The best financial advisors in Palo Alto, CA
P
#1Prosperity Capital Advisors
Financial advisors, Palo Alto, CA
5.0 stars8 reviews
H
#2HGGC
Financial advisors, Palo Alto, CA
5.0 stars3 reviews
C
#3Cornerstone Capital, Inc
Financial advisors, Palo Alto, CA
5.0 stars1 reviews
D
#4David T. Lee - BancWest Investment Services Wealth Financial Advisor
Financial advisors, Palo Alto, CA
5.0 stars1 reviews
M
#5Maya Advisors, Inc
Financial advisors, Palo Alto, CA
5.0 stars1 reviews
P
#6Palo Alto, CA Branch Office - UBS Financial Services Inc.
Financial advisors, Palo Alto, CA
5.0 stars1 reviews
T
#7Thriving Asset Management
Financial advisors, Palo Alto, CA
5.0 stars1 reviews
W
#8WhiteSpace Financial, LLC
Financial advisors, Palo Alto, CA
5.0 stars1 reviews
S
#9Sand Hill Global Advisors
Financial advisors, Palo Alto, CA
4.0 stars2 reviews
T
#10TIAA Financial Services
Financial advisors, Palo Alto, CA
3.0 stars1 reviews
How the order is set: in each area and niche, the highest Google rating among businesses with at least 25 Google reviews comes first, a tie goes to more reviews, and businesses with fewer reviews follow. The first card is the Gold Standard Pick. Ratings, reviews and contact details are from our own scan of the area. Nobody can pay for a place. Updated November 15, 2026.
The Gold Standard Directory by The Algo Vision.