Best Financial Advisors in BURLINGAME, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in BURLINGAME
ALTOS VENTURES MANAGEMENT, INC.
BURLINGAME, CA · Since 2017
KEENAN CAPITAL, LLC
BURLINGAME, CA · Since 2018
TESSARA WEALTH
BURLINGAME, CA · Since 2025
VIRGO INVESTMENT GROUP LLC
BURLINGAME, CA · Since 2012
FISHER LYNCH CAPITAL, LLC
BURLINGAME, CA · Since 2012
POPLAR POINT CAPITAL MANAGEMENT LLC
BURLINGAME, CA · Since 2025
OCCIDENTAL ASSET MANAGEMENT, LLC
BURLINGAME, CA · Since 2013
SENTINEL DOME PARTNERS, LLC
BURLINGAME, CA · Since 2014
SKYKNIGHT CAPITAL, L.P.
BURLINGAME, CA · Since 2017
NEWVIEW CAPITAL MANAGEMENT, LLC
BURLINGAME, CA · Since 2018
OCTAHEDRON CAPITAL MANAGEMENT, L.P.
BURLINGAME, CA · Since 2022
GAVILAN INVESTMENT PARTNERS LLC
BURLINGAME, CA · Since 2022
AMPERSAND CAPITAL GROUP, L.P.
BURLINGAME, CA · Since 2025
LATERAL INVESTMENT MANAGEMENT, LLC
BURLINGAME, CA · Since 2018
ARC70 ADVISERS LP
BURLINGAME, CA · Since 2020
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in BURLINGAME?
The median advisory fee in BURLINGAME, CA is 0.95% of assets under management per year, based on Form ADV filings from 15 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.