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
Steven Michael Wilcox
Registered Affiliation(s):SECURIAN FINANCIAL SERVICES, INC.
Pamela Davies
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Dan Lee Flores
Registered Affiliation(s):MORGAN STANLEY
Thomas Harry Simanek
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Robert Wayne Stern
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Gregory Sean Murphy
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Clayton Thomas Smudsky
Registered Affiliation(s):EDWARD JONES
Erik Shannon Davis
Registered Affiliation(s):NAVIGATION GROUP LLC
John Joseph Gallagher
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Linda Wise Campbell
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Howard Tripp Taylor
Registered Affiliation(s):NEUBERGER BERMAN BD LLC
Gary Vernon Berg
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Geoffrey Steven Dettlinger Jr.
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Kathleen M. Mary Snodgrass
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Nancy Springer Ubaldi
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Christian Norbert Pfeiffer
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Scott J Kockos
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Catherine K Depuy
Registered Affiliation(s):MORGAN STANLEY
Thomas Michael Strohl JR
Registered Affiliation(s):OSAIC WEALTH, INC.
Terrence Chris Kotsatos
Registered Affiliation(s):EDWARD JONES
Jeffrey Ting
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Weldon P Poole
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Laihingester Ng
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Maritza Nevarez
Registered Affiliation(s):TRANSAMERICA FINANCIAL ADVISORS, 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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