Fiduciary advisors in Palo Alto, CA

51 registered advisers

51 SEC-registered fiduciary advisory firms operate in Palo Alto, California. 51 of those firms -- 100% -- operate on a fee-only basis, accepting no commissions.

ACCEL MANAGEMENT CO. L.L.C

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #331435
Typical Fee--
AUM$31.1B
Minimum--
Clients80

AFT US CAPITAL LLC

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #335448
Typical Fee--
AUM$216
Minimum--
Clients2

AHOY CAPITAL

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #300100
Typical Fee--
AUM$540M
Minimum--
Clients10

ALLOCATE MANAGEMENT COMPANY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #316814
Typical Fee--
AUM$2.1B
Minimum--
Clients144

ALTAMONT CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #160498
Typical Fee--
AUM$4.3B
Minimum--
Clients31

BRANSON FRANK A INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #110451
Typical Fee--
AUM$263M
Minimum--
Clients16

C.M. CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #157529
Typical Fee--
AUM$2.2B
Minimum--
Clients2

C1 ADVISORS LLC

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #331914
Typical Fee--
AUM--
Minimum--
Clients--

CAPRICORN INVESTMENT GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #147417
Typical Fee--
AUM$12.5B
Minimum--
Clients32

CONNECTIVE CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #161099
Typical Fee--
AUM$100M
Minimum--
Clients2

CORNERSTONE CAPITAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #105396
Typical Fee--
AUM$1.3B
Minimum--
Clients273

CSC UPSHOT VENTURES MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #283270
Typical Fee--
AUM$237M
Minimum--
Clients1

DAIWA CAPITAL MANAGEMENT SILICON VALLEY INC.

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #307581
Typical Fee--
AUM$292M
Minimum--
Clients2

DECODE FINANCE LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #331985
Typical Fee--
AUM$1K
Minimum--
Clients5

DISTRIBUTION COGNIZANT, LLC

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #322048
Typical Fee--
AUM$5M
Minimum--
Clients1

ELECTRIC CAPITAL PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #296943
Typical Fee--
AUM$2.9B
Minimum--
Clients28

FRANK, RIMERMAN ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #124147
Typical Fee--
AUM$3.0B
Minimum--
Clients430

FRAZIER LIFE SCIENCES MANAGEMENT, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #317522
Typical Fee--
AUM$4.3B
Minimum--
Clients9

H&H INTERNATIONAL INVESTMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #292451
Typical Fee--
AUM$25.5B
Minimum--
Clients12

HACK VC MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #315702
Typical Fee2.50%
AUM$725M
Minimum--
Clients23

HGGC, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #145684
Typical Fee--
AUM$7.0B
Minimum--
Clients23

HOLBROOK GLOBAL STRATEGIES

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #127059
Typical Fee--
AUM$160M
Minimum--
Clients35

INSIGHTS INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #309727
Typical Fee--
AUM$23M
Minimum--
Clients25,734

LIGHT STREET CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #155215
Typical Fee--
AUM$1.1B
Minimum--
Clients22

LIGHTSPEED FACTION

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #318821
Typical Fee--
AUM$466M
Minimum--
Clients4

LUCASHILL, LLC

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #321069
Typical Fee--
AUM$644M
Minimum--
Clients4

MAYA ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #144325
Typical Fee--
AUM$138M
Minimum--
Clients157

MAYFIELD ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #144072
Typical Fee--
AUM$127M
Minimum--
Clients117

MERK INVESTMENTS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #112305
Typical Fee--
AUM$3.1B
Minimum--
Clients2

OLIVE TECHNOLOGY VENTURES MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #289384
Typical Fee--
AUM$985M
Minimum--
Clients29

ONEPRIME CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #299697
Typical Fee--
AUM$577M
Minimum--
Clients18

PALO ALTO INVESTORS LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #109171
Typical Fee--
AUM$667M
Minimum--
Clients12

REBALANCE LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #158242
Typical Fee--
AUM$1.6B
Minimum--
Clients1,607

RED CRANE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #284006
Typical Fee--
AUM$152M
Minimum--
Clients441

REDWOOD GROVE CAPITAL, LLC

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #286228
Typical Fee0.80%
AUM$364M
Minimum--
Clients1

RIBBIT CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #165308
Typical Fee--
AUM$14.5B
Minimum--
Clients64

SAND HILL GLOBAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #111295
Typical Fee--
AUM$3.9B
Minimum--
Clients2,055

SECTION PARTNERS MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #314618
Typical Fee--
AUM$577M
Minimum--
Clients11

STEP ADVISERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #322349
Typical Fee--
AUM--
Minimum--
Clients--

STOCK FARM PARTNERS LLC

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #300060
Typical Fee--
AUM$136M
Minimum--
Clients3

STREETBEAT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #315893
Typical Fee--
AUM$4M
Minimum--
Clients935

SYLEBRA CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #316856
Typical Fee--
AUM$4.7B
Minimum--
Clients9

TCG CROSSOVER MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #311718
Typical Fee--
AUM$1.8B
Minimum--
Clients2

TRIANGLE PEAK PARTNERS, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #147917
Typical Fee--
AUM$313M
Minimum--
Clients3

TRIATOMIC CAPITAL

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #312408
Typical Fee--
AUM$265M
Minimum--
Clients7

VIVO CAPITAL, LLC

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #159868
Typical Fee--
AUM$5.3B
Minimum--
Clients17

WEALTHFRONT ADVISERS LLC

Fee-Only, No Conflicts
Palo Alto, CaliforniaCRD #148456
Typical Fee0.25%
AUM$42.9B
Minimum--
Clients642,888

WEALTHFRONT STRATEGIES LLC

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #289148
Typical Fee--
AUM--
Minimum--
Clients--

WESTBOUND EQUITY MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #306955
Typical Fee--
AUM$146M
Minimum--
Clients5

WIL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #170737
Typical Fee--
AUM$2.2B
Minimum--
Clients8

WOVENEARTH VENTURES, LLC

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #322556
Typical Fee--
AUM$221M
Minimum--
Clients2
Fiduciary Advisors in Palo Alto, California | FiduciaryListings