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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

HICO MANAGEMENT
FOUNDATION CAPITAL, LLC
MEZZI
SUNDANCE GROWTH MANAGEMENT, LLC
RITUAL CAPITAL MANAGEMENT COMPANY, LLC
PAX VENTURES MANAGEMENT, LLC
TRIATOMIC CAPITAL
LIGHT STREET CAPITAL MANAGEMENT, LLC
ICON MANAGEMENT ASSOCIATES VII, LLC
ONEPRIME CAPITAL
ICON MANAGEMENT ASSOCIATES V, LLC
ICON MANAGEMENT ASSOCIATES VI, LLC
ICON MANAGEMENT ASSOCIATES IV, LLC
NGP CAPITAL US, LLC
TRIANGLE PEAK PARTNERS, LP
ALTAMONT CAPITAL PARTNERS
WELLS FARGO CLEARING SERVICES, LLC
WEALTHFRONT STRATEGIES LLC
WEALTHFRONT ADVISERS LLC
KUOS INVESTMENT II LLC

Investors

POURYA NAEIMI
CRISTINA A TRIANTOS
PAUL THEODORE BOSCIA
JED T BROCE
DAVID RICHARD BURGESS
Maria Veronica Humphrey
Ryan Bishop
Denisse Sanchez
Erika Rose Slepian
DANIEL VEGA
KEVIN HAYWOOD TEAGUE
AMBER GIESELLE GUERRERO
SHANE LIKO-MASANOBU MOORE
Rosybell Morel
PARKER NEIL RIMA COELHO
Jonah Torrison
GAVIN RODEFER
William Tyler Weihs
CIARA LOWE
LEOTIE FUKAWA
Homer Clifton Reed
Andres Alfredo Carvallo
Raquel Sampaio Burke
Tomas Alexander Hidalgo Gonzalez
Iori Omura
Tyler Alan Rutledge Grupe
MEGHAN BROWN
Kevin Pavel Castillo Rosales
Matthew Penick
Ryan Thomas Lancaster
JESSICA HOELSCHER
Anna Cardenas
Britney Alana Rafols

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