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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 you 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 registrations check. 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 18, 2024Menlo Park has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 54 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
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIEDKristie Cahill
CFP®, CEP®
Haven Wealth Management
Qualifications
CRD# 4439727
Firm CRD# 281213
Series 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDPaul Stanley
CPM, CFP®
Granite Bay Wealth Management LLC
Qualifications
CRD# 2753911
Firm CRD# 174765
Series 66
Minimum Assets Required
$100,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Hourly, Flat Fee, 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
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 | SILVER LAKE TECHNOLOGY MANAGEMENT, LLC 2775 Sand Hill Road, Suite 100 Menlo Park, CA, 94025 | $95,428,107,488 | 25 | 247 | A Percentage of AUM, Other (CARRIED INTEREST) |
| 2 | ALAN BILLER AND ASSOCIATES 535 Middlefield Rd., Suite 230 Menlo Park, CA, 94025 | $70,279,110,589 | 47 | 45 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (RETAINER) |
| 3 | SB INVESTMENT ADVISERS (US) INC. 300 El Camino Real, Building 2, Menlo Park, CA, 94025-5239 | $65,927,476,128 | 1 | 268 | A Percentage of AUM, Performance Based |
| 4 | SEQUOIA CAPITAL OPERATIONS, LLC 2800 Sand Hill Rd., Suite 101 Menlo Park, CA, 94025-7055 | $55,575,086,636 | 62 | 202 | A Percentage of AUM, Other (CARRIED INTEREST) |
| 5 | ANDREESSEN HOROWITZ 2865 Sand Hill Road, Menlo Park, CA, 94025-7022 | $53,226,221,969 | 84 | 488 | A Percentage of AUM, Performance Based |
| 6 | NEW ENTERPRISE ASSOCIATES 2855 Sand Hill Road, Menlo Park, CA, 94025 | $25,911,756,571 | 18 | 132 | A Percentage of AUM, Performance Based |
| 7 | MAKENA CAPITAL MANAGEMENT, LLC 2755 Sand Hill Road, Suite 200 Menlo Park, CA, 94025 | $23,696,103,779 | 28 | 77 | A Percentage of AUM, Performance Based, Other (CARRIED INTEREST) |
| 8 | TCV 250 Middlefield Road, Menlo Park, CA, 94025 | $19,880,580,857 | 30 | 104 | A Percentage of AUM, Other (CARRIED INTEREST) |
| 9 | ACCEL-KKR 2180 Sand Hill Road, Suite 300, Menlo Park, CA, 94025-6947 | $19,109,600,000 | 24 | 90 | A Percentage of AUM, Performance Based |
| 10 | SVB CAPITAL 2770 Sand Hill Road, Menlo Park, CA, 94025 | $11,861,377,653 | 66 | 71 | A Percentage of AUM, Performance Based |
| 11 | STG PARTNERS, LLC 1300 El Camino Real, Suite 300, Menlo Park, CA, 94025-4211 | $10,303,703,691 | 16 | 56 | A Percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
| 12 | SCGE MANAGEMENT, L.P. 2800 Sand Hill Rd., Suite 101 Menlo Park, CA, 94025-7079 | $8,074,746,000 | 3 | 23 | A Percentage of AUM, Performance Based |
| 13 | JUNIPER HILL CAPITAL MANAGEMENT LP 1010 El Camino Real, Suite 200 Menlo Park, CA, 94025 | $5,787,529,369 | 4 | 12 | A Percentage of AUM, Fixed Fees, Performance Based, Other (EXPENSE REIMBURSEMENTS) |
| 14 | RIVERWOOD CAPITAL MANAGEMENT L.P. 70 Willow Road, Suite 100 Menlo Park, CA, 94025 | $5,626,028,146 | 15 | 51 | A Percentage of AUM, Performance Based |
| 15 | STAMOS CAPITAL PARTNERS, L.P. 2498 Sand Hill Road, Menlo Park, CA, 94025 | $5,578,553,595 | 25 | 24 | 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 $95,428,107,488
No. Of Clients25
Clients Per Financial Advisor0
SILVER LAKE TECHNOLOGY MANAGEMENT, LLC is a financial advisory firm situated in Menlo Park, California. With a nearly $100B assets under management, the firm specializes in crafting personalized retirement planning solutions for 25 clients. The team consists of 247 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
QualificationsFirm CRD# 105283
Assets Under Management $70,279,110,589
No. Of Clients47
Clients Per Financial Advisor1
ALAN BILLER AND ASSOCIATES is a financial advisory firm situated in Menlo Park, California. With a nearly $70B assets under management, the firm specializes in crafting personalized retirement planning solutions for 47 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
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 286323
Assets Under Management $65,927,476,128
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 $66B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 268 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
QualificationsFirm CRD# 157373
Assets Under Management $55,575,086,636
No. Of Clients62
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 62 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
QualificationsFirm CRD# 160489
Assets Under Management $53,226,221,969
No. Of Clients84
Clients Per Financial Advisor0
ANDREESSEN HOROWITZ is a financial advisory firm situated in Menlo Park, California. With a nearly $53B assets under management, the firm specializes in crafting personalized retirement planning solutions for 84 clients. The team consists of 488 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
QualificationsFirm CRD# 161004
Assets Under Management $25,911,756,571
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 132 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
QualificationsFirm CRD# 156855
Assets Under Management $23,696,103,779
No. Of Clients28
Clients Per Financial Advisor0
MAKENA CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Menlo Park, California. With a nearly $24B assets under management, the firm specializes in crafting personalized retirement planning solutions for 28 clients. The team consists of 77 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
- Selection of Other Advisors
QualificationsFirm CRD# 160389
Assets Under Management $19,880,580,857
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 104 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
QualificationsFirm CRD# 156498
Assets Under Management $19,109,600,000
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 90 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
QualificationsFirm CRD# 326747
Assets Under Management $11,861,377,653
No. Of Clients66
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 66 clients. The team consists of 71 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
QualificationsFirm CRD# 291048
Assets Under Management $10,303,703,691
No. Of Clients16
Clients Per Financial Advisor0
STG PARTNERS, LLC is a financial advisory firm situated in Menlo Park, California. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 16 clients. The team consists of 56 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
QualificationsFirm CRD# 157402
Assets Under Management $8,074,746,000
No. Of Clients3
Clients Per Financial Advisor0
SCGE MANAGEMENT, L.P. 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 3 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
QualificationsFirm CRD# 300769
Assets Under Management $5,787,529,369
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
- Fixed Fees
- Performance Based
- Other (EXPENSE REIMBURSEMENTS)
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 158267
Assets Under Management $5,626,028,146
No. Of Clients15
Clients Per Financial Advisor0
RIVERWOOD CAPITAL MANAGEMENT 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 15 clients. The team consists of 51 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
QualificationsFirm CRD# 134660
Assets Under Management $5,578,553,595
No. Of Clients25
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 25 clients. The team consists of 24 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
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