{
  "path": "/advisors/ca/san-francisco/burlingame",
  "url": "https://advisorcensus.com/advisors/ca/san-francisco/burlingame",
  "page_type": "metro_city",
  "title": "Financial advisors in Burlingame, CA",
  "filters": {},
  "scope_total": 41,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Burlingame, CA?",
      "a": "AdvisorCensus lists 41 investment advisory firms with a principal office in Burlingame, California (part of the San Francisco metro area), from Form ADV filings as of October 2026: 18 SEC-registered, 6 state-registered, and 17 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Burlingame, CA?",
      "a": "7 of the 41 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Burlingame, CA offer financial planning?",
      "a": "11 of the 24 firms in Burlingame, CA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Burlingame, CA fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 7 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 41 investment advisory firms with a principal office in Burlingame, California (part of the San Francisco metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full San Francisco metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "about_market": null,
  "citation": "AdvisorCensus. Financial advisors in Burlingame, CA: 41 firms from Form ADV filings as of October 2026.",
  "total_firms": 41,
  "page": 1,
  "total_pages": 1,
  "sort": "name",
  "registration_types": {
    "sec": 18,
    "state": 6,
    "exempt": 17
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 7
    },
    {
      "code": "percentage_of_aum",
      "count": 23
    },
    {
      "code": "hourly",
      "count": 6
    },
    {
      "code": "subscription",
      "count": 0
    },
    {
      "code": "fixed",
      "count": 6
    },
    {
      "code": "commissions",
      "count": 0
    },
    {
      "code": "performance_based",
      "count": 14
    },
    {
      "code": "other",
      "count": 3
    },
    {
      "code": "not_reported",
      "count": 17
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 23
    },
    {
      "code": "5_to_9",
      "count": 7
    },
    {
      "code": "10_to_19",
      "count": 9
    },
    {
      "code": "20_plus",
      "count": 1
    },
    {
      "code": "not_reported",
      "count": 1
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 4
    },
    {
      "code": "25m_100m",
      "count": 0
    },
    {
      "code": "100m_500m",
      "count": 6
    },
    {
      "code": "500m_1b",
      "count": 4
    },
    {
      "code": "1b_5b",
      "count": 6
    },
    {
      "code": "over_5b",
      "count": 2
    },
    {
      "code": "not_reported",
      "count": 19
    }
  ],
  "firms": [
    {
      "crd_number": 321158,
      "name": "Abramson Financial Planning, LLC",
      "name_as_filed": "ABRAMSON FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/abramson-financial-planning-llc-burlingame-ca-321158",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 162777,
      "name": "Altos Ventures Management, Inc.",
      "name_as_filed": "ALTOS VENTURES MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/altos-ventures-management-inc-burlingame-ca-162777",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329612,
      "name": "Ampersand Capital Group, L.P.",
      "name_as_filed": "AMPERSAND CAPITAL GROUP, L.P.",
      "url": "https://advisorcensus.com/firm/ampersand-capital-group-l-p-burlingame-ca-329612",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288087,
      "name": "ARC70 Advisers LP",
      "name_as_filed": "ARC70 ADVISERS LP",
      "url": "https://advisorcensus.com/firm/arc70-advisers-lp-burlingame-ca-288087",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298399,
      "name": "Brain Trust Management",
      "name_as_filed": "BRAIN TRUST MANAGEMENT",
      "url": "https://advisorcensus.com/firm/brain-trust-management-burlingame-ca-298399",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 300041,
      "name": "Burlingame Wealth Management, LLC",
      "name_as_filed": "BURLINGAME WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/burlingame-wealth-management-llc-burlingame-ca-300041",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335718,
      "name": "Circuit Wealth LLC",
      "name_as_filed": "CIRCUIT WEALTH LLC",
      "url": "https://advisorcensus.com/firm/circuit-wealth-llc-burlingame-ca-335718",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300173,
      "name": "CMF Advisory LLC",
      "name_as_filed": "CMF ADVISORY LLC",
      "url": "https://advisorcensus.com/firm/cmf-advisory-llc-burlingame-ca-300173",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 316458,
      "name": "Delta Capital Investments, LLC",
      "name_as_filed": "DELTA CAPITAL INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/delta-capital-investments-llc-burlingame-ca-316458",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147949,
      "name": "East Rock Financial Services, LLC",
      "name_as_filed": "EAST ROCK FINANCIAL SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/east-rock-financial-services-llc-burlingame-ca-147949",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 160694,
      "name": "Fisher Lynch Capital, LLC",
      "name_as_filed": "FISHER LYNCH CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/fisher-lynch-capital-llc-burlingame-ca-160694",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326867,
      "name": "Floating Capital Management LP",
      "name_as_filed": "FLOATING CAPITAL MANAGEMENT LP",
      "url": "https://advisorcensus.com/firm/floating-capital-management-lp-burlingame-ca-326867",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 311134,
      "name": "Gavilan Investment Partners LLC",
      "name_as_filed": "GAVILAN INVESTMENT PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/gavilan-investment-partners-llc-burlingame-ca-311134",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172576,
      "name": "Goodwater Capital",
      "name_as_filed": "GOODWATER CAPITAL",
      "url": "https://advisorcensus.com/firm/goodwater-capital-burlingame-ca-172576",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 12,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 168123,
      "name": "Homebrew Ventures",
      "name_as_filed": "HOMEBREW VENTURES",
      "url": "https://advisorcensus.com/firm/homebrew-ventures-burlingame-ca-168123",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 7,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 162824,
      "name": "ICP Services, LLC",
      "name_as_filed": "ICP SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/icp-services-llc-burlingame-ca-162824",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 167390,
      "name": "Keenan Capital, LLC",
      "name_as_filed": "KEENAN CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/keenan-capital-llc-burlingame-ca-167390",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159649,
      "name": "Lateral Investment Management, LLC",
      "name_as_filed": "LATERAL INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/lateral-investment-management-llc-burlingame-ca-159649",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118417,
      "name": "Live Oak Advisors, LLC",
      "name_as_filed": "LIVE OAK ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/live-oak-advisors-llc-burlingame-ca-118417",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 26,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307687,
      "name": "Luna Capital Management, LLC",
      "name_as_filed": "LUNA CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/luna-capital-management-llc-burlingame-ca-307687",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333853,
      "name": "MC Investments & Advisory LLC",
      "name_as_filed": "MC INVESTMENTS & ADVISORY LLC",
      "url": "https://advisorcensus.com/firm/mc-investments-and-advisory-llc-burlingame-ca-333853",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298161,
      "name": "Newview Capital Management, LLC",
      "name_as_filed": "NEWVIEW CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/newview-capital-management-llc-burlingame-ca-298161",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168650,
      "name": "Occidental Asset Management, LLC",
      "name_as_filed": "OCCIDENTAL ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/occidental-asset-management-llc-burlingame-ca-168650",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 13,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309209,
      "name": "Octahedron Capital Management, L.P.",
      "name_as_filed": "OCTAHEDRON CAPITAL MANAGEMENT, L.P.",
      "url": "https://advisorcensus.com/firm/octahedron-capital-management-l-p-burlingame-ca-309209",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 175424,
      "name": "Optura Advisors, Inc.",
      "name_as_filed": "OPTURA ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/optura-advisors-inc-burlingame-ca-175424",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 160159,
      "name": "Opus Capital Group LLC",
      "name_as_filed": "OPUS CAPITAL GROUP LLC",
      "url": "https://advisorcensus.com/firm/opus-capital-group-llc-burlingame-ca-160159",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 339350,
      "name": "Outcast Ventures, LLC",
      "name_as_filed": "OUTCAST VENTURES, LLC",
      "url": "https://advisorcensus.com/firm/outcast-ventures-llc-burlingame-ca-339350",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 304731,
      "name": "PB Investment Partners, L.P.",
      "name_as_filed": "PB INVESTMENT PARTNERS, L.P.",
      "url": "https://advisorcensus.com/firm/pb-investment-partners-l-p-burlingame-ca-304731",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 148908,
      "name": "Pinnacle Ventures",
      "name_as_filed": "PINNACLE VENTURES",
      "url": "https://advisorcensus.com/firm/pinnacle-ventures-burlingame-ca-148908",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": null,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 165411,
      "name": "Poplar Point Capital Management LLC",
      "name_as_filed": "POPLAR POINT CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/poplar-point-capital-management-llc-burlingame-ca-165411",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 308137,
      "name": "Refactor Capital Management, LLC",
      "name_as_filed": "REFACTOR CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/refactor-capital-management-llc-burlingame-ca-308137",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 298152,
      "name": "Sazze Partners, Inc.",
      "name_as_filed": "SAZZE PARTNERS, INC.",
      "url": "https://advisorcensus.com/firm/sazze-partners-inc-burlingame-ca-298152",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 172019,
      "name": "Sentinel Dome Partners, LLC",
      "name_as_filed": "SENTINEL DOME PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/sentinel-dome-partners-llc-burlingame-ca-172019",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 12,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317447,
      "name": "Shield Capital, LLC",
      "name_as_filed": "SHIELD CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/shield-capital-llc-burlingame-ca-317447",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 281570,
      "name": "Skyknight Capital, L.P.",
      "name_as_filed": "SKYKNIGHT CAPITAL, L.P.",
      "url": "https://advisorcensus.com/firm/skyknight-capital-l-p-burlingame-ca-281570",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329143,
      "name": "Spero Management Company, LLC",
      "name_as_filed": "SPERO MANAGEMENT COMPANY, LLC",
      "url": "https://advisorcensus.com/firm/spero-management-company-llc-burlingame-ca-329143",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 269893,
      "name": "Ten Eleven Ventures, LLC",
      "name_as_filed": "TEN ELEVEN VENTURES, LLC",
      "url": "https://advisorcensus.com/firm/ten-eleven-ventures-llc-burlingame-ca-269893",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 11,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 283295,
      "name": "Tessara Wealth",
      "name_as_filed": "TESSARA WEALTH",
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}