ALAN BILLER AND ASSOCIATES
Menlo Park, CA
AUM
$65.07B
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
24 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
650-328-7283
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA, MENLO PARK
20 advisers found
MAKENA CAPITAL MANAGEMENT, LLC
Menlo Park, CA
AUM
$24.28B
Wealth MgmtTrusts & EstatesInstitutional
Team
30 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
650-926-0510
STAMOS CAPITAL PARTNERS, L.P.
Menlo Park, CA
AUM
$7.64B
Wealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
650-233-5000
A16Z PERENNIAL MANAGEMENT, L.P.
Menlo Park, CA
AUM
$2.75B
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
51-100
Fees
Percentage of AUM · Performance-based fees +1 more
(650) 798-5800
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
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
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
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
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
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
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
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
CHILMARK HILL CAPITAL LLC
Menlo Park, CA
AUM
$787K
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
415-684-8315
MEZZI
Menlo Park, CA
AUM
—
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
251-500
Fees
Fixed fees
(415) 612-2667