Best Financial Advisors in MENLO PARK, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in MENLO PARK
Page 1 of 3 · 54 firms
CROSSLINK CAPITAL, INC.
MENLO PARK, CA · Since 2000
ALAN BILLER AND ASSOCIATES
MENLO PARK, CA · Since 1995
CROSSPOINT CAPITAL PARTNERS, LP
MENLO PARK, CA · Since 2020
TRIPLEPOINT ADVISERS LLC
MENLO PARK, CA · Since 2014
HAUN VENTURES MANAGEMENT LP
MENLO PARK, CA · Since 2023
TIEMANN INVESTMENT ADVISORS, LLC
MENLO PARK, CA · Since 2005
PERMIRA CREDIT LLC
MENLO PARK, CA · Since 2024
STRUCTURAL CAPITAL MANAGEMENT COMPANY II, LP
MENLO PARK, CA · Since 2020
HIGHBAR PARTNERS
MENLO PARK, CA · Since 2020
DAI ADVISORS
MENLO PARK, CA · Since 2020
RED IRON GROUP MANAGEMENT, LLC
MENLO PARK, CA · Since 2022
SILVER LAKE TECHNOLOGY MANAGEMENT, LLC
MENLO PARK, CA · Since 2012
BGV VC MANAGEMENT LLC
MENLO PARK, CA · Since 2026
MEZZI
MENLO PARK, CA · Since 2025
ROBINHOOD VENTURES
MENLO PARK, CA · Since 2026
STAMOS CAPITAL PARTNERS, L.P.
MENLO PARK, CA · Since 2005
ACCEL-KKR
MENLO PARK, CA · Since 2012
RIVERWOOD CAPITAL MANAGEMENT L.P.
MENLO PARK, CA · Since 2012
ALTIMETER CAPITAL MANAGEMENT, LP
MENLO PARK, CA · Since 2012
TCV
MENLO PARK, CA · Since 2012
ANDREESSEN HOROWITZ
MENLO PARK, CA · Since 2019
LONGITUDE CAPITAL MANAGEMENT CO., LLC
MENLO PARK, CA · Since 2014
MENLO EQUITIES
MENLO PARK, CA · Since 2012
SB INVESTMENT ADVISERS (US) INC.
MENLO PARK, CA · Since 2017
AJAX HEALTH MANAGEMENT COMPANY, LLC
MENLO PARK, CA · Since 2026
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in MENLO PARK?
The median advisory fee in MENLO PARK, CA is 0.95% of assets under management per year, based on Form ADV filings from 54 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.