SAND HILL GLOBAL ADVISORS, LLC
Palo Alto, CA
AUM
$4.39B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
650-854-9150
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CA, PALO ALTO
14 advisers found
FRANK, RIMERMAN ADVISORS LLC
Palo Alto, CA
AUM
$3.40B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
650-845-8100
REBALANCE LLC
Palo Alto, CA
AUM
$1.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
650-396-3900
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
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
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
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
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
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