AHOY CAPITAL
Palo Alto, CA
AUM
$540.3M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-384-9434
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
188 advisers found
LIGHTSPEED FACTION
Palo Alto, CA
AUM
$432.6M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
408-239-9940
TRIATOMIC CAPITAL
Palo Alto, CA
AUM
$346.3M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-225-5995
OCEANIQ CAPITAL, LLC
Palo Alto, CA
AUM
$334.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(415) 432-7580
TRIANGLE PEAK PARTNERS, LP
Palo Alto, CA
AUM
$271.9M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
831-998-9540
WOVENEARTH VENTURES, LLC
Palo Alto, CA
AUM
$259.7M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-683-1382
CONNECTIVE CAPITAL MANAGEMENT, LLC
Palo Alto, CA
AUM
$230.1M
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(650) 321-4545
CSC UPSHOT VENTURES MANAGEMENT, LLC
Palo Alto, CA
AUM
$218.5M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-384-6499
RED CRANE WEALTH MANAGEMENT, LLC
Palo Alto, CA
AUM
$151.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
415-316-0982
HOLBROOK GLOBAL STRATEGIES
Palo Alto, CA
AUM
$147.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
650-346-2630
WESTBOUND EQUITY MANAGEMENT, LLC
Palo Alto, CA
AUM
$146.2M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-213-6213
MAYFIELD ADVISORS, INC.
Palo Alto, CA
AUM
$143.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
650-856-6600
MAYA ADVISORS, INC.
Palo Alto, CA
AUM
$138.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
650-704-3074
STOIC POINT CAPITAL MANAGEMENT LLC
Palo Alto, CA
AUM
$119.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
650-503-9750
MEYERS WEALTH MANAGEMENT
Palo Alto, CA
AUM
$96.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
800-993-2994
KUKUI TREE CAPITAL MANAGEMENT LLC
Palo Alto, CA
AUM
$82.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
650-434-0488
WHITESPACE FINANCIAL, LLC
Palo Alto, CA
AUM
$62.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
650-777-7588
INSIGHTS INVESTMENTS
Palo Alto, CA
AUM
$45.8M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Subscription fees
6504850277
RADIANT WEALTH PLANNING
Palo Alto, CA
AUM
$14.7M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(650) 431-7799
ENTENTVEST INC.
Palo Alto, CA
AUM
$7.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(650) 533-7732
DISTRIBUTION COGNIZANT, LLC
Palo Alto, CA
AUM
$5.3M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
949-415-6325
G. P. GRECO & CO., INC.
Palo Alto, CA
AUM
$3.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(888) 788-9108
THE WEALTH MASTERY, LLC
Palo Alto, CA
AUM
$1.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
650-613-0606