Best Financial Advisors in SAN MATEO, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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
PRIVATE PORTFOLIOS, INC.
SAN MATEO, CA · Since 2017
INTERNATIONAL ASSET MANAGEMENT
SAN MATEO, CA · Since 2025
VANTAGE WEALTH MANAGEMENT, LLC
SAN MATEO, CA · Since 2010
TANO CAPITAL, LLC
SAN MATEO, CA · Since 2012
WESTBRIDGE CAPITAL US ADVISORS, LP
SAN MATEO, CA · Since 2012
NEWFRONT RETIREMENT SERVICES, INC.
SAN MATEO, CA · Since 2014
FALL LINE CAPITAL, LLC
SAN MATEO, CA · Since 2020
SUNSTONE PARTNERS
SAN MATEO, CA · Since 2019
HERCULES ADVISER LLC
SAN MATEO, CA · Since 2021
SAVANT PARTNERS, LLC
SAN MATEO, CA · Since 2021
FRANKLIN ADVISERS, INC.
SAN MATEO, CA · Since 1986
KESTREL INVESTMENT MANAGEMENT CORP
SAN MATEO, CA · Since 1993
TDA INVESTMENT GROUP
SAN MATEO, CA · Since 1991
BUCHER WEALTH ADVISORS
SAN MATEO, CA · Since 2022
ESO MANAGEMENT SERVICES LLC
SAN MATEO, CA · Since 2017
SUMERU EQUITY PARTNERS
SAN MATEO, CA · Since 2015
BRICKLEY WEALTH MANAGEMENT
SAN MATEO, CA · Since 2017
CLEAR RETIREMENT ADVICE LLC
SAN MATEO, CA · Since 2025
TRIBE CAPITAL
SAN MATEO, CA · Since 2020
INVICTUS GROWTH PARTNERS
SAN MATEO, CA · Since 2022
CATALYST PRIVATE WEALTH, LLC
SAN MATEO, CA · Since 2019
EMERSON EQUITY LLC
SAN MATEO, CA · Since 2021
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 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.