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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
24 firms listed · 21 in Palo Alto · 1 open 24/7 · 3 open weekends · 13 rated 4.5+
Data verified October 16, 2026
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Alison Wealth Management
- Retirement
- Knowledge
- Tax
“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.”
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Vertex Ventures
“Vertex staff are also really friendly and insightful.”
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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!”
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Altamont Capital Partners
“Solid team, diversified portfolio, thoughtful investors...”
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Sand Hill Global Advisors
“We've been here since Silicon Valley was a startup itself. That's why when you work with Sand Hill, you have a partner that understands the unique challenges you face. From entrepreneurs and executives to individuals and families, we're here to help ...”
The 24 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
Of the 24 firms we list here, 21 are in Palo Alto itself and 3 come from Campbell (1, 13 mi), Union City (1, 16 mi) and San Jose (1, 18 mi). 14 of the firms on this page have a rating, from 4.0 to 5.0 across 365 reviews; 3 have 50 or more reviews and 13 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (92%), quality (83%) and responsiveness (83%). 1 is open around the clock; 3 are open on Saturdays and 2 on Sundays. 1 lists staff certifications (CFP) and 1 has a BBB rating of A or A+. 20 have ten or more years of experience, the longest 35 years. 1 offers urgent consultations; 1 offers payment plans and 2 offer a free initial consultation. We have a website on file for 22 of the firms on this page; 18 publish a contact page; 14 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and 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 24 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.
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Maya Advisors
“There are many times in life when we find ourselves at the very bottom of our own priority list. What we really need at these times is someone we can trust, someone who will always have our back, someone who cares, but is distanced enough to provide ...”
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Whitespace Financial
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Cornerstone Capital
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Cognizant Wealth Advisors
“Cognizant Wealth Advisors is an independent, fee only (no commission), fiduciary financial planning and investment firm helping individuals and families build prosperous lives through sound financial decision-making. Our close, personalized guidance ...”
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SF Money Coach
- Healthy
“Individually with Carrie, I am defining what tools I need, how to ask for what I need, and moving ahead with a clear vision of why this is important for my family.”
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Matrix Partners
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Meyers Wealth Management
“Meyers Wealth Management works on a strictly fee-only basis, meaning we get no commissions or financial incentives from any financial service provider. You can rest assured that when we make recommendations for specific products or services, we do so...”
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Holbrook Global Strategies
“We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.”
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Red Crane Wealth Management
“General Notice to Users: While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm on our website or social media platforms is strictly forbidden under...”
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Sageview Capital
“We had an opportunity to pick our next investment partner, and we picked Sageview. They were undoubtedly a great team, which our team resonated with, they bring an understanding of how to scale companies, and they've successfully created category lea...”
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Thriving Asset Management
“My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communicat...”
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Financial Engines Advisor Center
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Parkworth Wealth Management
“Our process helps you quit asking, “What mistakes am I making with my money?” Our expertise helps cut through the confusing rules and tax regulations. And your action plan helps you take advantage of the good fortune you've had and translate that int...”
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Equitybee
“Equitybee is a leading startup employees stock options funding platform, empowering startup employees and accredited investors to unlock the value of startup equity.”
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Labrador Ventures
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360 Payments
- Fees
- Software
- Company
“Just recently, a significant issue arose, that did not directly involve 360, but they were able to use their expertise to guide me through to a excellent solution.”
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Litherland, Kennedy & Associates
- Medi-Cal
- Skilled Nursing
- Seminar
“In addition to writing trusts for several family members, their geriatric care manager, Dedra Jize has walked us through the change to assisted living.”
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Turnkey Financial Solutions
- Company
- Funding
- Employee Retention
“Thanks to their efforts, we were able to secure an ERTC refund, which has played a vital role in maintaining our operations and ensuring our services continue without interruption.”
Retirement Planning and Investment Management Services in Palo Alto, CA Cost Estimates
Minimum cost
$1089
Maximum cost
$9256
National Average
$3267
Avg Per Hour Rates
$327
$2178
$5989
Typical price range is based on 392 cost profiles
Why these companies made our list
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