City

Independent RIAs in Palo Alto, California

As of October 2, 2026, 23 independent wealth management RIAs with their main office in Palo Alto, California reported $60.5 billion in regulatory assets under management; the largest by assets was Wealthfront Advisers LLC, with $47.7 billion.

Include wirehouses and broker-dealer firms

Independent wealth management RIAs: 23
Regulatory assets under management: $60.5 billion
Average per firm: $2.6 billion
SEC-registered, of those listed: 15 of 23 (65.2%)

Firms by assets

Independent RIAs in Palo Alto, California, largest first
#	Firm	Registration	RAUM	Accounts
1	Wealthfront Advisers LLC	SEC	$47.7 billion	687,493
2	Sand Hill Global Advisors, LLC	SEC	$4.4 billion	2,153
3	Frank, Rimerman Advisors LLC	SEC	$3.4 billion	438
4	Rebalance LLC	SEC	$1.9 billion	1,727
5	Cornerstone Capital, Inc.	SEC	$1.4 billion	275
6	Oceaniq Capital, LLC	SEC	$334.2 million	452
7	Branson Frank A Inc	SEC	$223.2 million	12
8	Red Crane Wealth Management, LLC	SEC	$151.6 million	441
9	Holbrook Global Strategies	SEC	$147.0 million	35
10	Arden Global Family Offices	SEC	$146.0 million	30
11	Mayfield Advisors, Inc.	SEC	$143.5 million	117
12	Maya Advisors, Inc.	SEC	$138.2 million	157
13	Seal Cove Capital LLC	SEC	$134.9 million	26
14	Kukui Tree Capital Management LLC	SEC	$105.2 million	100
15	Meyers Wealth Management	State	$96.0 million	160
16	Insights Investments	SEC	$45.8 million	33,896
17	Radiant Wealth Planning	State	$14.7 million	103
18	Ententvest Inc.	State	$7.0 million	22
19	G. P. Greco & Co., Inc.	State	$4.7 million	50
20	Shepherd Investment Management	State	$3.2 million	8
21	The Wealth Mastery, LLC	State	$1.9 million	6
22	Envisionx Capital, LLC	State	$1.0 million	5
23	Tandem Private Wealth, LLC	State	$0	0

Independent RIAs in California, including every city.

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.