{ "path": "/advisors/ca/san-francisco/san-mateo", "url": "https://advisorcensus.com/advisors/ca/san-francisco/san-mateo", "page_type": "metro_city", "title": "Financial advisors in San Mateo, CA", "filters": {}, "scope_total": 93, "faq": [ { "q": "How many financial advisory firms are there in San Mateo, CA?", "a": "AdvisorCensus lists 93 investment advisory firms with a principal office in San Mateo, California (part of the San Francisco metro area), from Form ADV filings as of October 2026: 25 SEC-registered, 18 state-registered, and 50 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 San Mateo, CA?", "a": "13 of the 93 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 San Mateo, CA offer financial planning?", "a": "20 of the 43 firms in San Mateo, 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 San Mateo, 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 13 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 93 investment advisory firms with a principal office in San Mateo, 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 San Mateo, CA: 93 firms from Form ADV filings as of October 2026.", "total_firms": 93, "page": 1, "total_pages": 2, "sort": "name", "registration_types": { "sec": 25, "state": 18, "exempt": 50 }, "fee_model_mix": [ { "code": "fee-only", "count": 13 }, { "code": "percentage_of_aum", "count": 37 }, { "code": "hourly", "count": 15 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 20 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 12 }, { "code": "other", "count": 4 }, { "code": "not_reported", "count": 50 } ], "years_registered_distribution": [ { "code": "under_5", "count": 38 }, { "code": "5_to_9", "count": 20 }, { "code": "10_to_19", "count": 26 }, { "code": "20_plus", "count": 8 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 6 }, { "code": "25m_100m", "count": 8 }, { "code": "100m_500m", "count": 12 }, { "code": "500m_1b", "count": 2 }, { "code": "1b_5b", "count": 7 }, { "code": "over_5b", "count": 3 }, { "code": "not_reported", "count": 55 } ], "firms": [ { "crd_number": 321678, "name": "25V Management, LLC", "name_as_filed": "25V MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/25v-management-llc-san-mateo-ca-321678", "city": "San Mateo", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 250786, "name": "Acorn Pacific Ventures", "name_as_filed": "ACORN PACIFIC VENTURES", "url": "https://advisorcensus.com/firm/acorn-pacific-ventures-san-mateo-ca-250786", "city": "San Mateo", "state": "CA", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 156068, "name": "Alpha Rush, LLC", "name_as_filed": "ALPHA RUSH, LLC", "url": "https://advisorcensus.com/firm/alpha-rush-llc-san-mateo-ca-156068", "city": "San Mateo", "state": "CA", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 153540, "name": "AMS Capital Management LLC", "name_as_filed": "AMS CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/ams-capital-management-llc-san-mateo-ca-153540", "city": "San Mateo", "state": "CA", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169160, "name": "Anacapa Capital Management LLC", "name_as_filed": "ANACAPA CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/anacapa-capital-management-llc-san-mateo-ca-169160", "city": "San Mateo", "state": "CA", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 324537, "name": "APP", "name_as_filed": "APP", "url": "https://advisorcensus.com/firm/app-san-mateo-ca-324537", "city": "San Mateo", "state": "CA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 135450, "name": "Arbor Capital Management, LLC", "name_as_filed": "ARBOR CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/arbor-capital-management-llc-san-mateo-ca-135450", "city": "San Mateo", "state": "CA", "years_registered": 26, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 135621, "name": "Balopole Investment Management Corporation", "name_as_filed": "BALOPOLE INVESTMENT MANAGEMENT CORPORATION", "url": "https://advisorcensus.com/firm/balopole-investment-management-corporation-san-mateo-ca-135621", "city": "San Mateo", "state": "CA", "years_registered": 26, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 319276, "name": "Bonjour Ventures I GP, LLC", "name_as_filed": "BONJOUR VENTURES I GP, LLC", "url": "https://advisorcensus.com/firm/bonjour-ventures-i-gp-llc-san-mateo-ca-319276", "city": "San Mateo", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 285148, "name": "Boost VC Management Company, LLC", "name_as_filed": "BOOST VC MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/boost-vc-management-company-llc-san-mateo-ca-285148", "city": "San Mateo", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 287487, "name": "Brickley Wealth Management", "name_as_filed": "BRICKLEY WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/brickley-wealth-management-san-mateo-ca-287487", "city": "San Mateo", "state": "CA", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 154878, "name": "Bucher Wealth Advisors", "name_as_filed": "BUCHER WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/bucher-wealth-advisors-san-mateo-ca-154878", "city": "San Mateo", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 315313, "name": "Caregen Wealth Management", "name_as_filed": "CAREGEN WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/caregen-wealth-management-san-mateo-ca-315313", "city": "San Mateo", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305565, "name": "Catalyst Private Wealth, LLC", "name_as_filed": "CATALYST PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/catalyst-private-wealth-llc-san-mateo-ca-305565", "city": "San Mateo", "state": "CA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 310575, "name": "Celesta", "name_as_filed": "CELESTA", "url": "https://advisorcensus.com/firm/celesta-san-mateo-ca-310575", "city": "San Mateo", "state": "CA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 317539, "name": "Chamaeleon", "name_as_filed": "CHAMAELEON", "url": "https://advisorcensus.com/firm/chamaeleon-san-mateo-ca-317539", "city": "San Mateo", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 133336, "name": "Chen Financial Group, LLC", "name_as_filed": "CHEN FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/chen-financial-group-llc-san-mateo-ca-133336", "city": "San Mateo", "state": "CA", "years_registered": 17, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 292667, "name": "Clear Retirement Advice LLC", "name_as_filed": "CLEAR RETIREMENT ADVICE LLC", "url": "https://advisorcensus.com/firm/clear-retirement-advice-llc-san-mateo-ca-292667", "city": "San Mateo", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 342771, "name": "DD Ecosystem MC, LLC", "name_as_filed": "DD ECOSYSTEM MC, LLC", "url": "https://advisorcensus.com/firm/dd-ecosystem-mc-llc-san-mateo-ca-342771", "city": "San Mateo", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 318937, "name": "Delphi Management Partners VIII, LLC", "name_as_filed": "DELPHI MANAGEMENT PARTNERS VIII, LLC", "url": "https://advisorcensus.com/firm/delphi-management-partners-viii-llc-san-mateo-ca-318937", "city": "San Mateo", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 162467, "name": "DFJ Dragon", "name_as_filed": "DFJ DRAGON", "url": "https://advisorcensus.com/firm/dfj-dragon-san-mateo-ca-162467", "city": "San Mateo", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 162463, "name": "DFJ Growth", "name_as_filed": "DFJ GROWTH", "url": "https://advisorcensus.com/firm/dfj-growth-san-mateo-ca-162463", "city": "San Mateo", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 333106, "name": "DNX Venture Partners IV", "name_as_filed": "DNX VENTURE PARTNERS IV", "url": "https://advisorcensus.com/firm/dnx-venture-partners-iv-san-mateo-ca-333106", "city": "San Mateo", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 174076, "name": "DNX Ventures", "name_as_filed": "DNX VENTURES", "url": "https://advisorcensus.com/firm/dnx-ventures-san-mateo-ca-174076", "city": "San Mateo", "state": "CA", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 301664, "name": "DNX Ventures", "name_as_filed": "DNX VENTURES", "url": "https://advisorcensus.com/firm/dnx-ventures-san-mateo-ca-301664", "city": "San Mateo", "state": "CA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 301665, "name": "DNX Ventures", "name_as_filed": "DNX VENTURES", "url": "https://advisorcensus.com/firm/dnx-ventures-san-mateo-ca-301665", "city": "San Mateo", "state": "CA", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 325003, "name": "DNX Ventures", "name_as_filed": "DNX VENTURES", "url": "https://advisorcensus.com/firm/dnx-ventures-san-mateo-ca-325003", "city": "San Mateo", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 333872, "name": "DNX Ventures", "name_as_filed": "DNX VENTURES", "url": "https://advisorcensus.com/firm/dnx-ventures-san-mateo-ca-333872", "city": "San Mateo", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 333875, "name": "DNX Ventures", "name_as_filed": "DNX VENTURES", "url": "https://advisorcensus.com/firm/dnx-ventures-san-mateo-ca-333875", "city": "San Mateo", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 336680, "name": "DNX Ventures", "name_as_filed": "DNX VENTURES", "url": "https://advisorcensus.com/firm/dnx-ventures-san-mateo-ca-336680", "city": "San Mateo", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 342032, "name": "DNX Ventures", "name_as_filed": "DNX VENTURES", "url": "https://advisorcensus.com/firm/dnx-ventures-san-mateo-ca-342032", "city": "San Mateo", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 162461, "name": "Draper Fisher Jurvetson", "name_as_filed": "DRAPER FISHER JURVETSON", "url": "https://advisorcensus.com/firm/draper-fisher-jurvetson-san-mateo-ca-162461", "city": "San Mateo", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 289448, "name": "Draper Management Company, LLC", "name_as_filed": "DRAPER MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/draper-management-company-llc-san-mateo-ca-289448", "city": "San Mateo", "state": "CA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 320610, "name": "Draperdragon Management Company II, LLC", "name_as_filed": "DRAPERDRAGON MANAGEMENT COMPANY II, LLC", "url": "https://advisorcensus.com/firm/draperdragon-management-company-ii-llc-san-mateo-ca-320610", "city": "San Mateo", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 329183, "name": "Draperdragon Management, LLC", "name_as_filed": "DRAPERDRAGON MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/draperdragon-management-llc-san-mateo-ca-329183", "city": "San Mateo", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 335064, "name": "Draperu Ventures, LLC", "name_as_filed": "DRAPERU VENTURES, LLC", "url": "https://advisorcensus.com/firm/draperu-ventures-llc-san-mateo-ca-335064", "city": "San Mateo", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 130032, "name": "Emerson Equity LLC", "name_as_filed": "EMERSON EQUITY LLC", "url": "https://advisorcensus.com/firm/emerson-equity-llc-san-mateo-ca-130032", "city": "San Mateo", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165564, "name": "ESO Management Services LLC", "name_as_filed": "ESO MANAGEMENT SERVICES LLC", "url": "https://advisorcensus.com/firm/eso-management-services-llc-san-mateo-ca-165564", "city": "San Mateo", "state": "CA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 283625, "name": "Fall Line Capital, LLC", "name_as_filed": "FALL LINE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/fall-line-capital-llc-san-mateo-ca-283625", "city": "San Mateo", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 281676, "name": "Forgepoint Capital Management, L.L.C.", "name_as_filed": "FORGEPOINT CAPITAL MANAGEMENT, L.L.C.", "url": "https://advisorcensus.com/firm/forgepoint-capital-management-l-l-c-san-mateo-ca-281676", "city": "San Mateo", "state": "CA", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 331888, "name": "Fortitude Ventures LLC", "name_as_filed": "FORTITUDE VENTURES LLC", "url": "https://advisorcensus.com/firm/fortitude-ventures-llc-san-mateo-ca-331888", "city": "San Mateo", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 104517, "name": "Franklin Advisers, Inc.", "name_as_filed": "FRANKLIN ADVISERS, INC.", "url": "https://advisorcensus.com/firm/franklin-advisers-inc-san-mateo-ca-104517", "city": "San Mateo", "state": "CA", "years_registered": 40, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 170229, "name": "Freedom Financial Asset Management, LLC", "name_as_filed": "FREEDOM FINANCIAL ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/freedom-financial-asset-management-llc-san-mateo-ca-170229", "city": "San Mateo", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 107033, "name": "Fuller & Thaler Asset Management Inc", "name_as_filed": "FULLER & THALER ASSET MANAGEMENT INC", "url": "https://advisorcensus.com/firm/fuller-and-thaler-asset-management-inc-san-mateo-ca-107033", "city": "San Mateo", "state": "CA", "years_registered": 33, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 136249, "name": "Gilmore Financial Services, LLC", "name_as_filed": "GILMORE FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/gilmore-financial-services-llc-san-mateo-ca-136249", "city": "San Mateo", "state": "CA", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 147475, "name": "Golden State Advisors, LLC", "name_as_filed": "GOLDEN STATE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/golden-state-advisors-llc-san-mateo-ca-147475", "city": "San Mateo", "state": "CA", "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 152268, "name": "Gosho Financial Group", "name_as_filed": "GOSHO FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/gosho-financial-group-san-mateo-ca-152268", "city": "San Mateo", "state": "CA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299728, "name": "Grealish Investment Counseling LLC", "name_as_filed": "GREALISH INVESTMENT COUNSELING LLC", "url": 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