Top 10 advisors in San Mateo
We’ve curated a list of the best financial advisors in San Mateo, take a look at it below
Find an advisor in San Mateo| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $337,797,495,148 | 302 advisors | ||
| 2 | $16,360,992,271 | 21 advisors | ||
| 3 | $4,893,394,161 | 18 advisors | ||
| 4 | $2,109,620,176 | 38 advisors | ||
| 5 | $702,083,881 | 17 advisors | ||
| 6 | $621,360,970 | 6 advisors | ||
| 7 | $614,183,318 | 19 advisors | ||
| 8 | $545,988,000 | 9 advisors | ||
| 9 | $525,245,766 | 8 advisors | ||
| 10 | $483,928,750 | 17 advisors |
How we came up with this list
To generate our top financial advisors list in San Mateo, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case San Mateo. 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. Franklin Advisers, Inc.
Assets under management
$337,797,495,148
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
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)
2. Fuller & Thaler Asset Management Inc
Assets under management
$16,360,992,271
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
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)
3. Fisher Lynch Capital, LLC
Assets under management
$4,893,394,161
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
4. Sunstone Partners
Assets under management
$2,109,620,176
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
5. Freedom Financial Asset Management, LLC
Assets under management
$702,083,881
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
6. Brickley Wealth Management
Assets under management
$621,360,970
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 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
- Not sure which one to choose?Use our smart matching tool
7. Lateral Investment Management, LLC
Assets under management
$614,183,318
Fee structure
A percentage of assets under your management
Performance-based fees
A PERCENTAGE OF COMMITTED AND/OR INVESTED CAPITAL
Services offered
Portfolio Management For Pooled Investment Vehicles
8. Vantage Wealth Management, LLC
Assets under management
$545,988,000
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
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
Consulting
9. Endurant Capital Management Lp
Assets under management
$525,245,766
Fee structure
A percentage of assets under your management
PERFORMANCE BASED ALLOCATIONS
Services offered
Portfolio Management For Pooled Investment Vehicles
Investment Vehicle For Family Office
- Not sure which one to choose?Use our smart matching tool
10. Eso Management Services LLC
Assets under management
$483,928,750
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.