California > Palo Alto Yellow Pages > Finance > Investment Services & Advisors

Palo Alto Investment Services & Advisors

Local Businesses: 96

412 Olive Avenue Llc 412 Olive Avenue Palo Alto, CA 94306-2225 (650) 752-6229 Categories: Security Brokers & Dealers
Accel Management Co. 428 University Avenue Palo Alto, CA 94301-1812 (650) 614-4800 Categories: Investment Management Services
Accel Partners 428 University Avenue Palo Alto, CA 94301-1812 (650) 614-4800 Bud Colligan (Partner) Services: Checking Categories: Investment Management Services
Alloy Ventures 400 Hamilton Avenue Suite 400 Palo Alto, CA 94301-1834 (650) 687-5000 +view more (650) 687-5010 (Fax) Craig Taylor (President) Categories: Venture Capital Firms
Altamont Capital Management Llc 400 Hamilton Avenue Suite 230 Palo Alto, CA 94301-1834 (650) 681-3800 Categories: Financial Planning Consultants
Arma Partners 3000 El Camino Real Suite 4-100 Palo Alto, CA 94306-2108 (650) 213-8910 Categories: Investment Services & Advisors
Asset Management Co. 2100 Geng Road Palo Alto, CA 94303-3343 (650) 494-7400 +view more (650) 856-1826 (Fax) Franklin Johnson (Partner) Products: Iras, Individual Retirement Account Services: Business Services Categories: Investment Services & Advisors
Bain Capital Palo Alto, CA 94301 (650) 853-1560 Categories: Security Brokers & Dealers
Beck Investment Management Llc 345 Hamilton Avenue Palo Alto, CA 94301-2544 (650) 328-7900 Leslie Beck Categories: Investment Services & Advisors
Bertram Capital 1117 South California Avenue Palo Alto, CA 94304-1106 (650) 543-9300 +view more (650) 543-9329 (Second Line) Craig Ryan (Vice President) Categories: Venture Capital Firms
Better Planet Investments 210 Portage Avenue Palo Alto, CA 94306-2242 (650) 251-9067 Categories: Security Brokers & Dealers
Big Wave Investors Llc 1430 Harker Avenue Palo Alto, CA 94301-3426 (650) 838-0505 Categories: Security Brokers & Dealers
Bodri Capital Management Inc. 290 Lowell Avenue Palo Alto, CA 94301-3723 (650) 326-8866 John Debs (Manager) Categories: Investment Services & Advisors
Branson Frank A Inc. 200 Homer Avenue Palo Alto, CA 94301-2722 (650) 323-1400 Frank Branson (Owner) Categories: Investment Management Services
Buckingham Asset Management 2445 Faber Place Palo Alto, CA 94303-3346 (650) 752-6931 Categories: Investment Services & Advisors
Capital Asset Management Co 2555 Park Boulevard Palo Alto, CA 94306-1924 (415) 267-4838 Categories: Investment Services & Advisors
Cir Ventures 505 Hamilton Avenue Palo Alto, CA 94301-2013 (650) 325-6699 Giacomo Marini (Owner) Categories: Venture Capital Firms
Cm Capital 525 University Avenue Suite 200 Palo Alto, CA 94301-1916 (650) 323-2204 Categories: Investment Services & Advisors
Co -Capitol Partners Palo Alto, CA 94301 (650) 329-6884 Categories: Investment Management Services
Cote Capital Llc 251 Lytton Avenue Palo Alto, CA 94301-1476 (650) 321-4443 Categories: Security Brokers & Dealers
Crescendo Venture 600 Hansen Way Palo Alto, CA 94304-1024 (650) 470-1200 Wayne Cantwell (Owner) Categories: Investment Management Services
Curt Weil Cfp 624 University Avenue Palo Alto, CA 94301-2019 (650) 561-3710 Curt Weil (Cfp) Categories: Financial Planning Consultants
Dag Ventures Llc 251 Lytton Avenue Palo Alto, CA 94301-1476 (650) 543-8180 Categories: Venture Capital Firms
Dakota Capital Palo Alto, CA 94301 (650) 233-0808 Categories: Venture Capital Firms
Doll Capital Management 3180 Porter Drive Palo Alto, CA 94304-1212 (650) 233-1400 +view more (650) 475-2600 (Primary Phone) Peter Moran (Principal) Categories: Investment Services & Advisors
Dow Jones - Dow Jones News Service Repair Palo Alto, CA 94301 (800) 556-0101 Categories: Printing Services & Publishing Services, Investment Services & Advisors
East Gate Private Equity Partners Llc 1000 Elwell Court Suite 203 Palo Alto, CA 94303-4335 (650) 325-5072 Categories: Asset Management
Edward Jones - Financial Advisor: Barbara H Ostby MAKING SENSE OF INVESTING 165 University Avenue Palo Alto, CA 94301-1635 (650) 324-3363 Products: Palo Alto Financial Advisor Investment Management Funds Investment Stock &… Services: Stocks & Bonds Investment Managers Advisors Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers
Edward Jones - Financial Advisor: Mandy Andrei MAKING SENSE OF INVESTING 2778 Middlefield Road Palo Alto, CA 94306-2519 (650) 321-8586 Products: Palo Alto Financial Advisor Investment Management Funds Investment Stock &… Services: Stocks & Bonds Investment Managers Advisors Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers
Elevation Partners 4170 Old Adobe Road Palo Alto, CA 94306-3723 (650) 209-5629 Categories: Security Brokers & Dealers
Fidelity Investments 251 University Avenue Palo Alto, CA 94301-1714 (650) 321-9022 +view more (800) 544-9797 (Toll Free) (800) 742-1566 (Toll Free) John Klobe (Manager) Products: Annuities, Mutual Funds Services: Brokerage Services Categories: Investment Management Services, Security Brokers & Dealers
Fifth Set Capital 261 Hamilton Avenue Suite 401 Palo Alto, CA 94301-2536 (650) 272-6103 Categories: Investment Management Services
Financial Independence 1860 Embarcadero Road Suite 175 Palo Alto, CA 94303-3349 (408) 988-8200 +view more (650) 320-8200 (Primary Phone) (650) 320-8210 (Fax) Marit Macdonald (Owner) Categories: Financial Planning Consultants
Firelake Capital 575 High Street Suite 330 Palo Alto, CA 94301-1648 (650) 321-0880 Martin Lagod (Owner) Categories: Investment Management Services
General Atlantic Partners 228 Hamilton Avenue Floor 2 Palo Alto, CA 94301-2583 (650) 251-7800 +view more (650) 251-9672 (Fax) Kelly Braden (Manager) Categories: Asset Management
Gregory J Wimmer 300 Hamilton Avenue Palo Alto, CA 94301-2573 (650) 752-6218 Gregory Wimmer Categories: Investment Management Services
Gw & Wade Llc 540 Cowper Street Suite 100 Palo Alto, CA 94301-1806 (650) 618-6316 Categories: Investment Management Services
Hercules Technology Growth Capital Hercules Technology Growth Ca 400 Hamilton Avenue Suite 310 Palo Alto, CA 94301-1805 (650) 325-2846 Categories: Venture Capital Firms
Ivy Financial Planning & Associates 505 Hamilton Avenue Suite 300 Palo Alto, CA 94301-2009 (650) 328-3800 Megan Edwards (Manager) Categories: Financial Planning Consultants
Ivy Financial Planning & Associates Llc 575 High Street Suite 350 Palo Alto, CA 94301-1648 (650) 328-3800 Categories: Financial Planning Consultants
J.P. Morgan Private Bank 310 University Avenue Floor 3 Palo Alto, CA 94301-1744 (650) 853-3208 Categories: Banks, Financial Services, Asset Management, Financial Advisory Services
Kelmoore Investment Company 2471 East Bayshore Road Palo Alto, CA 94303-3229 (650) 354-8170 Ralph Kelmon (Chairman Of The Board) Products: Bonds, Stocks, Equities, Fixed Income Securities Services: Brokerage Services Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers
Kenson Ventures Llc 400 Hamilton Avenue Suite 410 Palo Alto, CA 94301-1834 (650) 330-0322 +view more (650) 330-0577 (Fax) Joseph Huang (Vp) Categories: Venture Capital Firms
Lasecke Weil Captial Mana 1900 Embarcadero Road Palo Alto, CA 94303-3327 (650) 323-3700 Categories: Financial Planning Consultants
Laura Jason 220 South California Avenue Palo Alto, CA 94306-1641 (650) 561-4942 Jason Laura Categories: Financial Planning Consultants
Lemoine Austin Capital Management 1020 Guinda Street Palo Alto, CA 94301-3320 (650) 324-8419 Austin Lemoine (Owner) Categories: Investment Management Services
Magic Venture Capital 335 Lowell Avenue Palo Alto, CA 94301-3812 (650) 327-7719 Ronald Dieck (Owner) Categories: Investment Management Services
Masterpower Investment 2305 El Camino Real Palo Alto, CA 94306-1620 (650) 326-1628 Categories: Security Brokers & Dealers
Mayfield Advisors Inc. 550 North California Avenue Palo Alto, CA 94301-4111 (650) 856-6600 Bert Torres (Owner) Services: Trust Planning, Wealth Management, Trust Management, Trust Services, Wealth… Categories: Investment Services & Advisors
Menlo Equities 490 South California Avenue Floor 4 Palo Alto, CA 94306-1989 (650) 326-9300 +view more (650) 326-9333 (Fax) Trey Andamo Categories: Loans Personal, Investment Services & Advisors
Mercury Capitol 3260 Hillview Avenue Palo Alto, CA 94304-1220 (650) 800-7700 Categories: Venture Capital Firms
Meritech Capital 245 Lytton Avenue Suite 350 Palo Alto, CA 94301-1467 (650) 475-2200 Categories: Asset Management
Merrill Lynch 3075 Hansen Way Palo Alto, CA 94304-1025 (650) 842-2440 +view more (650) 849-2100 (Primary Phone) Merrill Lynch (Owner) Products: Bonds, Commodities, Defined Benefit, Government Securities, International Securities,… Services: Banking, Brokerage Services, Estate Planning, Investment Planning, Tax Planning,… Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers
Moneypenny Gerry 2600 El Camino Real Palo Alto, CA 94306-1705 (650) 857-0277 Gerry Moneypenny Categories: Financial Planning Consultants
Morgan Stanley 1001 Page Mill Road Suite 101 Palo Alto, CA 94304-1007 (650) 493-5300 +view more (650) 493-6647 (Fax) Dave Nee (President) Categories: Financial Planning Consultants, Security Brokers & Dealers
Nelson Capital Management Inc. 1860 Embarcadero Road Suite 140 Palo Alto, CA 94303-3320 (650) 812-7412 Categories: Investment Services & Advisors
Nightingale Financial Advisory 2600 El Camino Real Palo Alto, CA 94306-1705 (650) 843-0760 Jerry Nightingale (President) Categories: Financial Planning Consultants, Investment Management Services
Norwest Venture Partners 525 University Avenue Suite 800 Palo Alto, CA 94301-1922 (650) 321-8000 Paul Keel Categories: Asset Management
Olympus Capital Partners Palo Alto, CA 94301 (650) 233-7100 Categories: Financial Planning Consultants
Opes Advisors 555 College Avenue Palo Alto, CA 94306-1433 (650) 319-1600 +view more (650) 251-9477 (Primary Phone) Susan Mchan (President) Categories: Investment Services & Advisors
Opes Advisors Inc. 555 College Avenue Palo Alto, CA 94306-1433 (650) 493-1422 +view more (650) 251-0087 (Primary Phone) (650) 251-9477 (Primary Phone) Categories: Investment Services & Advisors
Orix Venture Finance 228 Hamilton Avenue Palo Alto, CA 94301-2583 (650) 798-5130 Products: Equity Loans, Operating Loans, Cash-Out Loans, Equity Lines Services: Debt Consolidation, Estates, Insurance, Investments, Lines Of Credit, Transaction… Categories: Venture Capital Firms
Otter Capital 755 Page Mill Road Palo Alto, CA 94304-1018 (650) 493-5263 Categories: Financial Planning Consultants
Pac -Link Management 1400 Page Mill Road Palo Alto, CA 94304-1124 (650) 857-0686 +view more (650) 857-0682 (Fax) Ming Hsu (President) Categories: Investment Management Services
Palo Alto Investors 470 University Avenue Palo Alto, CA 94301-1812 (650) 325-0772 Karen Trailer (Executive Assistant) Services: Commissions Categories: Security Brokers & Dealers
Petersen Flynn & Dinsmore Inc. 200 Homer Avenue Palo Alto, CA 94301-2799 (650) 566-9650 Bradford Dinsmore (Owner) Categories: Investment Services & Advisors
Pitango Venture Us 2004 Llc 540 Cowper Street Palo Alto, CA 94301-1806 (650) 322-2201 Categories: Security Brokers & Dealers
Prospect Venture Partners 435 Tasso Street Suite 210 Palo Alto, CA 94301-1553 (650) 327-8800 +view more (650) 324-8838 (Fax) Donald Hayden Categories: Asset Management
Quest Venture Partners 540 Cowper Street Palo Alto, CA 94301-1806 (650) 485-2662 Categories: Security Brokers & Dealers
Qvt Financial Lp 530 Lytton Avenue Palo Alto, CA 94301-1556 (650) 391-9647 Categories: Security Brokers & Dealers
Rho Capital Partners 525 University Avenue Suite 1350 Palo Alto, CA 94301-1934 (650) 463-0300 Neetesh Kumar (Owner) Categories: Venture Capital Firms
Ridgewood Capital 540 Cowper Street Suite 201 Palo Alto, CA 94301-1806 (650) 614-0196 +view more (650) 614-0190 (Primary Phone) (650) 614-0194 (Primary Phone) (650) 614-0197 (Primary Phone) (650) 614-0199 (Primary Phone) (650) 614-9030 (Primary Phone) (650) 614-9032 (Primary Phone) Elton Sherwin (Owner) Products: Stocks, Equities Categories: Security Brokers & Dealers
Saama Capital 3786 Grove Avenue Palo Alto, CA 94303-4536 (650) 813-1395 Categories: Venture Capital Firms
San Francisco Bay Area Agency Llc 2483 East Bayshore Road Palo Alto, CA 94303-3231 (650) 494-4099 +view more (650) 561-3629 (Primary Phone) Categories: Financial Planning Consultants
Sand Hill Advisors 245 Lytton Avenue Suite 300 Palo Alto, CA 94301-1466 (650) 854-9150 +view more (608) 262-3397 (Fax) (650) 687-8100 (Primary Phone) Gary Conway (Chairman) Categories: Business Services, Investment Services & Advisors
Spector And Associates Llp 306 Cambridge Avenue Palo Alto, CA 94306-1505 (650) 331-7530 +view more (650) 329-0450 (Primary Phone) Services: Accounting, Bookkeeping, General Ledger, Record Keeping Categories: Investment Services & Advisors
Stic Us Management 228 Hamilton Avenue Palo Alto, CA 94301-2583 (650) 330-7350 Gang Lim (Manager) Categories: Venture Capital Firms
Takeda Research Investment Inc 435 Tasso Street Suite 300 Palo Alto, CA 94301-1546 (650) 328-2900 Koichi Kato (President) Categories: Investment Management Services
Teachadis 460 South California Avenue Palo Alto, CA 94306-1622 (650) 485-2572 Categories: Venture Capital Firms
Technofyn 2600 El Camino Real Suite 302 Palo Alto, CA 94306-1720 (650) 496-2258 Gonzales Sildeira (Manager) Categories: Investment Management Services
Technology Crossover Ventures 528 Ramona Street Palo Alto, CA 94301-1709 (650) 614-8200 Sue Curley (Sales Executive) Categories: Security Brokers & Dealers, Venture Capital Firms
Tregaron Capital 300 Hamilton Avenue Suite 400 Palo Alto, CA 94301-2581 (650) 391-9800 Categories: Venture Capital Firms
Ubs Financial Services 775 Page Mill Road Palo Alto, CA 94304-1003 (650) 565-8522 +view more (650) 496-7400 (Primary Phone) Sandy Ronan Products: Bonds, Futures, International Securities, Iras, Loans, Mutual Funds, Stocks,… Services: Asset Management, Banking, Brokerage Services, Business Banking, Business Loans,… Categories: Financial Services, Security Brokers & Dealers
Ulu Ventures 600 Hansen Way Palo Alto, CA 94304-1024 (650) 843-0836 Categories: Security Brokers & Dealers
Vanguard Venture Partners 525 University Avenue Palo Alto, CA 94301-1903 (650) 321-2900 +view more (650) 321-2902 (Fax) Jack Gill (Owner) Categories: Investment Management Services
Venrock 3340 Hillview Avenue Palo Alto, CA 94304-1276 (650) 475-3700 +view more (650) 561-9180 (Fax) (650) 561-9580 (Primary Phone) Anthony Sun (Owner) Categories: Venture Capital Firms
Venture Growth Associates 2479 East Bayshore Road Suite 710 Palo Alto, CA 94303-3207 (650) 855-9100 Categories: Investment Services & Advisors
Ventures Pejman Mar 320 High Street Palo Alto, CA 94301-1042 (650) 272-6466 Categories: Investment Management Services
Vista Wealth Management Llc 306 Cambridge Avenue Palo Alto, CA 94306-1505 (650) 331-7530 Categories: Financial Management & Consulting
Vulcan Capital 435 Tasso Street Palo Alto, CA 94301-1552 (650) 329-5920 Categories: Venture Capital Firms
Vulcan Inc 435 Tasso Street Palo Alto, CA 94301-1552 (650) 329-5948 Categories: Venture Capital Firms, Manufacturing
Wealth Architects 250 Cambridge Avenue Suite 201 Palo Alto, CA 94306-1555 (650) 325-9044 Categories: Investment Management Services
Wealthfront Inc 203 Forest Avenue Palo Alto, CA 94301-2511 (650) 752-6571 Categories: Investment Management Services
Wells Fargo Investments Llc & Wells Fargo Private Client Service 301 University Avenue Suite 400 Palo Alto, CA 94301-1728 (650) 752-0400 Michael Cole (Manager) Products: Educational Loans, Equity Loans, Individual Policies, Lines Of Credit, Mortgages,… Services: Auto Insurance, Bill Consolidation, Credit Cards, Debt Consolidation, Financial… Categories: Banks, Security Brokers & Dealers
Wellspring Capital Management 2600 El Camino Real Suite 316 Palo Alto, CA 94306-1708 (650) 857-0275 Categories: Investment Management Services
Whelan Capital Management Palo Alto, CA 94301 (650) 833-7880 Categories: Investment Services & Advisors

412 Olive Avenue Llc

412 Olive Avenue
Palo Alto, CA 94306-2225

(650) 752-6229

Categories: Security Brokers & Dealers

Accel Management Co.

428 University Avenue
Palo Alto, CA 94301-1812

(650) 614-4800

Categories: Investment Management Services

Accel Partners

428 University Avenue
Palo Alto, CA 94301-1812

(650) 614-4800

Bud Colligan (Partner)

Services: Checking

Categories: Investment Management Services

Alloy Ventures

400 Hamilton Avenue Suite 400
Palo Alto, CA 94301-1834

(650) 687-5000 +view more

Craig Taylor (President)

Categories: Venture Capital Firms

Altamont Capital Management Llc

400 Hamilton Avenue Suite 230
Palo Alto, CA 94301-1834

(650) 681-3800

Categories: Financial Planning Consultants

Arma Partners

3000 El Camino Real Suite 4-100
Palo Alto, CA 94306-2108

(650) 213-8910

Categories: Investment Services & Advisors

Asset Management Co.

2100 Geng Road
Palo Alto, CA 94303-3343

(650) 494-7400 +view more

Franklin Johnson (Partner)

Products: Iras, Individual Retirement Account

Services: Business Services

Categories: Investment Services & Advisors

Bain Capital

Palo Alto, CA 94301

(650) 853-1560

Categories: Security Brokers & Dealers

Beck Investment Management Llc

345 Hamilton Avenue
Palo Alto, CA 94301-2544

(650) 328-7900

Leslie Beck

Categories: Investment Services & Advisors

Bertram Capital

1117 South California Avenue
Palo Alto, CA 94304-1106

(650) 543-9300 +view more

Craig Ryan (Vice President)

Categories: Venture Capital Firms

Better Planet Investments

210 Portage Avenue
Palo Alto, CA 94306-2242

(650) 251-9067

Categories: Security Brokers & Dealers

Big Wave Investors Llc

1430 Harker Avenue
Palo Alto, CA 94301-3426

(650) 838-0505

Categories: Security Brokers & Dealers

Bodri Capital Management Inc.

290 Lowell Avenue
Palo Alto, CA 94301-3723

(650) 326-8866

John Debs (Manager)

Categories: Investment Services & Advisors

Branson Frank A Inc.

200 Homer Avenue
Palo Alto, CA 94301-2722

(650) 323-1400

Frank Branson (Owner)

Categories: Investment Management Services

Buckingham Asset Management

2445 Faber Place
Palo Alto, CA 94303-3346

(650) 752-6931

Categories: Investment Services & Advisors

Capital Asset Management Co

2555 Park Boulevard
Palo Alto, CA 94306-1924

(415) 267-4838

Categories: Investment Services & Advisors

Cir Ventures

505 Hamilton Avenue
Palo Alto, CA 94301-2013

(650) 325-6699

Giacomo Marini (Owner)

Categories: Venture Capital Firms

Cm Capital

525 University Avenue Suite 200
Palo Alto, CA 94301-1916

(650) 323-2204

Categories: Investment Services & Advisors

Co -Capitol Partners

Palo Alto, CA 94301

(650) 329-6884

Categories: Investment Management Services

Cote Capital Llc

251 Lytton Avenue
Palo Alto, CA 94301-1476

(650) 321-4443

Categories: Security Brokers & Dealers

Crescendo Venture

600 Hansen Way
Palo Alto, CA 94304-1024

(650) 470-1200

Wayne Cantwell (Owner)

Categories: Investment Management Services

Curt Weil Cfp

624 University Avenue
Palo Alto, CA 94301-2019

(650) 561-3710

Curt Weil (Cfp)

Categories: Financial Planning Consultants

Dag Ventures Llc

251 Lytton Avenue
Palo Alto, CA 94301-1476

(650) 543-8180

Categories: Venture Capital Firms

Dakota Capital

Palo Alto, CA 94301

(650) 233-0808

Categories: Venture Capital Firms

Doll Capital Management

3180 Porter Drive
Palo Alto, CA 94304-1212

(650) 233-1400 +view more

Peter Moran (Principal)

Categories: Investment Services & Advisors

Dow Jones - Dow Jones News Service Repair

Palo Alto, CA 94301

(800) 556-0101

Categories: Printing Services & Publishing Services, Investment Services & Advisors

East Gate Private Equity Partners Llc

1000 Elwell Court Suite 203
Palo Alto, CA 94303-4335

(650) 325-5072

Categories: Asset Management

Edward Jones - Financial Advisor: Barbara H Ostby

MAKING SENSE OF INVESTING

165 University Avenue
Palo Alto, CA 94301-1635

(650) 324-3363

Products: Palo Alto Financial Advisor Investment Management Funds Investment Stock &…

Services: Stocks & Bonds Investment Managers Advisors

Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Mandy Andrei

MAKING SENSE OF INVESTING

2778 Middlefield Road
Palo Alto, CA 94306-2519

(650) 321-8586

Products: Palo Alto Financial Advisor Investment Management Funds Investment Stock &…

Services: Stocks & Bonds Investment Managers Advisors

Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Elevation Partners

4170 Old Adobe Road
Palo Alto, CA 94306-3723

(650) 209-5629

Categories: Security Brokers & Dealers

Fidelity Investments

251 University Avenue
Palo Alto, CA 94301-1714

(650) 321-9022 +view more

John Klobe (Manager)

Products: Annuities, Mutual Funds

Services: Brokerage Services

Categories: Investment Management Services, Security Brokers & Dealers

Fifth Set Capital

261 Hamilton Avenue Suite 401
Palo Alto, CA 94301-2536

(650) 272-6103

Categories: Investment Management Services

Financial Independence

1860 Embarcadero Road Suite 175
Palo Alto, CA 94303-3349

(408) 988-8200 +view more

Marit Macdonald (Owner)

Categories: Financial Planning Consultants

Firelake Capital

575 High Street Suite 330
Palo Alto, CA 94301-1648

(650) 321-0880

Martin Lagod (Owner)

Categories: Investment Management Services

General Atlantic Partners

228 Hamilton Avenue Floor 2
Palo Alto, CA 94301-2583

(650) 251-7800 +view more

Kelly Braden (Manager)

Categories: Asset Management

Gregory J Wimmer

300 Hamilton Avenue
Palo Alto, CA 94301-2573

(650) 752-6218

Gregory Wimmer

Categories: Investment Management Services

Gw & Wade Llc

540 Cowper Street Suite 100
Palo Alto, CA 94301-1806

(650) 618-6316

Categories: Investment Management Services

Hercules Technology Growth Capital Hercules Technology Growth Ca

400 Hamilton Avenue Suite 310
Palo Alto, CA 94301-1805

(650) 325-2846

Categories: Venture Capital Firms

Ivy Financial Planning & Associates

505 Hamilton Avenue Suite 300
Palo Alto, CA 94301-2009

(650) 328-3800

Megan Edwards (Manager)

Categories: Financial Planning Consultants

Ivy Financial Planning & Associates Llc

575 High Street Suite 350
Palo Alto, CA 94301-1648

(650) 328-3800

Categories: Financial Planning Consultants

J.P. Morgan Private Bank

310 University Avenue Floor 3
Palo Alto, CA 94301-1744

(650) 853-3208

Categories: Banks, Financial Services, Asset Management, Financial Advisory Services

Kelmoore Investment Company

2471 East Bayshore Road
Palo Alto, CA 94303-3229

(650) 354-8170

Ralph Kelmon (Chairman Of The Board)

Products: Bonds, Stocks, Equities, Fixed Income Securities

Services: Brokerage Services

Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Kenson Ventures Llc

400 Hamilton Avenue Suite 410
Palo Alto, CA 94301-1834

(650) 330-0322 +view more

Joseph Huang (Vp)

Categories: Venture Capital Firms

Lasecke Weil Captial Mana

1900 Embarcadero Road
Palo Alto, CA 94303-3327

(650) 323-3700

Categories: Financial Planning Consultants

Laura Jason

220 South California Avenue
Palo Alto, CA 94306-1641

(650) 561-4942

Jason Laura

Categories: Financial Planning Consultants

Lemoine Austin Capital Management

1020 Guinda Street
Palo Alto, CA 94301-3320

(650) 324-8419

Austin Lemoine (Owner)

Categories: Investment Management Services

Magic Venture Capital

335 Lowell Avenue
Palo Alto, CA 94301-3812

(650) 327-7719

Ronald Dieck (Owner)

Categories: Investment Management Services

Masterpower Investment

2305 El Camino Real
Palo Alto, CA 94306-1620

(650) 326-1628

Categories: Security Brokers & Dealers

Mayfield Advisors Inc.

550 North California Avenue
Palo Alto, CA 94301-4111

(650) 856-6600

Bert Torres (Owner)

Services: Trust Planning, Wealth Management, Trust Management, Trust Services, Wealth…

Categories: Investment Services & Advisors

Menlo Equities

490 South California Avenue Floor 4
Palo Alto, CA 94306-1989

(650) 326-9300 +view more

Trey Andamo

Categories: Loans Personal, Investment Services & Advisors

Mercury Capitol

3260 Hillview Avenue
Palo Alto, CA 94304-1220

(650) 800-7700

Categories: Venture Capital Firms

Meritech Capital

245 Lytton Avenue Suite 350
Palo Alto, CA 94301-1467

(650) 475-2200

Categories: Asset Management

Merrill Lynch

3075 Hansen Way
Palo Alto, CA 94304-1025

(650) 842-2440 +view more

Merrill Lynch (Owner)

Products: Bonds, Commodities, Defined Benefit, Government Securities, International Securities,…

Services: Banking, Brokerage Services, Estate Planning, Investment Planning, Tax Planning,…

Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Moneypenny Gerry

2600 El Camino Real
Palo Alto, CA 94306-1705

(650) 857-0277

Gerry Moneypenny

Categories: Financial Planning Consultants

Morgan Stanley

1001 Page Mill Road Suite 101
Palo Alto, CA 94304-1007

(650) 493-5300 +view more

Dave Nee (President)

Categories: Financial Planning Consultants, Security Brokers & Dealers

Nelson Capital Management Inc.

1860 Embarcadero Road Suite 140
Palo Alto, CA 94303-3320

(650) 812-7412

Categories: Investment Services & Advisors

Nightingale Financial Advisory

2600 El Camino Real
Palo Alto, CA 94306-1705

(650) 843-0760

Jerry Nightingale (President)

Categories: Financial Planning Consultants, Investment Management Services

Norwest Venture Partners

525 University Avenue Suite 800
Palo Alto, CA 94301-1922

(650) 321-8000

Paul Keel

Categories: Asset Management

Olympus Capital Partners

Palo Alto, CA 94301

(650) 233-7100

Categories: Financial Planning Consultants

Opes Advisors

555 College Avenue
Palo Alto, CA 94306-1433

(650) 319-1600 +view more

Susan Mchan (President)

Categories: Investment Services & Advisors

Opes Advisors Inc.

555 College Avenue
Palo Alto, CA 94306-1433

(650) 493-1422 +view more

Categories: Investment Services & Advisors

Orix Venture Finance

228 Hamilton Avenue
Palo Alto, CA 94301-2583

(650) 798-5130

Products: Equity Loans, Operating Loans, Cash-Out Loans, Equity Lines

Services: Debt Consolidation, Estates, Insurance, Investments, Lines Of Credit, Transaction…

Categories: Venture Capital Firms

Otter Capital

755 Page Mill Road
Palo Alto, CA 94304-1018

(650) 493-5263

Categories: Financial Planning Consultants

Pac -Link Management

1400 Page Mill Road
Palo Alto, CA 94304-1124

(650) 857-0686 +view more

Ming Hsu (President)

Categories: Investment Management Services

Palo Alto Investors

470 University Avenue
Palo Alto, CA 94301-1812

(650) 325-0772

Karen Trailer (Executive Assistant)

Services: Commissions

Categories: Security Brokers & Dealers

Petersen Flynn & Dinsmore Inc.

200 Homer Avenue
Palo Alto, CA 94301-2799

(650) 566-9650

Bradford Dinsmore (Owner)

Categories: Investment Services & Advisors

Pitango Venture Us 2004 Llc

540 Cowper Street
Palo Alto, CA 94301-1806

(650) 322-2201

Categories: Security Brokers & Dealers

Prospect Venture Partners

435 Tasso Street Suite 210
Palo Alto, CA 94301-1553

(650) 327-8800 +view more

Donald Hayden

Categories: Asset Management

Quest Venture Partners

540 Cowper Street
Palo Alto, CA 94301-1806

(650) 485-2662

Categories: Security Brokers & Dealers

Qvt Financial Lp

530 Lytton Avenue
Palo Alto, CA 94301-1556

(650) 391-9647

Categories: Security Brokers & Dealers

Rho Capital Partners

525 University Avenue Suite 1350
Palo Alto, CA 94301-1934

(650) 463-0300

Neetesh Kumar (Owner)

Categories: Venture Capital Firms

Ridgewood Capital

540 Cowper Street Suite 201
Palo Alto, CA 94301-1806

(650) 614-0196 +view more

Elton Sherwin (Owner)

Products: Stocks, Equities

Categories: Security Brokers & Dealers

Saama Capital

3786 Grove Avenue
Palo Alto, CA 94303-4536

(650) 813-1395

Categories: Venture Capital Firms

San Francisco Bay Area Agency Llc

2483 East Bayshore Road
Palo Alto, CA 94303-3231

(650) 494-4099 +view more

Categories: Financial Planning Consultants

Sand Hill Advisors

245 Lytton Avenue Suite 300
Palo Alto, CA 94301-1466

(650) 854-9150 +view more

Gary Conway (Chairman)

Categories: Business Services, Investment Services & Advisors

Spector And Associates Llp

306 Cambridge Avenue
Palo Alto, CA 94306-1505

(650) 331-7530 +view more

Services: Accounting, Bookkeeping, General Ledger, Record Keeping

Categories: Investment Services & Advisors

Stic Us Management

228 Hamilton Avenue
Palo Alto, CA 94301-2583

(650) 330-7350

Gang Lim (Manager)

Categories: Venture Capital Firms

Takeda Research Investment Inc

435 Tasso Street Suite 300
Palo Alto, CA 94301-1546

(650) 328-2900

Koichi Kato (President)

Categories: Investment Management Services

Teachadis

460 South California Avenue
Palo Alto, CA 94306-1622

(650) 485-2572

Categories: Venture Capital Firms

Technofyn

2600 El Camino Real Suite 302
Palo Alto, CA 94306-1720

(650) 496-2258

Gonzales Sildeira (Manager)

Categories: Investment Management Services

Technology Crossover Ventures

528 Ramona Street
Palo Alto, CA 94301-1709

(650) 614-8200

Sue Curley (Sales Executive)

Categories: Security Brokers & Dealers, Venture Capital Firms

Tregaron Capital

300 Hamilton Avenue Suite 400
Palo Alto, CA 94301-2581

(650) 391-9800

Categories: Venture Capital Firms

Ubs Financial Services

775 Page Mill Road
Palo Alto, CA 94304-1003

(650) 565-8522 +view more

Sandy Ronan

Products: Bonds, Futures, International Securities, Iras, Loans, Mutual Funds, Stocks,…

Services: Asset Management, Banking, Brokerage Services, Business Banking, Business Loans,…

Categories: Financial Services, Security Brokers & Dealers

Ulu Ventures

600 Hansen Way
Palo Alto, CA 94304-1024

(650) 843-0836

Categories: Security Brokers & Dealers

Vanguard Venture Partners

525 University Avenue
Palo Alto, CA 94301-1903

(650) 321-2900 +view more

Jack Gill (Owner)

Categories: Investment Management Services

Venrock

3340 Hillview Avenue
Palo Alto, CA 94304-1276

(650) 475-3700 +view more

Anthony Sun (Owner)

Categories: Venture Capital Firms

Venture Growth Associates

2479 East Bayshore Road Suite 710
Palo Alto, CA 94303-3207

(650) 855-9100

Categories: Investment Services & Advisors

Ventures Pejman Mar

320 High Street
Palo Alto, CA 94301-1042

(650) 272-6466

Categories: Investment Management Services

Vista Wealth Management Llc

306 Cambridge Avenue
Palo Alto, CA 94306-1505

(650) 331-7530

Categories: Financial Management & Consulting

Vulcan Capital

435 Tasso Street
Palo Alto, CA 94301-1552

(650) 329-5920

Categories: Venture Capital Firms

Vulcan Inc

435 Tasso Street
Palo Alto, CA 94301-1552

(650) 329-5948

Categories: Venture Capital Firms, Manufacturing

Wealth Architects

250 Cambridge Avenue Suite 201
Palo Alto, CA 94306-1555

(650) 325-9044

Categories: Investment Management Services

Wealthfront Inc

203 Forest Avenue
Palo Alto, CA 94301-2511

(650) 752-6571

Categories: Investment Management Services

Wells Fargo Investments Llc & Wells Fargo Private Client Service

301 University Avenue Suite 400
Palo Alto, CA 94301-1728

(650) 752-0400

Michael Cole (Manager)

Products: Educational Loans, Equity Loans, Individual Policies, Lines Of Credit, Mortgages,…

Services: Auto Insurance, Bill Consolidation, Credit Cards, Debt Consolidation, Financial…

Categories: Banks, Security Brokers & Dealers

Wellspring Capital Management

2600 El Camino Real Suite 316
Palo Alto, CA 94306-1708

(650) 857-0275

Categories: Investment Management Services

Whelan Capital Management

Palo Alto, CA 94301

(650) 833-7880

Categories: Investment Services & Advisors

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Palo Alto, CA

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Palo Alto Investment Services & Advisors

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