Sand Hill Global Advisors, LLC

Sand Hill Global Advisors, LLC (CRD# 111295) is a financial advisory firm headquartered in Palo Alto, CA. They manage $1,591,512,250 in 893 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,592
    MILLION
  • Total Number of Accounts
    893
    ACCOUNTS
  • Average Account Value
    $1,782,209
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MA, NY, TX, WA, WI

Financial Advisors at Sand Hill Global Advisors, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Anthony D. Craun
CRD#: 4772469
245 Lytton Avenue, Suite 300, Palo Alto, CA 94301
96
Wealthminder
score

Anthony Craun (CRD# 4772469) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in Palo Alto, CA and has over 13 years of experience in the finance industry.

2
Stephen F. Peterson
CRD#: 1930500
245 Lytton Avenue, Suite 300, Palo Alto, CA 94301
96
Wealthminder
score

Stephen Peterson (CRD# 1930500) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in Palo Alto, CA and has over 28 years of experience in the finance industry. Stephen Peterson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Sara K. Craven
CRD#: 3199175
245 Lytton Avenue, Suite 300, Palo Alto, CA 94301
93
Wealthminder
score

Sara Craven (CRD# 3199175) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in Palo Alto, CA and has over 18 years of experience in the finance industry.

4
Jane E. Creighton
CRD#: 1275621
245 Lytton Avenue, Suite 300, Palo Alto, CA 94301
93
Wealthminder
score

Jane Creighton (CRD# 1275621) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in Palo Alto, CA and has over 28 years of experience in the finance industry.

5
Kristin M. Sun
CRD#: 4836270
245 Lytton Avenue, Suite 300, Palo Alto, CA 94301
93
Wealthminder
score

Kristin Sun (CRD# 4836270) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in Palo Alto, CA and has over 13 years of experience in the finance industry.

6
Caroline A. Wang
CRD#: 5567150
245 Lytton Avenue, Suite 300, Palo Alto, CA 94301
93
Wealthminder
score

Caroline Wang (CRD# 5567150) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in Palo Alto, CA and has over 8 years of experience in the finance industry.

7
Jeffrey L. Abadie
CRD#: 3228403
245 Lytton Avenue, Suite 300, Palo Alto, CA 94301
90
Wealthminder
score

Jeffrey Abadie (CRD# 3228403) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in Palo Alto, CA and has 1 year of experience in the finance industry. Jeffrey Abadie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Brian E. Dombkowski
CRD#: 5115758
245 Lytton Avenue, Suite 300, Palo Alto, CA 94301
90
Wealthminder
score

Brian Dombkowski (CRD# 5115758) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in Palo Alto, CA and has 1 year of experience in the finance industry.

9
Madeline L. Whyte
CRD#: 5872281
245 Lytton Avenue, Suite 300, Palo Alto, CA 94301
90
Wealthminder
score

Madeline Whyte (CRD# 5872281) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in Palo Alto, CA and has over 5 years of experience in the finance industry.

10
Kimberleigh A. Williams
CRD#: 5694310
245 Lytton Avenue, Suite 300, Palo Alto, CA 94301
90
Wealthminder
score

Kimberleigh Williams (CRD# 5694310) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in Palo Alto, CA and has 1 year of experience in the finance industry. Kimberleigh Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.