Top Financial Advisors in Menlo Park, California
Finding the right financial advisor in Menlo Park is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Menlo Park, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Menlo Park, CA.
Find the Best Financial Advisor Firms in Menlo Park:
A16Z PERENNIAL MANAGEMENT, L.P.
CRD#: 324429
Address: 2875 Sand Hill Rd, Menlo Park, CA 94025
AUM: $ 1.8B
LYELL WEALTH MANAGEMENT LP
CRD#: 283521
Address: 3000 Sand Hill Road Building One, Suite 135, Menlo Park, CA 94025
Clients: 54
Average Clients per Advisor: 6
AUM: $ 1.3B
SAGE RHINO CAPITAL LLC
CRD#: 290148
Address: 101 Jefferson Drive, Menlo Park, CA 94025
Clients: 50
Average Clients per Advisor: 12
AUM: $ 787M
NELSON CAPITAL MANAGEMENT, LLC
CRD#: 129776
Address: 545 Middlefield Road Suite 200, Menlo Park, CA 94025
Clients: 20
Average Clients per Advisor: 2
AUM: $ 712M
OPES WEALTH MANAGEMENT, LLC
CRD#: 299704
Address: 535 Middlefield Road Suite 160, Menlo Park, CA 94025
Clients: 190
Average Clients per Advisor: 38
AUM: $ 665M
ROBERTS WEALTH ADVISORS, LLC
CRD#: 308827
Address: 1550 El Camino Real Suite 275, Menlo Park, CA 94025
Clients: 19
Average Clients per Advisor: 3
AUM: $ 385M
How We Chose the Top Financial Advisors in Menlo Park, California
To create this list of top financial advisor firms in Menlo Park, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Menlo Park has to offer.
Search Financial Advisors in Menlo Park, California
John Israel
Ashkahn Moayedi
Jason Michael Cooke
Erin Sinclair
Paul L. Donlon
Dan Lee Flores
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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