Best Financial Advisors in FOSTER CITY, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in FOSTER CITY
SUMMITRY, LLC
FOSTER CITY, CA · Since 2003
NIPUN CAPITAL, L.P.
FOSTER CITY, CA · Since 2013
AMERICAN INFRASTRUCTURE
FOSTER CITY, CA · Since 2018
BAILARD, INC.
FOSTER CITY, CA · Since 1972
NEUMANN CAPITAL MANAGEMENT
FOSTER CITY, CA · Since 1992
BERTRAM CAPITAL MANAGEMENT LLC
FOSTER CITY, CA · Since 2012
TEAM HEWINS, LLC
FOSTER CITY, CA · Since 2018
KNUFF & COMPANY LLC
FOSTER CITY, CA · Since 2018
IEQ CAPITAL, LLC
FOSTER CITY, CA · Since 2019
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 FOSTER CITY?
The median advisory fee in FOSTER CITY, CA is 0.95% of assets under management per year, based on Form ADV filings from 9 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.