Top 8 financial advisors in Foster City, CA
We’ve curated a list of the best financial advisors in Foster City, take a look at it below
Find an advisor in Foster City| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $17,720,304,270 | 120 advisors | ||
| 2 | $5,281,083,342 | 70 advisors | ||
| 3 | $1,970,303,944 | 36 advisors | ||
| 4 | $1,867,998,463 | 35 advisors | ||
| 5 | $1,556,572,199 | 10 advisors | ||
| 6 | $1,070,580,074 | 16 advisors | ||
| 7 | $313,159,219 | 10 advisors | ||
| 8 | $268,589,956 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Foster City, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Foster City. 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.
Ieq Capital, LLC
Ieq Capital, LLC is a financial advisory firm based in Foster City, California. It currently has approximately $17,720,304,270 of assets under management and employs about 120 people. Ieq Capital, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$17,720,304,270
Headcount
120 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-115278
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Bailard, Inc.
Bailard, Inc. is a financial advisory firm based in Foster City, California. It currently has approximately $5,281,083,342 of assets under management and employs about 70 people. Bailard, Inc. uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Assets under management
$5,281,083,342
Headcount
70 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
SEC number
801-8562
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Bertram Capital Management LLC
Bertram Capital Management LLC is a financial advisory firm based in Foster City, California. It currently has approximately $1,970,303,944 of assets under management and employs about 36 people. Bertram Capital Management LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$1,970,303,944
Headcount
36 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-73550
Services offered
Portfolio Management For Pooled Investment Vehicles
Summitry, LLC
Summitry, LLC is a financial advisory firm based in Foster City, California. It currently has approximately $1,867,998,463 of assets under management and employs about 35 people. Summitry, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$1,867,998,463
Headcount
35 advisors
Fee structure
A percentage of assets under your management
SEC number
801-62398
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
American Infrastructure
American Infrastructure is a financial advisory firm based in Foster City, California. It currently has approximately $1,556,572,199 of assets under management and employs about 10 people. American Infrastructure uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$1,556,572,199
Headcount
10 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-114344
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Nipun Capital, L.p.
Nipun Capital, L.p. is a financial advisory firm based in Foster City, California. It currently has approximately $1,070,580,074 of assets under management and employs about 16 people. Nipun Capital, L.p. uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$1,070,580,074
Headcount
16 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-78276
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
American Infrastructure Funds, LLC
American Infrastructure Funds, LLC is a financial advisory firm based in Foster City, California. It currently has approximately $313,159,219 of assets under management and employs about 10 people. American Infrastructure Funds, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$313,159,219
Headcount
10 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-74025
Services offered
Portfolio Management For Pooled Investment Vehicles
Knuff & Company LLC
Knuff & Company LLC is a financial advisory firm based in Foster City, California. It currently has approximately $268,589,956 of assets under management and employs about 3 people. Knuff & Company LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$268,589,956
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-113925
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Your first meeting is free.