Top 10 financial advisors in San Mateo, CA

Top 10 financial advisors in San Mateo, CA

We’ve curated a list of the best financial advisors in San Mateo, take a look at it below

Find an advisor in San Mateo
# Financial advisor Assets under management Number of advisors
1 $337,797,495,148 302 advisors
2 $16,360,992,271 21 advisors
3 $4,893,394,161 18 advisors
4 $2,109,620,176 38 advisors
5 $702,083,881 17 advisors
6 $621,360,970 6 advisors
7 $614,183,318 19 advisors
8 $545,988,000 9 advisors
9 $525,245,766 8 advisors
10 $483,928,750 17 advisors

How we came up with this list

To generate our top financial advisors list in San Mateo, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case San Mateo. 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.

  • Franklin Advisers, Inc.

    Franklin Advisers, Inc. is a financial advisory firm based in San Mateo, California. It currently has approximately $337,797,495,148 of assets under management and employs about 302 people. Franklin Advisers, Inc. uses a fee structure of a percentage of assets under your management and performance-based fees.

    Assets under management

    $337,797,495,148

    Headcount

    302 advisors

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    SEC number

    801-26292

    Services offered

    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)

    See full profile

    Meet the advisor

    One Franklin Parkway,
    Building 970, 1st Floor,
    San Mateo,
    California,
    94403

  • Fuller & Thaler Asset Management Inc

    Fuller & Thaler Asset Management Inc is a financial advisory firm based in San Mateo, California. It currently has approximately $16,360,992,271 of assets under management and employs about 21 people. Fuller & Thaler Asset Management Inc uses a fee structure of a percentage of assets under your management and fixed fees.

    Assets under management

    $16,360,992,271

    Headcount

    21 advisors

    Fee structure

    A percentage of assets under your management

    Fixed fees

    SEC number

    801-43915

    Services offered

    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)

    See full profile

    Meet the advisor

    411 Borel Avenue,
    Suite 300,
    San Mateo,
    California,
    94402

  • Fisher Lynch Capital, LLC

    Fisher Lynch Capital, LLC is a financial advisory firm based in San Mateo, California. It currently has approximately $4,893,394,161 of assets under management and employs about 18 people. Fisher Lynch Capital, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

    Assets under management

    $4,893,394,161

    Headcount

    18 advisors

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    SEC number

    801-74059

    Services offered

    Portfolio Management For Pooled Investment Vehicles

    See full profile

    Meet the advisor

    2929 Campus Drive,
    Suite 420,
    San Mateo,
    California,
    94403

  • Sunstone Partners

    Sunstone Partners is a financial advisory firm based in San Mateo, California. It currently has approximately $2,109,620,176 of assets under management and employs about 38 people. Sunstone Partners uses a fee structure of a percentage of assets under your management and performance-based fees.

    Assets under management

    $2,109,620,176

    Headcount

    38 advisors

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    SEC number

    801-117367

    Services offered

    Portfolio Management For Pooled Investment Vehicles

    See full profile

    Meet the advisor

    400 S. El Camino Real,
    Suite 1500,
    San Mateo,
    California,
    94402

  • Freedom Financial Asset Management, LLC

    Freedom Financial Asset Management, LLC is a financial advisory firm based in San Mateo, California. It currently has approximately $702,083,881 of assets under management and employs about 17 people. Freedom Financial Asset Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

    Assets under management

    $702,083,881

    Headcount

    17 advisors

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    SEC number

    801-110711

    Services offered

    Portfolio Management For Pooled Investment Vehicles

    See full profile

    Meet the advisor

    1875 South Grant Street,
    Suite 400,
    San Mateo,
    California,
    94402

  • Brickley Wealth Management

    Brickley Wealth Management is a financial advisory firm based in San Mateo, California. It currently has approximately $621,360,970 of assets under management and employs about 6 people. Brickley Wealth Management uses a fee structure of and a percentage of assets under your management.

    Assets under management

    $621,360,970

    Headcount

    6 advisors

    Fee structure

    A percentage of assets under your management

    SEC number

    801-110453

    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

    See full profile

    Meet the advisor

    1630 South Delaware Street,
    5600,
    San Mateo,
    California,
    94402

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    Lateral Investment Management, LLC

    Lateral Investment Management, LLC is a financial advisory firm based in San Mateo, California. It currently has approximately $614,183,318 of assets under management and employs about 19 people. Lateral Investment Management, LLC uses a fee structure of a percentage of assets under your management, performance-based fees and a percentage of committed and/or invested capital.

    Assets under management

    $614,183,318

    Headcount

    19 advisors

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    A PERCENTAGE OF COMMITTED AND/OR INVESTED CAPITAL

    SEC number

    801-112357

    Services offered

    Portfolio Management For Pooled Investment Vehicles

    See full profile

    Meet the advisor

    400 South El Camino Real,
    Suite 1100,
    San Mateo,
    California,
    94402

  • Vantage Wealth Management, LLC

    Vantage Wealth Management, LLC is a financial advisory firm based in San Mateo, California. It currently has approximately $545,988,000 of assets under management and employs about 9 people. Vantage Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

    Assets under management

    $545,988,000

    Headcount

    9 advisors

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    SEC number

    801-70921

    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)

    Selection Of Other Advisers

    Consulting

    See full profile

    Meet the advisor

    66 Bovet Road,
    Ste. 310,
    San Mateo,
    California,
    94402

  • Endurant Capital Management Lp

    Endurant Capital Management Lp is a financial advisory firm based in San Mateo, California. It currently has approximately $525,245,766 of assets under management and employs about 8 people. Endurant Capital Management Lp uses a fee structure of a percentage of assets under your management and performance based allocations.

    Assets under management

    $525,245,766

    Headcount

    8 advisors

    Fee structure

    A percentage of assets under your management

    PERFORMANCE BASED ALLOCATIONS

    SEC number

    801-78451

    Services offered

    Portfolio Management For Pooled Investment Vehicles

    Investment Vehicle For Family Office

    See full profile

    Meet the advisor

    66 Bovet Road,
    Suite 353,
    San Mateo,
    California,
    94402

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    Use our smart matching tool

    Eso Management Services LLC

    Eso Management Services LLC is a financial advisory firm based in San Mateo, California. It currently has approximately $483,928,750 of assets under management and employs about 17 people. Eso Management Services LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

    Assets under management

    $483,928,750

    Headcount

    17 advisors

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    SEC number

    801-111813

    Services offered

    Portfolio Management For Pooled Investment Vehicles

    See full profile

    Meet the advisor

    635 Mariners Island,
    Suite 204,
    San Mateo,
    California,
    94404

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