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Best financial advisors in Palo Alto, CA

Registered advisers within 25 miles of Palo Alto, CA.

Offices
1,705
Firms
934
Combined AUM
$17.7T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,391,104 clients when Item 5C has a number
Avg / client
$5.22M
Combined AUM ÷ clients

Nearby offices

Firms

AZURE91 MANAGEMENT, LLC
MERCHANT ADVENTURE INVESTMENT ADVISORS, LLC
STARPORT CAPITAL MANAGEMENT, LLC
CERVIN VENTURES MANAGEMENT, LLC
WIL, LLC
RADIANT WEALTH PLANNING
HANABI CAPITAL MANAGEMENT, LLC
KUOS INVESTMENT II LLC
TRIATOMIC CAPITAL
LIGHT STREET CAPITAL MANAGEMENT, LLC
ICON MANAGEMENT ASSOCIATES VII, LLC
ONEPRIME CAPITAL
ICON MANAGEMENT ASSOCIATES V, LLC
ICON MANAGEMENT ASSOCIATES VI, LLC
ICON MANAGEMENT ASSOCIATES IV, LLC
NGP CAPITAL US, LLC
TRIANGLE PEAK PARTNERS, LP
CORNERSTONE CAPITAL, INC.
ACVC MANAGEMENT, LLC
HICO MANAGEMENT

Investors

CHRISTINA MARIE GAMACHE
Randa Hoffman
MASON WILLIAM FORD
BRADFORD WARREN DINSMORE
MARK BRADFORD BRANSON

Within 25 miles of Palo Alto, CA, Best Investors lists 934 registered investment advisory firms with 1,705 offices nearby, managing about $17.7T in combined regulatory AUM across 3,391,104 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Palo Alto

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM