Top financial advisors in Portola Valley, CA
We've curated a list of the best financial advisors in Portola Valley, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $2,310,373,780 Number of advisors 30 advisors |
Commitment
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.
Get matched with an advisorMethodology
To find the top financial advisors in Portola Valley, 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.
Western Technology Investment (wti)
Western Technology Investment (wti) is a financial advisory firm based in Portola Valley, California. It currently has approximately $2,310,373,780 of assets under management and employs about 30 people. Western Technology Investment (wti) uses a fee structure of a percentage of assets under your management, performance-based fees and percentage of committed capital.
$2,310,373,780 under management
30 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
PERCENTAGE OF COMMITTED CAPITAL
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Commitment
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.
Get matched with an advisorMethodology
To find the top financial advisors in Portola Valley, 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.
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