Top 10 advisors in Burlingame
We’ve curated a list of the best financial advisors in Burlingame, take a look at it below
Find an advisor in Burlingame# | Financial advisor | Assets under management | Number of advisors | |
---|---|---|---|---|
1 | $7,598,083,777 | 24 advisors | ||
2 | $3,953,094,155 | 18 advisors | ||
3 | $1,207,491,149 | 16 advisors | ||
4 | $1,058,092,604 | 18 advisors | ||
5 | $905,161,379 | 13 advisors | ||
6 | $550,155,005 | 5 advisors | ||
7 | $331,618,054 | 6 advisors | ||
8 | $273,472,190 | 9 advisors | ||
9 | $273,326,070 | 6 advisors | ||
10 | $165,764,827 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Burlingame, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Burlingame. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Altos Ventures Management, Inc.
Assets under management
$7,598,083,777
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Newview Capital Management, LLC
Assets under management
$3,953,094,155
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
3. Virgo Investment Group LLC
Assets under management
$1,207,491,149
Fee structure
A percentage of assets under your management
Performance-based fees
INVESTMENT-RELATED FEES
Services offered
Portfolio Management For Pooled Investment Vehicles
4. Arc70 Advisers Lp
Assets under management
$1,058,092,604
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
5. Sentinel Dome Partners, LLC
Assets under management
$905,161,379
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
6. Keenan Capital, LLC
Assets under management
$550,155,005
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
7. One01 Capital, L.p.
Assets under management
$331,618,054
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
8. Twin Peaks Wealth Advisors
Assets under management
$273,472,190
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
9. Bengal Asset Management, LLC
Assets under management
$273,326,070
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
10. Gree Capital Partners, LLC
Assets under management
$165,764,827
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.