AdvisorRanked

Best Financial Advisors in MENLO PARK, California

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

54
Registered Firms
0.95%
Median Fee
of assets/year
$1.6B
Median AUM
54
Firms Listed
in our database

Top-Ranked Advisors in MENLO PARK

#1
100

ALAN BILLER AND ASSOCIATES

MENLO PARK, CA · Since 1995

$65.1B AUM24 clientsFee: 0%
FiduciaryFee-Only
#2
100

CROSSLINK CAPITAL, INC.

MENLO PARK, CA · Since 2000

$3.9B AUM17 clientsFee: 0%
FiduciaryFee-Only
#3
100

TIEMANN INVESTMENT ADVISORS, LLC

MENLO PARK, CA · Since 2005

$341M AUM1 clientsFee: 0%
FiduciaryFee-Only
#4
100

HIGHBAR PARTNERS

MENLO PARK, CA · Since 2020

$115M AUM2 clientsFee: 0%
FiduciaryFee-Only
#5
100

STRUCTURAL CAPITAL MANAGEMENT COMPANY II, LP

MENLO PARK, CA · Since 2020

$496M AUM8 clientsFee: 0%
FiduciaryFee-Only
#6
100

BGV VC MANAGEMENT LLC

MENLO PARK, CA · Since 2026

$433M AUM5 clientsFee: 0%
FiduciaryFee-Only
#7
100

DAI ADVISORS

MENLO PARK, CA · Since 2020

$330M AUM1 clientsFee: 0%
FiduciaryFee-Only
#8
100

CROSSPOINT CAPITAL PARTNERS, LP

MENLO PARK, CA · Since 2020

$8.7B AUM21 clientsFee: 0%
FiduciaryFee-Only
#9
100

RED IRON GROUP MANAGEMENT, LLC

MENLO PARK, CA · Since 2022

$462M AUM9 clientsFee: 0%
FiduciaryFee-Only
#10
100

HAUN VENTURES MANAGEMENT LP

MENLO PARK, CA · Since 2023

$2.5B AUM5 clientsFee: 0%
FiduciaryFee-Only
#11
100

MEZZI

MENLO PARK, CA · Since 2025

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#12
100

ROBINHOOD VENTURES

MENLO PARK, CA · Since 2026

$655M AUM8 clientsFee: 0%
FiduciaryFee-Only
#13
100

PERMIRA CREDIT LLC

MENLO PARK, CA · Since 2024

$1.3B AUM22 clientsFee: 0%
FiduciaryFee-Only
#14
100

AJAX HEALTH MANAGEMENT COMPANY, LLC

MENLO PARK, CA · Since 2026

$0 AUM13 clientsFee: 0%
FiduciaryFee-Only
#15
100

TRIPLEPOINT ADVISERS LLC

MENLO PARK, CA · Since 2014

$1.3B AUM22 clientsFee: 0%
FiduciaryFee-Only
#16
95

GLYNN CAPITAL MANAGEMENT, LLC

MENLO PARK, CA · Since 1992

$1.5B AUM11 clientsFee: 0%
FiduciaryFee-Only
#17
95

CLEARPATH CAPITAL PARTNERS LLC

MENLO PARK, CA · Since 2013

$161M AUM3 clientsFee: 0%
FiduciaryFee-Only
#18
95

MENLO ADVISORS LLC

MENLO PARK, CA · Since 2002

$370M AUM1 clientsFee: 0%
FiduciaryFee-Only
#19
95

NELSON CAPITAL MANAGEMENT, LLC

MENLO PARK, CA · Since 2004

$811M AUM7 clientsFee: 0%
FiduciaryFee-Only
#20
95

STAMOS CAPITAL PARTNERS, L.P.

MENLO PARK, CA · Since 2005

$7.6B AUM17 clientsFee: 0%
FiduciaryFee-Only
#21
95

ACCEL-KKR

MENLO PARK, CA · Since 2012

$23.8B AUM79 clientsFee: 0%
FiduciaryFee-Only
#22
95

MAKENA CAPITAL MANAGEMENT, LLC

MENLO PARK, CA · Since 2012

$24.3B AUM30 clientsFee: 0%
FiduciaryFee-Only
#23
95

SEQUOIA CAPITAL OPERATIONS, LLC

MENLO PARK, CA · Since 2022

$82.2B AUM32 clientsFee: 0%
FiduciaryFee-Only
#24
95

SOLSTEIN CAPITAL, LLC

MENLO PARK, CA · Since 2018

$802M AUM3 clientsFee: 0%
FiduciaryFee-Only
#25
95

RIVERWOOD CAPITAL MANAGEMENT L.P.

MENLO PARK, CA · Since 2012

$6.2B AUM28 clientsFee: 0%
FiduciaryFee-Only
#26
95

ALTIMETER CAPITAL MANAGEMENT, LP

MENLO PARK, CA · Since 2012

$18.8B AUM13 clientsFee: 0%
FiduciaryFee-Only
#27
95

LIGHTSPEED VENTURE PARTNERS

MENLO PARK, CA · Since 2025

$50.0B AUM125 clientsFee: 0%
FiduciaryFee-Only
#28
95

SOFINNOVA INVESTMENTS, INC.

MENLO PARK, CA · Since 2017

$5.4B AUM20 clientsFee: 0%
FiduciaryFee-Only
#29
95

TCV

MENLO PARK, CA · Since 2012

$22.5B AUM44 clientsFee: 0%
FiduciaryFee-Only
#30
95

ANDREESSEN HOROWITZ

MENLO PARK, CA · Since 2019

$106.5B AUM88 clientsFee: 0%
FiduciaryFee-Only
#31
95

SYMPHONY TECHNOLOGY GROUP, LLC

MENLO PARK, CA · Since 2012

$307M AUM88 clientsFee: 0%
FiduciaryFee-Only
#32
95

NEW ENTERPRISE ASSOCIATES

MENLO PARK, CA · Since 2023

$35.6B AUM51 clientsFee: 0%
FiduciaryFee-Only
#33
95

SILVER LAKE TECHNOLOGY MANAGEMENT, LLC

MENLO PARK, CA · Since 2012

$117.7B AUM119 clientsFee: 0%
FiduciaryFee-Only
#34
95

LONGITUDE CAPITAL MANAGEMENT CO., LLC

MENLO PARK, CA · Since 2014

$2.4B AUM17 clientsFee: 0%
FiduciaryFee-Only
#35
95

MENLO EQUITIES

MENLO PARK, CA · Since 2012

$4.7B AUM16 clientsFee: 0%
FiduciaryFee-Only
#36
95

LYELL WEALTH MANAGEMENT LP

MENLO PARK, CA · Since 2016

$1.6B AUM9 clientsFee: 0%
FiduciaryFee-Only
#37
95

SB INVESTMENT ADVISERS (US) INC.

MENLO PARK, CA · Since 2017

$60.9B AUM111 clientsFee: 0%
FiduciaryFee-Only
#38
95

SAGE RHINO CAPITAL LLC

MENLO PARK, CA · Since 2017

$884M AUM4 clientsFee: 0%
FiduciaryFee-Only
#39
95

STG PARTNERS, LLC

MENLO PARK, CA · Since 2017

$13.4B AUM87 clientsFee: 0%
FiduciaryFee-Only
#40
95

DC GLOBAL VENTURES

MENLO PARK, CA · Since 2020

$2.7B AUM13 clientsFee: 0%
FiduciaryFee-Only
#41
95

OPES WEALTH MANAGEMENT, LLC

MENLO PARK, CA · Since 2018

$822M AUM5 clientsFee: 0%
FiduciaryFee-Only
#42
95

PEAKVIEW CAPITAL

MENLO PARK, CA · Since 2023

$604M AUM5 clientsFee: 0%
FiduciaryFee-Only
#43
95

ROBERTS WEALTH ADVISORS, LLC

MENLO PARK, CA · Since 2020

$446M AUM4 clientsFee: 0%
FiduciaryFee-Only
#44
95

FRIENDS & FAMILY CAPITAL MANAGEMENT, LLC

MENLO PARK, CA · Since 2021

$777M AUM2 clientsFee: 0%
FiduciaryFee-Only
#45
95

PATIENT SQUARE CAPITAL, LP

MENLO PARK, CA · Since 2021

$17.5B AUM50 clientsFee: 0%
FiduciaryFee-Only
#46
95

TIDEMARK MANAGEMENT COMPANY LP

MENLO PARK, CA · Since 2022

$700M AUM9 clientsFee: 0%
FiduciaryFee-Only
#47
95

ROBINHOOD ASSET MANAGEMENT

MENLO PARK, CA · Since 2025

$1.5B AUM138 clientsFee: 0%
FiduciaryFee-Only
#48
95

A16Z PERENNIAL MANAGEMENT, L.P.

MENLO PARK, CA · Since 2023

$2.8B AUM10 clientsFee: 0%
FiduciaryFee-Only
#49
95

PINEGROVE VENTURE PARTNERS, LLC

MENLO PARK, CA · Since 2023

$13.7B AUM19 clientsFee: 0%
FiduciaryFee-Only
#50
95

M37 MANAGEMENT LP

MENLO PARK, CA · Since 2025

$656M AUM4 clientsFee: 0%
FiduciaryFee-Only
#51
95

NOVAWAVE CAPITAL

MENLO PARK, CA · Since 2025

$90M AUM3 clientsFee: 0%
FiduciaryFee-Only
#52
95

COPPERPLATE CAPITAL LLC

MENLO PARK, CA · Since 2024

$294M AUM1 clientsFee: 0%
FiduciaryFee-Only
#53
95

SCGE MANAGEMENT, L.P.

MENLO PARK, CA · Since 2012

$10.4B AUM16 clientsFee: 0%
FiduciaryFee-Only
#54
95

IG BETTER FUTURE MANAGEMENT, LLC

MENLO PARK, CA · Since 2026

$128M AUM4 clientsFee: 0%
FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

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.