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Top 6 Financial Advisors in Menlo Park, CA

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Finding the Top Financial Advisors in Menlo Park, CA 

Finding the right financial advisor can be a long process. You have to cut through the noise of all the flashy financial advisor sites out there. And you have to dig into complex financial and government documents such as form ADVs to figure out how these advisors work and how they make their money. But we did all of that work for you to deliver the top seven financial advisors in Menlo Park, California.

Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Bordeaux Wealth Advisors LLC  Bordeaux Wealth Advisors LLC logo Find an Advisor

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$2,288,738,212 No set account minimum
  • Financial planning
  • Portfolio management
  • Selection of other advisors

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors
2 Nelson Roberts Investment Advisors, LLC Nelson Roberts Investment Advisors, LLC logo Find an Advisor

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$515,950,000 $1,000,000
  • Financial planning
  • Portfolio management

Minimum Assets

$1,000,000

Financial Services

  • Financial planning
  • Portfolio management
3 Lyell Wealth Management, LP Lyell Wealth Management, LP logo Find an Advisor

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$387,597,484 No set account minimum
  • Financial planning
  • Portfolio management

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
4 WealthValues, LLC WealthValues, LLC logo Find an Advisor

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$312,680,656 No set account minimum
  • Financial planning
  • Portfolio management
  • Selection of other advisors

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors
5 Sirius Wealth Management Strategies, LLC Sirius Wealth Management Strategies, LLC logo Find an Advisor

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$207,113,918 No set account minimum
  • Financial planning
  • Portfolio management

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
6 Investor’s Capital Management, LLC Investor’s Capital Management, LLC logo Find an Advisor

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$135,541,820 No set account minimum
  • Financial planning
  • Portfolio management

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
7 Value Monitoring, Inc. Value Monitoring, Inc. logo Find an Advisor

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$114,104,381 $500,000
  • Financial planning
  • Portfolio management

Minimum Assets

$500,000

Financial Services

  • Financial planning
  • Portfolio management
 

How We Found the Top Financial Advisors in Menlo Park, CA

We began by rearching Menlo Park financial advisory firms that were registered with the Securities Exchange Commission (SEC). We then removed from our list the firms that have had a disclosure or disciplinary issue within the last 10 years or whose individual accounts make up less than half of their client base. The top seven firms are listed here, sorted by AUM, from highest to lowest.

Bordeaux Wealth Advisors LLC

 Bordeaux Wealth Advisors LLC

Nestled in Silicon Valley, Bordeaux Wealth Advisors (BWA) tops our list of financial advisor firms in Menlo Park with more than $2.8 billion in assets under management. It specializes in wealth management, multi-generational planning and investment advisory services. 

You don’t need a minimum amount of assets to establish a relationship with BWA, but the firm notes that it primarily works with individuals and families with more than $5 million worth of investment assets. The firm also advises their related trusts, estates, endowments, retirement plans and more. 

The BWA advisory team collectively features seven certified financial planners (CFPs), four certified public accountants (CPAs), three chartered financial analyst (CFAs), one chartered life underwriter (CLU), one chartered alternative investment analyst (CAIA) and one certified investment management analyst (CIMA).

The firm operates on a  fee-only basis. This means it collects fees directly from its clients for the services it provides. BWA doesn’t earn commissions or other forms of compensation from third parties for selling products such as securities or making specific recommendations.  

Bordeaux Wealth Advisors Background 

BWA has been a registered investment advisor since 2017. The firm offers portfolio management as well as a range of stand-alone financial planning services. Your plan would depend on you and your family's needs and goals. But the firm’s team members can provide advice around such aspects of your financial life as: 

  • Estate management and wealth transfer
  • Income tax planning
  • Insurance
  • Cash flow management
  • Philanthropic initiatives
  • Retirement planning
  • Education funding and 529 college savings plans

BWA serves as a wholly-owned subsidiary of  Focus Financial Partners, LLC. That firm is a wholly-owned subsidiary of Focus Financial Partners LLC and Focus Financial Partners Inc.

Bordeaux Wealth Advisors  Investment Strategy

Before BWA provides investment advice, it conducts a deep analysis of your financial profile. This may include an evaluation of your financial health, risk tolerance, investment goals, tax sensitivity and more. Afterward, it builds a diverse portfolio based on an asset allocation that’s appropriate to your financial profile. 

The firm primarily allocates client assets across exchange-traded funds (ETFs) and no-load mutual funds. It may also consider individual equities, warrants, corporate debt securities, commercial paper, certificates of deposit, municipal securities, U.S. government securities, options contracts, and interests in limited partnerships if deemed appropriate.

Nelson Roberts Investment Advisors, LLC

Nelson Roberts Investment Advisors, LLC

Nelson Roberts Investment Advisors is an independent financial advisory firm with more than $500.9 million in assets under management. It provides wealth and asset management services to a client base that primarily consists of high-net-worth individuals along with related estates, trust and other entities. It also works with charities, other advisors and pension and profit-sharing plans. 

To receive asset management services from the firm, you generally need a minimum investment of $1 million. The team at Nelson Roberts includes six chartered financial analysts (CFAs) and two certified financial planners (CFPs). 

The firm works on a fee-only basis, so it doesn’t collect commissions or other types of compensation form third parties or sell its own products. 

Nelson Roberts Investment Advisors Background 

Nelson Roberts has been in operation since 2004. Today, members Brian Roberts, Brooks Nelson and Stephen Philpott own the firm.

The firm provides stand-alone financial planning services as well as asset management consultation. It also offers a combination of the two through its comprehensive portfolio management program. Financial planning services depend on your individual needs and goals. But the firm can advise on such topics as retirement planning, estate management and saving for education through different college savings plans. 

Nelson Roberts Investment Advisors Investment Strategy 

Nelson Roberts may hold one or several meetings to develop an understanding of your long-term investment goals, tolerance for risk and other factors. It uses this information to develop diversified portfolios that seek to meet these goals. The firm generally provides advice around mutual funds and exchange-traded funds (ETFs) as well as stocks and bonds.

Lyell Wealth Management, LP

Lyell Wealth Management, LP

Lyell Wealth Management is a financial advisory firm that specializes in asset management financial planning and income tax advice. It currently holds about $387.6 million in assets under management. You don’t need a minimum investment to establish a relationship with the firm. However, SEC records show it currently works primarily with high-net-worth individuals as well as their estates, trusts, retirement plans such as 401(k)s and other types of accounts. 

When you open an account with Lyell Wealth, you can work with three chartered financial analysts (CFAs) and one certified public accountant (CPA). 

Lyell Wealth is a fee-only firm. This means it collects advisory fees directly from clients for the services it provides. In other words, the firm does not collect commissions or other payments from third parties or affiliates. 

Lyell Wealth Management Background 

Lyell Wealth first opened its doors in 2016 and is currently owned by members Jeffrey Berry, Kevin Connell, Matt Bennitt and Nancy Tuck. The firm specializes in estate planning, investment management, concentrated equity advice and income tax planning. But Lyell Wealth can develop a holistic financial plan tailored to your needs covering such topics as saving for retirement, funding your child’s college education or managing insurance policies. 

Lyell Wealth Management Investment Strategy

Lyell Wealth constructs individual client portfolios based on personal factors such as financial goals, risk appetite and current financial situation. It uses this data to establish an appropriate asset allocation. The firm primarily invests client assets among equity and fixed-income oriented securities like mutual funds. If deemed appropriate, it may also allocate assets across other securities types such as certificates of deposit (CDs), private equity funds and venture capital investments. 

WealthValues, LLC

WealthValues, LLC

WealthValues, LLC is a financial advisory firm with more than $312.7 million in assets under management. It provides financial planning and investment advisory services to individuals as well as high-net-worth individuals along with related investment accounts, trusts, estates and other entities. 

Its principal Karen Goodfriend serves as a certified financial planner (CFP), certified public accountant (CPA) and a personal finance specialist (PFS). The firm extends services on a fee-only basis. So it doesn’t earn commissions from third parties for recommending specific services or products. 

WealthValues Background 

WealthValues was founded in 2006. As mentioned earlier, Karen Goodfriend is the principal and sole shareholder of the company. 

The practice offers a variety of stand-alone financial planning services in addition to portfolio management. The firm can advise on a variety of financial wellness goals such as proper estate planning, mitigating taxes and evaluating life insurance programs. The firm provides ongoing advice and can adjust your plan as needed. 

WealthValues Investment Strategy 

WealthValues aims to build a diversified portfolio to meet the goals of individual clients and protect “from having ‘all eggs in one basket.’” It also sees minimizing taxes “as a critical component of portfolio planning and management.” 

In addition, the firm evaluates and selects third-party managers for different asset classes and to meet specific portfolio objectives. These may utilize both active and passive investing strategies depending on factors such as your risk tolerance and primary goals. 

Depending on your overall financial profile, the firm may invest your assets in mutual funds, exchange-traded funds (ETFs), over-the-counter securities and more. 

Sirius Wealth Management Strategies, LLC

Sirius Wealth Management Strategies, LLC

Sirius Wealth Management Strategies has more than $207.1 million in assets under management. It works with individuals and high-net-worth individuals as well as their estates, trusts, retirement plans and other entities. In addition, it serves corporations and pension and profit-sharing plans. SEC data shows most of its current client base consists of individuals who do not have high net worth. 

Sirius Wealth is a fee-only firm. So it doesn’t collect commissions or other compensation for recommending specific products or services from third parties. It earns its compensation solely from the fees it charges directly for its services. 

The firm is led by principal Matt Vorst, a certified financial planner (CFP). He has spent more than four decades working in the financial services industry. 

Sirius Wealth Management Strategies Background 

Sirius Wealth was founded in 2008, and it registered as an investment advisor in 2015. Its principal owners are Matt Vorst and Anne Wakefield Atkinson, both of whom continue serving as advisors. 

The firm can create a personalized financial wellness strategy that touches on multiple aspects of your financial life. It can advice on tax planning, insurance needs, retirement planning and more. 

Sirius Wealth Management Strategies Investment Strategy

The practice emphasizes low costs and diversification when it comes to its overall investment philosophy. Its holdings mainly consist of no-load mutual funds and exchange-traded funds (ETFs). Occasionally, it may invest assets among individual securities if deemed appropriate to the client. 

In addition, the firm selects and monitors investment managers who may deploy passive, semi-passive and active investing strategies.

Investor’s Capital Management, LLC

Investor’s Capital Management, LLC

Investor’s Capital Management (ICM) is a fee-only financial services firm with about $135.5 million assets under management. The firm generally works with individuals including high-net-worth ones. But you don’t need a minimum investment to start a relationship with the firm, which also advises on estates, trusts and other investments you may need help managing and preserving. 

ICM also works with businesses, corporate retirement plans, charities and other client types. As a fee-only financial advisory firm, it doesn’t earn commissions or other forms of payment from third parties for recommending or selling specific products or services. 

Its team features three certified financial planners (CFPs).  

Investor’s Capital Management Background 

ICM first opened its doors in 1999. Today, it’s owned by Julie A. Schatz and Chief Compliance Officer Jennifer H. Cray. The firm breaks down its offerings into two categories: financial planning and asset management. ICM can deploy a personalized financial plan to address a range of financial needs including some or all of the following: 

  • Education funding and 529 college savings plans
  • Retirement planning
  • Stock options advice
  • Tax planning
  • Charitable giving
  • Employee benefits
  • Cash flow management 

In addition, the firm can manage and monitor an individual investment portfolio on your behalf.

Investor’s Capital Management Investment Strategy

ICM seeks to construct diversified portfolios based on asset allocations that adhere to clients' individual investment goals, risk tolerance and time horizon. It generally invests client assets among no-load mutual funds from Dimensional Fund Advisors (DFM). However it may supplement this strategy with exchange-traded funds (ETFs) and index funds especially when your tax situation deems it appropriate.

Value Monitoring, Inc.

Value Monitoring, Inc.

Value Monitoring is a financial advisory firm that specializes in tax-focused financial planning and portfolio management. It currently holds more than $114.1 million in assets under management (AUM). The fee-only firm’s team features one certified financial planner (CFP). 

The practice’s client base consists mostly of clients who aren’t high-net-worth individuals. That said, you’d need a minimum investment of $1,000,000 to establish a relationship. In addition, the firm serves as a sub-advisor to the H & L Insurance Fund.

Value Monitoring Background 

Value Monitoring has been in business since 1988 and is owned by Mark Alexander Levenson and David Hendrik Levenson. The firm oversees separately managed accounts for institutional investors and high-net-worth individuals. In addition, VMI may provide financial planning services. 

Value Monitoring Investment Strategy

As mentioned earlier, Value Monitoring manages funds for H & L Insurance Fund. It may recommend those funds to individual clients as part or all of their portfolios. To assess securities and the market, the firm uses technical, quantitative and momentum analyses. 

Value Monitoring notes that its investment objective is “to provide total return,” mainly through investment in fixed income instruments such as investment-grade and non-investment-grade  domestic and foreign corporate bonds, state and local municipal bonds, mortgage bonds, floating rate bank notes, U.S. Treasury instruments, derivatives - and mutual funds and exchange-traded funds (ETFs) that invest primarily in the foregoing.

How Many Years $1 Million Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology To determine how long a $1 million nest egg would cover retirement costs in cities across America, we analyzed data on average expenditures for seniors, cost of living and investment returns.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. This reflects the typical return on a conservative investment portfolio. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research