City

Independent RIAs in Menlo Park, California

As of October 2, 2026, 21 independent wealth management RIAs with their main office in Menlo Park, California reported $8.8 billion in regulatory assets under management; the largest by assets was A16Z Perennial Management, L.P., with $2.8 billion.

Include wirehouses and broker-dealer firms

Independent wealth management RIAs: 21
Regulatory assets under management: $8.8 billion
Average per firm: $420.3 million
SEC-registered, of those listed: 12 of 21 (57.1%)

Firms by assets

Independent RIAs in Menlo Park, California, largest first
#	Firm	Registration	RAUM	Accounts
1	A16Z Perennial Management, L.P.	SEC	$2.8 billion	147
2	Lyell Wealth Management LP	SEC	$1.6 billion	307
3	Sage Rhino Capital LLC	SEC	$883.7 million	1,502
4	Nelson Capital Management, LLC	SEC	$810.8 million	685
5	Avalon Capital Management	SEC	$582.2 million	508
6	Roberts Wealth Advisors, LLC	SEC	$446.0 million	450
7	Menlo Advisors LLC	SEC	$369.7 million	100
8	Tiemann Investment Advisors, LLC	SEC	$341.1 million	295
9	Dai Advisors	SEC	$329.6 million	630
10	Portola Creek Capital	State	$188.9 million	62
11	Clearpath Capital Partners LLC	SEC	$161.3 million	236
12	Think Different Financial Planning	SEC	$141.5 million	202
13	Echo Advisory LLC	State	$67.2 million	54
14	Value Monitoring, Inc	State	$62.9 million	58
15	Oak Peak Financial	State	$21.9 million	59
16	Rugh Financial	State	$19.7 million	23
17	BKB Financial Advisors, LLC	State	$0	0
18	Branch & Bloom Financial Planning, LLC	State	$0	0
19	Galileo Planning Group, Inc	State	$0	0
20	Lemniscate Partners Advisory LLC	State	$0	0
21	Mezzi	SEC	$0	0

Independent RIAs in California, including every city.

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.