alto", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 159868, "name": "Vivo Capital, LLC", "name_as_filed": "VIVO CAPITAL, LLC", "url": "https://advisorcensus.com/firm/vivo-capital-llc-palo-alto-ca-159868", "city": "Palo Alto", "state": "CA", "years_registered": 12, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 296514, "name": "Waverley Capital Management, LLC", "name_as_filed": "WAVERLEY CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/waverley-capital-management-llc-palo-alto-ca-296514", "city": "Palo Alto", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 342890, "name": "We Start the Company LLC", "name_as_filed": "WE START THE COMPANY LLC", "url": "https://advisorcensus.com/firm/we-start-the-company-llc-palo-alto-ca-342890", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 148456, "name": "Wealthfront Advisers LLC", "name_as_filed": "WEALTHFRONT ADVISERS LLC", "url": "https://advisorcensus.com/firm/wealthfront-advisers-llc-palo-alto-ca-148456", "city": "Palo Alto", "state": "CA", "years_registered": 17, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 289148, "name": "Wealthfront Strategies LLC", "name_as_filed": "WEALTHFRONT STRATEGIES LLC", "url": "https://advisorcensus.com/firm/wealthfront-strategies-llc-palo-alto-ca-289148", "city": "Palo Alto", "state": "CA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 306955, "name": "Westbound Equity Management, LLC", "name_as_filed": "WESTBOUND EQUITY MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/westbound-equity-management-llc-palo-alto-ca-306955", "city": "Palo Alto", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 149069, "name": "Whitespace Financial, LLC", "name_as_filed": "WHITESPACE FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/whitespace-financial-llc-palo-alto-ca-149069", "city": "Palo Alto", "state": "CA", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 170737, "name": "WIL, LLC", "name_as_filed": "WIL, LLC", "url": "https://advisorcensus.com/firm/wil-llc-palo-alto-ca-170737", "city": "Palo Alto", "state": "CA", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 168461, "name": "Wing Venture Partners", "name_as_filed": "WING VENTURE PARTNERS", "url": "https://advisorcensus.com/firm/wing-venture-partners-palo-alto-ca-168461", "city": "Palo Alto", "state": "CA", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 310495, "name": "Woori Venture Partners US, Inc.", "name_as_filed": "WOORI VENTURE PARTNERS US, INC.", "url": "https://advisorcensus.com/firm/woori-venture-partners-us-inc-palo-alto-ca-310495", "city": "Palo Alto", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 322556, "name": "Wovenearth Ventures, LLC", "name_as_filed": "WOVENEARTH VENTURES, LLC", "url": "https://advisorcensus.com/firm/wovenearth-ventures-llc-palo-alto-ca-322556", "city": "Palo Alto", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 176521, "name": "Xfund Management Company, LLC", "name_as_filed": "XFUND MANAGEMENT COMPANY, LLC", "url": 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