# Financial advisors in Menlo Park, CA

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/san-francisco/menlo-park

## At a glance

- Investment advisory firms: 158
- Registration: SEC-registered investment adviser: 58, State-registered investment adviser: 8, Exempt reporting adviser: 92
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 14 (21%); Percentage of assets 61 (92%); Hourly charges 11 (17%); Fixed fees 12 (18%); Performance-based fees 45 (68%); Other 14 (21%); No compensation arrangements reported 92
- Regulatory assets under management (Item 5.F): Under $25 million 3 (2%); $25 million to $100 million 2 (1%); $100 million to $500 million 16 (10%); $500 million to $1 billion 11 (7%); $1 billion to $5 billion 11 (7%); Over $5 billion 19 (12%); Not reported 96 (61%)
- Years registered: Under 5 years 65 (41%); 5 to 9 years 38 (24%); 10 to 19 years 41 (26%); 20 years or more 9 (6%); Not reported 5 (3%)

## Firms (page 1 of 4, 1 to 50 of 158, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [A16Z Perennial Management, L.P.](https://advisorcensus.com/firm/a16z-perennial-management-l-p-menlo-park-ca-324429) ([md](https://advisorcensus.com/firm/a16z-perennial-management-l-p-menlo-park-ca-324429.md)) | 324429 | Menlo Park, CA | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Performance fee, Other |
| [Accel-KKR](https://advisorcensus.com/firm/accel-kkr-menlo-park-ca-156498) ([md](https://advisorcensus.com/firm/accel-kkr-menlo-park-ca-156498.md)) | 156498 | Menlo Park, CA | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee |
| [Acknowledge Capital](https://advisorcensus.com/firm/acknowledge-capital-menlo-park-ca-343293) ([md](https://advisorcensus.com/firm/acknowledge-capital-menlo-park-ca-343293.md)) | 343293 | Menlo Park, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Aestus Capital](https://advisorcensus.com/firm/aestus-capital-menlo-park-ca-321068) ([md](https://advisorcensus.com/firm/aestus-capital-menlo-park-ca-321068.md)) | 321068 | Menlo Park, CA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Ajax Health Management Company, LLC](https://advisorcensus.com/firm/ajax-health-management-company-llc-menlo-park-ca-340280) ([md](https://advisorcensus.com/firm/ajax-health-management-company-llc-menlo-park-ca-340280.md)) | 340280 | Menlo Park, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [Alameda Capital Management, LLC](https://advisorcensus.com/firm/alameda-capital-management-llc-menlo-park-ca-323383) ([md](https://advisorcensus.com/firm/alameda-capital-management-llc-menlo-park-ca-323383.md)) | 323383 | Menlo Park, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Alan Biller and Associates](https://advisorcensus.com/firm/alan-biller-and-associates-menlo-park-ca-105283) ([md](https://advisorcensus.com/firm/alan-biller-and-associates-menlo-park-ca-105283.md)) | 105283 | Menlo Park, CA | SEC-registered investment adviser | Over $5 billion | 31 | % of assets, Hourly, Fixed fee, Other |
| [Altimeter Capital Management, LP](https://advisorcensus.com/firm/altimeter-capital-management-lp-menlo-park-ca-160017) ([md](https://advisorcensus.com/firm/altimeter-capital-management-lp-menlo-park-ca-160017.md)) | 160017 | Menlo Park, CA | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee |
| [Amplify Partners](https://advisorcensus.com/firm/amplify-partners-menlo-park-ca-167059) ([md](https://advisorcensus.com/firm/amplify-partners-menlo-park-ca-167059.md)) | 167059 | Menlo Park, CA | Exempt reporting adviser | Not reported | 13 | Not reported |
| [Andreessen Horowitz](https://advisorcensus.com/firm/andreessen-horowitz-menlo-park-ca-160489) ([md](https://advisorcensus.com/firm/andreessen-horowitz-menlo-park-ca-160489.md)) | 160489 | Menlo Park, CA | SEC-registered investment adviser | Over $5 billion | 7 | % of assets, Performance fee |
| [Arka Venture Labs Fund Partners, L.L.C.](https://advisorcensus.com/firm/arka-venture-labs-fund-partners-l-l-c-menlo-park-ca-304167) ([md](https://advisorcensus.com/firm/arka-venture-labs-fund-partners-l-l-c-menlo-park-ca-304167.md)) | 304167 | Menlo Park, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Asset Management Ventures, LLC](https://advisorcensus.com/firm/asset-management-ventures-llc-menlo-park-ca-160606) ([md](https://advisorcensus.com/firm/asset-management-ventures-llc-menlo-park-ca-160606.md)) | 160606 | Menlo Park, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [At One Ventures Opco, LLC](https://advisorcensus.com/firm/at-one-ventures-opco-llc-menlo-park-ca-307972) ([md](https://advisorcensus.com/firm/at-one-ventures-opco-llc-menlo-park-ca-307972.md)) | 307972 | Menlo Park, CA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Autotech Management, L.L.C.](https://advisorcensus.com/firm/autotech-management-l-l-c-menlo-park-ca-282525) ([md](https://advisorcensus.com/firm/autotech-management-l-l-c-menlo-park-ca-282525.md)) | 282525 | Menlo Park, CA | Exempt reporting adviser | Not reported | 10 | Not reported |
| [AV Capital Management, L.L.C.](https://advisorcensus.com/firm/av-capital-management-l-l-c-menlo-park-ca-288140) ([md](https://advisorcensus.com/firm/av-capital-management-l-l-c-menlo-park-ca-288140.md)) | 288140 | Menlo Park, CA | Exempt reporting adviser | Not reported | 9 | Not reported |
| [Avalon Capital Management](https://advisorcensus.com/firm/avalon-capital-management-menlo-park-ca-107501) ([md](https://advisorcensus.com/firm/avalon-capital-management-menlo-park-ca-107501.md)) | 107501 | Menlo Park, CA | SEC-registered investment adviser | $500 million to $1 billion | 34 | % of assets, Hourly |
| [Ballistic Ventures](https://advisorcensus.com/firm/ballistic-ventures-menlo-park-ca-318512) ([md](https://advisorcensus.com/firm/ballistic-ventures-menlo-park-ca-318512.md)) | 318512 | Menlo Park, CA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [BASE4 Capital LP](https://advisorcensus.com/firm/base4-capital-lp-menlo-park-ca-317334) ([md](https://advisorcensus.com/firm/base4-capital-lp-menlo-park-ca-317334.md)) | 317334 | Menlo Park, CA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Basis Set Builders, LLC](https://advisorcensus.com/firm/basis-set-builders-llc-menlo-park-ca-313162) ([md](https://advisorcensus.com/firm/basis-set-builders-llc-menlo-park-ca-313162.md)) | 313162 | Menlo Park, CA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Basis Set Ventures, LLC](https://advisorcensus.com/firm/basis-set-ventures-llc-menlo-park-ca-289323) ([md](https://advisorcensus.com/firm/basis-set-ventures-llc-menlo-park-ca-289323.md)) | 289323 | Menlo Park, CA | Exempt reporting adviser | Not reported | 8 | Not reported |
| [BGV VC Management LLC](https://advisorcensus.com/firm/bgv-vc-management-llc-menlo-park-ca-298473) ([md](https://advisorcensus.com/firm/bgv-vc-management-llc-menlo-park-ca-298473.md)) | 298473 | Menlo Park, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [BOW Capital Management, LLC](https://advisorcensus.com/firm/bow-capital-management-llc-menlo-park-ca-285101) ([md](https://advisorcensus.com/firm/bow-capital-management-llc-menlo-park-ca-285101.md)) | 285101 | Menlo Park, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Branch & Bloom Financial Planning, LLC](https://advisorcensus.com/firm/branch-and-bloom-financial-planning-llc-menlo-park-ca-339754) ([md](https://advisorcensus.com/firm/branch-and-bloom-financial-planning-llc-menlo-park-ca-339754.md)) | 339754 | Menlo Park, CA | State-registered investment adviser | Not reported | 0 | Hourly, Fixed fee |
| [Byers Capital Investment Advisory, LLC](https://advisorcensus.com/firm/byers-capital-investment-advisory-llc-menlo-park-ca-337464) ([md](https://advisorcensus.com/firm/byers-capital-investment-advisory-llc-menlo-park-ca-337464.md)) | 337464 | Menlo Park, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Camford Capital Management, LLC](https://advisorcensus.com/firm/camford-capital-management-llc-menlo-park-ca-308320) ([md](https://advisorcensus.com/firm/camford-capital-management-llc-menlo-park-ca-308320.md)) | 308320 | Menlo Park, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Candou Ventures Fund 2 LLC](https://advisorcensus.com/firm/candou-ventures-fund-2-llc-menlo-park-ca-317809) ([md](https://advisorcensus.com/firm/candou-ventures-fund-2-llc-menlo-park-ca-317809.md)) | 317809 | Menlo Park, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Centerview Capital Technology Management, L.P.](https://advisorcensus.com/firm/centerview-capital-technology-management-l-p-menlo-park-ca-167775) ([md](https://advisorcensus.com/firm/centerview-capital-technology-management-l-p-menlo-park-ca-167775.md)) | 167775 | Menlo Park, CA | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [Clearpath Capital Partners LLC](https://advisorcensus.com/firm/clearpath-capital-partners-llc-menlo-park-ca-111756) ([md](https://advisorcensus.com/firm/clearpath-capital-partners-llc-menlo-park-ca-111756.md)) | 111756 | Menlo Park, CA | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee, Performance fee |
| [Clearvision Ventures Management, LLC](https://advisorcensus.com/firm/clearvision-ventures-management-llc-menlo-park-ca-290751) ([md](https://advisorcensus.com/firm/clearvision-ventures-management-llc-menlo-park-ca-290751.md)) | 290751 | Menlo Park, CA | Exempt reporting adviser | Not reported | 8 | Not reported |
| [Cloud Apps Capital Partners](https://advisorcensus.com/firm/cloud-apps-capital-partners-menlo-park-ca-172001) ([md](https://advisorcensus.com/firm/cloud-apps-capital-partners-menlo-park-ca-172001.md)) | 172001 | Menlo Park, CA | Exempt reporting adviser | Not reported | 12 | Not reported |
| [Compass Technology Group, Inc.](https://advisorcensus.com/firm/compass-technology-group-inc-menlo-park-ca-157388) ([md](https://advisorcensus.com/firm/compass-technology-group-inc-menlo-park-ca-157388.md)) | 157388 | Menlo Park, CA | State-registered investment adviser | Under $25 million | 14 | Other |
| [Copperplate Capital LLC](https://advisorcensus.com/firm/copperplate-capital-llc-menlo-park-ca-174528) ([md](https://advisorcensus.com/firm/copperplate-capital-llc-menlo-park-ca-174528.md)) | 174528 | Menlo Park, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Performance fee |
| [Crosslink Capital, Inc.](https://advisorcensus.com/firm/crosslink-capital-inc-menlo-park-ca-109948) ([md](https://advisorcensus.com/firm/crosslink-capital-inc-menlo-park-ca-109948.md)) | 109948 | Menlo Park, CA | SEC-registered investment adviser | $1 billion to $5 billion | 26 | % of assets, Performance fee |
| [Crosspoint Capital Partners, LP](https://advisorcensus.com/firm/crosspoint-capital-partners-lp-menlo-park-ca-306981) ([md](https://advisorcensus.com/firm/crosspoint-capital-partners-lp-menlo-park-ca-306981.md)) | 306981 | Menlo Park, CA | SEC-registered investment adviser | Over $5 billion | 6 | % of assets, Performance fee |
| [DAI Advisors](https://advisorcensus.com/firm/dai-advisors-menlo-park-ca-300332) ([md](https://advisorcensus.com/firm/dai-advisors-menlo-park-ca-300332.md)) | 300332 | Menlo Park, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [Danhua Capital Management, LLC](https://advisorcensus.com/firm/danhua-capital-management-llc-menlo-park-ca-170108) ([md](https://advisorcensus.com/firm/danhua-capital-management-llc-menlo-park-ca-170108.md)) | 170108 | Menlo Park, CA | Exempt reporting adviser | Not reported | 10 | Not reported |
| [DC Global Ventures](https://advisorcensus.com/firm/dc-global-ventures-menlo-park-ca-293073) ([md](https://advisorcensus.com/firm/dc-global-ventures-menlo-park-ca-293073.md)) | 293073 | Menlo Park, CA | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Performance fee |
| [DCM](https://advisorcensus.com/firm/dcm-menlo-park-ca-160285) ([md](https://advisorcensus.com/firm/dcm-menlo-park-ca-160285.md)) | 160285 | Menlo Park, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Dent Capital](https://advisorcensus.com/firm/dent-capital-menlo-park-ca-341367) ([md](https://advisorcensus.com/firm/dent-capital-menlo-park-ca-341367.md)) | 341367 | Menlo Park, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Digitaldx Ventures Management, LLC](https://advisorcensus.com/firm/digitaldx-ventures-management-llc-menlo-park-ca-306743) ([md](https://advisorcensus.com/firm/digitaldx-ventures-management-llc-menlo-park-ca-306743.md)) | 306743 | Menlo Park, CA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Directround Management, LLC.](https://advisorcensus.com/firm/directround-management-llc-menlo-park-ca-315595) ([md](https://advisorcensus.com/firm/directround-management-llc-menlo-park-ca-315595.md)) | 315595 | Menlo Park, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Eastlink Capital Management, LLC](https://advisorcensus.com/firm/eastlink-capital-management-llc-menlo-park-ca-171406) ([md](https://advisorcensus.com/firm/eastlink-capital-management-llc-menlo-park-ca-171406.md)) | 171406 | Menlo Park, CA | Exempt reporting adviser | Not reported | 12 | Not reported |
| [Eighty-Seven Capital Management, LLC](https://advisorcensus.com/firm/eighty-seven-capital-management-llc-menlo-park-ca-309390) ([md](https://advisorcensus.com/firm/eighty-seven-capital-management-llc-menlo-park-ca-309390.md)) | 309390 | Menlo Park, CA | Exempt reporting adviser | Not reported | 6 | Not reported |
| [Elementum Ventures, LLC](https://advisorcensus.com/firm/elementum-ventures-llc-menlo-park-ca-315762) ([md](https://advisorcensus.com/firm/elementum-ventures-llc-menlo-park-ca-315762.md)) | 315762 | Menlo Park, CA | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [Envision Ventures Management, LLC](https://advisorcensus.com/firm/envision-ventures-management-llc-menlo-park-ca-283646) ([md](https://advisorcensus.com/firm/envision-ventures-management-llc-menlo-park-ca-283646.md)) | 283646 | Menlo Park, CA | Exempt reporting adviser | Not reported | 10 | Not reported |
| [Factory HQ](https://advisorcensus.com/firm/factory-hq-menlo-park-ca-315993) ([md](https://advisorcensus.com/firm/factory-hq-menlo-park-ca-315993.md)) | 315993 | Menlo Park, CA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Felicis Ventures](https://advisorcensus.com/firm/felicis-ventures-menlo-park-ca-162301) ([md](https://advisorcensus.com/firm/felicis-ventures-menlo-park-ca-162301.md)) | 162301 | Menlo Park, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [First Spark Ventures, LLC](https://advisorcensus.com/firm/first-spark-ventures-llc-menlo-park-ca-318886) ([md](https://advisorcensus.com/firm/first-spark-ventures-llc-menlo-park-ca-318886.md)) | 318886 | Menlo Park, CA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Floodgate](https://advisorcensus.com/firm/floodgate-menlo-park-ca-160983) ([md](https://advisorcensus.com/firm/floodgate-menlo-park-ca-160983.md)) | 160983 | Menlo Park, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Foundersx Ventures, LLC](https://advisorcensus.com/firm/foundersx-ventures-llc-menlo-park-ca-331507) ([md](https://advisorcensus.com/firm/foundersx-ventures-llc-menlo-park-ca-331507.md)) | 331507 | Menlo Park, CA | Exempt reporting adviser | Not reported | 1 | Not reported |

- Next page: https://advisorcensus.com/advisors/ca/san-francisco/menlo-park/page/2.md

## Questions people ask

**How many financial advisory firms are there in Menlo Park, CA?**
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.

**How many fee-only financial advisors are in Menlo Park, CA?**
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.

**How many financial advisors in Menlo Park, CA offer financial planning?**
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.

**Are the financial advisors in Menlo Park, CA fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

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- [Financial advisors in Oxnard](https://advisorcensus.com/advisors/ca/oxnard) (https://advisorcensus.com/advisors/ca/oxnard.md)
- [Financial advisors in Riverside](https://advisorcensus.com/advisors/ca/riverside) (https://advisorcensus.com/advisors/ca/riverside.md)
- [Financial advisors in Santa Maria](https://advisorcensus.com/advisors/ca/santa-maria) (https://advisorcensus.com/advisors/ca/santa-maria.md)
- [Financial advisors in Santa Rosa](https://advisorcensus.com/advisors/ca/santa-rosa) (https://advisorcensus.com/advisors/ca/santa-rosa.md)

Cite as: AdvisorCensus. Financial advisors in Menlo Park, CA: 158 firms from Form ADV filings as of October 2026.