Adviser Record
States
Disclosures
Monthly changes
About the data
Investment advisers in Palo Alto, CA
46 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01
All advisers in CA
Firm
Assets
Employees
Disclosures
Wealthfront Advisers LLC
$47.73 billion
432
3
Accel Management Co. L.l.c
$38.03 billion
91
0
H&h International Investment, LLC
$25.50 billion
2
0
Ribbit Capital
$20.78 billion
31
0
Hggc, LLC
$10.84 billion
57
0
Frazier Life Sciences Management, LP
$6.97 billion
64
0
Vivo Capital, LLC
$6.10 billion
62
0
Tcg Crossover Management, LLC
$5.06 billion
16
0
Sand Hill Global Advisors, LLC
$4.39 billion
33
0
Altamont Capital Partners
$4.02 billion
55
0
Frank, Rimerman Advisors LLC
$3.40 billion
5
0
Allocate Management Company, LLC
$3.00 billion
16
0
Sylebra Capital LLC
$2.90 billion
8
0
Electric Capital Partners, LLC
$2.88 billion
30
0
Merk Investments LLC
$2.54 billion
4
0
Wil, LLC
$2.30 billion
45
0
C.M. Capital Advisors, LLC
$1.96 billion
18
0
Rebalance LLC
$1.93 billion
18
0
Light Street Capital Management, LLC
$1.57 billion
14
0
Cornerstone Capital, Inc.
$1.36 billion
5
0
Olive Technology Ventures Management, LLC
$1.10 billion
1
0
Oneprime Capital
$892.3 million
10
0
Hack Vc Management, LLC
$822.8 million
15
0
Palo Alto Investors LP
$696.0 million
10
0
Section Partners Management, LLC
$590.0 million
10
0
Ahoy Capital
$540.3 million
4
0
Lightspeed Faction
$432.6 million
8
0
Daiwa Capital Management Silicon Valley Inc.
$376.4 million
2
0
Triatomic Capital
$346.3 million
9
0
Oceaniq Capital, LLC
$334.2 million
7
2
Triangle Peak Partners, LP
$271.9 million
5
0
Connective Capital Management, LLC
$230.1 million
10
0
Branson Frank a Inc
$223.2 million
1
0
Csc Upshot Ventures Management, LLC
$218.5 million
3
3
Red Crane Wealth Management, LLC
$151.6 million
3
0
Holbrook Global Strategies
$147.0 million
1
0
Westbound Equity Management, LLC
$146.2 million
5
0
Mayfield Advisors, Inc.
$143.5 million
4
0
Maya Advisors, Inc.
$138.2 million
1
0
Stock Farm Partners LLC
$137.7 million
1
0
Stoic Point Capital Management LLC
$119.5 million
3
0
Wealthfront Strategies LLC
$111.6 million
21
0
Kukui Tree Capital Management LLC
$105.2 million
2
0
C1 Advisors LLC
$53.1 million
4
0
Insights Investments
$45.8 million
1
0
Distribution Cognizant, LLC
$5.3 million
3
0