# 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/page/3

## 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 3 of 4, 101 to 150 of 158, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Ostra Capital](https://advisorcensus.com/firm/ostra-capital-menlo-park-ca-161847) ([md](https://advisorcensus.com/firm/ostra-capital-menlo-park-ca-161847.md)) | 161847 | Menlo Park, CA | Exempt reporting adviser | Not reported | 6 | Not reported |
| [Pacific Management Partners LLC](https://advisorcensus.com/firm/pacific-management-partners-llc-menlo-park-ca-172044) ([md](https://advisorcensus.com/firm/pacific-management-partners-llc-menlo-park-ca-172044.md)) | 172044 | Menlo Park, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Performance fee |
| [Panna Management LLC](https://advisorcensus.com/firm/panna-management-llc-menlo-park-ca-301149) ([md](https://advisorcensus.com/firm/panna-management-llc-menlo-park-ca-301149.md)) | 301149 | Menlo Park, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Parker Investment Management, LLC](https://advisorcensus.com/firm/parker-investment-management-llc-menlo-park-ca-112798) ([md](https://advisorcensus.com/firm/parker-investment-management-llc-menlo-park-ca-112798.md)) | 112798 | Menlo Park, CA | SEC-registered investment adviser | $500 million to $1 billion | 27 | % of assets, Performance fee |
| [Patient Square Capital, LP](https://advisorcensus.com/firm/patient-square-capital-lp-menlo-park-ca-312203) ([md](https://advisorcensus.com/firm/patient-square-capital-lp-menlo-park-ca-312203.md)) | 312203 | Menlo Park, CA | SEC-registered investment adviser | Over $5 billion | 5 | % of assets, Performance fee |
| [Pax Ventures Management, LLC](https://advisorcensus.com/firm/pax-ventures-management-llc-menlo-park-ca-336631) ([md](https://advisorcensus.com/firm/pax-ventures-management-llc-menlo-park-ca-336631.md)) | 336631 | Menlo Park, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Peakview Capital](https://advisorcensus.com/firm/peakview-capital-menlo-park-ca-305663) ([md](https://advisorcensus.com/firm/peakview-capital-menlo-park-ca-305663.md)) | 305663 | Menlo Park, CA | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Fixed fee, Performance fee |
| [Pear Ventures Management, LLC](https://advisorcensus.com/firm/pear-ventures-management-llc-menlo-park-ca-170211) ([md](https://advisorcensus.com/firm/pear-ventures-management-llc-menlo-park-ca-170211.md)) | 170211 | Menlo Park, CA | Exempt reporting adviser | Not reported | 9 | Not reported |
| [Pinegrove Venture Partners, LLC](https://advisorcensus.com/firm/pinegrove-venture-partners-llc-menlo-park-ca-326747) ([md](https://advisorcensus.com/firm/pinegrove-venture-partners-llc-menlo-park-ca-326747.md)) | 326747 | Menlo Park, CA | SEC-registered investment adviser | Over $5 billion | 3 | % of assets, Fixed fee, Performance fee |
| [Portola Creek Capital](https://advisorcensus.com/firm/portola-creek-capital-menlo-park-ca-288119) ([md](https://advisorcensus.com/firm/portola-creek-capital-menlo-park-ca-288119.md)) | 288119 | Menlo Park, CA | State-registered investment adviser | $100 million to $500 million | 7 | % of assets |
| [Prometheus Capital Advisors, LLC](https://advisorcensus.com/firm/prometheus-capital-advisors-llc-menlo-park-ca-322820) ([md](https://advisorcensus.com/firm/prometheus-capital-advisors-llc-menlo-park-ca-322820.md)) | 322820 | Menlo Park, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Proof Group Capital Management LLC](https://advisorcensus.com/firm/proof-group-capital-management-llc-menlo-park-ca-312615) ([md](https://advisorcensus.com/firm/proof-group-capital-management-llc-menlo-park-ca-312615.md)) | 312615 | Menlo Park, CA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Quest Venture Partners](https://advisorcensus.com/firm/quest-venture-partners-menlo-park-ca-189515) ([md](https://advisorcensus.com/firm/quest-venture-partners-menlo-park-ca-189515.md)) | 189515 | Menlo Park, CA | Exempt reporting adviser | Not reported | 11 | Not reported |
| [Realization Capital Partners Management LLC](https://advisorcensus.com/firm/realization-capital-partners-management-llc-menlo-park-ca-304264) ([md](https://advisorcensus.com/firm/realization-capital-partners-management-llc-menlo-park-ca-304264.md)) | 304264 | Menlo Park, CA | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Performance fee |
| [Red Glass Management, LLC](https://advisorcensus.com/firm/red-glass-management-llc-menlo-park-ca-338676) ([md](https://advisorcensus.com/firm/red-glass-management-llc-menlo-park-ca-338676.md)) | 338676 | Menlo Park, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Red Iron Group Management, LLC](https://advisorcensus.com/firm/red-iron-group-management-llc-menlo-park-ca-317920) ([md](https://advisorcensus.com/firm/red-iron-group-management-llc-menlo-park-ca-317920.md)) | 317920 | Menlo Park, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Performance fee |
| [Regalis Solutions LLC](https://advisorcensus.com/firm/regalis-solutions-llc-menlo-park-ca-300001) ([md](https://advisorcensus.com/firm/regalis-solutions-llc-menlo-park-ca-300001.md)) | 300001 | Menlo Park, CA | Exempt reporting adviser | Not reported | 6 | Not reported |
| [Ritual Capital Management Company, LLC](https://advisorcensus.com/firm/ritual-capital-management-company-llc-menlo-park-ca-328031) ([md](https://advisorcensus.com/firm/ritual-capital-management-company-llc-menlo-park-ca-328031.md)) | 328031 | Menlo Park, CA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Riverwood Capital Management L.P.](https://advisorcensus.com/firm/riverwood-capital-management-l-p-menlo-park-ca-158267) ([md](https://advisorcensus.com/firm/riverwood-capital-management-l-p-menlo-park-ca-158267.md)) | 158267 | Menlo Park, CA | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee |
| [Roberts Wealth Advisors, LLC](https://advisorcensus.com/firm/roberts-wealth-advisors-llc-menlo-park-ca-308827) ([md](https://advisorcensus.com/firm/roberts-wealth-advisors-llc-menlo-park-ca-308827.md)) | 308827 | Menlo Park, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Robinhood Asset Management](https://advisorcensus.com/firm/robinhood-asset-management-menlo-park-ca-323736) ([md](https://advisorcensus.com/firm/robinhood-asset-management-menlo-park-ca-323736.md)) | 323736 | Menlo Park, CA | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Other |
| [Robinhood Ventures](https://advisorcensus.com/firm/robinhood-ventures-menlo-park-ca-339165) ([md](https://advisorcensus.com/firm/robinhood-ventures-menlo-park-ca-339165.md)) | 339165 | Menlo Park, CA | SEC-registered investment adviser | $500 million to $1 billion | 0 | % of assets, Performance fee |
| [Sage Rhino Capital LLC](https://advisorcensus.com/firm/sage-rhino-capital-llc-menlo-park-ca-290148) ([md](https://advisorcensus.com/firm/sage-rhino-capital-llc-menlo-park-ca-290148.md)) | 290148 | Menlo Park, CA | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee |
| [SB Investment Advisers (US) Inc.](https://advisorcensus.com/firm/sb-investment-advisers-us-inc-menlo-park-ca-286323) ([md](https://advisorcensus.com/firm/sb-investment-advisers-us-inc-menlo-park-ca-286323.md)) | 286323 | Menlo Park, CA | SEC-registered investment adviser | Over $5 billion | 9 | % of assets, Performance fee |
| [Search Fund Partners](https://advisorcensus.com/firm/search-fund-partners-menlo-park-ca-330660) ([md](https://advisorcensus.com/firm/search-fund-partners-menlo-park-ca-330660.md)) | 330660 | Menlo Park, CA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Sequoia Capital Operations, LLC](https://advisorcensus.com/firm/sequoia-capital-operations-llc-menlo-park-ca-157373) ([md](https://advisorcensus.com/firm/sequoia-capital-operations-llc-menlo-park-ca-157373.md)) | 157373 | Menlo Park, CA | SEC-registered investment adviser | Over $5 billion | 4 | % of assets, Other |
| [Sequoia Global Equities](https://advisorcensus.com/firm/sequoia-global-equities-menlo-park-ca-157402) ([md](https://advisorcensus.com/firm/sequoia-global-equities-menlo-park-ca-157402.md)) | 157402 | Menlo Park, CA | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee |
| [Silver Lake Technology Management, LLC](https://advisorcensus.com/firm/silver-lake-technology-management-llc-menlo-park-ca-161206) ([md](https://advisorcensus.com/firm/silver-lake-technology-management-llc-menlo-park-ca-161206.md)) | 161206 | Menlo Park, CA | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Other |
| [Social Capital](https://advisorcensus.com/firm/social-capital-menlo-park-ca-304525) ([md](https://advisorcensus.com/firm/social-capital-menlo-park-ca-304525.md)) | 304525 | Menlo Park, CA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Sofinnova Investments, Inc.](https://advisorcensus.com/firm/sofinnova-investments-inc-menlo-park-ca-160297) ([md](https://advisorcensus.com/firm/sofinnova-investments-inc-menlo-park-ca-160297.md)) | 160297 | Menlo Park, CA | SEC-registered investment adviser | Over $5 billion | 9 | % of assets, Performance fee, Other |
| [Solstein Capital, LLC](https://advisorcensus.com/firm/solstein-capital-llc-menlo-park-ca-157888) ([md](https://advisorcensus.com/firm/solstein-capital-llc-menlo-park-ca-157888.md)) | 157888 | Menlo Park, CA | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Performance fee |
| [SQN Investors LP](https://advisorcensus.com/firm/sqn-investors-lp-menlo-park-ca-171505) ([md](https://advisorcensus.com/firm/sqn-investors-lp-menlo-park-ca-171505.md)) | 171505 | Menlo Park, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Stamos Capital Partners, L.P.](https://advisorcensus.com/firm/stamos-capital-partners-l-p-menlo-park-ca-134660) ([md](https://advisorcensus.com/firm/stamos-capital-partners-l-p-menlo-park-ca-134660.md)) | 134660 | Menlo Park, CA | SEC-registered investment adviser | Over $5 billion | 21 | % of assets, Performance fee, Other |
| [Startup Capital Ventures Management Co III, LLC](https://advisorcensus.com/firm/startup-capital-ventures-management-co-iii-llc-menlo-park-ca-341911) ([md](https://advisorcensus.com/firm/startup-capital-ventures-management-co-iii-llc-menlo-park-ca-341911.md)) | 341911 | Menlo Park, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [STG Partners, LLC](https://advisorcensus.com/firm/stg-partners-llc-menlo-park-ca-291048) ([md](https://advisorcensus.com/firm/stg-partners-llc-menlo-park-ca-291048.md)) | 291048 | Menlo Park, CA | SEC-registered investment adviser | Over $5 billion | 8 | % of assets, Performance fee, Other |
| [Structural Capital Management Company II, LP](https://advisorcensus.com/firm/structural-capital-management-company-ii-lp-menlo-park-ca-284310) ([md](https://advisorcensus.com/firm/structural-capital-management-company-ii-lp-menlo-park-ca-284310.md)) | 284310 | Menlo Park, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Performance fee |
| [Sundance Growth Management, LLC](https://advisorcensus.com/firm/sundance-growth-management-llc-menlo-park-ca-337999) ([md](https://advisorcensus.com/firm/sundance-growth-management-llc-menlo-park-ca-337999.md)) | 337999 | Menlo Park, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [SV Links Angels LLC](https://advisorcensus.com/firm/sv-links-angels-llc-menlo-park-ca-287947) ([md](https://advisorcensus.com/firm/sv-links-angels-llc-menlo-park-ca-287947.md)) | 287947 | Menlo Park, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Symphony Technology Group, LLC](https://advisorcensus.com/firm/symphony-technology-group-llc-menlo-park-ca-160676) ([md](https://advisorcensus.com/firm/symphony-technology-group-llc-menlo-park-ca-160676.md)) | 160676 | Menlo Park, CA | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Performance fee |
| [Synergy Ventures Advisors III, L.L.C.](https://advisorcensus.com/firm/synergy-ventures-advisors-iii-l-l-c-menlo-park-ca-213520) ([md](https://advisorcensus.com/firm/synergy-ventures-advisors-iii-l-l-c-menlo-park-ca-213520.md)) | 213520 | Menlo Park, CA | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [TCV](https://advisorcensus.com/firm/tcv-menlo-park-ca-160389) ([md](https://advisorcensus.com/firm/tcv-menlo-park-ca-160389.md)) | 160389 | Menlo Park, CA | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Other |
| [Ten VC Management, LLC](https://advisorcensus.com/firm/ten-vc-management-llc-menlo-park-ca-318932) ([md](https://advisorcensus.com/firm/ten-vc-management-llc-menlo-park-ca-318932.md)) | 318932 | Menlo Park, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [The Westly Group](https://advisorcensus.com/firm/the-westly-group-menlo-park-ca-161882) ([md](https://advisorcensus.com/firm/the-westly-group-menlo-park-ca-161882.md)) | 161882 | Menlo Park, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Think Different Financial Planning](https://advisorcensus.com/firm/think-different-financial-planning-menlo-park-ca-312539) ([md](https://advisorcensus.com/firm/think-different-financial-planning-menlo-park-ca-312539.md)) | 312539 | Menlo Park, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | Hourly, Fixed fee |
| [Thompson Hutton, LLC](https://advisorcensus.com/firm/thompson-hutton-llc-menlo-park-ca-309442) ([md](https://advisorcensus.com/firm/thompson-hutton-llc-menlo-park-ca-309442.md)) | 309442 | Menlo Park, CA | Exempt reporting adviser | Not reported | 6 | Not reported |
| [Tidemark Management Company LP](https://advisorcensus.com/firm/tidemark-management-company-lp-menlo-park-ca-313541) ([md](https://advisorcensus.com/firm/tidemark-management-company-lp-menlo-park-ca-313541.md)) | 313541 | Menlo Park, CA | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Performance fee |
| [Tiemann Investment Advisors, LLC](https://advisorcensus.com/firm/tiemann-investment-advisors-llc-menlo-park-ca-125360) ([md](https://advisorcensus.com/firm/tiemann-investment-advisors-llc-menlo-park-ca-125360.md)) | 125360 | Menlo Park, CA | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets |
| [Touring Capital LLC](https://advisorcensus.com/firm/touring-capital-llc-menlo-park-ca-328058) ([md](https://advisorcensus.com/firm/touring-capital-llc-menlo-park-ca-328058.md)) | 328058 | Menlo Park, CA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Trinity Ventures](https://advisorcensus.com/firm/trinity-ventures-menlo-park-ca-159537) ([md](https://advisorcensus.com/firm/trinity-ventures-menlo-park-ca-159537.md)) | 159537 | Menlo Park, CA | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Performance fee |
| [Triplepoint Advisers LLC](https://advisorcensus.com/firm/triplepoint-advisers-llc-menlo-park-ca-168948) ([md](https://advisorcensus.com/firm/triplepoint-advisers-llc-menlo-park-ca-168948.md)) | 168948 | Menlo Park, CA | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Performance fee |

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## 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 Los Angeles](https://advisorcensus.com/advisors/ca/los-angeles) (https://advisorcensus.com/advisors/ca/los-angeles.md)
- [Financial advisors in San Jose](https://advisorcensus.com/advisors/ca/san-jose) (https://advisorcensus.com/advisors/ca/san-jose.md)
- [Financial advisors in San Diego](https://advisorcensus.com/advisors/ca/san-diego) (https://advisorcensus.com/advisors/ca/san-diego.md)
- [Financial advisors in Sacramento](https://advisorcensus.com/advisors/ca/sacramento) (https://advisorcensus.com/advisors/ca/sacramento.md)
- [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.