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 Wealth Management advisors in CA, SAN MATEO
39 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
WESTBRIDGE CAPITAL US ADVISORS, LP
San Mateo, CA
AUM
$7.86B
Wealth Mgmt
Team
50 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
230-467-3000
TRIBE CAPITAL
San Mateo, CA
AUM
$3.44B
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(707) 653-5302
SUMERU EQUITY PARTNERS
San Mateo, CA
AUM
$3.37B
Wealth Mgmt
Team
36 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
650-522-3300
SUNSTONE PARTNERS
San Mateo, CA
AUM
$1.59B
Wealth Mgmt
Team
24 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
1-650-289-4400
HERCULES ADVISER LLC
San Mateo, CA
AUM
$1.56B
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-289-3060
INVICTUS GROWTH PARTNERS
San Mateo, CA
AUM
$1.26B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-886-9830
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
ESO MANAGEMENT SERVICES LLC
San Mateo, CA
AUM
$410.6M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-262-6670
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
FALL LINE CAPITAL, LLC
San Mateo, CA
AUM
$332.4M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-235-4032
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
SAVANT PARTNERS, LLC
San Mateo, CA
AUM
$309.5M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
347-266-2976
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
CLEAR RETIREMENT ADVICE LLC
San Mateo, CA
AUM
$153.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Fixed fees
650-446-5440
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
TANO CAPITAL, LLC
San Mateo, CA
AUM
$138.0M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
CARRIED INTEREST
650-212-0330
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
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