Wealth manager, independent · Palo Alto, CA
Sand Hill Global Advisors, LLC
SEC-registered investment adviser · CRD 111295 · SEC 801-58002
At a glance
Sand Hill Global Advisors, LLC is an SEC-registered investment adviser based in Palo Alto, California, with $4.4B in regulatory assets under management as of its Form ADV filed March 30, 2026. It reports 546 individual clients, 504 of them high-net-worth, holding an average of about $6.7 million each, and 33 employees. That ranks it 258th among the nation’s 5,657 independent wealth management RIAs and 29th of 714 in California. It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab.
Main office 650-854-9150sandhillglobaladvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $4.4B
- Rank among independent wealth managers
- #258 of 5,657
- Rank among all SEC RIAs
- #2,288 of 17,210
- Rank in California
- #29 of 714
- Individual clients
- 546
- High-net-worth clients
- 504
- Accounts
- 2,153
- Discretionary
- 99% of AUM
- Employees
- 33
- Advisory staff
- 16
- Offices
- 2
Owners and executives on its Form ADV
- Anthony D. CraunChief Operating Officer
- Jeffrey L. AbadieSenior Wealth Manager
- Brian E. DombkowskiChief Executive Officer
- Sara K. CravenChief Wealth Manager
- Stephen F. PetersonSenior Wealth Manager
- Brenda A. VingielloChief Investment Officer
- Kimberleigh A. WilliamsSenior Wealth Manager
- Mark F. StrahsSenior Portfolio Manager
- Caroline A. CurtsChief Compliance Officer
- Kristin M. SunSenior Wealth Manager
- Janet L. HoffmannSenior Wealth Manager
- Elizabeth R. CodySenior Wealth Manager
Custody and brokerage
Broker-dealer
No broker-dealer ties
Sand Hill Global Advisors, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 504 | $3.6B | 83% |
| Charitable organizations | 26 | $734M | 17% |
| Individuals | 42 | $22M | <1% |
Disciplinary disclosures
Sand Hill Global Advisors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
Form ADV and brochures on the SEC’s adviser search ↗sandhillglobaladvisors.com ↗
AtlasMembers
The full record on Sand Hill Global Advisors, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 929 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 14 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in California
All of California →| Firm | Regulatory AUM | Clients |
|---|---|---|
| First Foundation AdvisorsIrvine | $5.1B | 1,053 |
| Destination Wealth ManagementWalnut Creek | $4.9B | 2,272 |
| Clifford Swan Investment CounselorsPasadena | $4.5B | 884 |
| Halbert HargroveLong Beach | $4.2B | 1,457 |
| Steelpeak Wealth, LLCLOS Angeles | $4.1B | 2,278 |
| Gerber Kawasaki Wealth & Investment ManagementSanta Monica | $4.1B | 9,425 |
Background
Questions
How much does Sand Hill Global Advisors, LLC manage?
Sand Hill Global Advisors, LLC reports $4.4B in regulatory assets under management across 2,153 accounts, 99% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
How many clients does Sand Hill Global Advisors, LLC have?
It reports 546 individual clients: 504 high-net-worth individuals and 42 other individuals. Individuals account for about 83% of its regulatory assets.
Where is Sand Hill Global Advisors, LLC headquartered?
Its main office is in Palo Alto, California. It reports 2 offices in total and 33 employees, 16 of whom perform investment advisory functions.
How does Sand Hill Global Advisors, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Sand Hill Global Advisors, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab. On Schedule D of its Form ADV filed March 30, 2026, it reports these amounts held: Fidelity ($2.6B); Charles Schwab ($1.7B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Sand Hill Global Advisors, LLC a hybrid RIA with a broker-dealer?
Sand Hill Global Advisors, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Sand Hill Global Advisors, LLC a fiduciary?
As an SEC-registered investment adviser, Sand Hill Global Advisors, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Sand Hill Global Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →