Top 10 financial advisors in Menlo Park, CA

We've curated a list of the best financial advisors in Menlo Park, take a look at it below.

#	Company	Assets under management	Number of advisors
1	Assets under management $4,060,171,146 Number of advisors 14 advisors	$4,060,171,146	14 advisors
2	Assets under management $3,312,218,666 Number of advisors 31 advisors	$3,312,218,666	31 advisors
3	Assets under management $862,925,973 Number of advisors 11 advisors	$862,925,973	11 advisors
4	Assets under management $617,168,491 Number of advisors 10 advisors	$617,168,491	10 advisors
5	Assets under management $473,581,153 Number of advisors 8 advisors	$473,581,153	8 advisors
6	Assets under management $397,634,082 Number of advisors 7 advisors	$397,634,082	7 advisors
7	Assets under management $253,691,947 Number of advisors 5 advisors	$253,691,947	5 advisors
8	Assets under management $248,095,387 Number of advisors 3 advisors	$248,095,387	3 advisors
9	Assets under management $237,213,641 Number of advisors 13 advisors	$237,213,641	13 advisors
10	Assets under management $96,082,225 Number of advisors 27 advisors	$96,082,225	27 advisors

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We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.

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Methodology

To find the top financial advisors in Menlo Park, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.

Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.

Regis Management Company, LLC
Regis Management Company, LLC is a Registered Investment Adviser established in April 2003, based in Menlo Park, CA. The firm specializes in managing assets on a discretionary basis, providing asset allocation advisory services, and managing separately managed securities accounts and private investment funds. Regis' investment philosophy focuses on long-term capital appreciation through globally diversified multi-asset portfolios. The firm's investment strategies involve strategic asset allocation, portfolio management, and security selection based on macroeconomic and fundamental analysis. Regis charges negotiable asset-based fees for Separate Accounts, with a targeted minimum annual fee of $150,000. The minimum investment for the Regis Partners Fund, L.P. is $1,000,000. Regis may manage accounts that pay performance-based compensation and has policies in place to address conflicts of interest related to fee structures. The firm has a Code of Ethics in place to ensure compliance with fiduciary obligations and securities laws. Regis has discretion in managing investment accounts and may aggregate securities transactions for efficiency. The firm reviews all trade activity regularly and provides audited financial statements to investors. Regis has proxy voting authority for client securities and abstains from voting when appropriate. The firm discloses potential risks associated with investing, including market volatility, liquidity, and regulatory changes. Regis does not retain solicitors for client referrals and has no reportable disciplinary information.
$4,060,171,146 under management
14 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
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Bordeaux Wealth Advisors
Bordeaux Wealth Advisors is a financial advisory firm based in Menlo Park, California. It currently has approximately $3,312,218,666 of assets under management and employs about 31 people. Bordeaux Wealth Advisors uses a fee structure of a percentage of assets under your management and fixed fees.
$3,312,218,666 under management
31 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Credit And Cash Management Solutions, Insurance Solutions
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Lyell Wealth Management Lp
Lyell Wealth Management LP is a registered investment adviser established in March 2016, located in Menlo Park, CA. The firm specializes in providing investment advisory and management services to individuals, high net worth individuals, pension and profit-sharing plans, and charitable organizations. Client relationships are governed by a written Investment Management Agreement. Lyell offers financial planning services, advises on assets not managed by the firm, and may introduce clients to other investment firms. The firm manages over $1.3 billion in assets on a discretionary basis. For fees, clients pay a quarterly asset-based management fee ranging from 1.0% to 0.25% based on assets under management. Third-party fees such as trading expenses are borne by clients. Lyell does not charge performance-based fees and does not participate in wrap fee programs. The firm's investment strategies include investing in equity and fixed-income securities, among others. Risks associated with investments include general investment risks, small and mid-cap risks, investments in distressed securities, and high-yield securities. Lyell does not have any disciplinary history and does not receive economic benefits for client referrals. The firm has procedures in place for proxy voting on behalf of clients and does not take custody of client assets. Clients receive quarterly reports and have the option to receive communications electronically. Lyell operates with full investment discretion and has not been subject to bankruptcy petitions in the last ten years.
$862,925,973 under management
11 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Tax Advice
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Sage Rhino Capital LLC
Sage Rhino Capital LLC is a financial advisory firm based in Menlo Park, California. It currently has approximately $617,168,491 of assets under management and employs about 10 people. Sage Rhino Capital LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$617,168,491 under management
10 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
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Opes Wealth Management, LLC
Opes Wealth Management, LLC is a financial advisory firm based in Menlo Park, California. It currently has approximately $473,581,153 of assets under management and employs about 8 people. Opes Wealth Management, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
$473,581,153 under management
8 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
See full profile
Bluepointe Capital Management, LLC
BluePointe Capital Management, LLC is an SEC-registered investment adviser based in Menlo Park, CA, established in 2006. The firm offers investment management and consulting services to various clients, including individuals, high net worth individuals, charitable organizations, trusts, estates, private funds, pension plans, and other businesses. BluePointe Capital provides tailored investment advice based on individual client needs, managing portfolios with a range of investments such as securities, mutual funds, ETFs, and private equity. The firm may recommend the use of independent investment managers for certain investments and monitors their performance. BluePointe Capital charges asset-based fees and flat fees, with no minimum account size requirement but generally imposes a minimum annual fee of $10,000. The firm may aggregate client orders for best execution and recommends clients establish accounts with Schwab or Fidelity for custody and brokerage services. BluePointe Capital does not vote proxies on behalf of clients and does not require advance payment of fees exceeding $1,200 per client. The firm has no reportable disciplinary events and maintains a Code of Ethics to ensure ethical business conduct. BluePointe Capital does not vote proxies on behalf of clients and does not require advance payment of fees exceeding $1,200 per client. The firm has no reportable disciplinary events and maintains a Code of Ethics to ensure ethical business conduct.
$397,634,082 under management
7 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
Educational Seminars/workshops
Investment Consulting
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Roberts Wealth Advisors, LLC
Roberts Wealth Advisors, LLC, established in 2020, is a financial advisor firm based in Menlo Park, CA. As a fiduciary, the firm is committed to acting in the best interest of clients. Services offered include Comprehensive Portfolio Management, Financial Planning & Consulting, and Retirement Plan Consulting. The firm manages $385,388,641 on a discretionary basis. Fees for Comprehensive Portfolio Management are tiered based on assets under management, ranging from 1.00% to 0.25%. Financial Planning & Consulting fees are charged on an hourly or flat fee basis, with a maximum hourly fee of $450 and flat fees not exceeding $10,000. Retirement Plan Consulting fees are also based on a percentage of managed Plan assets, not exceeding 1.00%. Clients have the option to grant investment discretion to the firm, allowing it to execute transactions on their behalf. The firm votes client proxies and uses a proxy monitor and voting agent service. Roberts Wealth Advisors does not have any disciplinary events, and clients receive account statements directly from the custodian. The firm does not receive compensation for client referrals and has no financial industry activities or affiliations to disclose.
$253,691,947 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Subadviser Services
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Menlo Advisors LLC
Menlo Advisors LLC, established in 2021, is a California-based financial advisor firm specializing in investment management and limited financial planning services. The firm's assets under management as of December 2024 were $318,427,315 for discretionary assets. Menlo offers individually managed client accounts tailored to each client's financial circumstances and objectives, including financial goal setting, risk assessment, and strategic asset allocation. Clients have the flexibility to make additions and withdrawals from their accounts, subject to a minimum account size requirement. Menlo Advisors acts as a fiduciary, obligated to act in the best interests of clients. The firm is the general partner and investment advisor to Skyline Partners, LP, a pooled investment fund. Menlo charges a blended fee based on a percentage of assets under management, with a minimum annual fee of $10,000. The firm's fee schedule ranges from 1.00% to 0.50% based on the value of assets under management. The firm's investment strategies include domestic and foreign equities, municipal or corporate debt, government securities, and alternative investments. Menlo utilizes fundamental, technical, and cyclical analysis in its investment decisions. Clients receive written quarterly reports detailing their account performance and holdings. Menlo Advisors does not engage in soft dollar arrangements and does not pay referral fees. The firm does not maintain physical custody of client assets but has the authority to direct transfers and receive fees from client accounts. Clients are encouraged to consult a tax professional regarding the tax deductibility of advisory fees.
$248,095,387 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Performance-based fees
MINIMUM FEE
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
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Allocate Management Company, LLC
Allocate Management Company, LLC is a financial advisory firm based in Menlo Park, California. It currently has approximately $237,213,641 of assets under management and employs about 13 people. Allocate Management Company, LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
$237,213,641 under management
13 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
See full profile
Portola Partners
Portola Partners Group LLC, operating as Portola Partners, is a federally registered investment adviser specializing in providing personalized financial and investment advice to high-net-worth individuals, families, trusts, estates, foundations, and retirement plans. Established on January 1, 2020, the firm is a wholly-owned subsidiary of CI Private Wealth, a subsidiary of CI Financial Corp. Portola Partners offers fee-only services, charging clients a base fee ranging from 0.15% to 1.00% of assets under management, adjusted annually. Hourly consultation rates vary from $100 to $2,500. The firm emphasizes long-term investment in diversified portfolios and may recommend third-party private investment vehicles. Clients have the option to direct brokerage and custody services. Portola Partners does not participate in wrap fee programs and had $5.57 billion in assets under management as of December 31, 2021. The firm operates independently of other CI Affiliates, with certain individuals serving on an advisory board of CI Private Wealth. Portola Partners follows a Code of Ethical Conduct, discloses potential conflicts of interest, and does not engage in soft dollar benefits or performance-based fees. Clients are provided with periodic reviews, and the firm does not vote proxies unless specifically requested by the client. The firm does not require prepayment of fees and has a clean disciplinary record.
$96,082,225 under management
27 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
See full profile

Commitment

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Methodology

Top advisors in California

Alameda Alamo Aliso Viejo Anaheim Auburn Bakersfield Berkeley Beverly Hills Brea Burbank Burlingame Calabasas Camarillo Campbell Carlsbad Carmel Century City Chico Claremont Clayton Concord Corona Corona Del Mar Coronado Corte Madera Costa Mesa Culver City Cupertino Cypress Daly City Dana Point Danville Davis Del Mar Diamond Bar East Palo Alto El Dorado Hills El Segundo Encinitas Escondido Fairfield Folsom Foster City Fremont Fresno Fullerton Glendale Goleta Granite Bay Grass Valley Huntington Beach Indian Wells Irvine Lafayette Laguna Beach Laguna Hills Laguna Niguel Lake Forest La Mesa Larkspur Livermore Lodi Long Beach Los Altos Los Angeles Los Gatos Manhattan Beach Marina Del Rey Mill Valley Modesto Montecito Monterey Moorpark Morgan Hill Mountain View Murrieta Napa Newport Beach North Hollywood Novato Oakland Ontario Orange Orinda Palm Desert Palo Alto Palos Verdes Estates Pasadena Petaluma Piedmont Placentia Playa Vista Pleasant Hill Pleasanton Point Richmond Portola Valley Rancho Santa Fe Redding Redlands Redondo Beach Redwood City Redwood Shores Ripon Riverside Rocklin Rolling Hills Rolling Hills Est.Roseville Sacramento Sam Ramon San Bernardino San Clemente San Diego San Francisco San Jose San Juan Capistrano San Luis Obispo San Marino San Mateo San Rafael San Ramon Santa Ana Santa Barbara Santa Clara Santa Monica Santa Rosa Saratoga Sausalito Seal Beach Sebastopol Sherman Oaks Simi Valley Solana Beach Sonoma South Coast Metro South Pasadena South San Francisco Stockton Studio City Temecula Thousand Oaks Tiburon Torrance Tustin Walnut Creek Watsonville West Hollywood Westlake Village Whittier Woodland Hills Yorba Linda

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