Best Financial Advisors in PORTOLA VALLEY, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
3
Registered Firms
0.95%
Median Fee
of assets/year
$4.4B
Median AUM
3
Firms Listed
in our database
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Top Rated Established Verified3 firms shown
Top-Ranked Advisors in PORTOLA VALLEY
#1
83
WESTERN TECHNOLOGY INVESTMENT (WTI)
PORTOLA VALLEY, CA · Since 1993
$2.0B AUM15 clientsFee: 0%
FiduciaryFee-Only
#2
82
NEXT LEGACY MANAGEMENT, LLC
PORTOLA VALLEY, CA · Since 2012
$4.4B AUM11 clientsFee: 0%
FiduciaryFee-Only
#3
81
CHANGE FORCES
PORTOLA VALLEY, CA · Since 2026
$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
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 PORTOLA VALLEY?
The median advisory fee in PORTOLA VALLEY, CA is 0.95% of assets under management per year, based on Form ADV filings from 3 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.