Nelson Roberts Investment Advisors, LLC

Nelson Roberts Investment Advisors, LLC (CRD# 129776) is a financial advisory firm headquartered in Menlo Park, CA. They manage $409,939,000 in 559 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    410
    MILLION
  • Total Number of Accounts
    559
    ACCOUNTS
  • Average Account Value
    $733,343
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, TX

Financial Advisors at Nelson Roberts Investment Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Brooks P. Nelson
CRD#: 1258532
545 Middlefield Road, Suite 200, Menlo Park, CA 94025
96
Wealthminder
score

Brooks Nelson (CRD# 1258532) is an Investment Advisor Representative working at Nelson Roberts Investment Advisors, LLC in Menlo Park, CA and has over 32 years of experience in the finance industry.

2
Evan P. Nelson
CRD#: 6663466
545 Middlefield Road, Suite 200, Menlo Park, CA 94025
90
Wealthminder
score

Evan Nelson (CRD# 6663466) is an Investment Advisor Representative working at Nelson Roberts Investment Advisors, LLC in Menlo Park, CA and has 1 year of experience in the finance industry. Evan Nelson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Stephen P. Philpott
CRD#: 3195871
545 Middlefield Road, Suite 200, Menlo Park, CA 94025
90
Wealthminder
score

Stephen Philpott (CRD# 3195871) is an Investment Advisor Representative working at Nelson Roberts Investment Advisors, LLC in Menlo Park, CA and has 1 year of experience in the finance industry. Stephen Philpott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Brian P. Roberts
CRD#: 4458697
545 Middlefield Road, Suite 200, Menlo Park, CA 94025
90
Wealthminder
score

Brian Roberts (CRD# 4458697) is an Investment Advisor Representative working at Nelson Roberts Investment Advisors, LLC in Menlo Park, CA and has 1 year of experience in the finance industry.

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