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:
BRICKLEY WEALTH MANAGEMENT
CRD#: 287487
Address: 1900 O'farrell Street #330, San Mateo, CA 94403
Clients: 80
Average Clients per Advisor: 26
AUM: $ 621M
VANTAGE WEALTH MANAGEMENT, LLC
CRD#: 152374
Address: 66 Bovet Road Ste. 310, San Mateo, CA 94402
Clients: 480
Average Clients per Advisor: 68
AUM: $ 546M
SUMMIT FINANCIAL ADVISORS, LLC
CRD#: 109280
Address: 109 Baldwin Avenue, San Mateo, CA 94401
Clients: 164
Average Clients per Advisor: 82
AUM: $ 353M
PRIVATE PORTFOLIOS, INC.
CRD#: 111905
Address: 424 North San Mateo Drive Suite 200, San Mateo, CA 94401-2491
Clients: 190
Average Clients per Advisor: 63
AUM: $ 221M
EMERSON EQUITY LLC
CRD#: 130032
Address: 155 Bovet Road, Suite 725, San Mateo, CA 94402
Clients: 445
In Business for: 22 Years
Average Clients per Advisor: 6
AUM: $ 189M
Disclosures: 1
VERITAS WEALTH PARTNERS, LLC
CRD#: 312247
Address: San Mateo, CA
Clients: 12
Average Clients per Advisor: 6
AUM: $ 112M
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
Adela Lee
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Ashkahn Moayedi
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
John Israel
Registered Affiliation(s):STRATEGIC ADVISERS LLC
David Leland Johanson
Registered Affiliation(s):ALLWORTH FINANCIAL, L.P.
Michael Paul Rennels
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Andrew Arthur Zittell
Registered Affiliation(s):LPL FINANCIAL LLC
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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
