Investment Services locations near Palo Alto, CA

Showing 1–10 of 10 results

This page indexes 10 investment services listings for Palo Alto, CA, covering 3 ZIP codes. Details on this page were last refreshed Aug 2026.

Sutter Hill Ventures

📍 755 Page Mill Rd Suite A200 Ste A200, Palo Alto, CA, 94304

📞 650-493-5600

Morgan Stanley

📍 1001 Page Mill Rd Bldg 4 Ste 101 Bldg 4 Ste 101, Palo Alto, CA, 94304

📞 650-496-4200

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.

Edward Jones - Financial Advisor: Jane E Khalaf

📍 430 Sherman Ave Suite 112 Ste 112, Palo Alto, CA, 94306

📞 650-325-2096

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Morgan Stanley

📍 245 Lytton Ave Suite 200 Ste 200, Palo Alto, CA, 94301

📞 650-328-8080

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.

Edward Jones - Financial Advisor: Mandy Andrei

📍 2778 Middlefield Rd, Palo Alto, CA, 94306

📞 650-321-8586

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: Barbara H Ostby

📍 165 University Ave, Palo Alto, CA, 94301

📞 650-324-3363

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Beck Investment Management LLC

📍 345 Hamilton Ave, Palo Alto, CA, 94301

📞 650-328-7900

Takeda Research Investment Inc

📍 435 Tasso St Ste 300, Palo Alto, CA, 94301

📞 650-328-2900

Spector And Associates LLP

📍 306 Cambridge Ave, Palo Alto, CA, 94306

📞 650-331-7530

🌐 spectorcpa.com

Updated Aug 2026

Wealth Architects

📍 250 Cambridge Ave Ste 201, Palo Alto, CA, 94306

📞 650-325-9044

🌐 wealtharchitects.com

Wealth Architects is an investment management service located in Palo Alto, California. With a recent online presence, the firm is positioned to assist clients with various investment strategies and financial planning. Those in the Palo Alto area seeking investment guidance can explore the services offered by Wealth Architects.