Top Financial Advisors in Menlo Park, California
Finding the right financial advisor in Menlo Park is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Menlo Park, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Menlo Park, CA.
Find the Best Financial Advisor Firms in Menlo Park:
PORTOLA PARTNERS
CRD#: 305407
Address: 1550 El Camino Real Ste 200, Menlo Park, CA 94025-4100
AUM: $ 5.6B
REGIS MANAGEMENT COMPANY, LLC
CRD#: 128449
Address: 873 Santa Cruz Ave Ste 206, Menlo Park, CA 94025
Clients: 3
Average Clients per Advisor: 0
AUM: $ 4.1B
BORDEAUX WEALTH ADVISORS
CRD#: 287758
Address: 1550 El Camino Real Suite 100, Menlo Park, CA 94025
AUM: $ 4.0B
LYELL WEALTH MANAGEMENT LP
CRD#: 283521
Address: 3000 Sand Hill Road Building One, Suite 135, Menlo Park, CA 94025
Clients: 74
Average Clients per Advisor: 8
AUM: $ 863M
SAGE RHINO CAPITAL LLC
CRD#: 290148
Address: 525 Middlefield Road Suite 119, Menlo Park, CA 94025
Clients: 44
Average Clients per Advisor: 22
AUM: $ 617M
NELSON CAPITAL MANAGEMENT, LLC
CRD#: 129776
Address: 545 Middlefield Road Suite 200, Menlo Park, CA 94025
Clients: 9
Average Clients per Advisor: 1
AUM: $ 511M
How We Chose the Top Financial Advisors in Menlo Park, California
To create this list of top financial advisor firms in Menlo Park, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Menlo Park has to offer.
Search Financial Advisors in Menlo Park, California
Scott Douglas Rash
Registered Affiliation(s):MORGAN STANLEY
Patrick Hassan Ehsan
Registered Affiliation(s):INDEPENDENT FINANCIAL GROUP, LLC
Dina Marie Hall
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Sheri H. Pan
Registered Affiliation(s):LPL FINANCIAL LLC
Mark Donald Gronert
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Jeff Alan Conforti
Registered Affiliation(s):SECURITIES AMERICA ADVISORS, INC.
Patricia R Benner
Registered Affiliation(s):MORGAN STANLEY
Clark Richard Morgan
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
C.alan Ronald
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Gary David Sargenti
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Eugene O'brien
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Eric Ray Heckman
Registered Affiliation(s):HECKMAN FINANCIAL & INSURANCE SERVICES, INC.
Mary Spitzer Grodin
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
James Robert Simpson
Registered Affiliation(s):MORGAN STANLEY
Lawrence Joseph Delano
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Ernest Joseph Guzman
Registered Affiliation(s):MORGAN STANLEY
Stanley Kung In Cheung
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jeffrey Alex Oster
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Celeste Cowell Gurule
Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION
James Dennis Mccarron
Registered Affiliation(s):SVB INVESTMENT SERVICES INC.
Mark William Riepe
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Manuia Sotoa
Registered Affiliation(s):MORGAN STANLEY
Robert Henry Prion
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Steven Albert Davis
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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