Financial advisors in Menlo Park, CA

330 match · page 1 of 11

Aaron Szager
Financial advisor at Osborne Partners
Osborne Partners · $2.65B AUM
CFP®VerifiedFinancial planning
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Adam Govani
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
CFP®VerifiedFinancial planning
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Andrew Castro
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Catherine Pitts
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
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Chao Zheng
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
CFP®VerifiedFinancial planning
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Daniel Goldie
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
CFP®VerifiedFinancial planning
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David Levenson
Financial advisor at Value Monitoring, Inc
Value Monitoring, Inc · $62.9M AUM
CFP®VerifiedFinancial planning
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David Murdock
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
CFP®VerifiedFinancial planning
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Derek Engen
Financial advisor at Citizens Private Wealth
Citizens Private Wealth · $16.63B AUM
CFP®VerifiedFinancial planning
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Edward Cho
Financial advisor at Echo Advisory LLC
Echo Advisory LLC · $67.2M AUM
CFP®VerifiedFinancial planning
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Evan Nelson
Financial advisor at Nelson Capital Management, LLC
Nelson Capital Management, LLC · $810.8M AUM
CFP®VerifiedFinancial planning
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Fabian Garces
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
CFP®VerifiedFinancial planning
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Jennifer Cray
Financial advisor at Forum Financial Management, LP
Forum Financial Management, LP · $8.69B AUM
CFP®VerifiedFinancial planning
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Jon Ekoniak
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
CFP®VerifiedFinancial planning
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Julie Schatz
Financial advisor at Forum Financial Management, LP
Forum Financial Management, LP · $8.69B AUM
CFP®VerifiedFinancial planning
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Kevin Martin
Financial advisor at Oak Peak Financial
Oak Peak Financial · $21.9M AUM
CFP®VerifiedFinancial planning
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Laura Miri
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
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Lavina Nagar
Financial advisor at Maya Advisors, Inc.
Maya Advisors, Inc. · $138.2M AUM
CFP®VerifiedFinancial planning
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Linh Thai
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Maggie Liu
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
CFP®VerifiedFinancial planning
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Margaret McGonigle
Financial advisor at Citizens Private Wealth
Citizens Private Wealth · $16.63B AUM
CFP®VerifiedFinancial planning
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Michael Pritts
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
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Moira McGlynn
Financial advisor at Citizens Private Wealth
Citizens Private Wealth · $16.63B AUM
CFP®VerifiedFinancial planning
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Nicholas Casaccia
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
CFP®VerifiedFinancial planning
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Stephen Philpott
Financial advisor at Nelson Capital Management, LLC
Nelson Capital Management, LLC · $810.8M AUM
CFP®VerifiedFinancial planning
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Suzanne Herman
Financial advisor at Roberts Wealth Advisors, LLC
Roberts Wealth Advisors, LLC · $446M AUM
CFP®VerifiedFinancial planning
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Thomas Beaty
Financial advisor at Citizens Private Wealth
Citizens Private Wealth · $16.63B AUM
CFP®VerifiedFinancial planning
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Timothy Ross
Financial advisor at Cresset Asset Management, LLC
Cresset Asset Management, LLC · $78.94B AUM
CFP®VerifiedFinancial planning
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Tyler Johnson
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
CFP®VerifiedFinancial planning
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William Steinberger
Financial advisor at Think Different Financial Planning
Think Different Financial Planning · $141.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Menlo Park, CA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Menlo Park, CA.

How this list works

Before you hire an advisor in Menlo Park, CA