Financial advisers in Menlo Park , CA

AUM: $117.7B
Per adviser: $989M
Advisers: 119

No reported disclosures

Andreessen Horowitz

Menlo Park, CA · Est. 2019

National

AUM: $106.5B
Per adviser: $1.2B
Advisers: 88

No reported disclosures

Sequoia Capital Operations, LLC

Menlo Park, CA · Est. 2022

AUM: $82.2B
Per adviser: $2.6B
Advisers: 32

No reported disclosures

Alan Biller And Associates

Menlo Park, CA · Est. 1995

National

AUM: $65.1B
Per adviser: $2.7B
Advisers: 24

No reported disclosures

Sb Investment Advisers (US) INC.

Menlo Park, CA · Est. 2017

AUM: $53.5B
Per adviser: $798M
Advisers: 67

No reported disclosures

Lightspeed Venture Partners

Menlo Park, CA · Est. 2025

AUM: $50.0B
Per adviser: $400M
Advisers: 125

No reported disclosures

New Enterprise Associates

Menlo Park, CA · Est. 2023

AUM: $35.6B
Per adviser: $698M
Advisers: 51

No reported disclosures

Makena Capital Management, LLC

Menlo Park, CA · Est. 2012

AUM: $24.3B
Per adviser: $809M
Advisers: 30

No reported disclosures

Accel-Kkr

Menlo Park, CA · Est. 2012

AUM: $23.8B
Per adviser: $301M
Advisers: 79

No reported disclosures

Tcv

Menlo Park, CA · Est. 2012

AUM: $22.5B
Per adviser: $512M
Advisers: 44

No reported disclosures

Altimeter Capital Management, LP

Menlo Park, CA · Est. 2012

AUM: $18.8B
Per adviser: $1.4B
Advisers: 13

No reported disclosures

Patient Square Capital, LP

Menlo Park, CA · Est. 2021

AUM: $17.5B
Per adviser: $350M
Advisers: 50

No reported disclosures

Pinegrove Venture Partners, LLC

Menlo Park, CA · Est. 2023

AUM: $13.7B
Per adviser: $722M
Advisers: 19

Stg Partners, LLC

Menlo Park, CA · Est. 2017

AUM: $13.4B
Per adviser: $154M
Advisers: 87

No reported disclosures

Sequoia Global Equities

Menlo Park, CA · Est. 2012

AUM: $10.4B
Per adviser: $650M
Advisers: 16

No reported disclosures

Crosspoint Capital Partners, LP

Menlo Park, CA · Est. 2020

AUM: $8.7B
Per adviser: $414M
Advisers: 21

No reported disclosures

Stamos Capital Partners, L.P.

Menlo Park, CA · Est. 2005

AUM: $7.6B
Per adviser: $449M
Advisers: 17

No reported disclosures

Riverwood Capital Management L.P.

Menlo Park, CA · Est. 2012

AUM: $6.2B
Per adviser: $220M
Advisers: 28

No reported disclosures

Sofinnova Investments, INC.

Menlo Park, CA · Est. 2017

AUM: $5.4B
Per adviser: $268M
Advisers: 20

No reported disclosures

Menlo Equities

Menlo Park, CA · Est. 2012

AUM: $4.7B
Per adviser: $293M
Advisers: 16

No reported disclosures

Crosslink Capital, INC.

Menlo Park, CA · Est. 2000

AUM: $3.9B
Per adviser: $230M
Advisers: 17

No reported disclosures

A16z Perennial Management, L.P.

Menlo Park, CA · Est. 2023

AUM: $2.8B
Per adviser: $275M
Advisers: 10

No reported disclosures

Dc Global Ventures

Menlo Park, CA · Est. 2020

AUM: $2.7B
Per adviser: $210M
Advisers: 13

No reported disclosures

Haun Ventures Management LP

Menlo Park, CA · Est. 2023

AUM: $2.5B
Per adviser: $498M
Advisers: 5

No reported disclosures

Longitude Capital Management Co., LLC

Menlo Park, CA · Est. 2014

AUM: $2.4B
Per adviser: $144M
Advisers: 17

No reported disclosures

Lyell Wealth Management LP

Menlo Park, CA · Est. 2016

AUM: $1.6B
Per adviser: $183M
Advisers: 9

No reported disclosures

Robinhood Asset Management

Menlo Park, CA · Est. 2025

AUM: $1.5B
Per adviser: $11M
Advisers: 138

No reported disclosures

Glynn Capital Management, LLC

Menlo Park, CA · Est. 1992

AUM: $1.5B
Per adviser: $138M
Advisers: 11

No reported disclosures

Triplepoint Advisers LLC

Menlo Park, CA · Est. 2014

AUM: $1.3B
Per adviser: $59M
Advisers: 22

No reported disclosures

Sage Rhino Capital LLC

Menlo Park, CA · Est. 2017

AUM: $884M
Per adviser: $221M
Advisers: 4

No reported disclosures

Opes Wealth Management, LLC

Menlo Park, CA · Est. 2018

AUM: $822M
Per adviser: $164M
Advisers: 5

No reported disclosures

Nelson Capital Management, LLC

Menlo Park, CA · Est. 2004

AUM: $811M
Per adviser: $116M
Advisers: 7

No reported disclosures

Solstein Capital, LLC

Menlo Park, CA · Est. 2018

AUM: $802M
Per adviser: $267M
Advisers: 3

No reported disclosures

Friends & Family Capital Management, LLC

Menlo Park, CA · Est. 2021

AUM: $794M
Per adviser: $397M
Advisers: 2

No reported disclosures

Tidemark Management Company LP

Menlo Park, CA · Est. 2022

AUM: $700M
Per adviser: $78M
Advisers: 9

No reported disclosures

M37 Management LP

Menlo Park, CA · Est. 2025

AUM: $656M
Per adviser: $164M
Advisers: 4

No reported disclosures

Robinhood Ventures

Menlo Park, CA · Est. 2026

AUM: $655M
Per adviser: $82M
Advisers: 8

No reported disclosures

Peakview Capital

Menlo Park, CA · Est. 2023

AUM: $646M
Per adviser: $129M
Advisers: 5

No reported disclosures

Structural Capital Management Company II, LP

Menlo Park, CA · Est. 2020

AUM: $496M
Per adviser: $62M
Advisers: 8

No reported disclosures

Red Iron Group Management, LLC

Menlo Park, CA · Est. 2022

AUM: $462M
Per adviser: $51M
Advisers: 9

No reported disclosures

Roberts Wealth Advisors, LLC

Menlo Park, CA · Est. 2020

AUM: $446M
Per adviser: $111M
Advisers: 4

No reported disclosures

Bgv Vc Management LLC

Menlo Park, CA · Est. 2026

AUM: $433M
Per adviser: $87M
Advisers: 5

No reported disclosures

Menlo Advisors LLC

Menlo Park, CA · Est. 2002

AUM: $370M
Per adviser: $370M
Advisers: 1

No reported disclosures

Tiemann Investment Advisors, LLC

Menlo Park, CA · Est. 2005

AUM: $341M
Per adviser: $341M
Advisers: 1

No reported disclosures

Dai Advisors

Menlo Park, CA · Est. 2020

AUM: $330M
Per adviser: $330M
Advisers: 1

No reported disclosures

Symphony Technology Group, LLC

Menlo Park, CA · Est. 2012

AUM: $307M
Per adviser: $3M
Advisers: 88

No reported disclosures

Copperplate Capital LLC

Menlo Park, CA · Est. 2024

AUM: $294M
Per adviser: $294M
Advisers: 1

No reported disclosures

Clearpath Capital Partners LLC

Menlo Park, CA · Est. 2013

AUM: $161M
Per adviser: $54M
Advisers: 3

No reported disclosures

Ig Better Future Management, LLC

Menlo Park, CA · Est. 2026

AUM: $128M
Per adviser: $32M
Advisers: 4

No reported disclosures

Highbar Partners

Menlo Park, CA · Est. 2020

AUM: $115M
Per adviser: $57M
Advisers: 2

No reported disclosures

Novawave Capital

Menlo Park, CA · Est. 2025

AUM: $90M
Per adviser: $30M
Advisers: 3

No reported disclosures

Mezzi

Menlo Park, CA · Est. 2025

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Ajax Health Management Company, LLC

Menlo Park, CA · Est. 2026