AdvisorOS Directory

City Directory

339 Financial Advisors in SAN MATEO, CA

Registered investment advisors · SEC/FINRA data

Use our Fee Calculator to see what advisors in SAN MATEO typically charge →

Thomas Legrande Olds

ARTIS ADVISORS, LLC·SAN MATEO, CA

Investment Management · Retirement Planning · Wealth Management

Timothy Russell Jacobson

ARTIS ADVISORS, LLC·SAN MATEO, CA

Investment Management · Retirement Planning · Wealth Management

FISHER LYNCH CAPITAL, LLC·SAN MATEO, CA

Retirement Planning

Zlatko Martinic

GAMMA INVESTING LLC·SAN MATEO, CA

Investment Management · Wealth Management · Fee-Only Advisory

Jennifer Morrow Johnson

FTPE ADVISERS, LLC·SAN MATEO, CA

Brett Kevin Fisher

FISHER LYNCH CAPITAL, LLC·SAN MATEO, CA

Retirement Planning

Mark Bryan Pietrofesa

SUMMIT FINANCIAL ADVISORS, LLC·SAN MATEO, CA

Financial Planning · Investment Management

Michele Floriani

SEMPERVIRENS VENTURES LLC·SAN MATEO, CA

SOUL VENTURES ADVISORS, LLC·SAN MATEO, CA

Abdo George Kadifa

SUMERU EQUITY PARTNERS, L.P.·SAN MATEO, CA

Retirement Planning

Joshua L. Green

MDV MANAGEMENT CO. L.L.C·SAN MATEO, CA

Mitone Mendezona Griffiths

VANTAGE WEALTH MANAGEMENT, LLC·SAN MATEO, CA

Financial Planning · Investment Management · Wealth Management

Scott Bluestein

HERCULES ADVISER LLC·SAN MATEO, CA

Retirement Planning

Aditya Tim Guleri

SIERRA VENTURES MANAGEMENT III, L.L.C.·SAN MATEO, CA

NEO VENTURES, LLC·SAN MATEO, CA

Andrew Doherty Housser

FREEDOM FINANCIAL ASSET MANAGEMENT, LLC·SAN MATEO, CA

Retirement Planning

Bryan D. Stolle

MDV MANAGEMENT CO. L.L.C·SAN MATEO, CA

Catherine Sapiro

TANO CAPITAL, LLC·SAN MATEO, CA

Retirement Planning · Wealth Management

Christopher Paul Montclare

FISHER LYNCH CAPITAL, LLC·SAN MATEO, CA

Retirement Planning

Daniel Thomas O'lear

FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC.·SAN MATEO, CA

Investment Management · Wealth Management · Fee-Only Advisory

📖 Read our guide: How to Choose a Financial Advisor in SAN MATEO →

Are you a financial advisor in SAN MATEO?

Claim your free profile to control your listing and connect with potential clients.

Browse All States All Cities in California

Nearby Cities

ALL REMOTE WORK

City Guides

SAN FRANCISCO Guide LOS ANGELES Guide MENLO PARK Guide SAN DIEGO Guide PALO ALTO Guide

Research

Advisor Fees in California National Fee Analysis

Browse by specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education