Orchid Wealth Management
“I have learned more with Seth and had more success with him than I have experienced with previous brokers.”
Best Financial Advisors in Palo Alto, CA
20 firms listed · all 20 in Palo Alto · 1 open 24/7 · 3 open weekends · 10 rated 4.5+
Data verified October 31, 2026
Alison Wealth Management
“My favorite parts of the partnership are having tax implications considered in each scenario, having a long-term view, and Dave's focus on sharing his knowledge by training financial advisors.”
Altamont Capital Partners
Palo Alto Wealth Advisors
“Prior to this I had only met advisors who have had partnerships with funds they recommended based on commissions and Nate and Ryan couldn't be further away from that!”
Vertex Ventures
“Vertex staff are also really friendly and insightful.”
Sand Hill Global Advisors
The 20 firms listed for Palo Alto, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Palo Alto, CA
All 20 firms we list here are in Palo Alto itself. 11 of the firms on this page have a rating, from 4.0 to 5.0 across 26 reviews; 10 are rated 4.5 or higher. 1 is open around the clock; 3 are open on Saturdays and 2 on Sundays. 1 lists staff certifications (CFP). 16 have ten or more years of experience, the longest 35 years. 1 offers urgent consultations and 2 offer a free initial consultation. We have a website on file for 18 of the firms on this page; 15 publish a contact page; 12 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Palo Alto offer a free first meeting?
2 of the 20 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Whitespace Financial
Maya Advisors
Cornerstone Capital
Cognizant Wealth Advisors
SF Money Coach
“Working with Carrie was wonderful and I am so grateful I had the opportunity to work with her.”
Thriving Asset Management
Sageview Capital
Red Crane Wealth Management
Meyers Wealth Management
Matrix Partners
Holbrook Global Strategies
Financial Engines Advisor Center
Labrador Ventures
Parkworth Wealth Management
Why these companies made our list
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