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Top Financial Advisors in Menlo Park, CA

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Finding the Top Financial Advisors in Menlo Park, California

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.

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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Portola Partners Portola Partners logo Find an Advisor

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$4,998,501,584 No set account minimum
  • Portfolio management
  • Financial planning
  • Selection of other advisors (including private fund managers)

Minimum Assets

No set account minimum

Financial Services

  • Portfolio management
  • Financial planning
  • Selection of other advisors (including private fund managers)
2 Regis Management Company, LLC Regis Management Company, LLC logo Find an Advisor

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$3,926,642,532 Varies based on account type
  • Financial planning
  • Portfolio management
  • Advisor selection

Minimum Assets

Varies based on account type

Financial Services

  • Financial planning
  • Portfolio management
  • Advisor selection
3 Bordeaux Wealth Advisors LLC Bordeaux Wealth Advisors LLC logo Find an Advisor

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$3,470,097,382 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

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4 Lyell Wealth Management, LP Lyell Wealth Management, LP logo Find an Advisor

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$785,663,753 No set account minimum
  • Financial planning
  • Portfolio management

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
5 Opes Wealth Management, LLC Opes Wealth Management, LLC logo Find an Advisor

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$426,508,843 Varies based on account type
  • Portfolio management
  • Financial planning
  • Selection of other advisors

Minimum Assets

Varies based on account type

Financial Services

  • Portfolio management
  • Financial planning
  • Selection of other advisors
6 Nelson Capital Management, LLC Nelson Capital Management, LLC logo Find an Advisor

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$574,552,255 $1 million
  • Portfolio management 
  • Asset allocation 
  • Equity analysis 
  • Fixed income analysis
  • Financial planning
  • Retirement planning
  • Estate planning
  • Education savings
  • Tax planning
  • Charitable gift strategies

Minimum Assets

$1 million

Financial Services

  • Portfolio management 
  • Asset allocation 
  • Equity analysis 
  • Fixed income analysis
  • Financial planning
  • Retirement planning
  • Estate planning
  • Education savings
  • Tax planning
  • Charitable gift strategies
7 WealthValues, LLC WealthValues, LLC logo Find an Advisor

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$391,406,928 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
8 Sirius Wealth Management Strategies, LLC Sirius Wealth Management Strategies, LLC logo Find an Advisor

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$315,333,965 No set account minimum
  • Financial planning
  • Portfolio management

Minimum Assets

No set account minimum

Financial Services

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

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$176,231,832 No set account minimum
  • Financial planning
  • Portfolio management

Minimum Assets

No set account minimum

Financial Services

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

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$93,795,798 $500,000
  • Financial planning
  • Portfolio management

Minimum Assets

$500,000

Financial Services

  • Financial planning
  • Portfolio management

What We Use in Our Methodology

To find the top financial advisors in Menlo Park, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is accurate as of the writing of this article. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria.

Portola Partners Group, LLC

Portola Partners Group, LLC tops our list with the most assets under management (AUM), serving mainly high-net-worth clients.

As a fee-only firm, Portola does not collect commissions on trades or the sale of certain products.

Portola does not maintain account minimums. The firm, however, charges asset-based fees, hourly fees and fixed fees for its advisory services. Asset-based fees can range between .15% and 1% of the total assets under management.

Portola Partners Background

Portola Partners began its operations in 2020, specializing in portfolio management, financial planning and advisor selection advisory services. The privately owned company’s owners are Steven R. Rehmus and Zachary A. Herlick.

Portola Partners Investment Strategy

Portola Partners believes that asset allocation is the main determinant of long-term returns and the variance of those returns, according to its website. In selecting investments, the firm regularly uses diversification and systematic portfolio rebalancing. 

The firm recommends various asset classes, including no-load mutual funds and exchange-traded funds (ETFs), equities, warrants, corporate debt securities, certificates of deposit (CDs), U.S. government securities, investment company securities and more. 

Regis Management Company, LLC

Regis Management Company, LLC works entirely with high-net-worth and non-high-net-worth individuals, as well as pooled investment vehicles and charitable organizations. 

As a fee-only firm, Regis does not collect commissions on trades or the sale of certain products.

The firm typically requires $10 million to open a separate account, but requirement could be waived. The firm also charges a minimum annual fee of $150,000 that is based on a percentage of the total assets under management.  

Regis Management Company Background

Regis was founded as a limited liability company in 2003. The firm’s controlling owners are Robert F.X. Burlinson and the Freidenrich Family Partnership. Burlinson is also Regis’ chief investment officer.

Regis Management Company Strategy

Regis manages and evaluates portfolios based on client investment goals and objectives. The firm’s investment strategy focuses on long-term capital appreciation, and it aims to meet that objective by building well-diversified portfolio.

Services include:

  • Financial planning
  • Portfolio management
  • Tax planning
  • Charitable assets
  • Advisor selection

Bordeaux Wealth Advisors LLC

Nestled in Silicon Valley, Bordeaux Wealth Advisors (BWA) 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, and charges a minimum annual fee of $20,000. The firm also advises charitable organizations. 

The BWA advisory team collectively features 10 certified financial planners (CFPs), seven certified public accountants (CPAs), four 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.

Lyell Wealth Management, LP

Lyell Wealth Management is a financial advisory firm that specializes in asset management financial planning and income tax advice. You don’t need a minimum investment to establish a relationship with the firm. SEC records show it currently works primarily with high-net-worth and non-high-net-worth individuals, as well as charitable organizations.  

When you open an account with Lyell Wealth, you can work with four 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. 

Opes Wealth Management, LLC

Opes Wealth Management, LLC provides a range of advisory services to high-net-worth and non-high-net-worth individuals. As a fee-only firm, it earns compensation as a percentage of assets under management (AUM) and fixed fees that are charged directly to clients - not as sales commissions from third parties. 

Opes Wealth’s staff holds mutiple certifications, including two chartered financial analysts (CFAs).

Opes Wealth’s minimum account size requirement varies based on account type. Specifically, the firm’s minimums range from $5,000 to $700,000. 

Opes Wealth Management Background

Formed in 2018, Opes Wealth offers investment management, financial planning and advisor selection services. The firm also provides non-investment consulting and implementation services.

Opes Wealth’s principal owners are Mark Duvall, Erin Whalen and Susan McHan.

Opes Wealth Management Investment Strategy

Opes Wealth utilizes a number of securities analysis methods when making investment decisions. These include fundamental analysis, technical analysis and cyclical analysis. However, the firm also employs long-term purchases, limited liquidity purchases and short-term purchases.

Opes Wealth’s Form ADV shows that it mainly allocated its assets among exchange-traded equity securities and non-exchange-traded equity securities. The firm also invested in cash and cash equivalents and U.S. state and local bonds.

Nelson Capital Management, LLC

Nelson Capital Management, LLC works entirely with high-net-worth individuals and charitable organizations. 

As a fee-only firm, Nelson does not collect commissions on trades or the sale of certain products.

The firm typically requires a minimum of $1 million for its comprehensive portfolio management service. Additionally, the firm also charges a management fee that can range between .5% and 1% of the total assets under management.  

Nelson Capital Management Background

Nelson was founded as a limited liability company in 2004. The firm’s owners are Brooks Nelson (89%), Stephen Philpott (7%), Darcy Smoot (2%) and Evan Nelson (2%).

The advisor team holds multiple certifications, including two certified financial planners (CFPs) and two chartered financial analysts (CFAs).

Nelson Capital Management Strategy

Nelson manages and evaluates portfolios based on client investment goals and objectives. The firm’s investment strategy focuses on both long-term purchases that hold securities for more than one year and short-term purchases that sell securities within one year. 

Services include:

  • Portfolio management 
  • Asset allocation 
  • Equity analysis 
  • Fixed income analysis
  • Financial planning
  • Retirement planning
  • Estate planning
  • Education savings
  • Tax planning
  • Charitable gift strategies

WealthValues, LLC

WealthValues, LLC is a financial advisory firm providing financial planning and investment advisory services primarily for high-net-worth individuals.

Its principal Karen Goodfriend serves as a certified financial planner (CFP), certified public accountant (CPA) and a personal finance specialist (PFS). 

As a fee-only firm, WealthValues does not 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 works with individuals and high-net-worth individuals, as well as corporations.

As a fee-only firm, Sirius 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 clients directly for its services. 

Sirius 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 (ICM) is a fee-only financial services firm working with individuals and high-net-worth clients, as well as pensions and profit sharing plans, croporations and donor advised funds.

Clients don’t need a minimum investment to start a relationship with the firm, but are generally charged a minimum investment management fee of $2,500 each quarter. ICM recommends that prospective clients with less than $800,000 in investment assets pursue more cost-effective services at other firms. 

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. 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. is a fee-only firm that specializes in tax-focused financial planning and portfolio management. Clients include both non-high-net-worth and high-net-worth individuals, as well as pooled investment vehicles, pension and profit sharing plans, charitable organizations and corporations.

The firm has minimum investment requirements ranging from $500,000 to $2 million, depending on the account.

The firm’s team features one certified financial planner (CFP). 

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 Long $1mm 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 We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

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%. 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