Falists

California · 12 advisers

Financial Advisors in Foster City, California

Looking for a financial advisor in Foster City, California? Falists indexes 12 SEC-registered and state-registered investment advisers in Foster City — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 12 firms list a website you can visit directly. Firms in this directory manage up to $56.77B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

12

With website

12

Largest AUM

$56.77B

Financial planning

6

Filter by specialty

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

AllWealth9Planning6Trusts6Retirement4Institutional7

Top advisors in Foster City

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

View all 12 →

BAILARD, INC.

Foster City, CA

AUM

$7.56B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

42 advisors

Clients

101-250

Fees

Percentage of AUM · Fixed fees +1 more

650-571-5800

Full profileVisit site →

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)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)

Common questions

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