Top 10 advisors in Menlo Park
We’ve curated a list of the best financial advisors in Menlo Park, take a look at it below
Find an advisor in Menlo Park# | Financial advisor | Assets under management | Number of advisors | |
---|---|---|---|---|
1 | $95,428,107,488 | 247 advisors | ||
2 | $55,575,086,636 | 202 advisors | ||
3 | $23,696,103,779 | 77 advisors | ||
4 | $8,074,746,000 | 23 advisors | ||
5 | $4,949,543,895 | 34 advisors | ||
6 | $4,060,171,146 | 14 advisors | ||
7 | $3,991,769,877 | 12 advisors | ||
8 | $3,973,880,060 | 60 advisors | ||
9 | $3,710,990,770 | 34 advisors | ||
10 | $3,576,923,882 | 49 advisors |
How we came up with this list
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. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Silver Lake Technology Management, LLC
Assets under management
$95,428,107,488
Fee structure
A percentage of assets under your management
CARRIED INTEREST
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Sequoia Capital Operations, LLC
Assets under management
$55,575,086,636
Fee structure
A percentage of assets under your management
CARRIED INTEREST
Services offered
Portfolio Management For Pooled Investment Vehicles
3. Makena Capital Management, LLC
Assets under management
$23,696,103,779
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
4. Scge Management, L.p.
Assets under management
$8,074,746,000
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
5. Patient Square Capital, Lp
Assets under management
$4,949,543,895
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
6. Regis Management Company, LLC
Assets under management
$4,060,171,146
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
- Not sure which one to choose?Use our smart matching tool
7. Juniper Hill Capital Management Lp
Assets under management
$3,991,769,877
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)
8. Pantera Capital
Assets under management
$3,973,880,060
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
9. Sofinnova Investments, Inc.
Assets under management
$3,710,990,770
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)
- Not sure which one to choose?Use our smart matching tool
10. Frazier Life Sciences Management, Lp
Assets under management
$3,576,923,882
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.