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Find Retirement Advisors for Retirement Planning in Palo Alto, California
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Palo Alto, California
Last Updated - April 18, 2024Palo Alto has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 44 non-vetted advisors in your local area. These retirement advisors in Palo Alto, California have an average of 26 years of experience.
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List of Qualified Retirement Planning Advisors in Palo Alto, California
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIEDKristie Cahill
CFP®, CEP®
Haven Wealth Management
Qualifications
CRD# 4439727
Firm CRD# 281213
Series 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDDavid Roggenkamp
ChFC®
Commonwealth Financial Network
Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Palo Alto, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | WEALTHFRONT ADVISERS LLC 261 Hamilton Ave., Palo Alto, CA, 94301 | $24,512,778,040 | 478043 | 258 | A Percentage of AUM, Other (REVENUE SHARE WITH AFFILIATE - BD) |
| 2 | RIBBIT CAPITAL 364 University Ave, Palo Alto, CA, 94301 | $11,898,807,882 | 66 | 27 | A Percentage of AUM, Performance Based |
| 3 | H&H INTERNATIONAL INVESTMENT, LLC 2479 E Bayshore Rd #120, Palo Alto, CA, 94303 | $10,885,418,745 | 7 | 2 | A Percentage of AUM, Performance Based |
| 4 | SYLEBRA CAPITAL LLC 3000 El Camino Real, Building 5, Suite 450 Palo Alto, CA, 94306 | $8,880,653,000 | 10 | 6 | A Percentage of AUM, Performance Based |
| 5 | CAPRICORN INVESTMENT GROUP LLC 250 University Avenue, Suite 300 Palo Alto, CA, 94301 | $8,728,908,819 | 31 | 32 | A Percentage of AUM, Performance Based |
| 6 | HGGC, LLC 1950 University Avenue, Suite 350 Palo Alto, CA, 94303 | $7,522,615,911 | 25 | 51 | A Percentage of AUM, Performance Based |
| 7 | VIVO CAPITAL, LLC 192 Lytton Avenue, Palo Alto, CA, 94301 | $5,418,240,993 | 15 | 73 | A Percentage of AUM, Performance Based |
| 8 | ALTAMONT CAPITAL PARTNERS 400 Hamilton Avenue, Suite 230 Palo Alto, CA, 94301 | $4,100,323,757 | 26 | 59 | A Percentage of AUM, Other (CARRIED INTEREST) |
| 9 | NEXT LEGACY MANAGEMENT, LLC 180 Lytton Avenue, Palo Alto, CA, 94301 | $3,671,217,390 | 11 | 27 | A Percentage of AUM, Performance Based |
| 10 | SAND HILL GLOBAL ADVISORS, LLC 245 Lytton Avenue, Suite 300 Palo Alto, CA, 94301 | $3,037,936,441 | 1866 | 32 | A Percentage of AUM, Hourly charges |
| 11 | WIL, LLC 102 University Avenue, Suite 1a Palo Alto, CA, 94301 | $2,501,047,470 | 8 | 49 | A Percentage of AUM, Performance Based |
| 12 | C.M. CAPITAL ADVISORS, LLC 525 University Avenue, Suite 200 Palo Alto, CA, 94301 | $2,101,082,487 | 2 | 22 | A Percentage of AUM, Performance Based |
| 13 | FRANK, RIMERMAN ADVISORS LLC 1801 Page Mill Road, Palo Alto, CA, 94304 | $1,704,282,026 | 356 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | PALO ALTO INVESTORS LP 470 University Avenue, Palo Alto, CA, 94301-1812 | $1,277,000,000 | 12 | 12 | A Percentage of AUM, Performance Based |
| 15 | WEALTHFRONT STRATEGIES LLC 261 Hamilton Ave., Palo Alto, CA, 94301 | $1,178,494,845 | 1 | 11 | A Percentage of AUM |
Information on Top Retirement Planning firms in Palo Alto, California
QualificationsFirm CRD# 148456
Assets Under Management $24,512,778,040
No. Of Clients478043
Clients Per Financial Advisor1853
WEALTHFRONT ADVISERS LLC is a financial advisory firm situated in Palo Alto, California. With a nearly $25B assets under management, the firm specializes in crafting personalized retirement planning solutions for 478043 clients. The team consists of 258 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (REVENUE SHARE WITH AFFILIATE - BD)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 165308
Assets Under Management $11,898,807,882
No. Of Clients66
Clients Per Financial Advisor2
RIBBIT CAPITAL is a financial advisory firm situated in Palo Alto, California. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 66 clients. The team consists of 27 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 292451
Assets Under Management $10,885,418,745
No. Of Clients7
Clients Per Financial Advisor4
H&H INTERNATIONAL INVESTMENT, LLC is a financial advisory firm situated in Palo Alto, California. With a nearly $11B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 316856
Assets Under Management $8,880,653,000
No. Of Clients10
Clients Per Financial Advisor2
SYLEBRA CAPITAL LLC is a financial advisory firm situated in Palo Alto, California. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 147417
Assets Under Management $8,728,908,819
No. Of Clients31
Clients Per Financial Advisor1
CAPRICORN INVESTMENT GROUP LLC is a financial advisory firm situated in Palo Alto, California. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 31 clients. The team consists of 32 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Selection of Other Advisors
QualificationsFirm CRD# 145684
Assets Under Management $7,522,615,911
No. Of Clients25
Clients Per Financial Advisor0
HGGC, LLC is a financial advisory firm situated in Palo Alto, California. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 25 clients. The team consists of 51 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 159868
Assets Under Management $5,418,240,993
No. Of Clients15
Clients Per Financial Advisor0
VIVO CAPITAL, LLC is a financial advisory firm situated in Palo Alto, California. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 73 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 160498
Assets Under Management $4,100,323,757
No. Of Clients26
Clients Per Financial Advisor0
ALTAMONT CAPITAL PARTNERS is a financial advisory firm situated in Palo Alto, California. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 26 clients. The team consists of 59 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (CARRIED INTEREST)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 156640
Assets Under Management $3,671,217,390
No. Of Clients11
Clients Per Financial Advisor0
NEXT LEGACY MANAGEMENT, LLC is a financial advisory firm situated in Palo Alto, California. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 27 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 111295
Assets Under Management $3,037,936,441
No. Of Clients1866
Clients Per Financial Advisor58
SAND HILL GLOBAL ADVISORS, LLC is a financial advisory firm situated in Palo Alto, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1866 clients. The team consists of 32 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 170737
Assets Under Management $2,501,047,470
No. Of Clients8
Clients Per Financial Advisor0
WIL, LLC is a financial advisory firm situated in Palo Alto, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 49 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 157529
Assets Under Management $2,101,082,487
No. Of Clients2
Clients Per Financial Advisor0
C.M. CAPITAL ADVISORS, LLC is a financial advisory firm situated in Palo Alto, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
- Selection of Other Advisors
QualificationsFirm CRD# 124147
Assets Under Management $1,704,282,026
No. Of Clients356
Clients Per Financial Advisor89
FRANK, RIMERMAN ADVISORS LLC is a financial advisory firm situated in Palo Alto, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 356 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 109171
Assets Under Management $1,277,000,000
No. Of Clients12
Clients Per Financial Advisor1
PALO ALTO INVESTORS LP is a financial advisory firm situated in Palo Alto, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 289148
Assets Under Management $1,178,494,845
No. Of Clients1
Clients Per Financial Advisor0
WEALTHFRONT STRATEGIES LLC is a financial advisory firm situated in Palo Alto, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Investment
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