Best Financial Advisors in SAN MATEO, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in SAN MATEO
FULLER & THALER ASSET MANAGEMENT INC
SAN MATEO, CA · Since 1993
FRANKLIN ADVISORY SERVICES, LLC
SAN MATEO, CA · Since 1996
VANTAGE WEALTH MANAGEMENT, LLC
SAN MATEO, CA · Since 2010
NEWFRONT RETIREMENT SERVICES, INC.
SAN MATEO, CA · Since 2014
SUNSTONE PARTNERS
SAN MATEO, CA · Since 2019
TANO CAPITAL, LLC
SAN MATEO, CA · Since 2012
HERCULES ADVISER LLC
SAN MATEO, CA · Since 2021
PRIVATE PORTFOLIOS, INC.
SAN MATEO, CA · Since 2017
FALL LINE CAPITAL, LLC
SAN MATEO, CA · Since 2020
FRANKLIN ADVISERS, INC.
SAN MATEO, CA · Since 1986
INTERNATIONAL ASSET MANAGEMENT
SAN MATEO, CA · Since 2025
SAVANT PARTNERS, LLC
SAN MATEO, CA · Since 2021
SUMERU EQUITY PARTNERS
SAN MATEO, CA · Since 2015
TRIBE CAPITAL
SAN MATEO, CA · Since 2020
TDA INVESTMENT GROUP
SAN MATEO, CA · Since 1991
KESTREL INVESTMENT MANAGEMENT CORP
SAN MATEO, CA · Since 1993
BRICKLEY WEALTH MANAGEMENT
SAN MATEO, CA · Since 2017
ESO MANAGEMENT SERVICES LLC
SAN MATEO, CA · Since 2017
INVICTUS GROWTH PARTNERS
SAN MATEO, CA · Since 2022
BUCHER WEALTH ADVISORS
SAN MATEO, CA · Since 2022
CLEAR RETIREMENT ADVICE LLC
SAN MATEO, CA · Since 2025
CATALYST PRIVATE WEALTH, LLC
SAN MATEO, CA · Since 2019
WESTBRIDGE CAPITAL US ADVISORS, LP
SAN MATEO, CA · Since 2012
EMERSON EQUITY LLC
SAN MATEO, CA · Since 2021
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 SAN MATEO?
The median advisory fee in SAN MATEO, CA is 0.95% of assets under management per year, based on Form ADV filings from 24 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.