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Top RIA Firms in Palo Alto, California
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Palo Alto, California. This hub covers 44 matching firms with $202.8B in total reported AUM and median AUM of $857.6M.
Firms
44
Matching current profiles
Total AUM
$202.8B
Reported regulatory AUM
Median AUM
$857.6M
Across firms with AUM
Largest firm
$47.7B
Wealthfront Advisers LLC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Wealthfront Advisers LLC CRD 148456 · Limited Liability Company | PALO ALTO, CA | $47.7B May 2026 | +$11.8B+32.9% | +$24.6B+106.8% | +$26.3B+122.4% | +$47.7B+141403.7% | +167 employees+63.0% over 3Y | +244,421 accounts+55.2% over 3Y |
| 2. Accel Management CO. L.l.c CRD 331435 · Limited Liability Company | PALO ALTO, CA | $38.0B Mar 2026 | +$7.0B+22.5% | — | — | +$8.1B+27.0% | +11 employees+13.8% over 1Y | +3 accounts+3.8% over 1Y |
| 3. H&H International Investment, LLC CRD 292451 · Limited Liability Company | PALO ALTO, CA | $25.5B May 2026 | +$3.6B+16.2% | +$14.6B+134.3% | +$17.5B+219.4% | — | 0 employees+0.0% over 3Y | +5 accounts+71.4% over 3Y |
| 4. Ribbit Capital CRD 165308 · Limited Liability Company | PALO ALTO, CA | $20.8B Mar 2026 | +$6.2B+42.8% | +$8.9B+74.6% | +$16.5B+384.5% | +$19.6B+1617.4% | +4 employees+14.8% over 3Y | +1 accounts+1.5% over 3Y |
| 5. Hggc, LLC CRD 145684 · Limited Liability Company | PALO ALTO, CA | $10.8B Mar 2026 | +$3.9B+55.2% | +$3.3B+44.1% | +$5.3B+95.5% | +$9.9B+1043.1% | +6 employees+11.8% over 3Y | +1 accounts+4.0% over 3Y |
| 6. Frazier Life Sciences Management, LP CRD 317522 · Limited Partnership | PALO ALTO, CA | $7.0B Mar 2026 | +$2.6B+60.7% | +$3.4B+94.8% | — | +$2.9B+72.6% | +15 employees+30.6% over 3Y | 0 accounts+0.0% over 3Y |
| 7. Vivo Capital, LLC CRD 159868 · Limited Liability Company | PALO ALTO, CA | $6.1B Mar 2026 | +$775.6M+14.6% | +$677.2M+12.5% | +$269.3M+4.6% | +$5.2B+550.2% | -11 employees-15.1% over 3Y | +1 accounts+6.7% over 3Y |
| 8. Tcg Crossover Management, LLC CRD 311718 · Limited Liability Company | PALO ALTO, CA | $5.1B May 2026 | +$3.3B+180.9% | +$4.1B+425.1% | +$4.2B+513.0% | +$4.2B+513.0% | +7 employees+77.8% over 3Y | +2 accounts+200.0% over 3Y |
| 9. Sand Hill Global Advisors, LLC CRD 111295 · Limited Liability Company | PALO ALTO, CA | $4.4B Mar 2026 | +$510.2M+13.1% | +$1.4B+44.5% | +$1.3B+42.4% | +$3.5B+381.5% | +1 employees+3.1% over 3Y | +287 accounts+15.4% over 3Y |
| 10. Altamont Capital Partners CRD 160498 · Limited Partnership | PALO ALTO, CA | $4.0B Mar 2026 | -$275.3M-6.4% | -$82.0M-2.0% | +$1.2B+41.6% | +$3.5B+659.3% | -4 employees-6.8% over 3Y | +5 accounts+19.2% over 3Y |
| 11. Merk Investments LLC CRD 112305 · Limited Liability Company | PALO ALTO, CA | $3.7B Mar 2026 | +$2.1B+129.4% | +$2.8B+298.1% | +$2.7B+260.9% | +$3.0B+438.5% | 0 employees+0.0% over 3Y | -1 accounts-33.3% over 3Y |
| 12. Frank, Rimerman Advisors LLC CRD 124147 · Limited Liability Company | PALO ALTO, CA | $3.4B Mar 2026 | +$380.7M+12.6% | +$2.0B+146.5% | +$2.0B+143.1% | +$3.1B+973.4% | +1 employees+25.0% over 3Y | +127 accounts+40.8% over 3Y |
| 13. Allocate Management Company, LLC CRD 316814 · Limited Liability Company | PALO ALTO, CA | $3.0B Mar 2026 | +$2.1B+222.2% | +$2.9B+1964.1% | — | +$2.9B+1964.1% | -3 employees-15.8% over 3Y | +159 accounts+1325.0% over 3Y |
| 14. Sylebra Capital LLC CRD 316856 · Limited Liability Company | PALO ALTO, CA | $2.9B Mar 2026 | -$3.5B-54.5% | -$5.6B-65.8% | — | -$5.6B-65.8% | +4 employees+100.0% over 3Y | -4 accounts-40.0% over 3Y |
| 15. Electric Capital Partners, LLC CRD 296943 · Limited Liability Company | PALO ALTO, CA | $2.9B Mar 2026 | -$258.3M-8.2% | +$1.7B+152.9% | — | +$2.3B+416.6% | +8 employees+36.4% over 3Y | +17 accounts+130.8% over 3Y |
| 16. Wil, LLC CRD 170737 · Limited Liability Company | PALO ALTO, CA | $2.3B Mar 2026 | +$93.9M+4.3% | -$177.4M-7.3% | — | +$301.0M+15.3% | -10 employees-18.2% over 3Y | +1 accounts+14.3% over 3Y |
| 17. C.m. Capital Advisors, LLC CRD 157529 · Limited Liability Company | PALO ALTO, CA | $2.0B Mar 2026 | -$222.9M-10.2% | -$137.1M-6.5% | -$14.3M-0.7% | +$1.1B+133.8% | -4 employees-18.2% over 3Y | 0 accounts+0.0% over 3Y |
| 18. Rebalance LLC CRD 158242 · Limited Liability Company | PALO ALTO, CA | $1.9B May 2026 | +$370.0M+23.7% | +$748.2M+63.4% | +$943.8M+95.9% | — | -3 employees-14.3% over 3Y | +106 accounts+6.5% over 3Y |
| 19. Light Street Capital Management, LLC CRD 155215 · Limited Liability Company | PALO ALTO, CA | $1.6B Mar 2026 | +$438.4M+38.7% | -$1.0B-40.0% | -$910.4M-36.7% | +$1.3B+520.5% | -16 employees-53.3% over 3Y | +4 accounts+20.0% over 3Y |
| 20. Cornerstone Capital, INC. CRD 105396 · Corporation | PALO ALTO, CA | $1.4B Mar 2026 | +$65.2M+5.0% | +$93.7M+7.4% | +$284.9M+26.6% | +$936.6M+222.4% | 0 employees+0.0% over 3Y | +11 accounts+4.2% over 3Y |
| 21. Olive Technology Ventures Management, LLC CRD 289384 · Limited Liability Company | PALO ALTO, CA | $1.1B Apr 2026 | +$119.0M+12.1% | +$148.6M+15.6% | +$778.5M+239.2% | +$778.5M+239.2% | -12 employees-92.3% over 3Y | +3 accounts+10.7% over 3Y |
| 22. Oneprime Capital CRD 299697 · Limited Liability Company | PALO ALTO, CA | $892.3M Mar 2026 | +$315.5M+54.7% | -$207.6M-18.9% | +$643.2M+258.3% | +$651.2M+270.1% | +5 employees+100.0% over 3Y | +1 accounts+5.9% over 3Y |
| 23. Hack VC Management, LLC CRD 315702 · Limited Liability Company | PALO ALTO, CA | $822.8M Mar 2026 | +$97.6M+13.5% | +$495.6M+151.4% | — | +$538.2M+189.0% | +6 employees+66.7% over 3Y | +8 accounts+38.1% over 3Y |
| 24. Palo Alto Investors LP CRD 109171 · Limited Partnership | PALO ALTO, CA | $696.0M Mar 2026 | +$28.0M+4.2% | -$888.0M-56.1% | -$1.4B-66.7% | -$287.6M-29.2% | -1 employees-9.1% over 3Y | +1 accounts+8.3% over 3Y |
| 25. Section Partners Management, LLC CRD 314618 · Limited Liability Company | PALO ALTO, CA | $590.0M Mar 2026 | +$2.0M+0.3% | +$180.4M+44.1% | — | +$245.7M+71.4% | +2 employees+25.0% over 3Y | +2 accounts+25.0% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.