Top 10 financial advisor firms in Palo Alto

12 SEC-registered financial advisor firms are headquartered in Palo Alto, CA, with $37.8B in combined regulatory assets under management. The largest by assets are H&H International Investment ($25.5B), Sand Hill Global Advisors ($4.39B) and Frank, Rimerman Advisors ($3.4B).

12
Financial advisor firms: $37.8B
Their combined AUM: $279M
Median firm AUM: 2,181
Clients of the top 10

The 10 largest by assets

1
H&H International Investment
RIA
$25.5B
Up to 2.10%
2
Sand Hill Global Advisors
RIA
$4.39B
Up to 1.00%
3
Frank, Rimerman Advisors
RIA
$3.4B
0.10% to 0.70% a year
4
Rebalance
RIA
$1.93B
0.12% to 0.75% a year
5
Cornerstone Capital
RIA
$1.36B
0.40% to 1.00% a year
6
OceanIQ Capital
RIA
$334M
Regulatory AUM
7
Branson Frank A
RIA
$223M
Regulatory AUM
8
Red Crane Wealth Management
RIA
$152M
0.50% to 1.25% a year
9
Global Wealth Strategies
RIA
$147M
0.50% to 1.20% a year
10
Mayfield Advisors
RIA
$143M
0.60% to 1.00% a year

Profiles of the top 10

No. 1 · RIA

H&H International Investment

H&H International Investment is an investment adviser based in Palo Alto, CA, registered with the SEC since 2018. It provides investment management. Its clients include high-net-worth individuals, corporations and other businesses, and pooled investment vehicles. Its regulatory assets under management total $25.5 billion, as filed on 17 September 2026.

H&H International Investment charges up to 2.10% for its Portfolio management. The brochure does not state whether the rate is annual.

Regulatory AUM: $25.5B
Clients: 2
Advisory staff: 2
Founded: 2017
Fee schedule: Up to 2.10%
Custodians: Charles Schwab, Interactive Brokers
Headquarters: 2479 E Bayshore RD #120, Palo Alto, CA 94303
Phone: 650-319-6832

No. 2 · RIA

Sand Hill Global Advisors

Sand Hill Global Advisors is an investment adviser based in Palo Alto, CA, registered with the SEC since 2000. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $4.39 billion, as filed on 30 March 2026.

Sand Hill Global Advisors charges up to 1.00% for its Wealth Management Fees. The brochure does not state whether the rate is annual.

Regulatory AUM: $4.39B
Clients: 572
Advisory staff: 16
Fee schedule: Up to 1.00%
Custodians: Fidelity, Charles Schwab
Headquarters: 245 Lytton Avenue, Suite 300, Palo Alto, CA 94301
Phone: 650-854-9150
Website: sandhillglobaladvisors.com

No. 3 · RIA

Frank, Rimerman Advisors

Frank, Rimerman Advisors is an investment adviser based in Palo Alto, CA, registered with the SEC since 2003. It provides financial planning and investment management. Its clients include high-net-worth individuals and charitable organizations. Its regulatory assets under management total $3.4 billion, as filed on 28 March 2026.

Frank, Rimerman Advisors charges 0.10%–0.70% a year for its Investment advisory fee.

Regulatory AUM: $3.4B
Clients: 106
Advisory staff: 3
Fee schedule: 0.10% to 0.70% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 1801 Page Mill Road, Palo Alto, CA 94304
Phone: 650-845-8100
Website: frankrimerman.com

No. 4 · RIA

Rebalance

Rebalance is an investment adviser based in Palo Alto, CA, registered with the SEC since 2011. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $1.93 billion, as filed on 30 July 2026.

Rebalance charges 0.12%–0.75% a year for its Rebalance360.

Regulatory AUM: $1.93B
Clients: 656
Advisory staff: 7
Founded: 2011
Fee schedule: 0.12% to 0.75% a year
Minimum account: $1,000,000
Custodians: Charles Schwab, Fidelity
Headquarters: 635 Bryant Street, #6, Palo Alto, CA 94301
Phone: 650-396-3900
Website: rebalance360.com

No. 5 · RIA

Cornerstone Capital

Cornerstone Capital is an investment adviser based in Palo Alto, CA, registered with the SEC since 1978. It provides investment management. Its clients include high-net-worth individuals, corporations and other businesses, and charitable organizations. Its regulatory assets under management total $1.36 billion, as filed on 19 March 2026.

Cornerstone Capital charges 0.40%–1.00% a year for its Investment supervisory services.

Regulatory AUM: $1.36B
Clients: 150
Advisory staff: 3
Fee schedule: 0.40% to 1.00% a year
Minimum account: $5,000,000
Custodians: Merrill Lynch, Pierce, Fenner & Smith, Charles Schwab
Headquarters: 200 Homer Ave., Palo Alto, CA 94301
Phone: 650-566-9650
Website: cornerstone-capital.net

No. 6 · RIA

OceanIQ Capital

OceanIQ Capital is an investment adviser based in Palo Alto, CA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals and pooled investment vehicles. Its regulatory assets under management total $334 million, as filed on 24 June 2026.

Regulatory AUM: $334M
Clients: 452
Advisory staff: 4
Custodians: Charles Schwab
Headquarters: 1881 Page Mill RD., Suite #236, Palo Alto, CA 94304
Phone: 415-432-7580
Website: oceaniqcapital.com

No. 7 · RIA

Branson Frank A

Branson Frank A is an investment adviser based in Palo Alto, CA, registered with the SEC since 1986. It provides investment management. Its clients include high-net-worth individuals and charitable organizations. Its regulatory assets under management total $223 million, as filed on 19 March 2026.

Regulatory AUM: $223M
Clients: 12
Advisory staff: 1
Custodians: U. S. Bank, U. S. Bank
Headquarters: 435 B Middlefield Road, Palo Alto, CA 94301-2722
Phone: 650-862-2369

No. 8 · RIA

Red Crane Wealth Management

Red Crane Wealth Management is an investment adviser based in Palo Alto, CA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and pooled investment vehicles. Its regulatory assets under management total $152 million, as filed on 19 February 2026.

Red Crane Wealth Management charges 0.50%–1.25% a year for its Wrap Comprehensive Portfolio Management.

Regulatory AUM: $152M
Clients: 156
Advisory staff: 3
Fee schedule: 0.50% to 1.25% a year
Minimum account: $500,000
Custodians: Charles Schwab
Headquarters: 3000 El Camino Real, Building 4, Suite 200, Palo Alto, CA 94306
Phone: 415-316-0982
Website: redcranewealth.com

No. 9 · RIA

Global Wealth Strategies

Global Wealth Strategies is an investment adviser based in Palo Alto, CA, registered with the SEC since 2004. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $147 million, as filed on 6 April 2026.

Global Wealth Strategies charges 0.50%–1.20% a year for its Portfolio management.

Regulatory AUM: $147M
Clients: 35
Advisory staff: 1
Fee schedule: 0.50% to 1.20% a year
Minimum account: $1,000,000
Headquarters: 635 Bryant Street, Palo Alto, CA 94301
Phone: 650-346-2630

No. 10 · RIA

Mayfield Advisors

Mayfield Advisors is an investment adviser based in Palo Alto, CA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $143 million, as filed on 2 March 2026.

Mayfield Advisors charges 0.60%–1.00% a year for its Investment management services.

Regulatory AUM: $143M
Clients: 40
Advisory staff: 4
Fee schedule: 0.60% to 1.00% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 438 Cambridge Avenue, Suite 100, Palo Alto, CA 94306-1404
Phone: 650-856-6600
Website: mayfieldadvisors.com

Questions about financial advisors in Palo Alto

How many financial advisor firms are headquartered in Palo Alto?

12 SEC-registered financial advisor firms report their principal office in Palo Alto, CA, managing $37.8B in regulatory assets between them. The other 32 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Palo Alto?

H&H International Investment, with $25.5B in regulatory assets under management on its latest Form ADV. The next largest are Sand Hill Global Advisors ($4.39B) and Frank, Rimerman Advisors ($3.4B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Palo Alto?

The median firm manages $279M in regulatory assets. That is the midpoint of the 12 firms headquartered in Palo Alto.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Palo Alto charge?

Of the 10 largest firms, 8 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.70% to 2.10% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Palo Alto?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Palo Alto has 12 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Palo Alto

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