Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
88 advisers found
INTEGRATED FINANCIAL STRATEGIES, INC.
San Mateo, CA
AUM
$75.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
650-638-2321
Full profileNo website
GILMORE FINANCIAL SERVICES, LLC
San Mateo, CA
AUM
$36.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
650-432-6110
Full profileNo website
ALPHA RUSH, LLC
San Mateo, CA
AUM
$20.7M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(650) 378-1314
Full profileNo website
NOVICE CAPITAL LLC
San Mateo, CA
AUM
$12.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-200-0885
Full profileNo website
OBEL FINANCIAL ADVISORS
San Mateo, CA
AUM
$1.1M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
415-879-0057
Full profileNo website
Full profileNo website
DRAPERDRAGON MANAGEMENT COMPANY II, LLC
San Mateo, CA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
650-793-4536
Full profileNo website
Full profileNo website
Full profileNo website
FREEDOM FINANCIAL ASSET MANAGEMENT, LLC
San Mateo, CA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
650-954-2444
Full profileNo website
Full profileNo website
Full profileNo website
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