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Best financial advisors in Menlo Park, CA

Registered advisers within 25 miles of Menlo Park, CA.

Offices
1,875
Firms
1,042
Combined AUM
$19.3T
Firm-wide filings, not assets booked only here
Clients
3.45M
3,452,751 clients when Item 5C has a number
Avg / client
$5.60M
Combined AUM ÷ clients

Nearby offices

Firms

FIRST SPARK VENTURES, LLC
NELSON CAPITAL MANAGEMENT, LLC
STARTUP CAPITAL VENTURES MANAGEMENT CO III, LLC
SYNERGY VENTURES ADVISORS III, L.L.C.
ALAN BILLER AND ASSOCIATES
OPES WEALTH MANAGEMENT, LLC
GOAHEAD MAGE COMPANY, L.L.C.
EP WEALTH ADVISORS
AUTOTECH MANAGEMENT, L.L.C.
PEAKVIEW CAPITAL
OSBORNE PARTNERS
AMERIPRISE FINANCIAL SERVICES, LLC
VALUE MONITORING, INC
FORUM FINANCIAL MANAGEMENT, LP
EDWARD JONES
COMPASS TECHNOLOGY GROUP, INC.
RED GLASS MANAGEMENT, LLC
FLOODGATE
SOCIAL CAPITAL

Investors

STEPHEN PATRICK PHILPOTT
Evan Philip Nelson
DARCY NELSON SMOOT
BROOKS PHILLIPS NELSON
NOLAN ERIC SOLANO
ANN ROBINSON TIMONEY
JEFFREY TAYLOR SMITH
Calvin Sinclair Webster
NICOLA REVEL JAMES
THEODORE ROSSI
HWANGMIN KI
MICHAEL JOSEPH GALLAGHER
LOUIS LAWRENCE ODETTE
KENJI BLEICKER
TRACIE LYNNE SOUTHERLAND
MARK TOWNSEND DUVALL
DAVID ADAIR SAVAGE
ERIN MICHAEL WHALEN
Lyla Kristina Andrea Bonilla
AARON MICHAEL SZAGER
DARIEN ANDREW TUNG
Timothy Chiochios
Christina Patel
ANDREW JAMES ANDRIKOPOULOS
MARK ALEXANDER LEVENSON
DAVID HENDRIK LEVENSON
JENNIFER HILARY CRAY
JULIE ANN SCHATZ
Andrew S Castro
DAVID GIFFORD ARSCOTT
PAUL KWOK LUNG YAU

Within 25 miles of Menlo Park, CA, Best Investors lists 1,042 registered investment advisory firms with 1,875 offices nearby, managing about $19.3T in combined regulatory AUM across 3,452,751 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Menlo Park

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM