# Financial advisors in Burlingame, CA

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/san-francisco/burlingame

## At a glance

- Investment advisory firms: 41
- Registration: SEC-registered investment adviser: 18, State-registered investment adviser: 6, Exempt reporting adviser: 17
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 7 (29%); Percentage of assets 23 (96%); Hourly charges 6 (25%); Fixed fees 6 (25%); Performance-based fees 14 (58%); Other 3 (13%); No compensation arrangements reported 17
- Regulatory assets under management (Item 5.F): Under $25 million 4 (10%); $100 million to $500 million 6 (15%); $500 million to $1 billion 4 (10%); $1 billion to $5 billion 6 (15%); Over $5 billion 2 (5%); Not reported 19 (46%)
- Years registered: Under 5 years 23 (56%); 5 to 9 years 7 (17%); 10 to 19 years 9 (22%); 20 years or more 1 (2%); Not reported 1 (2%)

## Firms (page 1 of 1, 1 to 41 of 41, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Abramson Financial Planning, LLC](https://advisorcensus.com/firm/abramson-financial-planning-llc-burlingame-ca-321158) ([md](https://advisorcensus.com/firm/abramson-financial-planning-llc-burlingame-ca-321158.md)) | 321158 | Burlingame, CA | State-registered investment adviser | Not reported | 4 | Hourly, Fixed fee |
| [Altos Ventures Management, Inc.](https://advisorcensus.com/firm/altos-ventures-management-inc-burlingame-ca-162777) ([md](https://advisorcensus.com/firm/altos-ventures-management-inc-burlingame-ca-162777.md)) | 162777 | Burlingame, CA | SEC-registered investment adviser | Over $5 billion | 8 | % of assets, Performance fee |
| [Ampersand Capital Group, L.P.](https://advisorcensus.com/firm/ampersand-capital-group-l-p-burlingame-ca-329612) ([md](https://advisorcensus.com/firm/ampersand-capital-group-l-p-burlingame-ca-329612.md)) | 329612 | Burlingame, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Performance fee |
| [ARC70 Advisers LP](https://advisorcensus.com/firm/arc70-advisers-lp-burlingame-ca-288087) ([md](https://advisorcensus.com/firm/arc70-advisers-lp-burlingame-ca-288087.md)) | 288087 | Burlingame, CA | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Performance fee |
| [Brain Trust Management](https://advisorcensus.com/firm/brain-trust-management-burlingame-ca-298399) ([md](https://advisorcensus.com/firm/brain-trust-management-burlingame-ca-298399.md)) | 298399 | Burlingame, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Burlingame Wealth Management, LLC](https://advisorcensus.com/firm/burlingame-wealth-management-llc-burlingame-ca-300041) ([md](https://advisorcensus.com/firm/burlingame-wealth-management-llc-burlingame-ca-300041.md)) | 300041 | Burlingame, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Other |
| [Circuit Wealth LLC](https://advisorcensus.com/firm/circuit-wealth-llc-burlingame-ca-335718) ([md](https://advisorcensus.com/firm/circuit-wealth-llc-burlingame-ca-335718.md)) | 335718 | Burlingame, CA | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [CMF Advisory LLC](https://advisorcensus.com/firm/cmf-advisory-llc-burlingame-ca-300173) ([md](https://advisorcensus.com/firm/cmf-advisory-llc-burlingame-ca-300173.md)) | 300173 | Burlingame, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Delta Capital Investments, LLC](https://advisorcensus.com/firm/delta-capital-investments-llc-burlingame-ca-316458) ([md](https://advisorcensus.com/firm/delta-capital-investments-llc-burlingame-ca-316458.md)) | 316458 | Burlingame, CA | State-registered investment adviser | Not reported | 4 | % of assets |
| [East Rock Financial Services, LLC](https://advisorcensus.com/firm/east-rock-financial-services-llc-burlingame-ca-147949) ([md](https://advisorcensus.com/firm/east-rock-financial-services-llc-burlingame-ca-147949.md)) | 147949 | Burlingame, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Fisher Lynch Capital, LLC](https://advisorcensus.com/firm/fisher-lynch-capital-llc-burlingame-ca-160694) ([md](https://advisorcensus.com/firm/fisher-lynch-capital-llc-burlingame-ca-160694.md)) | 160694 | Burlingame, CA | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee |
| [Floating Capital Management LP](https://advisorcensus.com/firm/floating-capital-management-lp-burlingame-ca-326867) ([md](https://advisorcensus.com/firm/floating-capital-management-lp-burlingame-ca-326867.md)) | 326867 | Burlingame, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Gavilan Investment Partners LLC](https://advisorcensus.com/firm/gavilan-investment-partners-llc-burlingame-ca-311134) ([md](https://advisorcensus.com/firm/gavilan-investment-partners-llc-burlingame-ca-311134.md)) | 311134 | Burlingame, CA | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Performance fee |
| [Goodwater Capital](https://advisorcensus.com/firm/goodwater-capital-burlingame-ca-172576) ([md](https://advisorcensus.com/firm/goodwater-capital-burlingame-ca-172576.md)) | 172576 | Burlingame, CA | Exempt reporting adviser | Not reported | 12 | Not reported |
| [Homebrew Ventures](https://advisorcensus.com/firm/homebrew-ventures-burlingame-ca-168123) ([md](https://advisorcensus.com/firm/homebrew-ventures-burlingame-ca-168123.md)) | 168123 | Burlingame, CA | Exempt reporting adviser | Not reported | 7 | Not reported |
| [ICP Services, LLC](https://advisorcensus.com/firm/icp-services-llc-burlingame-ca-162824) ([md](https://advisorcensus.com/firm/icp-services-llc-burlingame-ca-162824.md)) | 162824 | Burlingame, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Keenan Capital, LLC](https://advisorcensus.com/firm/keenan-capital-llc-burlingame-ca-167390) ([md](https://advisorcensus.com/firm/keenan-capital-llc-burlingame-ca-167390.md)) | 167390 | Burlingame, CA | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Performance fee |
| [Lateral Investment Management, LLC](https://advisorcensus.com/firm/lateral-investment-management-llc-burlingame-ca-159649) ([md](https://advisorcensus.com/firm/lateral-investment-management-llc-burlingame-ca-159649.md)) | 159649 | Burlingame, CA | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Performance fee, Other |
| [Live Oak Advisors, LLC](https://advisorcensus.com/firm/live-oak-advisors-llc-burlingame-ca-118417) ([md](https://advisorcensus.com/firm/live-oak-advisors-llc-burlingame-ca-118417.md)) | 118417 | Burlingame, CA | State-registered investment adviser | Under $25 million | 26 | % of assets |
| [Luna Capital Management, LLC](https://advisorcensus.com/firm/luna-capital-management-llc-burlingame-ca-307687) ([md](https://advisorcensus.com/firm/luna-capital-management-llc-burlingame-ca-307687.md)) | 307687 | Burlingame, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [MC Investments & Advisory LLC](https://advisorcensus.com/firm/mc-investments-and-advisory-llc-burlingame-ca-333853) ([md](https://advisorcensus.com/firm/mc-investments-and-advisory-llc-burlingame-ca-333853.md)) | 333853 | Burlingame, CA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Performance fee |
| [Newview Capital Management, LLC](https://advisorcensus.com/firm/newview-capital-management-llc-burlingame-ca-298161) ([md](https://advisorcensus.com/firm/newview-capital-management-llc-burlingame-ca-298161.md)) | 298161 | Burlingame, CA | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Performance fee |
| [Occidental Asset Management, LLC](https://advisorcensus.com/firm/occidental-asset-management-llc-burlingame-ca-168650) ([md](https://advisorcensus.com/firm/occidental-asset-management-llc-burlingame-ca-168650.md)) | 168650 | Burlingame, CA | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets |
| [Octahedron Capital Management, L.P.](https://advisorcensus.com/firm/octahedron-capital-management-l-p-burlingame-ca-309209) ([md](https://advisorcensus.com/firm/octahedron-capital-management-l-p-burlingame-ca-309209.md)) | 309209 | Burlingame, CA | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Performance fee |
| [Optura Advisors, Inc.](https://advisorcensus.com/firm/optura-advisors-inc-burlingame-ca-175424) ([md](https://advisorcensus.com/firm/optura-advisors-inc-burlingame-ca-175424.md)) | 175424 | Burlingame, CA | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [Opus Capital Group LLC](https://advisorcensus.com/firm/opus-capital-group-llc-burlingame-ca-160159) ([md](https://advisorcensus.com/firm/opus-capital-group-llc-burlingame-ca-160159.md)) | 160159 | Burlingame, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Outcast Ventures, LLC](https://advisorcensus.com/firm/outcast-ventures-llc-burlingame-ca-339350) ([md](https://advisorcensus.com/firm/outcast-ventures-llc-burlingame-ca-339350.md)) | 339350 | Burlingame, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [PB Investment Partners, L.P.](https://advisorcensus.com/firm/pb-investment-partners-l-p-burlingame-ca-304731) ([md](https://advisorcensus.com/firm/pb-investment-partners-l-p-burlingame-ca-304731.md)) | 304731 | Burlingame, CA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Pinnacle Ventures](https://advisorcensus.com/firm/pinnacle-ventures-burlingame-ca-148908) ([md](https://advisorcensus.com/firm/pinnacle-ventures-burlingame-ca-148908.md)) | 148908 | Burlingame, CA | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [Poplar Point Capital Management LLC](https://advisorcensus.com/firm/poplar-point-capital-management-llc-burlingame-ca-165411) ([md](https://advisorcensus.com/firm/poplar-point-capital-management-llc-burlingame-ca-165411.md)) | 165411 | Burlingame, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Performance fee |
| [Refactor Capital Management, LLC](https://advisorcensus.com/firm/refactor-capital-management-llc-burlingame-ca-308137) ([md](https://advisorcensus.com/firm/refactor-capital-management-llc-burlingame-ca-308137.md)) | 308137 | Burlingame, CA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Sazze Partners, Inc.](https://advisorcensus.com/firm/sazze-partners-inc-burlingame-ca-298152) ([md](https://advisorcensus.com/firm/sazze-partners-inc-burlingame-ca-298152.md)) | 298152 | Burlingame, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Sentinel Dome Partners, LLC](https://advisorcensus.com/firm/sentinel-dome-partners-llc-burlingame-ca-172019) ([md](https://advisorcensus.com/firm/sentinel-dome-partners-llc-burlingame-ca-172019.md)) | 172019 | Burlingame, CA | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Performance fee |
| [Shield Capital, LLC](https://advisorcensus.com/firm/shield-capital-llc-burlingame-ca-317447) ([md](https://advisorcensus.com/firm/shield-capital-llc-burlingame-ca-317447.md)) | 317447 | Burlingame, CA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Skyknight Capital, L.P.](https://advisorcensus.com/firm/skyknight-capital-l-p-burlingame-ca-281570) ([md](https://advisorcensus.com/firm/skyknight-capital-l-p-burlingame-ca-281570.md)) | 281570 | Burlingame, CA | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Performance fee |
| [Spero Management Company, LLC](https://advisorcensus.com/firm/spero-management-company-llc-burlingame-ca-329143) ([md](https://advisorcensus.com/firm/spero-management-company-llc-burlingame-ca-329143.md)) | 329143 | Burlingame, CA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Ten Eleven Ventures, LLC](https://advisorcensus.com/firm/ten-eleven-ventures-llc-burlingame-ca-269893) ([md](https://advisorcensus.com/firm/ten-eleven-ventures-llc-burlingame-ca-269893.md)) | 269893 | Burlingame, CA | Exempt reporting adviser | Not reported | 11 | Not reported |
| [Tessara Wealth](https://advisorcensus.com/firm/tessara-wealth-burlingame-ca-283295) ([md](https://advisorcensus.com/firm/tessara-wealth-burlingame-ca-283295.md)) | 283295 | Burlingame, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Top Corner Capital LLC](https://advisorcensus.com/firm/top-corner-capital-llc-burlingame-ca-309476) ([md](https://advisorcensus.com/firm/top-corner-capital-llc-burlingame-ca-309476.md)) | 309476 | Burlingame, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Virgo Investment Group LLC](https://advisorcensus.com/firm/virgo-investment-group-llc-burlingame-ca-157297) ([md](https://advisorcensus.com/firm/virgo-investment-group-llc-burlingame-ca-157297.md)) | 157297 | Burlingame, CA | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Performance fee, Other |
| [YK Bioventures](https://advisorcensus.com/firm/yk-bioventures-burlingame-ca-332081) ([md](https://advisorcensus.com/firm/yk-bioventures-burlingame-ca-332081.md)) | 332081 | Burlingame, CA | Exempt reporting adviser | Not reported | 2 | Not reported |

## Questions people ask

**How many financial advisory firms are there in Burlingame, CA?**
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.

**How many fee-only financial advisors are in Burlingame, CA?**
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.

**How many financial advisors in Burlingame, CA offer financial planning?**
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.

**Are the financial advisors in Burlingame, CA fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

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Cite as: AdvisorCensus. Financial advisors in Burlingame, CA: 41 firms from Form ADV filings as of October 2026.