Firm Name |
Firm CRD# |
Total AUM |
No. of Clients |
Fee Structure |
FRANKLIN ADVISERS, INC. One Franklin Parkway,
San Mateo, CA 94403-1906 |
104517 |
$411,660,129,118 |
2774 |
A percentage of AUM, Performance Based |
FULLER & THALER ASSET MANAGEMENT INC 411 Borel Avenue,
Suite 300 San Mateo, CA 94402 |
107033 |
$17,584,077,100 |
1953 |
A percentage of AUM, Fixed fees |
FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC. One Franklin Parkway,
San Mateo, CA 94403-1906 |
111372 |
$6,258,319,028 |
5606 |
A percentage of AUM |
FISHER LYNCH CAPITAL, LLC 2929 Campus Drive,
Suite 420 San Mateo, CA 94403 |
160694 |
$6,006,501,179 |
11 |
A percentage of AUM, Performance Based |
FRANKLIN ADVISORY SERVICES, LLC One Franklin Parkway,
San Mateo, CA 94403-1906 |
111361 |
$4,682,291,020 |
51 |
A percentage of AUM |
THEOREM 400 Concar Dr,
San Mateo, CA 94402 |
281280 |
$2,135,297,937 |
8 |
A percentage of AUM, Performance Based |
BRICKLEY WEALTH MANAGEMENT 1900 O'Farrell Street #330,
San Mateo, CA 94403 |
287487 |
$724,935,685 |
508 |
A percentage of AUM |
BLUEPOINTE CAPITAL MANAGEMENT, LLC 999 Baker Way,
Suite 150 San Mateo, CA 94404 |
140262 |
$642,092,583 |
244 |
A percentage of AUM, Fixed fees, Performance Based |
FALL LINE CAPITAL, LLC 119 South B Street,
Suite B San Mateo, CA 94401 |
283625 |
$600,458,337 |
4 |
A percentage of AUM, Performance Based |
VANTAGE WEALTH MANAGEMENT, LLC 66 Bovet Road,
Ste. 310 San Mateo, CA 94402 |
152374 |
$488,608,000 |
1378 |
A percentage of AUM, Hourly charges, Fixed fees |
SUMMIT FINANCIAL ADVISORS, LLC 109 Baldwin Avenue,
San Mateo, CA 94401 |
109280 |
$326,638,593 |
788 |
A percentage of AUM, Hourly charges, Fixed fees |
EMERSON EQUITY LLC 155 Bovet Road, Suite 725,
San Mateo, CA 94402 |
130032 |
$231,535,853 |
598 |
A percentage of AUM, Hourly charges, Fixed fees |
PRIVATE PORTFOLIOS, INC. 424 North San Mateo Drive,
Suite 200 San Mateo, CA 94401-2491 |
111905 |
$229,576,662 |
433 |
A percentage of AUM, Hourly charges |
KESTREL INVESTMENT MANAGEMENT CORP 411 Borel Avenue, Ste 403,
San Mateo, CA 94402 |
106789 |
$226,056,369 |
10 |
A percentage of AUM |
BUCHER WEALTH ADVISORS 1730 S. El Camino Real, Suite 250,
San Mateo, CA 94402 |
154878 |
$115,351,474 |
196 |
A percentage of AUM, Hourly charges, Fixed fees |