VANTAGE WEALTH MANAGEMENT, LLC
San Mateo, CA
AUM
$1.12B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
650-638-9600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CA, SAN MATEO
20 advisers found
BRICKLEY WEALTH MANAGEMENT
San Mateo, CA
AUM
$950.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM
(650) 638-0111
CATALYST PRIVATE WEALTH, LLC
San Mateo, CA
AUM
$370.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM
415-887-1430
EMERSON EQUITY LLC
San Mateo, CA
AUM
$321.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
84 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
650-312-0200
PRIVATE PORTFOLIOS, INC.
San Mateo, CA
AUM
$293.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
650-548-9800
INTERNATIONAL ASSET MANAGEMENT
San Mateo, CA
AUM
$173.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
415-358-0138
BUCHER WEALTH ADVISORS
San Mateo, CA
AUM
$146.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
650-286-9606
KING WEALTH ADVISORS, LLC
San Mateo, CA
AUM
$94.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
650-435-3918
CAREGEN WEALTH MANAGEMENT
San Mateo, CA
AUM
$91.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
650-288-3060
ROACH INVESTMENT SERVICES
San Mateo, CA
AUM
$55.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
650-638-2339
AMS CAPITAL MANAGEMENT LLC
San Mateo, CA
AUM
$39.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
650-344-1160
BALOPOLE INVESTMENT MANAGEMENT CORPORATION
San Mateo, CA
AUM
$31.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
650-574-1307
MARIM WEALTH PLANNING
San Mateo, CA
AUM
$31.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
650-249-3111
GOSHO FINANCIAL GROUP
San Mateo, CA
AUM
$25.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
650-931-2518
APP
San Mateo, CA
AUM
$12.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
949-877-3505
CHEN FINANCIAL GROUP, LLC
San Mateo, CA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
650-631-0600
GREALISH INVESTMENT COUNSELING LLC
San Mateo, CA
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
(650) 952-5488
TAMARIND FINANCIAL PLANNING
San Mateo, CA
AUM
—
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(650) 667-8691
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
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