Find a Financial Advisor in Palo Alto, CA

 

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We Only Work With The Best Palo Alto Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Palo Alto, CA


  • Financial Advisor Close to Palo Alto, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Palo Alto, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Palo Alto, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Palo Alto financial advisors.
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How Retirement-Friendly is Palo Alto, CA?

  • Population: 66,573
  • % of Population 62 Years and Over: 22.6%
  • Average Home Value: $2,000,0,00+
  • Average Monthly Housing Cost: $2,631
  • Average Household Income: $232,529
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)



The Top Financial Advisor Firms in Palo Alto, CA

 

WEALTHFRONT ADVISERS LLC

Website

(844) 995-8437

261 Hamilton Ave.

Palo Alto, CA 94301

SEC#: 801-69766
Years in Business: 12 years

CONNECTIVE CAPITAL MANAGEMENT, LLC

Website

(650) 321-4545

385 Homer Avenue

Palo Alto, CA 94301

SEC#: 801-74339
Years in Business: 9 years

MEDIA WEALTH

Website

(650) 252-0550

306 Cambridge Avenue

Palo Alto, CA 94306

SEC#: 801-118648
Years in Business: 1 years

FUTU WEALTH ADVISORS, INC.

Website

(650) 798-5700

720 University Ave
Suite 105
Palo Alto, CA 94301

SEC#: 801-119635
Years in Business: 1 years

HOLBROOK GLOBAL STRATEGIES

Website

(650) 346-2630

635 Bryant Street

Palo Alto, CA 94301

SEC#: 801-62751
Years in Business: 17 years

PALO ALTO WEALTH ADVISORS, LLC

Website

(650) 656-9800

715 Colorado Avenue
Suite A
Palo Alto, CA 94303

SEC#: 801-112956
Years in Business: 3 years

PEAKVIEW CAPITAL

Website

(650) 321-6600

540 University Ave
Suite 350
Palo Alto, CA 94301

SEC#: 801-117763
Years in Business: 1 years

SAND HILL GLOBAL ADVISORS, LLC

Website

(650) 854-9150

245 Lytton Avenue
Suite 300
Palo Alto, CA 94301

SEC#: 801-58002
Years in Business: 21 years

FRANK, RIMERMAN ADVISORS LLC

Website

(650) 845-8100

1801 Page Mill Road

Palo Alto, CA 94304

SEC#: 801-62201
Years in Business: 18 years

 


Palo Alto, CA Financial Advisor FAQs

Financial advisors offer guidance and expertise when it comes to investing in stocks, bonds, mutual funds, ETFs, REITs, derivatives etc.
The best way to find a good financial advisor is through referrals. Ask your friends, family members, or acquaintances for recommendations if they have someone in mind. You should always research the person and company before you contact them by visiting their website and reading reviews of them, or checking out independent ratings.
Yes. Even if you're not currently considering or interested in getting financial advising, you should at least consider it as a long-term goal for savings and investments.
First, it's important that they understand your needs and goals. Second, ask about their qualifications and certifications. Third, talk to other people in the community for referrals or testimonials. Finally, always check their credentials before you let them touch your money.