Fiduciary advisors in Menlo Park, CA

51 registered advisers

Menlo Park is the zip code of Sand Hill Road venture capital, where startup founders and VC partners seek fiduciary guidance on concentrated holdings, and 51 SEC-registered fiduciary firms serve local investors. The fee-only share stands at 100%, with 51 firms declining all forms of commission-based compensation. Firm-level details on fees, client counts, and SEC filings appear in the listings that follow.

A16Z PERENNIAL MANAGEMENT, L.P.

Fee-Only, No ConflictsClean Record
Menlo Park, CaliforniaCRD #324429
Typical Fee--
AUM$1.8B
Minimum--
Clients48

ACCEL-KKR

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #156498
Typical Fee--
AUM$23.7B
Minimum--
Clients29

ALAN BILLER AND ASSOCIATES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #105283
Typical Fee--
AUM$65.1B
Minimum--
Clients52

ANDREESSEN HOROWITZ

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #160489
Typical Fee--
AUM$74.7B
Minimum--
Clients102

BGV VC MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Menlo Park, CaliforniaCRD #298473
Typical Fee--
AUM$409M
Minimum--
Clients11

COPPERPLATE CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #174528
Typical Fee--
AUM$208M
Minimum--
Clients3

CROSSLINK CAPITAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #109948
Typical Fee--
AUM$4.8B
Minimum--
Clients34

CROSSPOINT CAPITAL PARTNERS, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #306981
Typical Fee--
AUM$6.9B
Minimum--
Clients10

DAI ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #300332
Typical Fee--
AUM$330M
Minimum--
Clients630

DECHENG CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #293073
Typical Fee--
AUM$2.1B
Minimum--
Clients10

FRIENDS & FAMILY CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #310407
Typical Fee--
AUM$505M
Minimum--
Clients13

GLYNN CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #111296
Typical Fee--
AUM$1.6B
Minimum--
Clients15

HAUN VENTURES MANAGEMENT LP

Fee-Only, No ConflictsClean Record
Menlo Park, CaliforniaCRD #318409
Typical Fee--
AUM$1.9B
Minimum--
Clients4

HIGHBAR PARTNERS

Fee-Only, No ConflictsClean Record
Menlo Park, CaliforniaCRD #166244
Typical Fee--
AUM$191M
Minimum--
Clients3

JUNIPER HILL CAPITAL MANAGEMENT LP

Fee-Only, No ConflictsClean Record
Menlo Park, CaliforniaCRD #300769
Typical Fee--
AUM$2.4B
Minimum--
Clients3

LIGHTSPEED VENTURE PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #160187
Typical Fee--
AUM$31.2B
Minimum--
Clients43

LONGITUDE CAPITAL MANAGEMENT CO., LLC

Fee-Only, No ConflictsClean Record
Menlo Park, CaliforniaCRD #161916
Typical Fee--
AUM$2.1B
Minimum--
Clients5

LYELL WEALTH MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #283521
Typical Fee--
AUM$1.3B
Minimum--
Clients295

M37 MANAGEMENT LP

Fee-Only, No ConflictsClean Record
Menlo Park, CaliforniaCRD #332714
Typical Fee--
AUM$233M
Minimum--
Clients4

MAKENA CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #156855
Typical Fee--
AUM$23.9B
Minimum--
Clients35

MENLO ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #122721
Typical Fee--
AUM$318M
Minimum--
Clients98

MENLO EQUITIES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #162139
Typical Fee--
AUM$4.5B
Minimum--
Clients10

MEZZI

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #337818
Typical Fee--
AUM--
Minimum--
Clients--

NELSON CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #129776
Typical Fee--
AUM$811M
Minimum--
Clients685

NEW ENTERPRISE ASSOCIATES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #161004
Typical Fee--
AUM$27.8B
Minimum--
Clients21

NOVAWAVE CAPITAL

Fee-Only, No ConflictsClean Record
Menlo Park, CaliforniaCRD #333205
Typical Fee2.50%
AUM$90M
Minimum--
Clients2

OPES WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #299704
Typical Fee--
AUM$665M
Minimum--
Clients387

PATIENT SQUARE CAPITAL, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #312203
Typical Fee--
AUM$12.0B
Minimum--
Clients26

PEAKVIEW CAPITAL

Fee-Only, No ConflictsClean Record
Menlo Park, CaliforniaCRD #305663
Typical Fee--
AUM$568M
Minimum--
Clients9

PERMIRA CREDIT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #330996
Typical Fee--
AUM$425M
Minimum--
Clients1

PINEGROVE VENTURE PARTNERS, LLC

Fee-OnlyAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #326747
Typical Fee--
AUM$11.7B
Minimum--
Clients75

RED IRON GROUP MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Menlo Park, CaliforniaCRD #317920
Typical Fee--
AUM$491M
Minimum--
Clients4

RIVERWOOD CAPITAL MANAGEMENT L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #158267
Typical Fee--
AUM$6.3B
Minimum--
Clients14

ROBERTS WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #308827
Typical Fee--
AUM$385M
Minimum--
Clients433

ROBINHOOD ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #323736
Typical Fee1.00%
AUM$1.5B
Minimum--
Clients264,104

SAGE RHINO CAPITAL LLC

Fee-OnlyAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #290148
Typical Fee1.50%
AUM$787M
Minimum--
Clients1,441

SB INVESTMENT ADVISERS (US) INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #286323
Typical Fee--
AUM$60.9B
Minimum--
Clients1

SCGE MANAGEMENT, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #157402
Typical Fee--
AUM$9.8B
Minimum--
Clients4

SELBY LANE CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #325345
Typical Fee--
AUM$318M
Minimum--
Clients9

SEQUOIA CAPITAL OPERATIONS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #157373
Typical Fee--
AUM$60.5B
Minimum--
Clients64

SILVER LAKE TECHNOLOGY MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #161206
Typical Fee--
AUM$104.0B
Minimum--
Clients27

SOFINNOVA INVESTMENTS, INC.

Fee-Only, No ConflictsClean Record
Menlo Park, CaliforniaCRD #160297
Typical Fee--
AUM$3.8B
Minimum--
Clients18

SOLSTEIN CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #157888
Typical Fee--
AUM$645M
Minimum--
Clients25

STAMOS CAPITAL PARTNERS, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #134660
Typical Fee--
AUM$6.5B
Minimum--
Clients14

STG PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Menlo Park, CaliforniaCRD #291048
Typical Fee--
AUM$12.0B
Minimum--
Clients19

STRUCTURAL CAPITAL MANAGEMENT COMPANY II, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #284310
Typical Fee--
AUM$621M
Minimum--
Clients22

SYMPHONY TECHNOLOGY GROUP, LLC

Fee-Only, No ConflictsClean Record
Menlo Park, CaliforniaCRD #160676
Typical Fee--
AUM$341M
Minimum--
Clients7

TCV

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #160389
Typical Fee--
AUM$20.1B
Minimum--
Clients31

TIDEMARK MANAGEMENT COMPANY LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #313541
Typical Fee--
AUM$669M
Minimum--
Clients4

TIEMANN INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #125360
Typical Fee--
AUM$312M
Minimum--
Clients310

TRIPLEPOINT ADVISERS LLC

Fee-Only, No ConflictsClean Record
Menlo Park, CaliforniaCRD #168948
Typical Fee--
AUM$1.3B
Minimum--
Clients3
Fiduciary Advisors in Menlo Park, California | FiduciaryListings