California · 38 advisers
Financial Advisors in Burlingame, California
Looking for a financial advisor in Burlingame, California? Falists indexes 38 SEC-registered and state-registered investment advisers in Burlingame — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 31 firms list a website you can visit directly. Firms in this directory manage up to $9.52B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
38
With website
31
Largest AUM
$9.52B
Financial planning
7
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Burlingame
Ranked by AUM · Fees, team & specialties at a glance
FISHER LYNCH CAPITAL, LLC
Burlingame, CA
AUM
$9.52B
Team
11 advisors
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
617-406-3124
ALTOS VENTURES MANAGEMENT, INC.
Burlingame, CA
AUM
$5.45B
Team
21 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-234-9771
SKYKNIGHT CAPITAL, L.P.
Burlingame, CA
AUM
$4.43B
Team
22 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415.914.0782
NEWVIEW CAPITAL MANAGEMENT, LLC
Burlingame, CA
AUM
$3.86B
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-416-1590
ARC70 ADVISERS LP
Burlingame, CA
AUM
$1.90B
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(415) 322-3303
SENTINEL DOME PARTNERS, LLC
Burlingame, CA
AUM
$1.59B
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-636-9250
OCCIDENTAL ASSET MANAGEMENT, LLC
Burlingame, CA
AUM
$1.07B
Team
9 advisors
Clients
0
Fees
Percentage of AUM
650-344-1600
LATERAL INVESTMENT MANAGEMENT, LLC
Burlingame, CA
AUM
$1.00B
Team
13 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
650-396-2200
VIRGO INVESTMENT GROUP LLC
Burlingame, CA
AUM
$857.4M
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
650-486-1953
OCTAHEDRON CAPITAL MANAGEMENT, L.P.
Burlingame, CA
AUM
$594.2M
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
858-243-2204
GAVILAN INVESTMENT PARTNERS LLC
Burlingame, CA
AUM
$514.7M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
650-334-4990
TESSARA WEALTH
Burlingame, CA
AUM
$162.4M
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
650-636-7526
BURLINGAME WEALTH MANAGEMENT, LLC
Burlingame, CA
AUM
$117.1M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; FEES PAID BY LPG CAPITAL PARTNERS LP AS DESCRIBED IN ADV PART 2
6505972400
LUNA CAPITAL MANAGEMENT, LLC
Burlingame, CA
AUM
$116.4M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(415) 513-5257
CIRCUIT WEALTH LLC
Burlingame, CA
AUM
$1.2M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
650-220-7555
OPTURA ADVISORS, INC.
Burlingame, CA
AUM
$671K
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(415) 968-9269
More cities in California
Common questions
- How many financial advisors are in Burlingame, California?
- 38 registered investment advisers are listed in our Burlingame directory, sourced from public SEC filings.
- What types of advisors are in Burlingame?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Burlingame?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.