Falists

California · 88 advisers

Financial Advisors in San Mateo, California

Looking for a financial advisor in San Mateo, California? Falists indexes 88 SEC-registered and state-registered investment advisers in San Mateo — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 76 firms list a website you can visit directly. Firms in this directory manage up to $509.45B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

88

With website

76

Largest AUM

$509.45B

Financial planning

20

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth39Planning20Trusts28Retirement14Institutional15

Top advisors in San Mateo

Ranked by AUM · Fees, team & specialties at a glance

View all 88 →
View all 88 advisors in San Mateo

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)Pasadena (79)Beverly Hills (65)San Jose (59)Santa Barbara (56)

Common questions

How many financial advisors are in San Mateo, California?
88 registered investment advisers are listed in our San Mateo directory, sourced from public SEC filings.
What types of advisors are in San Mateo?
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 San Mateo?
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.