City
Wealth management firms in Menlo Park, California
As of October 2, 2026, 22 wealth management firms, including broker-dealer firms, with their main office in Menlo Park, California reported $10.3 billion in regulatory assets under management; the largest by assets was A16Z Perennial Management, L.P., with $2.8 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 22
- Regulatory assets under management
- $10.3 billion
- Average per firm
- $470.2 million
- SEC-registered, of those listed
- 13 of 22 (59.1%)
Firms by assets
| # | 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 | Robinhood Asset Management Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $1.5 billion | 264,104 |
| 4 | Sage Rhino Capital LLC | SEC | $883.7 million | 1,502 |
| 5 | Nelson Capital Management, LLC | SEC | $810.8 million | 685 |
| 6 | Avalon Capital Management | SEC | $582.2 million | 508 |
| 7 | Roberts Wealth Advisors, LLC | SEC | $446.0 million | 450 |
| 8 | Menlo Advisors LLC | SEC | $369.7 million | 100 |
| 9 | Tiemann Investment Advisors, LLC | SEC | $341.1 million | 295 |
| 10 | Dai Advisors | SEC | $329.6 million | 630 |
| 11 | Portola Creek Capital | State | $188.9 million | 62 |
| 12 | Clearpath Capital Partners LLC | SEC | $161.3 million | 236 |
| 13 | Think Different Financial Planning | SEC | $141.5 million | 202 |
| 14 | Echo Advisory LLC | State | $67.2 million | 54 |
| 15 | Value Monitoring, Inc | State | $62.9 million | 58 |
| 16 | Oak Peak Financial | State | $21.9 million | 59 |
| 17 | Rugh Financial | State | $19.7 million | 23 |
| 18 | BKB Financial Advisors, LLC | State | $0 | 0 |
| 19 | Branch & Bloom Financial Planning, LLC | State | $0 | 0 |
| 20 | Galileo Planning Group, Inc | State | $0 | 0 |
| 21 | Lemniscate Partners Advisory LLC | State | $0 | 0 |
| 22 | Mezzi | SEC | $0 | 0 |
Wealth management firms 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.