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 Trusts & Estates advisors in CA, PALO ALTO
20 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
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
ALLOCATE MANAGEMENT COMPANY, LLC
Palo Alto, CA
AUM
$3.00B
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
650-331-4151
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
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
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
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
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
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
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