Sand Hill Global Advisors, LLC

Sand Hill Global Advisors, LLC (CRD# 111295) is a financial advisory firm headquartered in Palo Alto, CA. They manage $1,801,439,983 in 956 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,801
    MILLION
  • Total Number of Accounts
    956
    ACCOUNTS
  • Average Account Value
    $1,884,351
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, NH, NY, TX, WA

Financial Advisors at Sand Hill Global Advisors, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Elizabeth R. Cody
CRD#: 2861950
245 Lytton Avenue, Suite 300, Palo Alto, CA 94301
96
Wealthminder
score

Elizabeth Cody (CRD# 2861950) 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. Elizabeth Cody 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.

2
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 14 years of experience in the finance industry.

3
Stephen F. Peterson
CRD#: 1930500
,
96
Wealthminder
score

Stephen Peterson (CRD# 1930500) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in , and has over 29 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.

4
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.

5
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.

6
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.

7
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 9 years of experience in the finance industry.

8
Madeline L. Whyte
CRD#: 5872281
245 Lytton Avenue, Suite 300, Palo Alto, CA 94301
93
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.

9
Jeffrey L. Abadie
CRD#: 3228403
,
90
Wealthminder
score

Jeffrey Abadie (CRD# 3228403) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in , 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.

10
Brian E. Dombkowski
CRD#: 5115758
,
90
Wealthminder
score

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

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