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Best financial advisors in San Mateo, CA

Registered advisers within 25 miles of San Mateo, CA.

Offices
2,763
Firms
1,787
Combined AUM
$33.8T
Firm-wide filings, not assets booked only here
Clients
3.56M
3,556,968 clients when Item 5C has a number
Avg / client
$9.50M
Combined AUM ÷ clients

Nearby offices

Firms

LPL ENTERPRISE, LLC
DFJ GROWTH
DRAPER FISHER JURVETSON
HERCULES ADVISER LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PRIVATE PORTFOLIOS, INC.
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
DFJ DRAGON
DNX VENTURES
DNX VENTURES
DRAPERDRAGON MANAGEMENT, LLC
DRAPERDRAGON MANAGEMENT COMPANY II, LLC
BOOST VC MANAGEMENT COMPANY, LLC
DRAPER MANAGEMENT COMPANY, LLC
DNX VENTURES
DNX VENTURE PARTNERS IV
DNX VENTURES
PATH VENTURES FUND I PARTNERS LLC
DNX VENTURES

Investors

JIM MARVIN HING
CHAU HUYNH
NICOLE M DOMERGUE-BRUNNER
MONICA SELENA PARK
KEVIN JOSEPH CARLSON
TARA SLOWEY FOWLER
JENNIFER HUYNH BUHL
Lata Bhattarai Malla
Brian D Immethun
ANNA M LEVAGGI
Kathleen Elisabeth Augusta
JASON TING
SHARON YUEN MOK
SHERMAN LEE
KATE MA MARTINEZ
JEFFREY TING
Kimberly JO Dunne
Deepak Ganju
SERGIO GIUSEPPE SANTILLI
Kuan Wang
Emily Anh-Thu Tran
DANE ROWLAND TINLEY
Stephanie Teh-Feng Hsu
Ramin Sohrabi
Jenny Wan Ching Lee
Matthew Pisano Murrer
Diego Ivan Salazar
RUSSELL THOMAS BORDONARO
PAUL MARK LUCIANO
RAJIV ELUTHESEN
TUSHAR ZALPURI
CARY T KOH
PLATO WANG
MICHAEL TING
Luis P Castro
Charles ALAN Phelps
KEITH PETER VIRNOCHE
Robert E Haeusslein
Scott A Levaggi
Simon Lui
LUVIEN TRAN
RAYMOND LAU
YAN YAN YU
DANIEL BRIAN BINN
MARK TRACY FLOWERS
RONALD LEE BLAND
GERALD GARCIA DEL ROSARIO
CHRISTINA ELIZABETH DIERCKS
SYED M AHMAR ABBAS RIZVI

Within 25 miles of San Mateo, CA, Best Investors lists 1,787 registered investment advisory firms with 2,763 offices nearby, managing about $33.8T in combined regulatory AUM across 3,556,968 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in San Mateo

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 BLACKROCK FUND ADVISORS 1 clients · 9 advisers $4.28T AUM 2 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 3 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 4 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 5 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 6 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 7 CAPTRUST 963 advisers $1.24T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM