FRANKLIN ADVISERS, INC.
San Mateo, CA
AUM
$509.45B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
272 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(650) 312-3000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA, SAN MATEO
15 advisers found
FULLER & THALER ASSET MANAGEMENT INC
San Mateo, CA
AUM
$30.25B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
11 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
650-931-1500
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
TDA INVESTMENT GROUP
San Mateo, CA
AUM
$969.3M
Wealth MgmtRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
650-343-6333
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
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
KESTREL INVESTMENT MANAGEMENT CORP
San Mateo, CA
AUM
$180.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
650-572-9450
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
TANO CAPITAL, LLC
San Mateo, CA
AUM
$138.0M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
CARRIED INTEREST
650-212-0330
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
GOLDEN STATE ADVISORS, LLC
San Mateo, CA
AUM
$7.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
650-762-6838
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
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