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SAND HILL GLOBAL ADVISORS, LLC

PALO ALTO, CA · CRD 111295 · IAPD ↗ · 650-854-9150

$4.39BRegulatory AUM
16Advisory reps
33Employees
0Clients
More than 500Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — SAND HILL GLOBAL ADVISORS, LLC reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
49
April 2025 — SAND HILL GLOBAL ADVISORS, LLC notice-filed in FL, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
April 2024 — SAND HILL GLOBAL ADVISORS, LLC notice-filed in ME, NC, NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.