Palo Alto, CA Investment Advisory Service

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YP - The Real Yellow PagesSM - helps you find the right local businesses to meet your specific needs. Search results are sorted by a combination of factors to give you a set of choices in response to your search criteria. These factors are similar to those you might use to determine which business to select from a local Yellow Pages directory, including proximity to where you are searching, expertise in the specific services or products you need, and comprehensive business information to help evaluate a business's suitability for you. “Preferred” listings, or those with featured website buttons, indicate YP advertisers who directly provide information about their businesses to help consumers make more informed buying decisions. YP advertisers receive higher placement in the default ordering of search results and may appear in sponsored listings on the top, side, or bottom of the search results page.

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4. La Honda Advisors

855 El Camino Real Ste 316Palo Alto, CA 94301

(415) 350-1589
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Arno Ventures LLC

5. Arno Ventures LLC

25 Olmsted RdStanford, CA 94305

(510) 456-0604

From Business: Arno Ventures, an investment advisory firm with offices in the Silicon Valley and Beijing, advises Chinese companies and investors on their equity investment in t…

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Menlo Advisors

6. Menlo Advisors

525 Middlefield RdMenlo Park, CA 94025

(650) 688-0300

From Business: Menlo Advisors LLC is an independent Registered Investment Adviser providing fee-only separate account management for individuals and families. Our independence f…

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7. Mayfield Advisors Inc

550 N California AvePalo Alto, CA 94301

(650) 856-6600
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Highland Capital Partners

8. Highland Capital Partners

537 Hamilton AvePalo Alto, CA 94301

(650) 687-3800
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9. Tortuga Wealth Management

635 Bryant StPalo Alto, CA 94301

(650) 323-2271
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10. Christopher D Croft Inc

513 Jackson DrPalo Alto, CA 94303

(650) 326-9160
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11. Meritech Capital Partners

285 Hamilton AvePalo Alto, CA 94301

(650) 475-2200
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12. Investools.com

658 High StPalo Alto, CA 94301

(650) 322-4183
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13. Advanced Technology Ventures

485 Ramona StPalo Alto, CA 94301

(650) 321-8601
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Nelson Roberts Investment Advisors

14. Nelson Roberts Investment Advisors

1950 University Ave Ste 202East Palo Alto, CA 94303

(650) 322-4000
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15. Sand Hill Advisors

245 Lytton Ave Ste 300Palo Alto, CA 94301

(650) 854-9150
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16. Mayfield Advisors Inc

550 S California AvePalo Alto, CA 94306

(650) 856-6600
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17. Venture Growth Associates

2479 E Bayshore Rd Ste 710Palo Alto, CA 94303

(650) 855-9100
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18. Instream Partners

545 Middlefield Rd Ste 150Menlo Park, CA 94025

(415) 217-6400
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19. Ulu Ventures

Palo Alto, CA 94301

(650) 843-0836
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20. U.S. Trust

3075B Hansen WayPalo Alto, CA 94304

(650) 849-2220

From Business: You can benefit from a wide range of services designed to meet your specific needs, regardless of complexity or size. Because of the broad range of capabilities o…

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21. Teknos Associates

350 Cambridge Ave Ste 300Palo Alto, CA 94306

(650) 330-8800

From Business: A financial valuation firm specializing in providing valuations for issuing stock options, post-acquisition accounting, valuing the parties to a merger, or report…

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GW&Wade

22. GW&Wade

540 Cowper StPalo Alto, CA 94301

(650) 618-6388

From Business: GW & Wade is an industry-leading financial adviser, focusing on clients who require holistic investment planning, unencumbered by proprietary financial products.

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23. TIAA Financial Services

535 Cowper St Suite 200Palo Alto, CA 94301

(650) 289-4800

From Business: At TIAA, our mission is clear: to help provide lifelong financial well-being for those we serve. Whether we’re helping clients plan retirement, save for college o…

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Accel Partners

24. Accel Partners

428 University AvePalo Alto, CA 94301

(650) 614-4800

From Business: For more than 25 years, Accel Partners has been serving customers as a global venture capital firm. It supports entrepreneurs in building top-notch companies. The…

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25. Technology Crossover Ventures

528 Ramona StPalo Alto, CA 94301

(650) 614-8200

From Business: Founded in 1995, Technology Crossover Ventures (TCV) is one of the leading private equity and venture capital firms in California. The firm serves as a provider o…

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26. Morgan Stanley

245 Lytton Ave Ste 200Palo Alto, CA 94301

(650) 328-8080

From Business: We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manag…

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27. UBS Financial Services Inc.

775 Page Mill RdPalo Alto, CA 94304

(650) 496-7400

From Business: UBS Financial Services is a registered broker and dealer that provides wealth management solutions in the United States. It offers securities, trading, brokerage …

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Morgan Stanley Wealth Management

28. Morgan Stanley Wealth Management

1001 Page Mill RdPalo Alto, CA 94304

(650) 493-5300

From Business: Morgan Stanley Smith Barney LLC is one of the leading financial services firm in the United States. Based in Palo Alto, Calif., it offers a range of services in t…

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Pac-Link Management

29. Pac-Link Management

1400 Page Mill RdPalo Alto, CA 94304

(650) 857-0686

From Business: Our partners have helped the growth of over 160 companies including TSMC, Elite Group, Nvidia, Ciena, Radia, Novellus, Advanced Fibre, MMC Networks, etc. Pac-Link…

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ICCP Venture Partners Inc

30. ICCP Venture Partners Inc

535 Middlefield Rd Ste 180Menlo Park, CA 94025

(650) 323-2800

From Business: ICCP Venture Partners Inc. operates as a global private direct investment management firm. Based in Palo Alto, Calif., the firm invests in a range of industry sec…

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