City
Wealth management firms in Palo Alto, California
As of October 2, 2026, 24 wealth management firms, including broker-dealer firms, with their main office in Palo Alto, California reported $60.6 billion in regulatory assets under management; the largest by assets was Wealthfront Advisers LLC, with $47.7 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 24
- Regulatory assets under management
- $60.6 billion
- Average per firm
- $2.5 billion
- SEC-registered, of those listed
- 15 of 24 (62.5%)
Firms by assets
| # | 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 | Whitespace Financial, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $62.9 million | 80 |
| 17 | Insights Investments | SEC | $45.8 million | 33,896 |
| 18 | Radiant Wealth Planning | State | $14.7 million | 103 |
| 19 | Ententvest Inc. | State | $7.0 million | 22 |
| 20 | G. P. Greco & Co., Inc. | State | $4.7 million | 50 |
| 21 | Shepherd Investment Management | State | $3.2 million | 8 |
| 22 | The Wealth Mastery, LLC | State | $1.9 million | 6 |
| 23 | Envisionx Capital, LLC | State | $1.0 million | 5 |
| 24 | Tandem Private Wealth, LLC | State | $0 | 0 |
Wealth management firms 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.