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Atherton Lane Advisers, LLC (Menlo Park)


Atherton Lane Advisers, LLC is a large advisory firm based in Menlo Park. It manages $2.62 billion of regulatory assets for 670 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona, California, Florida, and 11 other states.

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Atherton Lane Advisers provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and publication of newsletters. It prepares financial plans for approximately 700 clients. On top of advisory services, the firm doesn't engage in other business activities.

Atherton Lane Advisers: assets under management

The assets under management (AUM) of Atherton Lane Advisers, LLC is $2.62 billion. The firm's AUM has grown by 280% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.42 billion in discretionary accounts and $193.41 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.69 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $14.88 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Atherton Lane Advisers, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Menlo Park

The principal office where Atherton Lane Advisers, LLC performs its advisory services is located at 3000 Sand Hill Road, Menlo Park, CA 94025, which is also the mailing address of the firm. An additional office of the firm is in Santa Barbara, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-233-1200 or by fax 650-233-1201. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at athertonlane.com.


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