The 30 Best Asset management companies in Menlo Park, California

Makena Capital Management LLC is a finance institution located at 2755 Sand Hill Road in Menlo Park, California, United States. Specializing in investment management, Makena Capital Management LLC offers a range of financial services to help clients grow and protect their wealth. With a team of experienced professionals and a commitment to delivering personalized solutions, Makena Capital Management LLC is dedicated to helping clients achieve their financial goals.

Osborne Partners Capital Management, LLC, located at 545 Middlefield Road in Menlo Park, California, is a leading finance institution with a history dating back to 1937. Specializing in sophisticated investment management and active financial planning, Osborne Partners stands out in the industry for its exceptional team of professionals dedicated to providing top-tier services in investment management, wealth planning, operations, and client service. With a multi-asset class approach and tailored wealth solutions, Osborne Partners helps clients preserve and enhance their legacies, taking them to the next level of success. Whether you need comprehensive retirement planning, consulting services, or support for charitable missions, Osborne Partners is there to partner with you every step of the way. With locations in San Francisco and Silicon Valley, Osborne Partners is committed to delivering a personalized and effective financial experience for all clients.

Aetos Alternatives Management is a prestigious finance institution located at 2500 Sand Hill Road in Menlo Park, California, United States. Specializing in alternative investments, Aetos offers a range of innovative financial solutions to help clients diversify their portfolios and achieve their investment goals. With a team of experienced professionals and a strong track record of success, Aetos Alternatives Management is a trusted partner for individuals and institutions seeking to maximize their returns in today's dynamic market environment.

PowerFlex Charging Station, located at 650 Live Oak Avenue in Menlo Park, California, is a cutting-edge institution dedicated to delivering clean power for a greener world. By generating and storing green energy for onsite backup power, PowerFlex helps optimize distributed energy resources to maximize savings, sustainability, and reliability. The institution also works to increase power grid health by participating in demand response programs, all while leveraging the buying power of the leader in large-scale cleantech projects. PowerFlex Charging Station offers eco-friendly clean energy systems that are installed on time and budget, helping building owners keep up with building codes and attract tenants. By reducing carbon emissions, complying with regulations, and achieving ESG goals through onsite renewable energy generation, PowerFlex empowers businesses to fold clean technologies into their existing infrastructure with ease. Real-time monitoring provides valuable insights into performance, while intelligent EV charging helps decrease cost per mile, increase vehicle readiness, and leverage powerful telematics.

Holman Law, formerly known as the Holman Kaye Law Group, is a trusted institution located at 873 Santa Cruz Avenue in Menlo Park, California. Specializing in accounting, finance, and legal services, Holman Law is dedicated to providing comprehensive estate planning and administration services to clients in the most tax-effective manner possible. With a focus on developing family and wealth protection plans, Holman Law has assisted numerous clients in achieving their personal goals. Whether a client's needs are basic or complex, the team at Holman Law works closely with individuals to understand their goals and craft a suitable plan to carry out their wishes.

Vale Capital is a leading finance institution located at 770 Menlo Avenue in Menlo Park, California, United States. Specializing in investment banking and financial advisory services, Vale Capital offers expert guidance and strategic solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Vale Capital is dedicated to providing top-tier financial services to individuals and businesses alike. Whether you are looking to raise capital, make strategic investments, or navigate complex financial transactions, Vale Capital is here to help you succeed.

Agility IP Law, LLP is a leading intellectual property law firm located at 149 Commonwealth Drive in Menlo Park, California, United States. Our team of experienced attorneys specializes in all aspects of intellectual property law, including patents, trademarks, copyrights, and trade secrets. We provide strategic legal advice and representation to help our clients protect and maximize the value of their intellectual property assets. With a focus on agility and innovation, we tailor our services to meet the unique needs of each client, providing efficient and effective solutions to complex IP challenges. Contact us today to learn how Agility IP Law, LLP can help you navigate the ever-changing landscape of intellectual property law.

Michael Cashman is a reputable institution located at 3705 Haven Avenue in Menlo Park, California, United States. Specializing in legacy planning, asset protection, and resolving family and business disputes, Michael Cashman offers practical advice at a reasonable price to add value to every transaction. Leveraging technology to work efficiently, the institution aims for less billable hours and more personalized service tailored to each client's specific legal needs. Whether it's business planning, litigation, or trust administration, Michael Cashman works with the end goal in mind to outline steps to achieve the desired objectives. Clients have praised Michael Cashman for his exceptional legal services, with one business owner commending his strategic approach in a complex contract dispute case. Another client expressed gratitude for Michael's responsiveness and relentless efforts in settling a family estate dispute, leading to a successful trial outcome. With a reputation for excellence and client satisfaction, Michael Cashman is not only a trusted legal advisor but also a supportive friend to those he serves.

WealthValues LLC is a renowned finance institution located at 1100 Alma Street in Menlo Park, California, United States. Specializing in wealth management and financial advisory services, WealthValues LLC is committed to helping individuals and businesses achieve their financial goals. With a team of experienced financial experts, WealthValues LLC provides personalized solutions tailored to each client's unique needs. Whether you are planning for retirement, investing for the future, or seeking financial guidance, WealthValues LLC is dedicated to helping you build and preserve your wealth.

Daines Inc is a reputable accounting and finance institution located at 707 Menlo Avenue in Menlo Park, California, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. With a commitment to excellence and a focus on client satisfaction, Daines Inc is dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your financial needs.

Raymond James Financial Services is a reputable finance institution located at 770 Menlo Avenue in Menlo Park, California, United States. With a strong presence in the financial industry, Raymond James offers a wide range of financial services including wealth management, investment advisory, retirement planning, and more. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Visit Raymond James Financial Services today for expert financial guidance and personalized solutions.

545 Group - Morgan Stanley is a prestigious finance institution located at 2725 Sand Hill Road in Menlo Park, California, United States. As part of the renowned Morgan Stanley brand, the institution offers a wide range of financial services to clients, including investment banking, wealth management, and asset management. With a focus on providing top-tier financial solutions and expert advice, 545 Group - Morgan Stanley is a trusted partner for individuals and businesses looking to grow and protect their wealth. Their experienced team of professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial markets.

Philip Hoang - Morgan Stanley is a prestigious finance institution located at 2775 Sand Hill Road in Menlo Park, California, United States. With a strong reputation for excellence in the financial industry, Philip Hoang - Morgan Stanley offers a wide range of services to clients, including investment banking, wealth management, and asset management. The institution is known for its experienced professionals who provide expert advice and personalized financial solutions to help clients achieve their financial goals. Whether you are an individual investor or a corporate client, Philip Hoang - Morgan Stanley is committed to providing top-notch financial services tailored to your specific needs.

TA Associates Inc is a finance institution located at 64 Willow Place, Menlo Park, California, United States. For over 50 years, TA has partnered with high-quality companies in various sectors to accelerate growth. With deep industry expertise, strategic resources, and a global network, TA works with leading companies in business services, retail, consumer services, financial services, healthcare, and technology. Their investments focus on driving growth and long-term success, partnering with management teams to grow brands and drive industry-leading growth. With a commitment to fostering a collaborative culture, TA Associates values their team members as their most valuable asset.

Northern Trust is a prestigious finance institution located at 2500 Sand Hill Road in Menlo Park, California, United States. With over 130 years of experience, Northern Trust offers holistic wealth management services for individuals and families, privately held businesses, family offices, and foundations and endowments. Serving over 25% of the Forbes 400 Wealthiest Americans, our advisors provide unrivaled insight into managing wealth. Known for innovative technology, service excellence, and expertise in financial planning, including wealth transfer, banking, insurance, investments, tax management, philanthropy, and family communication. Our advisors are supported by The Northern Trust Institute, a research center with over 175 experts analyzing behavioral patterns and curating advice for important life moments.