Falists

California · 188 advisers

Financial Advisors in Palo Alto, California

Looking for a financial advisor in Palo Alto, California? Falists indexes 188 SEC-registered and state-registered investment advisers in Palo Alto — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 175 firms list a website you can visit directly. Firms in this directory manage up to $47.73B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

188

With website

175

Largest AUM

$47.73B

Financial planning

14

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth54Planning14Trusts20Retirement4Institutional14

Top advisors in Palo Alto

Ranked by AUM · Fees, team & specialties at a glance

View all 188 →
View all 188 advisors in Palo Alto

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)Santa Barbara (56)

Common questions

How many financial advisors are in Palo Alto, California?
188 registered investment advisers are listed in our Palo Alto directory, sourced from public SEC filings.
What types of advisors are in Palo Alto?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Palo Alto?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.