{ "path": "/advisors/ca/san-francisco/menlo-park", "url": "https://advisorcensus.com/advisors/ca/san-francisco/menlo-park", "page_type": "metro_city", "title": "Financial advisors in Menlo Park, CA", "filters": {}, "scope_total": 158, "faq": [ { "q": "How many financial advisory firms are there in Menlo Park, CA?", "a": "AdvisorCensus lists 158 investment advisory firms with a principal office in Menlo Park, California (part of the San Francisco metro area), from Form ADV filings as of October 2026: 58 SEC-registered, 8 state-registered, and 92 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Menlo Park, CA?", "a": "14 of the 158 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Menlo Park, CA offer financial planning?", "a": "14 of the 66 firms in Menlo Park, CA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Menlo Park, CA fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 14 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 158 investment advisory firms with a principal office in Menlo Park, California (part of the San Francisco metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full San Francisco metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Menlo Park, CA: 158 firms from Form ADV filings as of October 2026.", "total_firms": 158, "page": 1, "total_pages": 4, "sort": "name", "registration_types": { "sec": 58, "state": 8, "exempt": 92 }, "fee_model_mix": [ { "code": "fee-only", "count": 14 }, { "code": "percentage_of_aum", "count": 61 }, { "code": "hourly", "count": 11 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 12 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 45 }, { "code": "other", "count": 14 }, { "code": "not_reported", "count": 92 } ], "years_registered_distribution": [ { "code": "under_5", "count": 65 }, { "code": "5_to_9", "count": 38 }, { "code": "10_to_19", "count": 41 }, { "code": "20_plus", "count": 9 }, { "code": "not_reported", "count": 5 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 3 }, { "code": "25m_100m", "count": 2 }, { "code": "100m_500m", "count": 16 }, { "code": "500m_1b", "count": 11 }, { "code": "1b_5b", "count": 11 }, { "code": "over_5b", "count": 19 }, { "code": "not_reported", "count": 96 } ], "firms": [ { "crd_number": 324429, "name": "A16Z Perennial Management, L.P.", "name_as_filed": "A16Z PERENNIAL MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/a16z-perennial-management-l-p-menlo-park-ca-324429", "city": "Menlo Park", "state": "CA", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 156498, "name": "Accel-KKR", "name_as_filed": "ACCEL-KKR", "url": "https://advisorcensus.com/firm/accel-kkr-menlo-park-ca-156498", "city": "Menlo Park", "state": "CA", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 343293, "name": "Acknowledge Capital", "name_as_filed": "ACKNOWLEDGE CAPITAL", "url": "https://advisorcensus.com/firm/acknowledge-capital-menlo-park-ca-343293", "city": "Menlo Park", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 321068, "name": "Aestus Capital", "name_as_filed": "AESTUS CAPITAL", "url": "https://advisorcensus.com/firm/aestus-capital-menlo-park-ca-321068", "city": "Menlo Park", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 340280, "name": "Ajax Health Management Company, LLC", "name_as_filed": "AJAX HEALTH MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/ajax-health-management-company-llc-menlo-park-ca-340280", "city": "Menlo Park", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 323383, "name": "Alameda Capital Management, LLC", "name_as_filed": "ALAMEDA CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/alameda-capital-management-llc-menlo-park-ca-323383", "city": "Menlo Park", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 105283, "name": "Alan Biller and Associates", "name_as_filed": "ALAN BILLER AND ASSOCIATES", "url": "https://advisorcensus.com/firm/alan-biller-and-associates-menlo-park-ca-105283", "city": "Menlo Park", "state": "CA", "years_registered": 31, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 160017, "name": "Altimeter Capital Management, LP", "name_as_filed": "ALTIMETER CAPITAL MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/altimeter-capital-management-lp-menlo-park-ca-160017", "city": "Menlo Park", "state": "CA", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 167059, "name": "Amplify Partners", "name_as_filed": "AMPLIFY PARTNERS", "url": "https://advisorcensus.com/firm/amplify-partners-menlo-park-ca-167059", "city": "Menlo Park", "state": "CA", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 160489, "name": "Andreessen Horowitz", "name_as_filed": "ANDREESSEN HOROWITZ", "url": "https://advisorcensus.com/firm/andreessen-horowitz-menlo-park-ca-160489", "city": "Menlo Park", "state": "CA", "years_registered": 7, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 304167, "name": "Arka Venture Labs Fund Partners, L.L.C.", "name_as_filed": "ARKA VENTURE LABS FUND PARTNERS, L.L.C.", "url": "https://advisorcensus.com/firm/arka-venture-labs-fund-partners-l-l-c-menlo-park-ca-304167", "city": "Menlo Park", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 160606, "name": "Asset Management Ventures, LLC", "name_as_filed": "ASSET MANAGEMENT VENTURES, LLC", "url": "https://advisorcensus.com/firm/asset-management-ventures-llc-menlo-park-ca-160606", "city": "Menlo Park", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 307972, "name": "At One Ventures Opco, LLC", "name_as_filed": "AT ONE VENTURES OPCO, LLC", "url": "https://advisorcensus.com/firm/at-one-ventures-opco-llc-menlo-park-ca-307972", "city": "Menlo Park", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 282525, "name": "Autotech Management, L.L.C.", "name_as_filed": "AUTOTECH MANAGEMENT, L.L.C.", "url": "https://advisorcensus.com/firm/autotech-management-l-l-c-menlo-park-ca-282525", "city": "Menlo Park", "state": "CA", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 288140, "name": "AV Capital Management, L.L.C.", "name_as_filed": "AV CAPITAL MANAGEMENT, L.L.C.", "url": "https://advisorcensus.com/firm/av-capital-management-l-l-c-menlo-park-ca-288140", "city": "Menlo Park", "state": "CA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 107501, "name": "Avalon Capital Management", "name_as_filed": "AVALON CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/avalon-capital-management-menlo-park-ca-107501", "city": "Menlo Park", "state": "CA", "years_registered": 34, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 318512, "name": "Ballistic Ventures", "name_as_filed": "BALLISTIC VENTURES", "url": "https://advisorcensus.com/firm/ballistic-ventures-menlo-park-ca-318512", "city": "Menlo Park", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 317334, "name": "BASE4 Capital LP", "name_as_filed": "BASE4 CAPITAL LP", "url": "https://advisorcensus.com/firm/base4-capital-lp-menlo-park-ca-317334", "city": "Menlo Park", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 313162, "name": "Basis Set Builders, LLC", "name_as_filed": "BASIS SET BUILDERS, LLC", "url": "https://advisorcensus.com/firm/basis-set-builders-llc-menlo-park-ca-313162", "city": "Menlo Park", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 289323, "name": "Basis Set Ventures, LLC", "name_as_filed": "BASIS SET VENTURES, LLC", "url": "https://advisorcensus.com/firm/basis-set-ventures-llc-menlo-park-ca-289323", "city": "Menlo Park", "state": "CA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 298473, "name": "BGV VC Management LLC", "name_as_filed": "BGV VC MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/bgv-vc-management-llc-menlo-park-ca-298473", "city": "Menlo Park", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 285101, "name": "BOW Capital Management, LLC", "name_as_filed": "BOW CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bow-capital-management-llc-menlo-park-ca-285101", "city": "Menlo Park", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 339754, "name": "Branch & Bloom Financial Planning, LLC", "name_as_filed": "BRANCH & BLOOM FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/branch-and-bloom-financial-planning-llc-menlo-park-ca-339754", "city": "Menlo Park", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337464, "name": "Byers Capital Investment Advisory, LLC", "name_as_filed": "BYERS CAPITAL INVESTMENT ADVISORY, LLC", "url": "https://advisorcensus.com/firm/byers-capital-investment-advisory-llc-menlo-park-ca-337464", "city": "Menlo Park", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 308320, "name": "Camford Capital Management, LLC", "name_as_filed": "CAMFORD CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/camford-capital-management-llc-menlo-park-ca-308320", "city": "Menlo Park", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 317809, "name": "Candou Ventures Fund 2 LLC", "name_as_filed": "CANDOU VENTURES FUND 2 LLC", "url": "https://advisorcensus.com/firm/candou-ventures-fund-2-llc-menlo-park-ca-317809", "city": "Menlo Park", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 167775, "name": "Centerview Capital Technology Management, L.P.", "name_as_filed": "CENTERVIEW CAPITAL TECHNOLOGY MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/centerview-capital-technology-management-l-p-menlo-park-ca-167775", "city": "Menlo Park", "state": "CA", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 111756, "name": "Clearpath Capital Partners LLC", "name_as_filed": "CLEARPATH CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/clearpath-capital-partners-llc-menlo-park-ca-111756", "city": "Menlo Park", "state": "CA", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 290751, "name": "Clearvision Ventures Management, LLC", "name_as_filed": "CLEARVISION VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/clearvision-ventures-management-llc-menlo-park-ca-290751", "city": "Menlo Park", "state": "CA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 172001, "name": "Cloud Apps Capital Partners", "name_as_filed": "CLOUD APPS CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/cloud-apps-capital-partners-menlo-park-ca-172001", "city": "Menlo Park", "state": "CA", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 157388, "name": "Compass Technology Group, Inc.", "name_as_filed": "COMPASS TECHNOLOGY GROUP, INC.", "url": "https://advisorcensus.com/firm/compass-technology-group-inc-menlo-park-ca-157388", "city": "Menlo Park", "state": "CA", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 174528, "name": "Copperplate Capital LLC", "name_as_filed": "COPPERPLATE CAPITAL LLC", "url": "https://advisorcensus.com/firm/copperplate-capital-llc-menlo-park-ca-174528", "city": "Menlo Park", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 109948, "name": "Crosslink Capital, Inc.", "name_as_filed": "CROSSLINK CAPITAL, INC.", "url": "https://advisorcensus.com/firm/crosslink-capital-inc-menlo-park-ca-109948", "city": "Menlo Park", "state": "CA", "years_registered": 26, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 306981, "name": "Crosspoint Capital Partners, LP", "name_as_filed": "CROSSPOINT CAPITAL PARTNERS, LP", "url": "https://advisorcensus.com/firm/crosspoint-capital-partners-lp-menlo-park-ca-306981", "city": "Menlo Park", "state": "CA", "years_registered": 6, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 300332, "name": "DAI Advisors", "name_as_filed": "DAI ADVISORS", "url": "https://advisorcensus.com/firm/dai-advisors-menlo-park-ca-300332", "city": "Menlo Park", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 170108, "name": "Danhua Capital Management, LLC", "name_as_filed": "DANHUA CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/danhua-capital-management-llc-menlo-park-ca-170108", "city": "Menlo Park", "state": "CA", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 293073, "name": "DC Global Ventures", "name_as_filed": "DC GLOBAL VENTURES", "url": "https://advisorcensus.com/firm/dc-global-ventures-menlo-park-ca-293073", "city": "Menlo Park", "state": "CA", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 160285, "name": "DCM", "name_as_filed": "DCM", "url": "https://advisorcensus.com/firm/dcm-menlo-park-ca-160285", "city": "Menlo Park", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 341367, "name": "Dent Capital", "name_as_filed": "DENT CAPITAL", "url": "https://advisorcensus.com/firm/dent-capital-menlo-park-ca-341367", "city": "Menlo Park", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 306743, "name": "Digitaldx Ventures Management, LLC", "name_as_filed": "DIGITALDX VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/digitaldx-ventures-management-llc-menlo-park-ca-306743", "city": "Menlo Park", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 315595, "name": "Directround Management, LLC.", "name_as_filed": "DIRECTROUND MANAGEMENT, LLC.", "url": "https://advisorcensus.com/firm/directround-management-llc-menlo-park-ca-315595", "city": "Menlo Park", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 171406, "name": "Eastlink Capital Management, LLC", "name_as_filed": "EASTLINK CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/eastlink-capital-management-llc-menlo-park-ca-171406", "city": "Menlo Park", "state": "CA", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 309390, "name": "Eighty-Seven Capital Management, LLC", "name_as_filed": "EIGHTY-SEVEN CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/eighty-seven-capital-management-llc-menlo-park-ca-309390", "city": "Menlo Park", "state": "CA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 315762, "name": "Elementum Ventures, LLC", "name_as_filed": "ELEMENTUM VENTURES, LLC", "url": "https://advisorcensus.com/firm/elementum-ventures-llc-menlo-park-ca-315762", "city": "Menlo Park", "state": "CA", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 283646, "name": "Envision Ventures Management, LLC", "name_as_filed": "ENVISION VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/envision-ventures-management-llc-menlo-park-ca-283646", "city": "Menlo Park", "state": "CA", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 315993, 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