LONGITUDE CAPITAL MANAGEMENT CO., LLC
Menlo Park, CA
AUM
$2.44B
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-854-5700
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
151 advisers found
LYELL WEALTH MANAGEMENT LP
Menlo Park, CA
AUM
$1.65B
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM
650-353-3692
ROBINHOOD ASSET MANAGEMENT
Menlo Park, CA
AUM
$1.52B
Wealth Mgmt
Team
138 advisors
Clients
—
Fees
Percentage of AUM; REFERRAL FEE
650-940-2700 EXT 31450
GLYNN CAPITAL MANAGEMENT, LLC
Menlo Park, CA
AUM
$1.52B
Wealth MgmtTrusts & Estates
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-854-2215
TRIPLEPOINT ADVISERS LLC
Menlo Park, CA
AUM
$1.31B
Wealth Mgmt
Team
22 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
650-854-2090
SAGE RHINO CAPITAL LLC
Menlo Park, CA
AUM
$883.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(650) 352-5600
OPES WEALTH MANAGEMENT, LLC
Menlo Park, CA
AUM
$822.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
408-831-5800
NELSON CAPITAL MANAGEMENT, LLC
Menlo Park, CA
AUM
$810.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(650) 322-4000
SOLSTEIN CAPITAL, LLC
Menlo Park, CA
AUM
$801.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
415-231-3000
FRIENDS & FAMILY CAPITAL MANAGEMENT, LLC
Menlo Park, CA
AUM
$793.8M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-815-7042
TIDEMARK MANAGEMENT COMPANY LP
Menlo Park, CA
AUM
$699.6M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-260-4887
M37 MANAGEMENT LP
Menlo Park, CA
AUM
$656.4M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
347-267-1584
ROBINHOOD VENTURES
Menlo Park, CA
AUM
$655.3M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM
(650)389-9581
PEAKVIEW CAPITAL
Menlo Park, CA
AUM
$646.4M
Wealth Mgmt
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
1 650-321-6600
STRUCTURAL CAPITAL MANAGEMENT COMPANY II, LP
Menlo Park, CA
AUM
$495.8M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
626-437-2771
RED IRON GROUP MANAGEMENT, LLC
Menlo Park, CA
AUM
$461.6M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-788-2608
ROBERTS WEALTH ADVISORS, LLC
Menlo Park, CA
AUM
$446.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
650-240-2410
BGV VC MANAGEMENT LLC
Menlo Park, CA
AUM
$433.0M
Wealth Mgmt
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
650-324-3680
MENLO ADVISORS LLC
Menlo Park, CA
AUM
$369.7M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
650-688-0300
TIEMANN INVESTMENT ADVISORS, LLC
Menlo Park, CA
AUM
$341.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
650-566-0200
DAI ADVISORS
Menlo Park, CA
AUM
$329.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
510-709-7543
SYMPHONY TECHNOLOGY GROUP, LLC
Menlo Park, CA
AUM
$307.3M
Wealth Mgmt
Team
88 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-935-9500
COPPERPLATE CAPITAL LLC
Menlo Park, CA
AUM
$293.7M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(650) 275-4313
PORTOLA CREEK CAPITAL
Menlo Park, CA
AUM
$188.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
415-634-0766