# 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/4

## 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 4 of 4, 151 to 197 of 197, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Stock Farm Partners LLC](https://advisorcensus.com/firm/stock-farm-partners-llc-palo-alto-ca-300060) ([md](https://advisorcensus.com/firm/stock-farm-partners-llc-palo-alto-ca-300060.md)) | 300060 | Palo Alto, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Performance fee |
| [Stoic Point Capital Management LLC](https://advisorcensus.com/firm/stoic-point-capital-management-llc-palo-alto-ca-297766) ([md](https://advisorcensus.com/firm/stoic-point-capital-management-llc-palo-alto-ca-297766.md)) | 297766 | Palo Alto, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee, Performance fee |
| [Storm Ventures](https://advisorcensus.com/firm/storm-ventures-palo-alto-ca-162545) ([md](https://advisorcensus.com/firm/storm-ventures-palo-alto-ca-162545.md)) | 162545 | Palo Alto, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Superlayer Labs Management, LLC](https://advisorcensus.com/firm/superlayer-labs-management-llc-palo-alto-ca-317975) ([md](https://advisorcensus.com/firm/superlayer-labs-management-llc-palo-alto-ca-317975.md)) | 317975 | Palo Alto, CA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Sutter Hill Ventures](https://advisorcensus.com/firm/sutter-hill-ventures-palo-alto-ca-162959) ([md](https://advisorcensus.com/firm/sutter-hill-ventures-palo-alto-ca-162959.md)) | 162959 | Palo Alto, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Sylebra Capital LLC](https://advisorcensus.com/firm/sylebra-capital-llc-palo-alto-ca-316856) ([md](https://advisorcensus.com/firm/sylebra-capital-llc-palo-alto-ca-316856.md)) | 316856 | Palo Alto, CA | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Performance fee |
| [Tandem Private Wealth, LLC](https://advisorcensus.com/firm/tandem-private-wealth-llc-palo-alto-ca-342827) ([md](https://advisorcensus.com/firm/tandem-private-wealth-llc-palo-alto-ca-342827.md)) | 342827 | Palo Alto, CA | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [TAU Ventures, LLC](https://advisorcensus.com/firm/tau-ventures-llc-palo-alto-ca-306230) ([md](https://advisorcensus.com/firm/tau-ventures-llc-palo-alto-ca-306230.md)) | 306230 | Palo Alto, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [TCG Crossover Management, LLC](https://advisorcensus.com/firm/tcg-crossover-management-llc-palo-alto-ca-311718) ([md](https://advisorcensus.com/firm/tcg-crossover-management-llc-palo-alto-ca-311718.md)) | 311718 | Palo Alto, CA | SEC-registered investment adviser | Over $5 billion | 5 | % of assets, Performance fee |
| [Tenaya Capital](https://advisorcensus.com/firm/tenaya-capital-palo-alto-ca-162804) ([md](https://advisorcensus.com/firm/tenaya-capital-palo-alto-ca-162804.md)) | 162804 | Palo Alto, CA | Exempt reporting adviser | Not reported | 6 | Not reported |
| [TGF Management Company, LLC](https://advisorcensus.com/firm/tgf-management-company-llc-palo-alto-ca-333189) ([md](https://advisorcensus.com/firm/tgf-management-company-llc-palo-alto-ca-333189.md)) | 333189 | Palo Alto, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [The Wealth Mastery, LLC](https://advisorcensus.com/firm/the-wealth-mastery-llc-palo-alto-ca-318682) ([md](https://advisorcensus.com/firm/the-wealth-mastery-llc-palo-alto-ca-318682.md)) | 318682 | Palo Alto, CA | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly |
| [Think+ Ventures Management, LLC](https://advisorcensus.com/firm/think-plus-ventures-management-llc-palo-alto-ca-318340) ([md](https://advisorcensus.com/firm/think-plus-ventures-management-llc-palo-alto-ca-318340.md)) | 318340 | Palo Alto, CA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Threshold Management, LLC](https://advisorcensus.com/firm/threshold-management-llc-palo-alto-ca-305977) ([md](https://advisorcensus.com/firm/threshold-management-llc-palo-alto-ca-305977.md)) | 305977 | Palo Alto, CA | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Threshold Ventures I Management Company, LLC](https://advisorcensus.com/firm/threshold-ventures-i-management-company-llc-palo-alto-ca-326413) ([md](https://advisorcensus.com/firm/threshold-ventures-i-management-company-llc-palo-alto-ca-326413.md)) | 326413 | Palo Alto, CA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Threshold Ventures II Management Company, LLC](https://advisorcensus.com/firm/threshold-ventures-ii-management-company-llc-palo-alto-ca-326501) ([md](https://advisorcensus.com/firm/threshold-ventures-ii-management-company-llc-palo-alto-ca-326501.md)) | 326501 | Palo Alto, CA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Tippet Venture Partners (GP), LLC](https://advisorcensus.com/firm/tippet-venture-partners-gp-llc-palo-alto-ca-173543) ([md](https://advisorcensus.com/firm/tippet-venture-partners-gp-llc-palo-alto-ca-173543.md)) | 173543 | Palo Alto, CA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Translink Capital Japan, LLC](https://advisorcensus.com/firm/translink-capital-japan-llc-palo-alto-ca-301360) ([md](https://advisorcensus.com/firm/translink-capital-japan-llc-palo-alto-ca-301360.md)) | 301360 | Palo Alto, CA | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Translink Capital, LLC](https://advisorcensus.com/firm/translink-capital-llc-palo-alto-ca-156262) ([md](https://advisorcensus.com/firm/translink-capital-llc-palo-alto-ca-156262.md)) | 156262 | Palo Alto, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Tregaron Capital](https://advisorcensus.com/firm/tregaron-capital-palo-alto-ca-162722) ([md](https://advisorcensus.com/firm/tregaron-capital-palo-alto-ca-162722.md)) | 162722 | Palo Alto, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Triangle Peak Partners, LP](https://advisorcensus.com/firm/triangle-peak-partners-lp-palo-alto-ca-147917) ([md](https://advisorcensus.com/firm/triangle-peak-partners-lp-palo-alto-ca-147917.md)) | 147917 | Palo Alto, CA | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets, Fixed fee, Performance fee |
| [Triatomic Capital](https://advisorcensus.com/firm/triatomic-capital-palo-alto-ca-312408) ([md](https://advisorcensus.com/firm/triatomic-capital-palo-alto-ca-312408.md)) | 312408 | Palo Alto, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Performance fee |
| [True Ventures](https://advisorcensus.com/firm/true-ventures-palo-alto-ca-162586) ([md](https://advisorcensus.com/firm/true-ventures-palo-alto-ca-162586.md)) | 162586 | Palo Alto, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Twenty Two Ventures, L.L.C.](https://advisorcensus.com/firm/twenty-two-ventures-l-l-c-palo-alto-ca-328955) ([md](https://advisorcensus.com/firm/twenty-two-ventures-l-l-c-palo-alto-ca-328955.md)) | 328955 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [ULU Ventures Management Company, LLC](https://advisorcensus.com/firm/ulu-ventures-management-company-llc-palo-alto-ca-286433) ([md](https://advisorcensus.com/firm/ulu-ventures-management-company-llc-palo-alto-ca-286433.md)) | 286433 | Palo Alto, CA | Exempt reporting adviser | Not reported | 8 | Not reported |
| [Upwest Labs Management, LLC](https://advisorcensus.com/firm/upwest-labs-management-llc-palo-alto-ca-297392) ([md](https://advisorcensus.com/firm/upwest-labs-management-llc-palo-alto-ca-297392.md)) | 297392 | Palo Alto, CA | Exempt reporting adviser | Not reported | 8 | Not reported |
| [Venrock Management, LLC](https://advisorcensus.com/firm/venrock-management-llc-palo-alto-ca-161269) ([md](https://advisorcensus.com/firm/venrock-management-llc-palo-alto-ca-161269.md)) | 161269 | Palo Alto, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Vertex Ventures](https://advisorcensus.com/firm/vertex-ventures-palo-alto-ca-174737) ([md](https://advisorcensus.com/firm/vertex-ventures-palo-alto-ca-174737.md)) | 174737 | Palo Alto, CA | Exempt reporting adviser | Not reported | 11 | Not reported |
| [Vertical Venture Partners](https://advisorcensus.com/firm/vertical-venture-partners-palo-alto-ca-288845) ([md](https://advisorcensus.com/firm/vertical-venture-partners-palo-alto-ca-288845.md)) | 288845 | Palo Alto, CA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Vigil Labs, Inc.](https://advisorcensus.com/firm/vigil-labs-inc-palo-alto-ca-337551) ([md](https://advisorcensus.com/firm/vigil-labs-inc-palo-alto-ca-337551.md)) | 337551 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Vigil Management, LLC](https://advisorcensus.com/firm/vigil-management-llc-palo-alto-ca-337800) ([md](https://advisorcensus.com/firm/vigil-management-llc-palo-alto-ca-337800.md)) | 337800 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Vive VC Fund II, LP](https://advisorcensus.com/firm/vive-vc-fund-ii-lp-palo-alto-ca-320989) ([md](https://advisorcensus.com/firm/vive-vc-fund-ii-lp-palo-alto-ca-320989.md)) | 320989 | Palo Alto, CA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Vivo Capital, LLC](https://advisorcensus.com/firm/vivo-capital-llc-palo-alto-ca-159868) ([md](https://advisorcensus.com/firm/vivo-capital-llc-palo-alto-ca-159868.md)) | 159868 | Palo Alto, CA | SEC-registered investment adviser | Over $5 billion | 12 | % of assets, Performance fee |
| [Waverley Capital Management, LLC](https://advisorcensus.com/firm/waverley-capital-management-llc-palo-alto-ca-296514) ([md](https://advisorcensus.com/firm/waverley-capital-management-llc-palo-alto-ca-296514.md)) | 296514 | Palo Alto, CA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [We Start the Company LLC](https://advisorcensus.com/firm/we-start-the-company-llc-palo-alto-ca-342890) ([md](https://advisorcensus.com/firm/we-start-the-company-llc-palo-alto-ca-342890.md)) | 342890 | Palo Alto, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Wealthfront Advisers LLC](https://advisorcensus.com/firm/wealthfront-advisers-llc-palo-alto-ca-148456) ([md](https://advisorcensus.com/firm/wealthfront-advisers-llc-palo-alto-ca-148456.md)) | 148456 | Palo Alto, CA | SEC-registered investment adviser | Over $5 billion | 17 | % of assets, Other |
| [Wealthfront Strategies LLC](https://advisorcensus.com/firm/wealthfront-strategies-llc-palo-alto-ca-289148) ([md](https://advisorcensus.com/firm/wealthfront-strategies-llc-palo-alto-ca-289148.md)) | 289148 | Palo Alto, CA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets |
| [Westbound Equity Management, LLC](https://advisorcensus.com/firm/westbound-equity-management-llc-palo-alto-ca-306955) ([md](https://advisorcensus.com/firm/westbound-equity-management-llc-palo-alto-ca-306955.md)) | 306955 | Palo Alto, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [Whitespace Financial, LLC](https://advisorcensus.com/firm/whitespace-financial-llc-palo-alto-ca-149069) ([md](https://advisorcensus.com/firm/whitespace-financial-llc-palo-alto-ca-149069.md)) | 149069 | Palo Alto, CA | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee |
| [WIL, LLC](https://advisorcensus.com/firm/wil-llc-palo-alto-ca-170737) ([md](https://advisorcensus.com/firm/wil-llc-palo-alto-ca-170737.md)) | 170737 | Palo Alto, CA | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Performance fee |
| [Wing Venture Partners](https://advisorcensus.com/firm/wing-venture-partners-palo-alto-ca-168461) ([md](https://advisorcensus.com/firm/wing-venture-partners-palo-alto-ca-168461.md)) | 168461 | Palo Alto, CA | Exempt reporting adviser | Not reported | 13 | Not reported |
| [Woori Venture Partners US, Inc.](https://advisorcensus.com/firm/woori-venture-partners-us-inc-palo-alto-ca-310495) ([md](https://advisorcensus.com/firm/woori-venture-partners-us-inc-palo-alto-ca-310495.md)) | 310495 | Palo Alto, CA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Wovenearth Ventures, LLC](https://advisorcensus.com/firm/wovenearth-ventures-llc-palo-alto-ca-322556) ([md](https://advisorcensus.com/firm/wovenearth-ventures-llc-palo-alto-ca-322556.md)) | 322556 | Palo Alto, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Performance fee |
| [Xfund Management Company, LLC](https://advisorcensus.com/firm/xfund-management-company-llc-palo-alto-ca-176521) ([md](https://advisorcensus.com/firm/xfund-management-company-llc-palo-alto-ca-176521.md)) | 176521 | Palo Alto, CA | Exempt reporting adviser | Not reported | 11 | Not reported |
| [YU Star Fund I GP](https://advisorcensus.com/firm/yu-star-fund-i-gp-palo-alto-ca-318251) ([md](https://advisorcensus.com/firm/yu-star-fund-i-gp-palo-alto-ca-318251.md)) | 318251 | Palo Alto, CA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Z5 Capital LLC](https://advisorcensus.com/firm/z5-capital-llc-palo-alto-ca-335964) ([md](https://advisorcensus.com/firm/z5-capital-llc-palo-alto-ca-335964.md)) | 335964 | Palo Alto, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Zeev Ventures](https://advisorcensus.com/firm/zeev-ventures-palo-alto-ca-301210) ([md](https://advisorcensus.com/firm/zeev-ventures-palo-alto-ca-301210.md)) | 301210 | Palo Alto, CA | Exempt reporting adviser | Not reported | 7 | 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.