Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
188 advisers found
H&H INTERNATIONAL INVESTMENT, LLC
Palo Alto, CA
AUM
$25.50B
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-319-6832
Full profileNo website
LUCASHILL, LLC
Palo Alto, CA
AUM
$575.2M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(650) 254-8599
Full profileNo website
DAIWA CAPITAL MANAGEMENT SILICON VALLEY INC.
Palo Alto, CA
AUM
$292.0M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-470-9596
Full profileNo website
BRANSON FRANK A INC
Palo Alto, CA
AUM
$223.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
650-862-2369
Full profileNo website
STOCK FARM PARTNERS LLC
Palo Alto, CA
AUM
$137.7M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-265-5551
Full profileNo website
WEALTHFRONT STRATEGIES LLC
Palo Alto, CA
AUM
$111.6M
Wealth Mgmt
Team
18 advisors
Clients
—
Fees
Percentage of AUM
844-995-8437
Full profileNo website
Full profileNo website
Full profileNo website
Full profileNo website
Full profileNo website
MERCHANT ADVENTURE INVESTMENT ADVISORS, LLC
Palo Alto, CA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
5109210101
Full profileNo website
Full profileNo website
Full profileNo website
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