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Financial advisors in Menlo Park, CA: 2026 report

800 ranked entriesUpdated 5 trade lists

The 5 specialty lists for Menlo Park, CA hold 800 ranked entries. Financial advisors have the most, with 358. Among lists with 10 or more ranked, wealth managers have the highest median Google rating: 5.0.

Key numbers for Menlo Park

Shares use ranked businesses as their base. A firm in two specialty lists counts in both.

800

ranked entries by RFA Score, in 5 specialty lists

5,447

specialty listings serving the city; a firm counts once per specialty

4.1

median of the specialties’ median Google ratings

Advisor specialties in Menlo Park, by ranked firms

Advisor specialties serving Menlo Park, CA, 2026
SpecialtyRankedServing the cityMedian ratingMedian reviews
Financial advisors3582,2034.111
Financial planners2491,3193.816
Investment advisors1061,0664.37
Wealth managers666885.06
Stockbrokers211713.85

Method and basis

  • Serving counts are active, de-duplicated firms within each specialty’s service radius of Menlo Park, as of November 9, 2026.
  • Ranked firms have a confident specialty match and 3 or more Google reviews, or a claimed profile.
  • Median rating, median reviews and the shares are measured over ranked businesses.
  • Figures are recalculated with each weekly data update. This page shows the latest figures for the year in its title.
Cite this report: RankedFinancialAdvisors, “Financial Advisors in Menlo Park, CA: 2026 Report”, https://www.rankedfinancialadvisors.com/reports/menlo-park-ca-financial-advisors-2026, data as of November 9, 2026.

Data is free to reuse with a link to this page. Read how we rank.