DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
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!
We understand your financial needs are not always the same! Choosing the right financial advisor in San Mateo is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in San Mateo & pick the one as per your needs
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 6 vetted financial advisors and 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
650-458-0312
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 | $320,493,365,712 | 8136 | A Percentage of AUM, Performance Based |
| FULLER & THALER ASSET MANAGEMENT INC 411 Borel Avenue, Suite 300 San Mateo, CA, 94402 | 107033 | $16,360,992,271 | 2440 | A Percentage of AUM, Fixed Fees |
| WESTBRIDGE CAPITAL US ADVISORS, LP 520 S. El Camino Real, Suite 900 San Mateo, CA, 94402 | 161527 | $7,599,671,737 | 6 | A Percentage of AUM, Performance Based |
| FISHER LYNCH CAPITAL, LLC 2929 Campus Drive, Suite 420 San Mateo, CA, 94403 | 160694 | $4,893,394,161 | 11 | A Percentage of AUM, Performance Based |
| FRANKLIN ADVISORY SERVICES, LLC One Franklin Parkway, San Mateo, CA, 94403-1906 | 111361 | $4,625,492,232 | 54 | A Percentage of AUM |
| SUMERU EQUITY PARTNERS 2020 Pioneer Court, San Mateo, CA, 94403 | 172955 | $3,491,313,219 | 9 | A Percentage of AUM, Other (CARRIED INTEREST) |
| THEOREM 400 Concar Dr, San Mateo, CA, 94402 | 281280 | $2,751,794,990 | 9 | A Percentage of AUM, Performance Based |
| SUNSTONE PARTNERS 400 S. El Camino Real, Suite 1500 San Mateo, CA, 94402 | 305064 | $2,109,620,176 | 8 | A Percentage of AUM, Performance Based |
| TDA INVESTMENT GROUP 2025 Pioneer Court, San Mateo, CA, 94403 | 112016 | $766,852,028 | 4 | A Percentage of AUM |
| FREEDOM FINANCIAL ASSET MANAGEMENT, LLC 1875 South Grant Street, Suite 400 San Mateo, CA, 94402 | 170229 | $702,083,881 | 1 | A Percentage of AUM, Performance Based |
| LATERAL INVESTMENT MANAGEMENT, LLC 400 South El Camino Real, Suite 1100 San Mateo, CA, 94402 | 159649 | $628,859,540 | 15 | A Percentage of AUM, Performance Based, Other (A PERCENTAGE OF COMMITTED AND/OR INVESTED CAPITAL) |
| BRICKLEY WEALTH MANAGEMENT 1900 O'Farrell Street #330, San Mateo, CA, 94403 | 287487 | $621,360,970 | 491 | A Percentage of AUM |
| FALL LINE CAPITAL, LLC 160 Bovet Road, San Mateo, CA, 94402 | 283625 | $555,756,938 | 4 | A Percentage of AUM, Performance Based |
| VANTAGE WEALTH MANAGEMENT, LLC 66 Bovet Road, Ste. 310 San Mateo, CA, 94402 | 152374 | $545,988,000 | 1568 | A Percentage of AUM, Hourly charges, Fixed Fees |
| ENDURANT CAPITAL MANAGEMENT LP 66 Bovet Road, Suite 353 San Mateo, CA, 94402 | 168707 | $525,245,766 | 5 | A Percentage of AUM, Other (PERFORMANCE BASED ALLOCATIONS) |
Select other cities around San Mateo, California to broaden your search for a financial advisor
- Financial Advisors in Anaheim, California
- Financial Advisors in Calabasas, California
- Financial Advisors in Concord, California
- Financial Advisors in Fresno, California
- Financial Advisors in Irvine, California
- Financial Advisors in Laguna Niguel, California
- Financial Advisors in Larkspur, California
- Financial Advisors in Los Angeles, California
- Financial Advisors in Ojai, California
- Financial Advisors in Orange, California
- Financial Advisors in Rancho Cucamonga, California
- Financial Advisors in Roseville, California
- Financial Advisors in Sacramento, California
- Financial Advisors in San Clemente, California
- Financial Advisors in San Diego, California
- Financial Advisors in San Francisco, California
- Financial Advisors in Santa Monica, California
- Financial Advisors in Seal Beach, California
- Financial Advisors in Ventura, California
- Financial Advisors in Walnut Creek, California
- Financial Advisors in Woodland Hills, California
Frequently Asked Questions
Find an Advisor
It's Fast, Free & Easy
Your Information is Safe and Secure
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR