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Find Retirement Advisors for Retirement Planning in Menlo Park, California
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Menlo Park, California
Last Updated - April 25, 2025Menlo Park has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 53 non-vetted advisors in your local area. These retirement advisors in Menlo Park, California have an average of 25 years of experience.
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List of Qualified Retirement Planning Advisors in Menlo Park, California
VERIFIEDHans Reese
CFP®, CRPC®, AAMS®
New Stage Investment Group®
Qualifications
CRD# 4334724
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
Not Specified
Advisory Services:
Portfolio Management, Retirement Planning, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDHetal Saki
CFP®
AMC Wealth
Qualifications
CRD# 5403110
Firm CRD# 308157
Series 7 SIE
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Fee-Only, Hourly, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDParker O'Sullivan
CRPS®
Farther Finance, LLC
Qualifications
CRD# 5923601
Firm CRD# 302050
Series 7, 63, 65
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDThe Peregrine Private Client Group of Oppenheimer & Co. Inc.
CFP®, CIMA®, AIF®
Qualifications
Firm CRD# 249
Series 7, 8, 63, 65, 66
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDDavid Roggenkamp
ChFC®
Commonwealth Financial Network
Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJohn Cordeiro
Vintage Wealth Advisors
Qualifications
CRD# 2319931
Firm CRD# 151298
Series 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Menlo Park, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 2775 Sand Hill Road, Suite 100 Menlo Park, CA, 94025 | $102,036,807,138 | 27 | 264 | A percentage of AUM, Other (CARRIED INTEREST) |
| 2 | 300 El Camino Real, Building 2, Menlo Park, CA, 94025-5239 | $65,300,371,127 | 1 | 286 | A percentage of AUM, Performance Based |
| 3 | 535 Middlefield Rd., Suite 230 Menlo Park, CA, 94025 | $59,353,683,024 | 60 | 45 | A percentage of AUM, Hourly charges, Fixed fees, Other (RETAINER) |
| 4 | 2800 Sand Hill Rd., Suite 101 Menlo Park, CA, 94025-7055 | $56,310,737,031 | 65 | 202 | A percentage of AUM, Other (CARRIED INTEREST) |
| 5 | 2865 Sand Hill Road, Menlo Park, CA, 94025-7022 | $56,035,682,377 | 87 | 535 | A percentage of AUM, Performance Based |
| 6 | 2855 Sand Hill Road, Menlo Park, CA, 94025 | $25,912,724,688 | 18 | 126 | A percentage of AUM, Performance Based |
| 7 | 2755 Sand Hill Road, Suite 200 Menlo Park, CA, 94025 | $23,372,608,054 | 35 | 85 | A percentage of AUM, Performance Based, Other (CARRIED INTEREST) |
| 8 | 250 Middlefield Road, Menlo Park, CA, 94025 | $20,010,548,119 | 30 | 85 | A percentage of AUM, Other (CARRIED INTEREST) |
| 9 | 2180 Sand Hill Road, Suite 300, Menlo Park, CA, 94025-6947 | $19,299,000,000 | 24 | 100 | A percentage of AUM, Performance Based |
| 10 | 2770 Sand Hill Road, Menlo Park, CA, 94025 | $12,171,281,084 | 64 | 54 | A percentage of AUM, Performance Based |
| 11 | 1300 El Camino Real, Suite 300, Menlo Park, CA, 94025-4211 | $11,746,451,158 | 19 | 70 | A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
| 12 | 2882 Sand Hill Road, Suite 250 Menlo Park, CA, 94025-7079 | $8,760,548,303 | 4 | 23 | A percentage of AUM, Performance Based |
| 13 | 2884 Sand Hill Road, Suite 100 Menlo Park, CA, 94025 | $7,876,634,167 | 20 | 53 | A percentage of AUM, Performance Based |
| 14 | 1010 El Camino Real, Suite 200 Menlo Park, CA, 94025 | $6,155,847,139 | 4 | 12 | A percentage of AUM, Performance Based, Other (EXPENSE REIMBURSEMENTS) |
| 15 | 2498 Sand Hill Road, Menlo Park, CA, 94025 | $6,108,743,868 | 21 | 27 | A percentage of AUM, Performance Based, Other (MANAGED ACCOUNTS MAY NEGOTIATE ADDITIONAL SERVICES FOR A FEE.) |
Information on Top Retirement Planning firms in Menlo Park, California
QualificationsFirm CRD# 161206
Assets Under Management $102,036,807,138
No. Of Clients27
Clients Per Financial Advisor0
SILVER LAKE TECHNOLOGY MANAGEMENT, LLC is a financial advisory firm situated in Menlo Park, California. With a nearly $102B assets under management, the firm specializes in crafting personalized retirement planning solutions for 27 clients. The team consists of 264 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (CARRIED INTEREST)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 286323
Assets Under Management $65,300,371,127
No. Of Clients1
Clients Per Financial Advisor0
SB INVESTMENT ADVISERS (US) INC. is a financial advisory firm situated in Menlo Park, California. With a nearly $65B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 286 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 105283
Assets Under Management $59,353,683,024
No. Of Clients60
Clients Per Financial Advisor1
ALAN BILLER AND ASSOCIATES is a financial advisory firm situated in Menlo Park, California. With a nearly $59B assets under management, the firm specializes in crafting personalized retirement planning solutions for 60 clients. The team consists of 45 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (RETAINER)
Financial Planning Services
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 157373
Assets Under Management $56,310,737,031
No. Of Clients65
Clients Per Financial Advisor0
SEQUOIA CAPITAL OPERATIONS, LLC is a financial advisory firm situated in Menlo Park, California. With a nearly $56B assets under management, the firm specializes in crafting personalized retirement planning solutions for 65 clients. The team consists of 202 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (CARRIED INTEREST)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 160489
Assets Under Management $56,035,682,377
No. Of Clients87
Clients Per Financial Advisor0
ANDREESSEN HOROWITZ is a financial advisory firm situated in Menlo Park, California. With a nearly $56B assets under management, the firm specializes in crafting personalized retirement planning solutions for 87 clients. The team consists of 535 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 161004
Assets Under Management $25,912,724,688
No. Of Clients18
Clients Per Financial Advisor0
NEW ENTERPRISE ASSOCIATES is a financial advisory firm situated in Menlo Park, California. With a nearly $26B assets under management, the firm specializes in crafting personalized retirement planning solutions for 18 clients. The team consists of 126 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 156855
Assets Under Management $23,372,608,054
No. Of Clients35
Clients Per Financial Advisor0
MAKENA CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Menlo Park, California. With a nearly $23B assets under management, the firm specializes in crafting personalized retirement planning solutions for 35 clients. The team consists of 85 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (CARRIED INTEREST)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 160389
Assets Under Management $20,010,548,119
No. Of Clients30
Clients Per Financial Advisor0
TCV is a financial advisory firm situated in Menlo Park, California. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 30 clients. The team consists of 85 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (CARRIED INTEREST)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 156498
Assets Under Management $19,299,000,000
No. Of Clients24
Clients Per Financial Advisor0
ACCEL-KKR is a financial advisory firm situated in Menlo Park, California. With a nearly $19B assets under management, the firm specializes in crafting personalized retirement planning solutions for 24 clients. The team consists of 100 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 326747
Assets Under Management $12,171,281,084
No. Of Clients64
Clients Per Financial Advisor1
SVB CAPITAL is a financial advisory firm situated in Menlo Park, California. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 64 clients. The team consists of 54 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 291048
Assets Under Management $11,746,451,158
No. Of Clients19
Clients Per Financial Advisor0
STG PARTNERS, LLC is a financial advisory firm situated in Menlo Park, California. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19 clients. The team consists of 70 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (SEE SCHEDULE D - MISCELLANEOUS)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)
QualificationsFirm CRD# 157402
Assets Under Management $8,760,548,303
No. Of Clients4
Clients Per Financial Advisor0
SCGE MANAGEMENT, L.P. is a financial advisory firm situated in Menlo Park, California. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 312203
Assets Under Management $7,876,634,167
No. Of Clients20
Clients Per Financial Advisor0
PATIENT SQUARE CAPITAL, LP is a financial advisory firm situated in Menlo Park, California. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20 clients. The team consists of 53 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 300769
Assets Under Management $6,155,847,139
No. Of Clients4
Clients Per Financial Advisor0
JUNIPER HILL CAPITAL MANAGEMENT LP is a financial advisory firm situated in Menlo Park, California. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (EXPENSE REIMBURSEMENTS)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 134660
Assets Under Management $6,108,743,868
No. Of Clients21
Clients Per Financial Advisor1
STAMOS CAPITAL PARTNERS, L.P. is a financial advisory firm situated in Menlo Park, California. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21 clients. The team consists of 27 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (MANAGED ACCOUNTS MAY NEGOTIATE ADDITIONAL SERVICES FOR A FEE.)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
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