Falists

California · 151 advisers

Financial Advisors in Menlo Park, California

Looking for a financial advisor in Menlo Park, California? Falists indexes 151 SEC-registered and state-registered investment advisers in Menlo Park — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 148 firms list a website you can visit directly. Firms in this directory manage up to $117.70B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

151

With website

148

Largest AUM

$117.70B

Financial planning

13

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth56Planning13Trusts20Retirement6Institutional16

Top advisors in Menlo Park

Ranked by AUM · Fees, team & specialties at a glance

View all 151 →
View all 151 advisors in Menlo Park

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)Santa Barbara (56)

Common questions

How many financial advisors are in Menlo Park, California?
151 registered investment advisers are listed in our Menlo Park directory, sourced from public SEC filings.
What types of advisors are in Menlo Park?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Menlo Park?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.