Top 10 financial advisors in Burlingame, CA
We’ve curated a list of the best financial advisors in Burlingame, take a look at it below
Find an advisor in Burlingame| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $7,598,083,777 | 24 advisors | ||
| 2 | $3,953,094,155 | 18 advisors | ||
| 3 | $1,207,491,149 | 16 advisors | ||
| 4 | $1,058,092,604 | 18 advisors | ||
| 5 | $905,161,379 | 13 advisors | ||
| 6 | $550,155,005 | 5 advisors | ||
| 7 | $331,618,054 | 6 advisors | ||
| 8 | $273,472,190 | 9 advisors | ||
| 9 | $273,326,070 | 6 advisors | ||
| 10 | $165,764,827 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Burlingame, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Burlingame. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Altos Ventures Management, Inc.
Altos Ventures Management, Inc. is a financial advisory firm based in Burlingame, California. It currently has approximately $7,598,083,777 of assets under management and employs about 24 people. Altos Ventures Management, Inc. uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$7,598,083,777
Headcount
24 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-111967
Services offered
Portfolio Management For Pooled Investment Vehicles
Newview Capital Management, LLC
Newview Capital Management, LLC is a financial advisory firm based in Burlingame, California. It currently has approximately $3,953,094,155 of assets under management and employs about 18 people. Newview Capital Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$3,953,094,155
Headcount
18 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-114030
Services offered
Portfolio Management For Pooled Investment Vehicles
Virgo Investment Group LLC
Virgo Investment Group LLC is a financial advisory firm based in Burlingame, California. It currently has approximately $1,207,491,149 of assets under management and employs about 16 people. Virgo Investment Group LLC uses a fee structure of a percentage of assets under your management, performance-based fees and investment-related fees.
Assets under management
$1,207,491,149
Headcount
16 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
INVESTMENT-RELATED FEES
SEC number
801-74276
Services offered
Portfolio Management For Pooled Investment Vehicles
Arc70 Advisers Lp
Arc70 Advisers Lp is a financial advisory firm based in Burlingame, California. It currently has approximately $1,058,092,604 of assets under management and employs about 18 people. Arc70 Advisers Lp uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$1,058,092,604
Headcount
18 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-118605
Services offered
Portfolio Management For Pooled Investment Vehicles
Sentinel Dome Partners, LLC
Sentinel Dome Partners, LLC is a financial advisory firm based in Burlingame, California. It currently has approximately $905,161,379 of assets under management and employs about 13 people. Sentinel Dome Partners, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$905,161,379
Headcount
13 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-80102
Services offered
Portfolio Management For Pooled Investment Vehicles
Keenan Capital, LLC
Keenan Capital, LLC is a financial advisory firm based in Burlingame, California. It currently has approximately $550,155,005 of assets under management and employs about 5 people. Keenan Capital, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$550,155,005
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-112784
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
One01 Capital, L.p.
One01 Capital, L.p. is a financial advisory firm based in Burlingame, California. It currently has approximately $331,618,054 of assets under management and employs about 6 people. One01 Capital, L.p. uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$331,618,054
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-119349
Services offered
Portfolio Management For Pooled Investment Vehicles
Twin Peaks Wealth Advisors
Twin Peaks Wealth Advisors is a financial advisory firm based in Burlingame, California. It currently has approximately $273,472,190 of assets under management and employs about 9 people. Twin Peaks Wealth Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$273,472,190
Headcount
9 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-126874
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Bengal Asset Management, LLC
Bengal Asset Management, LLC is a financial advisory firm based in Burlingame, California. It currently has approximately $273,326,070 of assets under management and employs about 6 people. Bengal Asset Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$273,326,070
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-112905
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
Gree Capital Partners, LLC
Gree Capital Partners, LLC is a financial advisory firm based in Burlingame, California. It currently has approximately $165,764,827 of assets under management and employs about 4 people. Gree Capital Partners, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$165,764,827
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-127394
Services offered
Portfolio Management For Pooled Investment Vehicles
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