Firms by city
Registered investment advisers in Palo Alto, CA
5 SEC-registered advisers headquartered in Palo Alto, listed by regulatory assets under management as reported on Form ADV.
5 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Wealthfront AdvisersCRD 148456 | Palo Alto, CA | $47.73B | 24 | 518,639 |
| Accel ManagementCRD 331435 | Palo Alto, CA | $38.03B | 50 | 83 |
| H&H International InvestmentCRD 292451 | Palo Alto, CA | $25.50B | 2 | 2 |
| Ribbit ManagementCRD 165308 | Palo Alto, CA | $20.78B | 14 | 67 |
| HGGCCRD 145684 | Palo Alto, CA | $10.84B | 39 | 26 |
Wealthfront AdvisersCRD 148456$47.73B
- Headquarters
- Palo Alto, CA
- Advisory staff
- 24
- Clients
- 518,639
Accel ManagementCRD 331435$38.03B
- Headquarters
- Palo Alto, CA
- Advisory staff
- 50
- Clients
- 83
H&H International InvestmentCRD 292451$25.50B
- Headquarters
- Palo Alto, CA
- Advisory staff
- 2
- Clients
- 2
Ribbit ManagementCRD 165308$20.78B
- Headquarters
- Palo Alto, CA
- Advisory staff
- 14
- Clients
- 67
HGGCCRD 145684$10.84B
- Headquarters
- Palo Alto, CA
- Advisory staff
- 39
- Clients
- 26
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Palo Alto on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in California.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.