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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 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 registration checks. 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 25, 2025Palo Alto has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 47 non-vetted advisors in your local area. These retirement advisors in Palo Alto, California have an average of 25 years of experience.
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List of Qualified Retirement Planning Advisors in Palo Alto, California
VERIFIEDHetal Saki
CFP®
AMC Wealth
Qualifications
CRD# 5403110
Firm CRD# 308157
Series 7 SIE
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Fee-Only, Hourly, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDParker O'Sullivan
CRPS®
Farther Finance, LLC
Qualifications
CRD# 5923601
Firm CRD# 302050
Series 7, 63, 65
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDThe Peregrine Private Client Group of Oppenheimer & Co. Inc.
CFP®, CIMA®, AIF®
Qualifications
Firm CRD# 249
Series 7, 8, 63, 65, 66
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJohn Cordeiro
Vintage Wealth Advisors
Qualifications
CRD# 2319931
Firm CRD# 151298
Series 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based
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 | 261 Hamilton Ave., Palo Alto, CA, 94301 | $35,915,923,641 | 536340 | 324 | A percentage of AUM, Other (REVENUE SHARE WITH AFFILIATE - BD) |
| 2 | 500 University Avenue, Palo Alto, CA, 94301-1812 | $29,937,013,000 | 78 | 82 | A percentage of AUM, Performance Based |
| 3 | 2479 E Bayshore Rd #120, Palo Alto, CA, 94303 | $21,945,608,896 | 10 | 2 | A percentage of AUM, Performance Based |
| 4 | 364 University Ave, Palo Alto, CA, 94301 | $12,326,567,081 | 65 | 31 | A percentage of AUM, Performance Based |
| 5 | 250 University Avenue, Suite 300 Palo Alto, CA, 94301 | $9,404,046,046 | 33 | 32 | A percentage of AUM, Performance Based |
| 6 | 1950 University Avenue, Suite 350 Palo Alto, CA, 94303 | $8,096,039,762 | 20 | 49 | A percentage of AUM, Performance Based |
| 7 | 3000 El Camino Real, Building 5, Suite 450 Palo Alto, CA, 94306 | $6,374,960,000 | 10 | 8 | A percentage of AUM, Performance Based |
| 8 | 192 Lytton Avenue, Palo Alto, CA, 94301 | $5,809,839,447 | 15 | 72 | A percentage of AUM, Performance Based |
| 9 | 400 Hamilton Avenue, Suite 230 Palo Alto, CA, 94301 | $4,197,521,347 | 26 | 60 | A percentage of AUM, Other (CARRIED INTEREST) |
| 10 | 180 Lytton Avenue, Palo Alto, CA, 94301 | $3,831,905,383 | 44 | 25 | A percentage of AUM, Performance Based |
| 11 | 1001 Page Mill Road, Building 4, Suite B Palo Alto, CA, 94304 | $3,560,674,175 | 8 | 53 | A percentage of AUM, Performance Based |
| 12 | 245 Lytton Avenue, Suite 300 Palo Alto, CA, 94301 | $3,443,771,282 | 1963 | 32 | A percentage of AUM, Hourly charges |
| 13 | 636 Waverley Street, Suite 100 Palo Alto, CA, 94301 | $2,443,822,619 | 8 | 46 | A percentage of AUM, Performance Based |
| 14 | 705 High St., Palo Alto, CA, 94301 | $2,196,110,899 | 2 | 11 | A percentage of AUM, Performance Based |
| 15 | 525 University Avenue, Suite 200 Palo Alto, CA, 94301 | $2,153,603,285 | 2 | 21 | A percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Palo Alto, California
QualificationsFirm CRD# 148456
Assets Under Management $35,915,923,641
No. Of Clients536340
Clients Per Financial Advisor1655
WEALTHFRONT ADVISERS LLC is a financial advisory firm situated in Palo Alto, California. With a nearly $36B assets under management, the firm specializes in crafting personalized retirement planning solutions for 536340 clients. The team consists of 324 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 and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 331435
Assets Under Management $29,937,013,000
No. Of Clients78
Clients Per Financial Advisor1
ACCEL MANAGEMENT CO. L.L.C is a financial advisory firm situated in Palo Alto, California. With a nearly $30B assets under management, the firm specializes in crafting personalized retirement planning solutions for 78 clients. The team consists of 82 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 vehicles
QualificationsFirm CRD# 292451
Assets Under Management $21,945,608,896
No. Of Clients10
Clients Per Financial Advisor5
H&H INTERNATIONAL INVESTMENT, LLC is a financial advisory firm situated in Palo Alto, California. With a nearly $22B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 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 and/or small businesses
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 165308
Assets Under Management $12,326,567,081
No. Of Clients65
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 65 clients. The team consists of 31 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 vehicles
QualificationsFirm CRD# 147417
Assets Under Management $9,404,046,046
No. Of Clients33
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 33 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 and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
QualificationsFirm CRD# 145684
Assets Under Management $8,096,039,762
No. Of Clients20
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 20 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 vehicles
QualificationsFirm CRD# 316856
Assets Under Management $6,374,960,000
No. Of Clients10
Clients Per Financial Advisor1
SYLEBRA CAPITAL LLC is a financial advisory firm situated in Palo Alto, California. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 8 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 vehicles
QualificationsFirm CRD# 159868
Assets Under Management $5,809,839,447
No. Of Clients15
Clients Per Financial Advisor0
VIVO CAPITAL, LLC is a financial advisory firm situated in Palo Alto, California. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 72 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 vehicles
QualificationsFirm CRD# 160498
Assets Under Management $4,197,521,347
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 60 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 vehicles
QualificationsFirm CRD# 156640
Assets Under Management $3,831,905,383
No. Of Clients44
Clients Per Financial Advisor2
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 44 clients. The team consists of 25 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 vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 317522
Assets Under Management $3,560,674,175
No. Of Clients8
Clients Per Financial Advisor0
FRAZIER LIFE SCIENCES MANAGEMENT, LP 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 8 clients. The team consists of 53 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 vehicles
QualificationsFirm CRD# 111295
Assets Under Management $3,443,771,282
No. Of Clients1963
Clients Per Financial Advisor61
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 1963 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 170737
Assets Under Management $2,443,822,619
No. Of Clients8
Clients Per Financial Advisor0
WIL, 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 8 clients. The team consists of 46 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 vehicles
QualificationsFirm CRD# 311718
Assets Under Management $2,196,110,899
No. Of Clients2
Clients Per Financial Advisor0
TCG CROSSOVER MANAGEMENT, 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 11 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 vehicles
QualificationsFirm CRD# 157529
Assets Under Management $2,153,603,285
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 21 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 vehicles
- Selection for other advisors
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