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Find The Best Financial Advisors in Menlo Park, California
Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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How To Find The Best Financial Advisors in Menlo Park, California
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Menlo Park, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 6 vetted financial advisors and non-vetted financial advisors in Menlo Park, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Menlo Park, California have an average of 25 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Menlo Park, California
650-458-0312
Top Financial Advisor Firms in Menlo Park, California (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| SILVER LAKE TECHNOLOGY MANAGEMENT, LLC 2775 Sand Hill Road, Suite 100 Menlo Park, CA, 94025 | 161206 | $95,428,107,488 | 25 | A Percentage of AUM, Other (CARRIED INTEREST) |
| ALAN BILLER AND ASSOCIATES 535 Middlefield Rd., Suite 230 Menlo Park, CA, 94025 | 105283 | $70,279,110,589 | 47 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (RETAINER) |
| SB INVESTMENT ADVISERS (US) INC. 300 El Camino Real, Building 2, Menlo Park, CA, 94025-5239 | 286323 | $65,927,476,128 | 1 | A Percentage of AUM, Performance Based |
| SEQUOIA CAPITAL OPERATIONS, LLC 2800 Sand Hill Rd., Suite 101 Menlo Park, CA, 94025-7055 | 157373 | $55,575,086,636 | 62 | A Percentage of AUM, Other (CARRIED INTEREST) |
| ANDREESSEN HOROWITZ 2865 Sand Hill Road, Menlo Park, CA, 94025-7022 | 160489 | $53,226,221,969 | 84 | A Percentage of AUM, Performance Based |
| NEW ENTERPRISE ASSOCIATES 2855 Sand Hill Road, Menlo Park, CA, 94025 | 161004 | $25,911,756,571 | 18 | A Percentage of AUM, Performance Based |
| MAKENA CAPITAL MANAGEMENT, LLC 2755 Sand Hill Road, Suite 200 Menlo Park, CA, 94025 | 156855 | $23,696,103,779 | 28 | A Percentage of AUM, Performance Based, Other (CARRIED INTEREST) |
| TCV 250 Middlefield Road, Menlo Park, CA, 94025 | 160389 | $19,880,580,857 | 30 | A Percentage of AUM, Other (CARRIED INTEREST) |
| ACCEL-KKR 2180 Sand Hill Road, Suite 300, Menlo Park, CA, 94025-6947 | 156498 | $19,109,600,000 | 24 | A Percentage of AUM, Performance Based |
| SVB CAPITAL 2770 Sand Hill Road, Menlo Park, CA, 94025 | 326747 | $11,861,377,653 | 66 | A Percentage of AUM, Performance Based |
| STG PARTNERS, LLC 1300 El Camino Real, Suite 300, Menlo Park, CA, 94025-4211 | 291048 | $10,303,703,691 | 16 | A Percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
| SCGE MANAGEMENT, L.P. 2800 Sand Hill Rd., Suite 101 Menlo Park, CA, 94025-7079 | 157402 | $8,074,746,000 | 3 | A Percentage of AUM, Performance Based |
| JUNIPER HILL CAPITAL MANAGEMENT LP 1010 El Camino Real, Suite 200 Menlo Park, CA, 94025 | 300769 | $5,787,529,369 | 4 | A Percentage of AUM, Fixed Fees, Performance Based, Other (EXPENSE REIMBURSEMENTS) |
| RIVERWOOD CAPITAL MANAGEMENT L.P. 70 Willow Road, Suite 100 Menlo Park, CA, 94025 | 158267 | $5,626,028,146 | 15 | A Percentage of AUM, Performance Based |
| STAMOS CAPITAL PARTNERS, L.P. 2498 Sand Hill Road, Menlo Park, CA, 94025 | 134660 | $5,578,553,595 | 25 | A Percentage of AUM, Performance Based, Other (MANAGED ACCOUNTS MAY NEGOTIATE ADDITIONAL SERVICES FOR A FEE.) |
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