Top Financial Advisors in San Mateo, California
Finding the right financial advisor in San Mateo is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in San Mateo, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in San Mateo, CA.
Find the Best Financial Advisor Firms in San Mateo:
VANTAGE WEALTH MANAGEMENT, LLC
CRD#: 152374
Address: 66 Bovet Road Ste. 310, San Mateo, CA 94402
Clients: 389
Average Clients per Advisor: 55
AUM: $ 897M
BRICKLEY WEALTH MANAGEMENT
CRD#: 287487
Address: 161 W 25th Avenue Suite 204, San Mateo, CA 94403-2266
Clients: 94
Average Clients per Advisor: 23
AUM: $ 824M
SUMMIT FINANCIAL
CRD#: 109280
Address: 1700 S. El Camino Real, Suite 385, San Mateo, CA 94402
Clients: 130
Average Clients per Advisor: 65
AUM: $ 519M
CATALYST PRIVATE WEALTH, LLC
CRD#: 305565
Address: 3 East Third Ave. Office 323, San Mateo, CA 94401
Clients: 138
Average Clients per Advisor: 27
AUM: $ 331M
EMERSON EQUITY LLC
CRD#: 130032
Address: 155 Bovet Road, Suite 725, San Mateo, CA 94402
Clients: 549
In Business for: 22 Years
Average Clients per Advisor: 7
AUM: $ 328M
Disclosures: 1
PRIVATE PORTFOLIOS, INC.
CRD#: 111905
Address: 424 North San Mateo Drive Suite 200, San Mateo, CA 94401-2491
Clients: 178
Average Clients per Advisor: 59
AUM: $ 276M
How We Chose the Top Financial Advisors in San Mateo, California
To create this list of top financial advisor firms in San Mateo, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors San Mateo has to offer.
Search Financial Advisors in San Mateo, California
John Israel
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Curtis S Chen
Registered Affiliation(s):LPL FINANCIAL LLC
Michael Grant Matthews
Registered Affiliation(s):MORGAN STANLEY
Lisa Anne Hughes
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Michael Richard Oster
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Steven Michael Wilcox
Registered Affiliation(s):SECURIAN FINANCIAL SERVICES, INC.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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