Find a Financial Advisor in San Mateo County, CA

 

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

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We Only Work With The Best San Mateo County 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 County, CA


  • Financial Advisor Close to San Mateo County, 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 County, 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 County, CA

We evaluated over 13,000 RIA firms to bring you the best of the best San Mateo County financial advisors.
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How Retirement-Friendly is San Mateo County, CA?

  • Population: 767,423
  • % of Population 62 Years and Over: 19.3%
  • Average Home Value: $1114,700
  • Average Monthly Housing Cost: $2,486
  • Average Household Income: $174,055
  • 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 County, CA

 

BLUE OAK CAPITAL LLC

Website

(650) 251-9595

3000 Sand Hill Road, 1/205

Menlo Park, CA 94025

SEC#: 801-57237
Years in Business: 21 years

MENLO ADVISORS LLC

Website

(650) 688-0300

525 Middlefield Road
Suite 118
Menlo Park, CA 94025

SEC#: 801-61504
Years in Business: 19 years

WEALTHVALUES, LLC

Website

(650) 941-5530

1100 Alma Street
Suite 101
Menlo Park, CA 94025

SEC#: 801-66449
Years in Business: 15 years

ALTOS VENTURES MANAGEMENT, INC.

Website

(650) 234-9771

2882 Sand Hill Road
Suite 100
Menlo Park, CA 94025

SEC#: 801-111967
Years in Business: 3 years

SAGE RHINO CAPITAL LLC

Website

(650) 352-5600

525 Middlefield Road, Suite 119

Menlo Park, CA 94025

SEC#: 801-112150
Years in Business: 3 years

POWERSCALE CAPITAL MANAGEMENT

Website

(141) 535-6906

2884 Sand Hill Road
Suite 200A
Menlo Park, CA 94025

SEC#: 801-114916
Years in Business: 2 years

TRIPLEPOINT ADVISERS LLC

Website

(650) 854-2090

2755 Sand Hill Road
Suite 150
Menlo Park, CA 94025

SEC#: 801-78757
Years in Business: 7 years

PORTOLA PARTNERS

Website

(650) 289-1114

1550 El Camino Real
Ste 200
Menlo Park, CA 94025

SEC#: 801-117341
Years in Business: 2 years

SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC

Website

(650) 276-7967

1040 Noel Drive
Suite 104
Menlo Park, CA 94025

SEC#: 801-80973
Years in Business: 6 years

 


San Mateo County, CA Financial Advisor FAQs

Financial advisor is a person who helps individuals and businesses manage their personal finances, to include retirement planning. Financial advisors can provide advice on stocks, bonds, mutual funds, mortgages and insurance coverage as well as general investing strategies.
Financial advisors will help to reduce the risk of allocating your money in such a way that it may not be the best investment. For example, an advisor will diversify an investment strategy so that there is less risk associated with investing in stocks when other investments could provide better returns.
A financial advisor helps you make sound and effective monetary choices with your investments. A typical consultation usually consists of determining a client's goals and understanding how these objectives may be attained using various types of investment opportunities offered by the firm or institution providing the service.
Experience, training, and transparency should be your main concerns while finding the wisest financial advisors for you.