Financial advisors in San Mateo, CA

44 match · page 1 of 2

Aaron Brickley
Financial advisor at Brickley Wealth Management
Brickley Wealth Management · $950.1M AUM
CFP®VerifiedFinancial planning
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Amy Cook
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Andrew Bagnall
Financial advisor at Emerson Equity LLC
Emerson Equity LLC · $321.7M AUM
CFP®VerifiedFinancial planning
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Andrew Roberson
Financial advisor at Emerson Equity LLC
Emerson Equity LLC · $321.7M AUM
CFP®VerifiedFinancial planning
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Ariadne Horstman
Financial advisor at Tamarind Financial Planning
Tamarind Financial Planning
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brandy Navarro
Financial advisor at Vantage Wealth Management, LLC
Vantage Wealth Management, LLC · $1.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brett Bucher
Financial advisor at Bucher Wealth Advisors
Bucher Wealth Advisors · $146.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carol Gosho
Financial advisor at Gosho Financial Group
Gosho Financial Group · $25.1M AUM
CFP®VerifiedFinancial planning
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Carolyn Masline
Financial advisor at Caregen Wealth Management
Caregen Wealth Management · $109.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Curtis Chen
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Chory
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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David Barson
Financial advisor at Barson Financial Planning
Barson Financial Planning · $47.8M AUM
CFP®VerifiedFinancial planning
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David Fernelius
Financial advisor at Vantage Wealth Management, LLC
Vantage Wealth Management, LLC · $1.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Emilie Goldman
Financial advisor at Tamarind Financial Planning
Tamarind Financial Planning
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Enrique Figueroa
Financial advisor at Veritas Wealth Partners, LLC
Veritas Wealth Partners, LLC · $150.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Erin Sinclair
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
George Papadoyannis
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Hans Reese
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Schwarz
Financial advisor at Clear Retirement Advice LLC
Clear Retirement Advice LLC · $153.4M AUM
CFP®Verified
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Jason Dunbar
Financial advisor at Empirical Wealth Management
Empirical Wealth Management · $8.43B AUM
CFP®VerifiedFinancial planning
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Jinglang Wei
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
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Joanna Cui
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Lee
Financial advisor at Vantage Wealth Management, LLC
Vantage Wealth Management, LLC · $1.12B AUM
CFP®VerifiedFinancial planning
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Kalvin Sid
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kent Grealish
Financial advisor at Grealish Investment Counseling LLC
Grealish Investment Counseling LLC
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kristian Colvin
Financial advisor at Emerson Equity LLC
Emerson Equity LLC · $321.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Leonidas Maheras
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Marina Perry
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Mark Flowers
Financial advisor at Private Portfolios, Inc.
Private Portfolios, Inc. · $293.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mira Ma
Financial advisor at Marim Wealth Planning
Marim Wealth Planning · $31.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in San Mateo, CA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in San Mateo, CA.

How this list works

Before you hire an advisor in San Mateo, CA