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 Wealth Management advisors in CA, PALO ALTO
54 advisers found
ACCEL MANAGEMENT CO. L.L.C
Palo Alto, CA
AUM
$38.03B
Wealth Mgmt
Team
50 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-614-4800
RIBBIT CAPITAL
Palo Alto, CA
AUM
$20.78B
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-485-3758
HGGC, LLC
Palo Alto, CA
AUM
$10.84B
Wealth Mgmt
Team
39 advisors
Clients
—
Fees
Percentage of AUM · CARRIED INTEREST +1 more
650-321-4910
FRAZIER LIFE SCIENCES MANAGEMENT, LP
Palo Alto, CA
AUM
$6.97B
Wealth Mgmt
Team
47 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
650-325-5156
VIVO CAPITAL, LLC
Palo Alto, CA
AUM
$6.10B
Wealth Mgmt
Team
32 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-688-0818
TCG CROSSOVER MANAGEMENT, LLC
Palo Alto, CA
AUM
$5.06B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-924-9424
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
ALTAMONT CAPITAL PARTNERS
Palo Alto, CA
AUM
$4.02B
Wealth Mgmt
Team
38 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST
650-264-7750
MERK INVESTMENTS LLC
Palo Alto, CA
AUM
$3.71B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM
650-323-4341
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
SYLEBRA CAPITAL LLC
Palo Alto, CA
AUM
$2.90B
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(332) 242 8518
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
WIL, LLC
Palo Alto, CA
AUM
$2.27B
Wealth Mgmt
Team
18 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-329-0300
C.M. CAPITAL ADVISORS, LLC
Palo Alto, CA
AUM
$1.96B
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM
650-566-6499
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
LIGHT STREET CAPITAL MANAGEMENT, LLC
Palo Alto, CA
AUM
$1.57B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-234-1640
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
OLIVE TECHNOLOGY VENTURES MANAGEMENT, LLC
Palo Alto, CA
AUM
$1.10B
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-303-6964
ONEPRIME CAPITAL
Palo Alto, CA
AUM
$892.3M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-229-8280
HACK VC MANAGEMENT, LLC
Palo Alto, CA
AUM
$822.8M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
408-345-5807
PALO ALTO INVESTORS LP
Palo Alto, CA
AUM
$696.0M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-325-0772
SECTION PARTNERS MANAGEMENT, LLC
Palo Alto, CA
AUM
$590.0M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-229-8519
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