Financial advisers in San Mateo, CA
23 registered investment adviser firms in San Mateo managing $565.7B in assets, based on public SEC Form ADV filings.
Franklin Advisers, INC.
San Mateo, CA · Est. 1986
- AUM
- $509.5B
- Per adviser
- $1.9B
- Advisers
- 272
Fuller & Thaler Asset Management INC
San Mateo, CA · Est. 1993
- AUM
- $30.3B
- Per adviser
- $2.8B
- Advisers
- 11
No reported disclosures
Westbridge Capital US Advisors, LP
San Mateo, CA · Est. 2012
- AUM
- $7.9B
- Per adviser
- $157M
- Advisers
- 50
No reported disclosures
Tribe Capital
San Mateo, CA · Est. 2020
- AUM
- $3.4B
- Per adviser
- $344M
- Advisers
- 10
No reported disclosures
Sumeru Equity Partners
San Mateo, CA · Est. 2015
- AUM
- $3.4B
- Per adviser
- $94M
- Advisers
- 36
No reported disclosures
Sunstone Partners
San Mateo, CA · Est. 2019
- AUM
- $1.6B
- Per adviser
- $66M
- Advisers
- 24
No reported disclosures
Hercules Adviser LLC
San Mateo, CA · Est. 2021
- AUM
- $1.6B
- Per adviser
- $779M
- Advisers
- 2
No reported disclosures
Invictus Growth Partners
San Mateo, CA · Est. 2022
- AUM
- $1.3B
- Per adviser
- $105M
- Advisers
- 12
No reported disclosures
Vantage Wealth Management, LLC
San Mateo, CA · Est. 2010
- AUM
- $1.1B
- Per adviser
- $160M
- Advisers
- 7
No reported disclosures
Newfront Retirement Services, INC.
San Mateo, CA · Est. 2014
- AUM
- $1.0B
- Per adviser
- $42M
- Advisers
- 25
No reported disclosures
Tda Investment Group
San Mateo, CA · Est. 1991
- AUM
- $969M
- Per adviser
- $194M
- Advisers
- 5
No reported disclosures
Brickley Wealth Management
San Mateo, CA · Est. 2017
- AUM
- $950M
- Per adviser
- $190M
- Advisers
- 5
No reported disclosures
Eso Management Services LLC
San Mateo, CA · Est. 2017
- AUM
- $411M
- Per adviser
- $82M
- Advisers
- 5
No reported disclosures
Catalyst Private Wealth, LLC
San Mateo, CA · Est. 2019
- AUM
- $370M
- Per adviser
- $74M
- Advisers
- 5
No reported disclosures
Fall Line Capital, LLC
San Mateo, CA · Est. 2020
- AUM
- $332M
- Per adviser
- $33M
- Advisers
- 10
No reported disclosures
Emerson Equity LLC
San Mateo, CA · Est. 2021
- AUM
- $322M
- Per adviser
- $4M
- Advisers
- 84
No reported disclosures
Savant Partners, LLC
San Mateo, CA · Est. 2021
- AUM
- $310M
- Per adviser
- $77M
- Advisers
- 4
No reported disclosures
Private Portfolios, INC.
San Mateo, CA · Est. 2017
- AUM
- $293M
- Per adviser
- $147M
- Advisers
- 2
No reported disclosures
Kestrel Investment Management Corp
San Mateo, CA · Est. 1993
- AUM
- $180M
- Per adviser
- $45M
- Advisers
- 4
No reported disclosures
International Asset Management
San Mateo, CA · Est. 2025
- AUM
- $173M
- Per adviser
- $35M
- Advisers
- 5
No reported disclosures
Clear Retirement Advice LLC
San Mateo, CA · Est. 2025
- AUM
- $153M
- Per adviser
- $153M
- Advisers
- 1
No reported disclosures
Bucher Wealth Advisors
San Mateo, CA · Est. 2022
- AUM
- $147M
- Per adviser
- $147M
- Advisers
- 1
No reported disclosures
Tano Capital, LLC
San Mateo, CA · Est. 2012
- AUM
- $138M
- Per adviser
- $138M
- Advisers
- 1
No reported disclosures