Find a Financial Advisor in San Mateo, CA

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in San Mateo, CA.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best San Mateo Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in San Mateo, CA


  • Financial Advisor Close to San Mateo, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in San Mateo, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near San Mateo, CA

We evaluated over 13,000 RIA firms to bring you the best of the best San Mateo financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is San Mateo, CA?

  • Population: 104,333
  • % of Population 62 Years and Over: 18.7%
  • Average Home Value: $1119,400
  • Average Monthly Housing Cost: $2,550
  • Average Household Income: $165,420
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)



The Top Financial Advisor Firms in San Mateo, CA

 

BLUEPOINTE CAPITAL MANAGEMENT, LLC

Website

(650) 293-4545

999 Baker Way
Suite 150
San Mateo, CA 94404

SEC#: 801-66670
Years in Business: 15 years

FALL LINE CAPITAL, LLC

Website

(650) 235-4032

119 South B Street

San Mateo, CA 94401

SEC#: 801-118696
Years in Business: 1 years

BRICKLEY WEALTH MANAGEMENT

Website

(650) 638-0111

1900 O'Farrell Street #330

San Mateo, CA 94403

SEC#: 801-110453
Years in Business: 4 years

FULLER & THALER ASSET MANAGEMENT INC

Website

(650) 931-1500

411 Borel Avenue
Suite 300
San Mateo, CA 94402

SEC#: 801-43915
Years in Business: 28 years

FISHER LYNCH CAPITAL, LLC

Website

(650) 287-2700

2929 Campus Drive
Suite 420
San Mateo, CA 94403

SEC#: 801-74059
Years in Business: 9 years

SUMMIT FINANCIAL ADVISORS, LLC

Website

(650) 357-9410

109 Baldwin Avenue

San Mateo, CA 94401

SEC#: 801-58179
Years in Business: 20 years

PRIVATE PORTFOLIOS, INC.

Website

(650) 548-9800

424 North San Mateo Drive
Suite 200
San Mateo, CA 94401

SEC#: 801-110209
Years in Business: 4 years

VANTAGE WEALTH MANAGEMENT, LLC

Website

(650) 638-9600

66 Bovet Road
Ste. 310
San Mateo, CA 94402

SEC#: 801-70921
Years in Business: 11 years

KESTREL INVESTMENT MANAGEMENT CORP

Website

(650) 572-9450

411 Borel Avenue, Ste 403

San Mateo, CA 94402

SEC#: 801-43351
Years in Business: 28 years

 


San Mateo, CA Financial Advisor FAQs

Financial advisors help clients manage and grow their wealth. They do so, in part, by offering investment advice and investment management services.
There are several methods for finding a financial advisor, but the best method is word of mouth. Speak with friends and family, ask around at work, or search online for reviews from other clients.
This has to start with what accommodations, wealth and assets you have and what you want out of this relationship. If you're not ready or don't want to really find out about something like how much liability there is in retirement savings vehicles, then the CFP/PFS [certified financial planner / registered financial services] will provide an outside lens without imposing too many rules or limitations.
Find someone who's registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). It is important to make sure that your financial adviser is licensed by an industry regulatory organization.