Investment adviser firms in SAN MATEO, California
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
23 firms · Source months shown: August 2026
- BRICKLEY WEALTH MANAGEMENTCRD 287487 · SAN MATEO, CA$950,083,465.00Regulatory AUM · August 2026
- BWA, LLCCRD 154878 · SAN MATEO, CA$146,886,515.00Regulatory AUM · August 2026
- CATALYST PRIVATE WEALTH, LLCCRD 305565 · SAN MATEO, CA$370,426,802.00Regulatory AUM · August 2026
- CLEAR RETIREMENT ADVICE LLCCRD 292667 · SAN MATEO, CA$153,400,000.00Regulatory AUM · August 2026
- EMERSON EQUITY LLCCRD 130032 · SAN MATEO, CA$321,704,653.00Regulatory AUM · August 2026
- ESO MANAGEMENT SERVICES LLCCRD 165564 · SAN MATEO, CA$410,582,676.00Regulatory AUM · August 2026
- FALL LINE CAPITAL, LLCCRD 283625 · SAN MATEO, CA$332,450,000.00Regulatory AUM · August 2026
- FRANKLIN ADVISERS, INC.CRD 104517 · SAN MATEO, CA$509,453,414,941.00Regulatory AUM · August 2026
- FULLER & THALER ASSET MANAGEMENT INCCRD 107033 · SAN MATEO, CA$30,253,445,005.00Regulatory AUM · August 2026
- HERCULES ADVISER LLCCRD 310662 · SAN MATEO, CA$1,557,986,711.00Regulatory AUM · August 2026
- INDIVIDUAL ASSET MANAGEMENT, INCCRD 123418 · SAN MATEO, CA$173,098,000.00Regulatory AUM · August 2026
- INVICTUS GROWTH MANAGEMENT, LLCCRD 311947 · SAN MATEO, CA$1,263,717,690.00Regulatory AUM · August 2026
- KESTREL INVESTMENT MANAGEMENT CORPCRD 106789 · SAN MATEO, CA$179,964,874.00Regulatory AUM · August 2026
- NEWFRONT RETIREMENT SERVICES, INC.CRD 167641 · SAN MATEO, CA$1,038,896,040.00Regulatory AUM · August 2026
- PRIVATE PORTFOLIOS, INC.CRD 111905 · SAN MATEO, CA$293,473,879.00Regulatory AUM · August 2026
- SAVANT PARTNERS, LLCCRD 312567 · SAN MATEO, CA$309,505,362.00Regulatory AUM · August 2026
- SUMERU EQUITY PARTNERS L.P.CRD 172955 · SAN MATEO, CA$3,373,972,104.00Regulatory AUM · August 2026
- SUNSTONE PARTNERS MANAGEMENT, LLCCRD 305064 · SAN MATEO, CA$1,586,963,155.00Regulatory AUM · August 2026
- TANO CAPITAL, LLCCRD 160367 · SAN MATEO, CA$138,029,335.00Regulatory AUM · August 2026
- TDA, INC.CRD 112016 · SAN MATEO, CA$969,343,920.00Regulatory AUM · August 2026
- TRIBE CAPITAL MANAGEMENT, LLCCRD 304697 · SAN MATEO, CA$3,439,823,691.00Regulatory AUM · August 2026
- VANTAGE WEALTH MANAGEMENT, LLCCRD 152374 · SAN MATEO, CA$1,123,017,456.00Regulatory AUM · August 2026
- WESTBRIDGE CAPITAL US ADVISORS, LPCRD 161527 · SAN MATEO, CA$7,861,558,000.00Regulatory AUM · August 2026