Best Financial Advisors in FOSTER CITY, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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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
BERTRAM CAPITAL MANAGEMENT LLC
FOSTER CITY, CA · Since 2012
TEAM HEWINS, LLC
FOSTER CITY, CA · Since 2018
NEUMANN CAPITAL MANAGEMENT
FOSTER CITY, CA · Since 1992
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 Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.