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Find The Best Financial Advisors in Portola Valley, 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!
We understand your financial needs are not always the same! Choosing the right financial advisor in Portola Valley is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Portola Valley & pick the one as per your needs
How To Find The Best Financial Advisors in Portola Valley , California
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Portola Valley, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 5 vetted financial advisors and 2 non-vetted financial advisors in Portola Valley, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Portola Valley, California have an average of 27 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 Portola Valley , California
650-458-0312
Top Financial Advisor Firms in Portola Valley, California(Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| WESTERN TECHNOLOGY INVESTMENT (WTI) 104 La Mesa Drive, Suite 102 Portola Valley, CA, 94028-7510 | 110429 | $1,878,391,379 | 10 | A percentage of AUM, Performance Based, Other (PERCENTAGE OF COMMITTED CAPITAL) |
| MORGENTHALER MANAGEMENT CORPORATION 3200 Alpine Road, Portola Valley, CA, 94028 | 161509 | $106,742,707 | 3 | A percentage of AUM, Performance Based, Other (PERCENTAGE OF COMMITTED CAPITAL & BOARD FEES) |
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