Fiduciary advisors in San Mateo, CA

25 registered advisers

San Mateo is a Peninsula city positioned between San Francisco and Silicon Valley, serving tech professionals across the Bay Area corridor. Among them, 22 operate strictly fee-only, meaning they collect no commissions or product-based revenue. Firm-level details on fees, client counts, and SEC filings appear in the listings that follow.

BRICKLEY WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Mateo, CaliforniaCRD #287487
Typical Fee--
AUM$824M
Minimum--
Clients539

BUCHER WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Mateo, CaliforniaCRD #154878
Typical Fee--
AUM$147M
Minimum--
Clients230

CATALYST PRIVATE WEALTH, LLC

Clean RecordAlso Compensated via Brokerage
San Mateo, CaliforniaCRD #305565
Typical Fee--
AUM$331M
Minimum--
Clients487

CLEAR RETIREMENT ADVICE LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Mateo, CaliforniaCRD #292667
Typical Fee--
AUM$108M
Minimum--
Clients178

EMERSON EQUITY LLC

Also Compensated via Brokerage
San Mateo, CaliforniaCRD #130032
Typical Fee--
AUM$328M
Minimum--
Clients1,091

ESO MANAGEMENT SERVICES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Mateo, CaliforniaCRD #165564
Typical Fee--
AUM$391M
Minimum--
Clients5

FALL LINE CAPITAL, LLC

Fee-Only, No ConflictsClean Record
San Mateo, CaliforniaCRD #283625
Typical Fee--
AUM$518M
Minimum--
Clients4

FRANKLIN ADVISERS, INC.

Fee-OnlyAlso Compensated via Product Sales
San Mateo, CaliforniaCRD #104517
Typical Fee0.30%
AUM$509.5B
Minimum--
Clients25,018

FRANKLIN ADVISORY SERVICES, LLC

Fee-OnlyAlso Compensated via Product Sales
San Mateo, CaliforniaCRD #111361
Typical Fee--
AUM$14.1B
Minimum--
Clients66

FULLER & THALER ASSET MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Mateo, CaliforniaCRD #107033
Typical Fee--
AUM$27.1B
Minimum--
Clients4,709

HERCULES ADVISER LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Mateo, CaliforniaCRD #310662
Typical Fee--
AUM$1.2B
Minimum--
Clients3

INTERNATIONAL ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Mateo, CaliforniaCRD #123418
Typical Fee--
AUM$106M
Minimum--
Clients293

INVICTUS GROWTH PARTNERS

Fee-Only, No ConflictsClean Record
San Mateo, CaliforniaCRD #311947
Typical Fee--
AUM$1.0B
Minimum--
Clients14

KESTREL INVESTMENT MANAGEMENT CORP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Mateo, CaliforniaCRD #106789
Typical Fee--
AUM$186M
Minimum--
Clients9

LATERAL INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Mateo, CaliforniaCRD #159649
Typical Fee--
AUM$848M
Minimum--
Clients21

NEWFRONT RETIREMENT SERVICES, INC.

Fee-Only, No ConflictsClean Record
San Mateo, CaliforniaCRD #167641
Typical Fee--
AUM$1.0B
Minimum--
Clients106

PRIVATE PORTFOLIOS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Mateo, CaliforniaCRD #111905
Typical Fee--
AUM$293M
Minimum--
Clients454

SAVANT PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Mateo, CaliforniaCRD #312567
Typical Fee--
AUM$273M
Minimum--
Clients11

SUMERU EQUITY PARTNERS

Fee-Only, No ConflictsClean Record
San Mateo, CaliforniaCRD #172955
Typical Fee--
AUM$3.4B
Minimum--
Clients9

SUNSTONE PARTNERS

Fee-Only, No ConflictsClean Record
San Mateo, CaliforniaCRD #305064
Typical Fee--
AUM$2.0B
Minimum--
Clients8

TANO CAPITAL, LLC

Fee-Only, No ConflictsClean Record
San Mateo, CaliforniaCRD #160367
Typical Fee--
AUM$118M
Minimum--
Clients2

TDA INVESTMENT GROUP

Clean RecordAlso Compensated via Insurance
San Mateo, CaliforniaCRD #112016
Typical Fee0.88%
AUM$969M
Minimum--
Clients4

TRIBE CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Mateo, CaliforniaCRD #304697
Typical Fee--
AUM$2.3B
Minimum--
Clients83

VANTAGE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Mateo, CaliforniaCRD #152374
Typical Fee--
AUM$897M
Minimum--
Clients1,751

WESTBRIDGE CAPITAL US ADVISORS, LP

Fee-OnlyAlso Compensated via Product Sales
San Mateo, CaliforniaCRD #161527
Typical Fee--
AUM$7.6B
Minimum--
Clients7
Fiduciary Advisors in San Mateo, California | FiduciaryListings