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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

PITCAIRN
SIDEPOCKET INCORPORATED
TUSCAN CAPITAL MANAGEMENT, LLC
VERSANT VENTURE MANAGEMENT, LLC
UC VENTURES, LLC
INFLECTION CAPITAL MANAGEMENT, LLC
FIN CAPITAL
HEALTH VELOCITY MGMT LLC
VERIFIED CAPITAL
BLUEPRINT INVESTING LLC
BRIDGELANE FINANCIAL
CE FINTECH CORPORATION
CREST WEALTH MANAGEMENT LLC
URBANITE CAPITAL, LLC
SHORESTOWN PARTNERS LLC
ATRIA VENTURES MANAGEMENT, LLC
CREDITEASE URBANITE CAPITAL, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WESTERLY CAPITAL MANAGEMENT LLC
CONGRUENT MANAGEMENT, LLC

Investors

MAN TOU IAU
JUSTIN MICHAEL KUNZ
HUNTER WILLIAM STEADLEY
JAMES PATRICK MACHINCHICK
PHILIP ANTHONY IERARDI
Samuel Gordon Stanton
ROBERT SUNG-BUM LEE
Maureen But Recker
NATHAN ALLAN ROOZEE
Robert Bilbao
CLARENCE WILLIAM ROW
Jordan Wolf Lautt
Shana J Hudson
Shana Athena Hudson
ALEXANDER AMUNDSON

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