Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Menlo Park, CA
Every SEC-registered investment adviser representative at a firm office in Menlo Park, with the firms that employ the most of them.
428 registered advisors work in Menlo Park; the most are at Morgan Stanley (184). 39 list the CFP designation and 330 are also registered broker representatives.
Firms with the most advisors in Menlo Park
Advisors in Menlo Park, A to Z (first 300 of 428)
CFP advisors in Menlo Park →- Joseph P. AbadWells Fargo Clearing Services, LLC
- Cynthia AlstonCitizens Securities, Inc.
- Lucas D. AndrighettoMorgan Stanley
- Andrew J. AndrikopoulosAmeriprise Financial Services, LLC
- David G. ArscottCompass Technology Group, Inc.
- Emmanuel AssaMorgan Stanley
- Benito B. BarillasEdward Jones
- Clara BasileAvalon Capital Management
- Parker S. BaumanMorgan Stanley
- Madeline N. BeatonMorgan Stanley
- Thomas E. BeatyCitizens Securities, Inc. · Certified Financial Planner
- Brian S. BechelliMorgan Stanley
- Gabrielle N. BechwatiCharles Schwab & Co., Inc. · Certified Financial Planner
- Hugh W. BeecherCitizens Securities, Inc.
- Barbara K. BinderBkb Financial Advisors, LLC · Certified Financial Planner
- William D. BinderBkb Financial Advisors, LLC
- Shannon BlackmonCreative Planning · Certified Financial Planner
- Nathan T. BlairCorient
- Jonathan D. BloomRobinhood Asset Management
- Lyla Kristina A. BonillaEp Wealth Advisors
- Christoph B. BonoMorgan Stanley
- Andrew F. BootheCorient
- Collin L. BoswellRobinhood Asset Management
- Jason T. BothwellMorgan Stanley
- Olivia A. Bowles-KymerMorgan Stanley
- Stephen P. BrainerdMorgan Stanley
- Steven B. BriscoeRobinhood Asset Management
- Steven BritoFocus Partners Wealth, LLC
- Ryan M. BrownMorgan Stanley
- Amy N. BruggerMorgan Stanley
- Daniel BrughelliRobinhood Asset Management
- Nicholas R. BrungardtRobinhood Asset Management
- Shelby A. BullionCharles Schwab & Co., Inc.
- Jonathan W. BushMorgan Stanley
- Jennifer CaiMorgan Stanley
- Anthony M. CalomeniGlobal Retirement Partners LLC
- Edward J. CalzadaRobinhood Asset Management
- Deborah J. CamilloCresset Asset Management, LLC
- Andrew S. CarlisleMorgan Stanley
- Kathleen M. CarrollMorgan Stanley
- Nicholas S. CasacciaFocus Partners Wealth, LLC · Certified Financial Planner
- Andrew S. CastroEdward Jones · Certified Financial Planner
- Craig L. CaukinPinegrove Venture Partners, LLC
- Ivan ChanMorgan Stanley
- Emily A. ChapmanState Farm Investment Management Corp. · Chartered Financial Consultant
- Victorino Chavarria Jr.Robinhood Asset Management
- Misun ChenMorgan Stanley
- Zhou ChenMorgan Stanley
- Timothy ChiochiosAmeriprise Financial Services, LLC
- Edward ChoEcho Advisory LLC · Certified Financial Planner
- Alice B. ChowMorgan Stanley
- Myung Woon ChunMorgan Stanley
- Aliaksandr ChychykailaStrategic Advisers LLC
- Terrance W. ClarkRobinhood Asset Management
- Therese M. Cleary-WhitingCharles Schwab & Co., Inc.
- Keli D. ColeAvalon Capital Management
- Dante CollinsMorgan Stanley
- Joaquin CoriaRobinhood Asset Management
- Kc R. CorkeryCorient
- Maureen C. CostelloFocus Partners Wealth, LLC
- Jennifer H. CrayForum Financial Management, LP · Certified Financial Planner
- Markus CrockettRobinhood Asset Management
- Michael P. CurtsMorgan Stanley
- Guangming G. DaiDai Advisors
- Steven DanielsMorgan Stanley
- Trevor M. DareMorgan Stanley
- Colin DasanjhJ.P. Morgan Securities LLC
- Isabelle De Andrade AraujoFocus Partners Wealth, LLC · Chartered Financial Analyst
- Catherine K. DepuyMorgan Stanley
- Edgar S. DiazCharles Schwab & Co., Inc.
- Desairee Diaz SolisCharles Schwab & Co., Inc.
- Tam P. DiepFocus Partners Wealth, LLC
- Katelin DilgerRobinhood Asset Management
- Mia Carla A. DizonSage Rhino Capital LLC
- Elizabeth J. DongMorgan Stanley
- Mark S. DouglassMorgan Stanley
- Harriet C. DowerCitizens Securities, Inc.
- Martin E. DrakeMorgan Stanley
- Andre DuongMorgan Stanley
- Ann T. Duong HuynhFirst Citizens Investor Services, Inc.
- Daniel J. DuranCharles Schwab & Co., Inc.
- Mark DyeRobinhood Asset Management
- David A. EdwardsRobinhood Asset Management
- Jon M. EkoniakFocus Partners Wealth, LLC · Certified Financial Planner
- Kameron B. ElledgeMorgan Stanley
- Jamie C. EmersonRobinhood Asset Management
- Collin EmmertRobinhood Asset Management
- Derek EngenCitizens Securities, Inc. · Certified Financial Planner, Personal Financial Specialist
- Stuart R. EpsteinMorgan Stanley
- Ronald M. EvansRobinhood Asset Management
- Walter F. EvansMorgan Stanley
- Max B. EverettCharles Schwab & Co., Inc. · Certified Financial Planner
- Catherine H. FangMorgan Stanley
- Clement FariasCitizens Securities, Inc.
- Denise H. FarkasSage Rhino Capital LLC
- Isaac R. FeldsteinMorgan Stanley
- Paolo D. FerrettiCreative Planning · Certified Financial Planner
- Robert F. ForoughiRobinhood Asset Management
- Matthew FortunaMorgan Stanley
- Derek B. FowlerMorgan Stanley
- Dana E. Franco-YoungSage Rhino Capital LLC
- Timothy D. FreelandCharles Schwab & Co., Inc.
- Donald C. FungMorgan Stanley
- Heather K. GaillardFocus Partners Wealth, LLC
- Erik G. GalsgaardCharles Schwab & Co., Inc.
- Christian M. GalvezMorgan Stanley
- Fabian GarcesFocus Partners Wealth, LLC · Certified Financial Planner, Chartered Financial Analyst
- Juan C. GarciaJ.P. Morgan Securities LLC
- Diksha GargRobinhood Asset Management
- Todd J. GemmerMorgan Stanley
- Caleb GeorgeRobinhood Asset Management
- Nhi P. GiangMorgan Stanley
- Albert Gibbons IIIMorgan Stanley
- Daniel J. GiesekeMorgan Stanley
- Eyob GirmaRobinhood Asset Management
- Adam GlatzJ.P. Morgan Securities LLC
- Daniel C. GoldieFocus Partners Wealth, LLC · Certified Financial Planner, Chartered Financial Analyst
- Cameron A. Gomez-MeyerRobinhood Asset Management
- Jeffrey E. GongCharles Schwab & Co., Inc.
- Richard I. GordonCitizens Securities, Inc.
- Terry A. GossMorgan Stanley
- Thomas K. Griffin Jr.Morgan Stanley
- Caleb A. GroundsRobinhood Asset Management
- Hailey E. HagyMorgan Stanley
- Danielle R. HalfordRobinhood Asset Management
- Judy HanSvb Wealth
- Randolph A. Harvey Jr.Robinhood Asset Management
- Nicolas D. HausseckerMorgan Stanley
- Shaun E. HaydenRobinhood Asset Management
- Jia HeMorgan Stanley
- Deirdre M. HegartyBranch & Bloom Financial Planning, LLC · Certified Financial Planner
- James M. HeringFocus Partners Wealth, LLC · Chartered Financial Analyst
- Zachary A. HerlickCorient
- Suzanne M. HermanRoberts Wealth Advisors, LLC · Certified Financial Planner
- April L. HeronMorgan Stanley
- Patrick A. HeslipMorgan Stanley
- Kevin P. HicksMorgan Stanley
- Vu HoMorgan Stanley
- Philip T. HoangMorgan Stanley
- Christopher B. HoeMorgan Stanley
- Jonathan C. HoltCorient
- Brian R. HouleMorgan Stanley
- Chris HuMorgan Stanley · Chartered Financial Analyst
- Wen-Yueh HuMorgan Stanley
- Daniel HustonCharles Schwab & Co., Inc.
- Whitney L. ItanoMorgan Stanley
- Pallavi IyerMorgan Stanley
- Daniel D. JacksonMorgan Stanley
- Daniel Dana I. Jackson IVMorgan Stanley
- Brandon JamesCharles Schwab & Co., Inc.
- Hashini N. Jayasekara SaMorgan Stanley
- Dylan JayasekeraCharles Schwab & Co., Inc.
- Michael P. JensenRobinhood Asset Management
- Yunjia JiangMorgan Stanley
- Joshua J. JimenezRobinhood Asset Management
- Xiuying JinMorgan Stanley
- Evan JohnsonMorgan Stanley
- Arthur H. JonesRobinhood Asset Management
- Brian D. JonesWindmill Capital Adviser
- David E. Jones IIIMorgan Stanley
- Thomas H. Judson IVMorgan Stanley
- Alexander KeefeRobinhood Asset Management
- Elizabeth L. Kent-LevyMorgan Stanley
- Matthew A. KerrMorgan Stanley
- Douglas A. KeystonMorgan Stanley
- Mykel J. KingRobinhood Asset Management
- Roy U. KingMorgan Stanley
- George W. KlineMorgan Stanley
- Daniel J. KolbMorgan Stanley
- Maarten L. KoornwinderMorgan Stanley
- Perry A. KotvalGalileo Planning Group, Inc. · Certified Financial Planner
- Leonida A. KourtoglouNorthern Trust Securities, Inc.
- Riley J. KrookMorgan Stanley
- Andrew C. KroppMorgan Stanley
- Emily H. KuangMorgan Stanley
- Brent N. KuhneMorgan Stanley
- Joshika J. KumariMorgan Stanley
- Thomas R. KushnerickRobinhood Asset Management
- Janice J. KwakMorgan Stanley
- Gemma May M. LabarMorgan Stanley
- Jeanmarie M. LabonteCitizens Securities, Inc.
- Hannah S. LamMorgan Stanley
- Kelvin LamU.S. Bancorp Advisors, LLC
- Michael K. LamMorgan Stanley
- Mercedes E. LandaverdeMorgan Stanley
- Nathaniel R. LaneClearpath Capital Partners LLC
- Michael LaportUBS Financial Services Inc.
- Julian C. LardizabalMorgan Stanley
- Kin W. LauMorgan Stanley
- Clemy S. LawMorgan Stanley
- Noah C. LazenbyFocus Partners Wealth, LLC
- Carol LeSvb Wealth
- Nicole M. LeeMorgan Stanley
- Shou-Chan LeeMorgan Stanley
- Virginia LeeCreative Planning
- David H. LevensonValue Monitoring, Inc. · Certified Financial Planner
- Mark A. LevensonValue Monitoring, Inc.
- Maicie E. LevittMorgan Stanley
- Charles R. LevyMorgan Stanley
- John O. LewisRobinhood Asset Management
- Yanxiao LiFocus Partners Wealth, LLC · Certified Financial Planner
- Connor J. LightfieldCorient
- Jeffrey N. LinCorient
- Melody Y. LinCharles Schwab & Co., Inc.
- Maggie C. LiuFocus Partners Wealth, LLC · Certified Financial Planner
- Zi-Chen K. LiuMorgan Stanley
- Jordan LivolsiRobinhood Asset Management
- Amanda M. LoJ.P. Morgan Securities LLC · Certified Financial Planner
- Jane LooMorgan Stanley
- Elena M. LopezMorgan Stanley
- John C. LopezMorgan Stanley
- Igor B. LotsvinSage Rhino Capital LLC · Chartered Financial Analyst
- Andrew J. LunneyMorgan Stanley
- Kang LuoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Hoang H. LuuMorgan Stanley
- Jacob R. MacklinRobinhood Asset Management
- Connor A. MacmitchellMorgan Stanley
- Mukund MadabhushiCorient
- Paul MagliaroMorgan Stanley
- Caroline MaglioCharles Schwab & Co., Inc.
- Connor J. MahlerRobinhood Asset Management
- Madeline MahoneyRobinhood Asset Management
- Victoria MakovitchCetera Investment Advisers LLC
- Timothy A. MakovkinCetera Investment Advisers LLC
- Michael O. MaloufCharles Schwab & Co., Inc.
- Justin R. MandlyCorient
- Michael MannehMorgan Stanley
- Pierre A. MannehMorgan Stanley
- Robert J. ManningMorgan Stanley
- Santiago Manrique ParraMorgan Stanley
- Jeffrey N. ManuelSvb Wealth
- Hug Manzano-GomezMorgan Stanley
- Angela J. MarcheschiMorgan Stanley
- James M. MarguetMorgan Stanley
- Jeffrey MarksStrategic Advisers LLC
- Bladimir MarquezMorgan Stanley
- Ramon R. MarquezGalileo Planning Group, Inc. · Certified Financial Planner
- Rachael L. MartindaleMorgan Stanley
- Roberto J. MartinezMorgan Stanley
- Brandon Martinez-LarragoitiMorgan Stanley
- Ronald A. MatsuiPrivate Advisor Group, LLC · Certified Financial Planner
- William H. MaungMorgan Stanley
- Katherine McCarthyRobinhood Asset Management
- Trevor T. McDonoughMorgan Stanley · Chartered Financial Analyst
- Moira R. McGlynnCitizens Securities, Inc. · Certified Financial Planner
- Margaret L. McGonigleCitizens Securities, Inc. · Certified Financial Planner
- David B. McGroutherMorgan Stanley
- Matthew G. McGroutherMorgan Stanley
- Robert E. McKee IVMorgan Stanley
- J D. McKelvyMorgan Stanley
- Michael J. McKenrickRobinhood Asset Management
- Richard J. McNamaraMorgan Stanley
- Kenny S. MerloWells Fargo Clearing Services, LLC
- Ahmed MetwalyCharles Schwab & Co., Inc.
- Nolan MichaelsCharles Schwab & Co., Inc. · Certified Financial Planner
- Christopher R. MichinakaMorgan Stanley
- Benjamin A. MillerRobinhood Asset Management
- Julianna M. MillerCharles Schwab & Co., Inc.
- Elise C. MinceyMorgan Stanley
- Laura M. MiriWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Masoud MohebiMorgan Stanley
- Brayden M. MoloneyRobinhood Asset Management
- Erin S. MouratoffMorgan Stanley
- David K. Murdock Jr.Focus Partners Wealth, LLC · Certified Financial Planner
- Rachel E. MurfitMorgan Stanley
- Jordan R. MurpheyRobinhood Asset Management
- Karim W. NalbandyCharles Schwab & Co., Inc.
- Hector D. Naranjo LepeMorgan Stanley
- Brooks P. NelsonNelson Capital Management, LLC · Chartered Financial Analyst
- Jack NelsonCorient
- Ka Lai NgCitizens Securities, Inc.
- Norman F. NgMorgan Stanley
- Tong-Ba V. NguyenMorgan Stanley
- Caroline NovakSage Rhino Capital LLC
- Seth T. NovoselMorgan Stanley
- Brendan F. O'BrienMorgan Stanley
- Alexander C. OberleMorgan Stanley
- Louis L. Odette IVEp Wealth Advisors · Chartered Financial Analyst
- Manuel L. OjedaMorgan Stanley
- Jarred C. OldhamRobinhood Asset Management
- Mart B. Oller VMorgan Stanley
- James M. OrrUBS Financial Services Inc.
- Cameron J. OwenRobinhood Asset Management
- Alex M. OwensSage Rhino Capital LLC
- Daniel K. PakRobinhood Asset Management
- Nickitas PanayotouCharles Schwab & Co., Inc.
- Joseph C. ParkCresset Asset Management, LLC
- Katharine A. PartridgeMorgan Stanley
- Christina PatelAmeriprise Financial Services, LLC
- David L. PattersonRobinhood Asset Management
- Jesse L. PattersonRobinhood Asset Management
- Daniela PedleyCorient
- Isidro PerezRobinhood Asset Management
- Solaria Perez-StepanovMorgan Stanley
- Jessica PetersMorgan Stanley
- Christian A. PetersenCharles Schwab & Co., Inc. · Certified Financial Planner
- Richard A. PetitMorgan Stanley
- William R. PetitMorgan Stanley
- Ashley D. Pettway-ShineRobinhood Asset Management
- Jason A. PfannenstielFocus Partners Wealth, LLC
Other cities in California
All of California →San Diego 3,490San Francisco 3,219Los Angeles 3,218Newport Beach 1,783Irvine 1,659Pasadena 1,109Walnut Creek 1,049San Jose 897Beverly Hills 656Roseville 611Westlake Village 597Sacramento 588Palo Alto 500Torrance 471La Jolla 463Carlsbad 429Santa Barbara 422El Segundo 421Fresno 413San Rafael 394San Mateo 354Woodland Hills 343Long Beach 335Folsom 305
Questions
How many financial advisors are in Menlo Park, CA?
428 investment adviser representatives are registered at firm offices in Menlo Park, California, according to the SEC's Investment Adviser Public Disclosure records. 330 of them are also registered as broker representatives, and 39 list the CFP designation.
Which firm has the most financial advisors in Menlo Park?
Morgan Stanley, with 184 registered advisors in Menlo Park, followed by Robinhood Asset Management with 64.
How do I check a financial advisor in Menlo Park?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.