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 $95,428,107,488 Number of advisors 247 advisors	$95,428,107,488	247 advisors
2	Assets under management $55,575,086,636 Number of advisors 202 advisors	$55,575,086,636	202 advisors
3	Assets under management $23,696,103,779 Number of advisors 77 advisors	$23,696,103,779	77 advisors
4	Assets under management $8,074,746,000 Number of advisors 23 advisors	$8,074,746,000	23 advisors
5	Assets under management $4,949,543,895 Number of advisors 34 advisors	$4,949,543,895	34 advisors
6	Assets under management $4,060,171,146 Number of advisors 14 advisors	$4,060,171,146	14 advisors
7	Assets under management $3,991,769,877 Number of advisors 12 advisors	$3,991,769,877	12 advisors
8	Assets under management $3,973,880,060 Number of advisors 60 advisors	$3,973,880,060	60 advisors
9	Assets under management $3,710,990,770 Number of advisors 34 advisors	$3,710,990,770	34 advisors
10	Assets under management $3,576,923,882 Number of advisors 49 advisors	$3,576,923,882	49 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 generate our top financial advisors list in Menlo Park, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Menlo Park. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.

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.

Silver Lake Technology Management, LLC
Silver Lake Technology Management, LLC is a financial advisory firm based in Menlo Park, California. It currently has approximately $95,428,107,488 of assets under management and employs about 247 people. Silver Lake Technology Management, LLC uses a fee structure of a percentage of assets under your management and carried interest.
$95,428,107,488 under management
247 advisors
Fee structure
A percentage of assets under your management
CARRIED INTEREST
Services offered
Portfolio Management For Pooled Investment Vehicles
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Sequoia Capital Operations, LLC
Sequoia Capital Operations, LLC is a financial advisory firm based in Menlo Park, California. It currently has approximately $55,575,086,636 of assets under management and employs about 202 people. Sequoia Capital Operations, LLC uses a fee structure of a percentage of assets under your management and carried interest.
$55,575,086,636 under management
202 advisors
Fee structure
A percentage of assets under your management
CARRIED INTEREST
Services offered
Portfolio Management For Pooled Investment Vehicles
See full profile
Makena Capital Management, LLC
Makena Capital Management, LLC is a financial advisory firm based in Menlo Park, California. It currently has approximately $23,696,103,779 of assets under management and employs about 77 people. Makena Capital Management, LLC uses a fee structure of a percentage of assets under your management, performance-based fees and carried interest.
$23,696,103,779 under management
77 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
CARRIED INTEREST
Services offered
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
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Scge Management, L.p.
SCGE Management, L.P., a Delaware limited partnership, has been providing investment advisory services since September 2009. The firm specializes in managing a private investment fund structure consisting of a master fund and feeder funds, primarily investing in publicly traded equity securities. SCGE Management, L.P. manages a total of $9,845,893,062 of client assets on a discretionary basis as of December 31, 2024. The firm's principal owner is Sequoia Capital Operations, LLC
$8,074,746,000 under management
23 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
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Patient Square Capital, Lp
Patient Square Capital, Lp is a financial advisory firm based in Menlo Park, California. It currently has approximately $4,949,543,895 of assets under management and employs about 34 people. Patient Square Capital, Lp uses a fee structure of a percentage of assets under your management and performance-based fees.
$4,949,543,895 under management
34 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
See full profile
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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Juniper Hill Capital Management Lp
Juniper Hill Capital Management Lp is a financial advisory firm based in Menlo Park, California. It currently has approximately $3,991,769,877 of assets under management and employs about 12 people. Juniper Hill Capital Management Lp uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and expense reimbursements.
$3,991,769,877 under management
12 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
EXPENSE REIMBURSEMENTS
Services offered
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)
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Pantera Capital
Pantera Capital is a financial advisory firm based in Menlo Park, California. It currently has approximately $3,973,880,060 of assets under management and employs about 60 people. Pantera Capital uses a fee structure of a percentage of assets under your management and performance-based fees.
$3,973,880,060 under management
60 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
See full profile

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Sofinnova Investments, Inc.
Sofinnova Investments, Inc. is a financial advisory firm based in Menlo Park, California. It currently has approximately $3,710,990,770 of assets under management and employs about 34 people. Sofinnova Investments, Inc. uses a fee structure of a percentage of assets under your management, performance-based fees and percent of capital commitments.
$3,710,990,770 under management
34 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
PERCENT OF CAPITAL COMMITMENTS
Services offered
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)
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Frazier Life Sciences Management, Lp
Frazier Life Sciences Management, Lp is a financial advisory firm based in Menlo Park, California. It currently has approximately $3,576,923,882 of assets under management and employs about 49 people. Frazier Life Sciences Management, Lp uses a fee structure of a percentage of assets under your management and performance-based fees.
$3,576,923,882 under management
49 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
See full profile

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Methodology

Top advisors in California

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