CLEARPATH CAPITAL PARTNERS LLC
Menlo Park, CA
AUM
$161.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(415) 682-6900
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
151 advisers found
IG BETTER FUTURE MANAGEMENT, LLC
Menlo Park, CA
AUM
$128.3M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(615)437-7299
HIGHBAR PARTNERS
Menlo Park, CA
AUM
$114.6M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
917-696-7945
NOVAWAVE CAPITAL
Menlo Park, CA
AUM
$90.0M
Institutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
781-710-3455
VALUE MONITORING, INC
Menlo Park, CA
AUM
$62.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
650-451-3410
OAK PEAK FINANCIAL
Menlo Park, CA
AUM
$21.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(650) 434-6600
WHELAN CAPITAL MANGEMENT
Menlo Park, CA
AUM
$925K
Wealth Mgmt
Team
0 total employees
Clients
0
Fees
Percentage of AUM
650-722 0258
CHILMARK HILL CAPITAL LLC
Menlo Park, CA
AUM
$787K
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
415-684-8315
AJAX HEALTH MANAGEMENT COMPANY, LLC
Menlo Park, CA
AUM
—
Team
13 advisors
Clients
—
Fees
Percentage of AUM
800-991-6564
ARKA VENTURE LABS FUND PARTNERS, L.L.C.
Menlo Park, CA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
650-324-3680
BRANCH & BLOOM FINANCIAL PLANNING, LLC
Menlo Park, CA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
(650) 332-2585
BYERS CAPITAL INVESTMENT ADVISORY, LLC
Menlo Park, CA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
510-828-0359