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 Retirement Planning advisors in CA, SAN MATEO
14 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
NEWFRONT RETIREMENT SERVICES, INC.
San Mateo, CA
AUM
$1.04B
Wealth MgmtRetirement
Team
25 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
415-754-3635
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
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
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
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
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
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
ALPHA RUSH, LLC
San Mateo, CA
AUM
$20.7M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(650) 378-1314
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