Investment advisers in San Mateo, CA

25 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in CA

Firm	Assets	Employees	Disclosures
Franklin Advisers, Inc.	$509.45 billion	384	3
Fuller & Thaler Asset Management Inc	$30.25 billion	30	0
Westbridge Capital US Advisors, LP	$7.86 billion	90	3
Tribe Capital	$3.44 billion	27	0
Sumeru Equity Partners	$3.37 billion	43	0
Sunstone Partners	$1.59 billion	39	0
Hercules Adviser LLC	$1.56 billion	3	0
Invictus Growth Partners	$1.26 billion	12	0
Vantage Wealth Management, LLC	$1.12 billion	9	0
Newfront Retirement Services, Inc.	$1.04 billion	30	0
Tda Investment Group	$969.3 million	22	0
Brickley Wealth Management	$950.1 million	7	0
Eso Management Services LLC	$410.6 million	17	0
Catalyst Private Wealth, LLC	$370.4 million	5	0
Fall Line Capital, LLC	$332.4 million	12	0
Emerson Equity LLC	$321.7 million	343	2
Savant Partners, LLC	$309.5 million	4	0
Private Portfolios, Inc.	$293.5 million	3	0
Kestrel Investment Management Corp	$180.0 million	7	0
International Asset Management	$173.1 million	5	0
Clear Retirement Advice LLC	$153.4 million	1	0
Bucher Wealth Advisors	$146.9 million	1	0
Tano Capital, LLC	$138.0 million	1	0
Caregen Wealth Management	$109.9 million	2	0
Step Advisers, LLC	$0	1	0