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Find The Best Financial Advisors in San Mateo, California
Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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How To Find The Best Financial Advisors in San Mateo, California
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in San Mateo, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 9 vetted financial advisors and 26 non-vetted financial advisors in San Mateo, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in San Mateo, California have an average of 25 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in San Mateo, California
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Top Financial Advisor Firms in San Mateo, California (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403 | 104517 | $467,015,634,913 | 18979 | A percentage of AUM, Performance Based |
| FULLER & THALER ASSET MANAGEMENT INC 411 Borel Avenue, Suite 300 San Mateo, CA, 94402 | 107033 | $20,397,025,075 | 2786 | A percentage of AUM, Fixed fees |
| FRANKLIN ADVISORY SERVICES, LLC One Franklin Parkway, San Mateo, CA, 94403-1906 | 111361 | $9,181,743,533 | 57 | A percentage of AUM |
| WESTBRIDGE CAPITAL US ADVISORS, LP 520 S. El Camino Real, Suite 900 San Mateo, CA, 94402 | 161527 | $7,955,585,937 | 7 | A percentage of AUM, Performance Based |
| FISHER LYNCH CAPITAL, LLC 2929 Campus Drive, Suite 420 San Mateo, CA, 94403 | 160694 | $6,416,356,102 | 11 | A percentage of AUM, Performance Based |
| SUMERU EQUITY PARTNERS 2020 Pioneer Court, San Mateo, CA, 94403 | 172955 | $3,505,469,014 | 9 | A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
| SUNSTONE PARTNERS 400 S. El Camino Real, Suite 1500 San Mateo, CA, 94402 | 305064 | $2,155,315,048 | 8 | A percentage of AUM, Performance Based |
| THEOREM 400 Concar Dr, San Mateo, CA, 94402 | 281280 | $2,019,603,138 | 10 | A percentage of AUM, Performance Based |
| HERCULES ADVISER LLC 1 North B Street, Suite 2000 San Mateo, CA, 94401 | 310662 | $1,080,181,223 | 3 | A percentage of AUM, Performance Based |
| TDA INVESTMENT GROUP 2025 Pioneer Court, San Mateo, CA, 94403 | 112016 | $825,653,474 | 3 | A percentage of AUM |
| LATERAL INVESTMENT MANAGEMENT, LLC 400 South El Camino Real, Suite 1100 San Mateo, CA, 94402 | 159649 | $766,002,007 | 19 | A percentage of AUM, Performance Based, Other (A PERCENTAGE OF COMMITTED AND/OR INVESTED CAPITAL) |
| FREEDOM FINANCIAL ASSET MANAGEMENT, LLC 1875 South Grant Street, Suite 400 San Mateo, CA, 94402 | 170229 | $758,016,212 | 1 | A percentage of AUM, Performance Based |
| BRICKLEY WEALTH MANAGEMENT 161 W 25th Avenue, Suite 204 San Mateo, CA, 94403-2266 | 287487 | $720,074,814 | 523 | A percentage of AUM |
| INVICTUS GROWTH PARTNERS 160 Bovet Road, Suite 300 San Mateo, CA, 94402 | 311947 | $612,441,426 | 10 | A percentage of AUM, Performance Based |
| VANTAGE WEALTH MANAGEMENT, LLC 66 Bovet Road, Ste. 310 San Mateo, CA, 94402 | 152374 | $606,613,582 | 1470 | A percentage of AUM, Hourly charges, Fixed fees |
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