Top 10 financial advisor firms in Menlo Park

11 SEC-registered financial advisor firms are headquartered in Menlo Park, CA, with $9.13B in combined regulatory assets under management. The largest by assets are A16z Perennial Management ($2.75B), Lyell Wealth Management ($1.65B) and Sage Rhino Capital ($884M).

11
Financial advisor firms: $9.13B
Their combined AUM: $582M
Median firm AUM: 1,556
Clients of the top 10

The 10 largest by assets

1
A16z Perennial Management
RIA
$2.75B
Regulatory AUM
2
Lyell Wealth Management
RIA
$1.65B
0.25% to 1.00% a year
3
Sage Rhino Capital
RIA
$884M
Up to 1.50% a year
4
Nelson Capital Management
RIA
$811M
0.25% to 1.00% a year
5
Solstein Capital
RIA
$802M
Up to 1.00% a year
6
Avalon Capital Management
RIA
$582M
0.50% to 1.00%
7
Roberts Wealth Advisors
RIA
$446M
0.25% to 1.00% a year
8
Menlo Advisors
RIA
$370M
0.50% to 1.00% a year
9
Tiemann Investment Advisors
RIA
$341M
0.80% to 1.00% a year
10
Dependable Alternative Investments
RIA
$330M
Regulatory AUM

Profiles of the top 10

No. 1 · RIA

A16z Perennial Management

A16z Perennial Management is an investment adviser based in Menlo Park, CA, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles and charitable organizations. Its regulatory assets under management total $2.75 billion, as filed on 26 May 2026.

Regulatory AUM: $2.75B
Clients: 73
Advisory staff: 10
Custodians: Fidelity
Headquarters: 2875 Sand Hill RD, Menlo Park, CA 94025
Phone: 650-798-5800
Website: a16z.com

No. 2 · RIA

Lyell Wealth Management

Lyell Wealth Management is an investment adviser based in Menlo Park, CA, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $1.65 billion, as filed on 27 March 2026.

Lyell Wealth Management charges 0.25%–1.00% a year for its Asset-Based Management Fee.

Regulatory AUM: $1.65B
Clients: 307
Advisory staff: 9
Fee schedule: 0.25% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 3000 Sand Hill Road, Building One, Suite 135, Menlo Park, CA 94025
Phone: 650-353-3692
Website: lyellwealth.com

No. 3 · RIA

Sage Rhino Capital

Sage Rhino Capital is an investment adviser based in Menlo Park, CA, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $884 million, as filed on 25 March 2026.

Sage Rhino Capital charges up to 1.50% a year for its Asset Management.

Regulatory AUM: $884M
Clients: 196
Advisory staff: 4
Founded: 2017
Fee schedule: Up to 1.50% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 101 Jefferson Drive, Menlo Park, CA 94025
Phone: 650-352-5600
Website: sagerhino.com

No. 4 · RIA

Nelson Capital Management

Nelson Capital Management is an investment adviser based in Menlo Park, CA, registered with the SEC since 2004. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and other investment advisers. Its regulatory assets under management total $811 million, as filed on 2 April 2026.

Nelson Capital Management charges 0.25%–1.00% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $811M
Clients: 214
Advisory staff: 7
Founded: 2004
Fee schedule: 0.25% to 1.00% a year
Custodians: Charles Schwab, U.S. Bancorp Advisors
Headquarters: 545 Middlefield Road, Suite 200, Menlo Park, CA 94025
Phone: 650-322-4000
Website: nelsoncap.com

No. 5 · RIA

Solstein Capital

Solstein Capital is an investment adviser based in Menlo Park, CA, registered with the SEC since 2018. It provides investment management. Its clients include high-net-worth individuals, state or municipal government entities and pooled investment vehicles. Its regulatory assets under management total $802 million, as filed on 24 March 2026.

Solstein Capital charges up to 1.00% a year for its Separately Managed Accounts.

Regulatory AUM: $802M
Clients: 30
Advisory staff: 3
Fee schedule: Up to 1.00% a year
Custodians: Northern Trust Securities, Charles Schwab, State Street Global Markets, UBS Financial Services
Headquarters: 1285 El Camino Real, Suite 100, Menlo Park, CA 94025
Phone: 415-231-3000
Website: solsteincapital.com

No. 6 · RIA

Avalon Capital Management

Avalon Capital Management is an investment adviser based in Menlo Park, CA, registered with the SEC since 1992. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $582 million, as filed on 21 July 2026.

Avalon Capital Management charges 0.50%–1.00% for its Investment management services. The brochure does not state whether the rate is annual.

Regulatory AUM: $582M
Clients: 163
Advisory staff: 3
Founded: 1992
Fee schedule: 0.50% to 1.00%
Custodians: Charles Schwab
Headquarters: 525 Middlefield Road, Suite 160, Menlo Park, CA 94025
Phone: 650-306-1500
Website: avaloncapital.com

No. 7 · RIA

Roberts Wealth Advisors

Roberts Wealth Advisors is an investment adviser based in Menlo Park, CA, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and pension and profit-sharing plans. Its regulatory assets under management total $446 million, as filed on 17 March 2026.

Roberts Wealth Advisors charges 0.25%–1.00% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $446M
Clients: 150
Advisory staff: 4
Founded: 2020
Fee schedule: 0.25% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 611 Santa Cruz Avenue, Suite 203, Menlo Park, CA 94025
Phone: 650-240-2410
Website: roberts-wa.com

No. 8 · RIA

Menlo Advisors

Menlo Advisors is an investment adviser based in Menlo Park, CA, registered with the SEC since 2002. It provides investment management. Its clients include high-net-worth individuals, charitable organizations and pooled investment vehicles. Its regulatory assets under management total $370 million, as filed on 31 March 2026.

Menlo Advisors charges 0.50%–1.00% a year for its Individually managed client accounts.

Regulatory AUM: $370M
Clients: 40
Advisory staff: 1
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 659 Oak Grove Avenue, Suite 207, Menlo Park, CA 94025
Phone: 650-688-0300

No. 9 · RIA

Tiemann Investment Advisors

Tiemann Investment Advisors is an investment adviser based in Menlo Park, CA, registered with the SEC since 2005. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $341 million, as filed on 25 March 2026.

Tiemann Investment Advisors charges 0.80%–1.00% a year for its Portfolio Management.

Regulatory AUM: $341M
Clients: 98
Advisory staff: 1
Founded: 2002
Fee schedule: 0.80% to 1.00% a year
Minimum account: $2,000,000
Custodians: Fidelity, Charles Schwab
Headquarters: 750 Menlo Avenue, Suite 300, Menlo Park, CA 94025
Phone: 650-566-0200
Website: tiemanninvestmentadvisors.com

No. 10 · RIA

Dependable Alternative Investments

Dependable Alternative Investments is an investment adviser based in Menlo Park, CA, registered with the SEC since 2020. It provides investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $330 million, as filed on 13 January 2026.

Regulatory AUM: $330M
Clients: 285
Advisory staff: 1
Founded: 2019
Custodians: Charles Schwab
Headquarters: 3875 Bohannon Drive, #4194, Menlo Park, CA 94025
Phone: 510-709-7543
Website: daiadvisors.com

Questions about financial advisors in Menlo Park

How many financial advisor firms are headquartered in Menlo Park?

11 SEC-registered financial advisor firms report their principal office in Menlo Park, CA, managing $9.13B in regulatory assets between them. The other 40 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Menlo Park?

A16z Perennial Management, with $2.75B in regulatory assets under management on its latest Form ADV. The next largest are Lyell Wealth Management ($1.65B) and Sage Rhino Capital ($884M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Menlo Park?

The median firm manages $582M in regulatory assets. That is the midpoint of the 11 firms headquartered in Menlo Park.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Menlo Park charge?

Of the 10 largest firms, 8 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Menlo Park?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Menlo Park has 11 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Menlo Park

Top financial advisor firms in other California cities