WEALTHFRONT ADVISERS LLC
Palo Alto, CA
AUM
$47.73B
Wealth MgmtTrusts & EstatesInstitutional
Team
24 advisors
Clients
0
Fees
Percentage of AUM; REVENUE SHARE WITH AFFILIATE - BD
855-695-8437
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA, PALO ALTO
14 advisers found
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
MERK INVESTMENTS LLC
Palo Alto, CA
AUM
$3.71B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM
650-323-4341
ELECTRIC CAPITAL PARTNERS, LLC
Palo Alto, CA
AUM
$2.88B
Wealth MgmtInstitutional
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(650) 420-5055
CORNERSTONE CAPITAL, INC.
Palo Alto, CA
AUM
$1.36B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
650-566-9650
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
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
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
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
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
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