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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

SUMMIT TRAIL ADVISORS, LLC
WORLD INVESTMENT ADVISORS, LLC
SOFTTECH VC INC.
UNCORK CAPITAL
MORGAN STANLEY
MCMORGAN & COMPANY LLC
REFLOW SERVICES, LLC
URBAN LAND CAPITAL, LLC
CHARLES SCHWAB & CO., INC.
MINDSET CONSULTING (US) LLC
JSVK MANAGEMENT, LLC
BAPCD, INC.
FIAT LUX FINANCIAL PLANNING
CARBON REMOVAL PARTNERS (USA) LLC
OSAIC WEALTH, INC.
VISIONNAIRE VENTURES, LLC
KATALYST.VENTURES
HOMETEAM VENTURES MANAGEMENT, LLC
UNION SQUARE GLOBAL WEALTH MANAGEMENT
PIER 88 INVESTMENT PARTNERS, LLC

Investors

JOHN WILLIAM SCARBOROUGH
DANIELA PEDLEY
THOMAS PETER PALECEK
TYLER DREW WALL
Blake Van Grouw
Eric Daniel Lee
Sophia Wu
TRI D NGUYEN
JASON PAUL CORDA
Cedric Zhou
EMILY Ryan GERA
ALWIN A WEIBEZAHN RODRIGUEZ
Bradley P Jerome
Jeffrey Y Liang
RODD LEE
JOSEPH A KNEBEL
Abraham M Meza
JARROD LEE DILL
Ka Ho Ngai
JOHN F. SCOTT SANTAGUIDA
Sarah Elizabeth Buchardt
KATHLEEN MELODY WILUSZ
TIMOTHY JAMES RICH
KEITH MERWIN OSLIE
NONA PARMELEE BELOUS
RENA TERESE MAY
ALEXANDER HAMILTON SCHILLING

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