Top 8 advisors in Foster City
We’ve curated a list of the best financial advisors in Foster City, take a look at it below
Find an advisor in Foster City| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $17,720,304,270 | 120 advisors | ||
| 2 | $5,281,083,342 | 70 advisors | ||
| 3 | $1,970,303,944 | 36 advisors | ||
| 4 | $1,867,998,463 | 35 advisors | ||
| 5 | $1,556,572,199 | 10 advisors | ||
| 6 | $1,070,580,074 | 16 advisors | ||
| 7 | $313,159,219 | 10 advisors | ||
| 8 | $268,589,956 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Foster City, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Foster City. 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. Ieq Capital, LLC
Assets under management
$17,720,304,270
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
2. Bailard, Inc.
Assets under management
$5,281,083,342
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
3. Bertram Capital Management LLC
Assets under management
$1,970,303,944
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
4. Summitry, LLC
Assets under management
$1,867,998,463
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
5. American Infrastructure
Assets under management
$1,556,572,199
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
6. Nipun Capital, L.p.
Assets under management
$1,070,580,074
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
7. American Infrastructure Funds, LLC
Assets under management
$313,159,219
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
8. Knuff & Company LLC
Assets under management
$268,589,956
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Your first meeting is free.