# Financial advisors in San Mateo, CA > 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. Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/san-francisco/san-mateo ## At a glance - Investment advisory firms: 93 - Registration: SEC-registered investment adviser: 25, State-registered investment adviser: 18, Exempt reporting adviser: 50 - How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 13 (30%); Percentage of assets 37 (86%); Hourly charges 15 (35%); Subscription fees (newsletter or periodical) 1 (2%); Fixed fees 20 (47%); Performance-based fees 12 (28%); Other 4 (9%); No compensation arrangements reported 50 - Regulatory assets under management (Item 5.F): Under $25 million 6 (6%); $25 million to $100 million 8 (9%); $100 million to $500 million 12 (13%); $500 million to $1 billion 2 (2%); $1 billion to $5 billion 7 (8%); Over $5 billion 3 (3%); Not reported 55 (59%) - Years registered: Under 5 years 38 (41%); 5 to 9 years 20 (22%); 10 to 19 years 26 (28%); 20 years or more 8 (9%); Not reported 1 (1%) ## Firms (page 1 of 2, 1 to 50 of 93, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [25V Management, LLC](https://advisorcensus.com/firm/25v-management-llc-san-mateo-ca-321678) ([md](https://advisorcensus.com/firm/25v-management-llc-san-mateo-ca-321678.md)) | 321678 | San Mateo, CA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Acorn Pacific Ventures](https://advisorcensus.com/firm/acorn-pacific-ventures-san-mateo-ca-250786) ([md](https://advisorcensus.com/firm/acorn-pacific-ventures-san-mateo-ca-250786.md)) | 250786 | San Mateo, CA | Exempt reporting adviser | Not reported | 11 | Not reported | | [Alpha Rush, LLC](https://advisorcensus.com/firm/alpha-rush-llc-san-mateo-ca-156068) ([md](https://advisorcensus.com/firm/alpha-rush-llc-san-mateo-ca-156068.md)) | 156068 | San Mateo, CA | State-registered investment adviser | Under $25 million | 15 | % of assets | | [AMS Capital Management LLC](https://advisorcensus.com/firm/ams-capital-management-llc-san-mateo-ca-153540) ([md](https://advisorcensus.com/firm/ams-capital-management-llc-san-mateo-ca-153540.md)) | 153540 | San Mateo, CA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly, Fixed fee | | [Anacapa Capital Management LLC](https://advisorcensus.com/firm/anacapa-capital-management-llc-san-mateo-ca-169160) ([md](https://advisorcensus.com/firm/anacapa-capital-management-llc-san-mateo-ca-169160.md)) | 169160 | San Mateo, CA | Exempt reporting adviser | Not reported | 12 | Not reported | | [APP](https://advisorcensus.com/firm/app-san-mateo-ca-324537) ([md](https://advisorcensus.com/firm/app-san-mateo-ca-324537.md)) | 324537 | San Mateo, CA | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee | | [Arbor Capital Management, LLC](https://advisorcensus.com/firm/arbor-capital-management-llc-san-mateo-ca-135450) ([md](https://advisorcensus.com/firm/arbor-capital-management-llc-san-mateo-ca-135450.md)) | 135450 | San Mateo, CA | State-registered investment adviser | Under $25 million | 26 | % of assets, Other | | [Balopole Investment Management Corporation](https://advisorcensus.com/firm/balopole-investment-management-corporation-san-mateo-ca-135621) ([md](https://advisorcensus.com/firm/balopole-investment-management-corporation-san-mateo-ca-135621.md)) | 135621 | San Mateo, CA | State-registered investment adviser | $25 million to $100 million | 26 | % of assets, Hourly | | [Bonjour Ventures I GP, LLC](https://advisorcensus.com/firm/bonjour-ventures-i-gp-llc-san-mateo-ca-319276) ([md](https://advisorcensus.com/firm/bonjour-ventures-i-gp-llc-san-mateo-ca-319276.md)) | 319276 | San Mateo, CA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Boost VC Management Company, LLC](https://advisorcensus.com/firm/boost-vc-management-company-llc-san-mateo-ca-285148) ([md](https://advisorcensus.com/firm/boost-vc-management-company-llc-san-mateo-ca-285148.md)) | 285148 | San Mateo, CA | Exempt reporting adviser | Not reported | 5 | Not reported | | [Brickley Wealth Management](https://advisorcensus.com/firm/brickley-wealth-management-san-mateo-ca-287487) ([md](https://advisorcensus.com/firm/brickley-wealth-management-san-mateo-ca-287487.md)) | 287487 | San Mateo, CA | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets | | [Bucher Wealth Advisors](https://advisorcensus.com/firm/bucher-wealth-advisors-san-mateo-ca-154878) ([md](https://advisorcensus.com/firm/bucher-wealth-advisors-san-mateo-ca-154878.md)) | 154878 | San Mateo, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee | | [Caregen Wealth Management](https://advisorcensus.com/firm/caregen-wealth-management-san-mateo-ca-315313) ([md](https://advisorcensus.com/firm/caregen-wealth-management-san-mateo-ca-315313.md)) | 315313 | San Mateo, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee | | [Catalyst Private Wealth, LLC](https://advisorcensus.com/firm/catalyst-private-wealth-llc-san-mateo-ca-305565) ([md](https://advisorcensus.com/firm/catalyst-private-wealth-llc-san-mateo-ca-305565.md)) | 305565 | San Mateo, CA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets | | [Celesta](https://advisorcensus.com/firm/celesta-san-mateo-ca-310575) ([md](https://advisorcensus.com/firm/celesta-san-mateo-ca-310575.md)) | 310575 | San Mateo, CA | Exempt reporting adviser | Not reported | 6 | Not reported | | [Chamaeleon](https://advisorcensus.com/firm/chamaeleon-san-mateo-ca-317539) ([md](https://advisorcensus.com/firm/chamaeleon-san-mateo-ca-317539.md)) | 317539 | San Mateo, CA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Chen Financial Group, LLC](https://advisorcensus.com/firm/chen-financial-group-llc-san-mateo-ca-133336) ([md](https://advisorcensus.com/firm/chen-financial-group-llc-san-mateo-ca-133336.md)) | 133336 | San Mateo, CA | State-registered investment adviser | Not reported | 17 | Hourly, Fixed fee | | [Clear Retirement Advice LLC](https://advisorcensus.com/firm/clear-retirement-advice-llc-san-mateo-ca-292667) ([md](https://advisorcensus.com/firm/clear-retirement-advice-llc-san-mateo-ca-292667.md)) | 292667 | San Mateo, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | Fixed fee | | [DD Ecosystem MC, LLC](https://advisorcensus.com/firm/dd-ecosystem-mc-llc-san-mateo-ca-342771) ([md](https://advisorcensus.com/firm/dd-ecosystem-mc-llc-san-mateo-ca-342771.md)) | 342771 | San Mateo, CA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Delphi Management Partners VIII, LLC](https://advisorcensus.com/firm/delphi-management-partners-viii-llc-san-mateo-ca-318937) ([md](https://advisorcensus.com/firm/delphi-management-partners-viii-llc-san-mateo-ca-318937.md)) | 318937 | San Mateo, CA | Exempt reporting adviser | Not reported | 0 | Not reported | | [DFJ Dragon](https://advisorcensus.com/firm/dfj-dragon-san-mateo-ca-162467) ([md](https://advisorcensus.com/firm/dfj-dragon-san-mateo-ca-162467.md)) | 162467 | San Mateo, CA | Exempt reporting adviser | Not reported | 14 | Not reported | | [DFJ Growth](https://advisorcensus.com/firm/dfj-growth-san-mateo-ca-162463) ([md](https://advisorcensus.com/firm/dfj-growth-san-mateo-ca-162463.md)) | 162463 | San Mateo, CA | Exempt reporting adviser | Not reported | 14 | Not reported | | [DNX Venture Partners IV](https://advisorcensus.com/firm/dnx-venture-partners-iv-san-mateo-ca-333106) ([md](https://advisorcensus.com/firm/dnx-venture-partners-iv-san-mateo-ca-333106.md)) | 333106 | San Mateo, CA | Exempt reporting adviser | Not reported | 1 | Not reported | | [DNX Ventures](https://advisorcensus.com/firm/dnx-ventures-san-mateo-ca-174076) ([md](https://advisorcensus.com/firm/dnx-ventures-san-mateo-ca-174076.md)) | 174076 | San Mateo, CA | Exempt reporting adviser | Not reported | 11 | Not reported | | [DNX Ventures](https://advisorcensus.com/firm/dnx-ventures-san-mateo-ca-301664) ([md](https://advisorcensus.com/firm/dnx-ventures-san-mateo-ca-301664.md)) | 301664 | San Mateo, CA | Exempt reporting adviser | Not reported | 7 | Not reported | | [DNX Ventures](https://advisorcensus.com/firm/dnx-ventures-san-mateo-ca-301665) ([md](https://advisorcensus.com/firm/dnx-ventures-san-mateo-ca-301665.md)) | 301665 | San Mateo, CA | Exempt reporting adviser | Not reported | Not reported | Not reported | | [DNX Ventures](https://advisorcensus.com/firm/dnx-ventures-san-mateo-ca-325003) ([md](https://advisorcensus.com/firm/dnx-ventures-san-mateo-ca-325003.md)) | 325003 | San Mateo, CA | Exempt reporting adviser | Not reported | 3 | Not reported | | [DNX Ventures](https://advisorcensus.com/firm/dnx-ventures-san-mateo-ca-333872) ([md](https://advisorcensus.com/firm/dnx-ventures-san-mateo-ca-333872.md)) | 333872 | San Mateo, CA | Exempt reporting adviser | Not reported | 1 | Not reported | | [DNX Ventures](https://advisorcensus.com/firm/dnx-ventures-san-mateo-ca-333875) ([md](https://advisorcensus.com/firm/dnx-ventures-san-mateo-ca-333875.md)) | 333875 | San Mateo, CA | Exempt reporting adviser | Not reported | 1 | Not reported | | [DNX Ventures](https://advisorcensus.com/firm/dnx-ventures-san-mateo-ca-336680) ([md](https://advisorcensus.com/firm/dnx-ventures-san-mateo-ca-336680.md)) | 336680 | San Mateo, CA | Exempt reporting adviser | Not reported | 1 | Not reported | | [DNX Ventures](https://advisorcensus.com/firm/dnx-ventures-san-mateo-ca-342032) ([md](https://advisorcensus.com/firm/dnx-ventures-san-mateo-ca-342032.md)) | 342032 | San Mateo, CA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Draper Fisher Jurvetson](https://advisorcensus.com/firm/draper-fisher-jurvetson-san-mateo-ca-162461) ([md](https://advisorcensus.com/firm/draper-fisher-jurvetson-san-mateo-ca-162461.md)) | 162461 | San Mateo, CA | Exempt reporting adviser | Not reported | 14 | Not reported | | [Draper Management Company, LLC](https://advisorcensus.com/firm/draper-management-company-llc-san-mateo-ca-289448) ([md](https://advisorcensus.com/firm/draper-management-company-llc-san-mateo-ca-289448.md)) | 289448 | San Mateo, CA | Exempt reporting adviser | Not reported | 9 | Not reported | | [Draperdragon Management Company II, LLC](https://advisorcensus.com/firm/draperdragon-management-company-ii-llc-san-mateo-ca-320610) ([md](https://advisorcensus.com/firm/draperdragon-management-company-ii-llc-san-mateo-ca-320610.md)) | 320610 | San Mateo, CA | Exempt reporting adviser | Not reported | 2 | Not reported | | [Draperdragon Management, LLC](https://advisorcensus.com/firm/draperdragon-management-llc-san-mateo-ca-329183) ([md](https://advisorcensus.com/firm/draperdragon-management-llc-san-mateo-ca-329183.md)) | 329183 | San Mateo, CA | Exempt reporting adviser | Not reported | 2 | Not reported | | [Draperu Ventures, LLC](https://advisorcensus.com/firm/draperu-ventures-llc-san-mateo-ca-335064) ([md](https://advisorcensus.com/firm/draperu-ventures-llc-san-mateo-ca-335064.md)) | 335064 | San Mateo, CA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Emerson Equity LLC](https://advisorcensus.com/firm/emerson-equity-llc-san-mateo-ca-130032) ([md](https://advisorcensus.com/firm/emerson-equity-llc-san-mateo-ca-130032.md)) | 130032 | San Mateo, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee | | [ESO Management Services LLC](https://advisorcensus.com/firm/eso-management-services-llc-san-mateo-ca-165564) ([md](https://advisorcensus.com/firm/eso-management-services-llc-san-mateo-ca-165564.md)) | 165564 | San Mateo, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Performance fee | | [Fall Line Capital, LLC](https://advisorcensus.com/firm/fall-line-capital-llc-san-mateo-ca-283625) ([md](https://advisorcensus.com/firm/fall-line-capital-llc-san-mateo-ca-283625.md)) | 283625 | San Mateo, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Performance fee | | [Forgepoint Capital Management, L.L.C.](https://advisorcensus.com/firm/forgepoint-capital-management-l-l-c-san-mateo-ca-281676) ([md](https://advisorcensus.com/firm/forgepoint-capital-management-l-l-c-san-mateo-ca-281676.md)) | 281676 | San Mateo, CA | Exempt reporting adviser | Not reported | 10 | Not reported | | [Fortitude Ventures LLC](https://advisorcensus.com/firm/fortitude-ventures-llc-san-mateo-ca-331888) ([md](https://advisorcensus.com/firm/fortitude-ventures-llc-san-mateo-ca-331888.md)) | 331888 | San Mateo, CA | Exempt reporting adviser | Not reported | 0 | Not reported | | [Franklin Advisers, Inc.](https://advisorcensus.com/firm/franklin-advisers-inc-san-mateo-ca-104517) ([md](https://advisorcensus.com/firm/franklin-advisers-inc-san-mateo-ca-104517.md)) | 104517 | San Mateo, CA | SEC-registered investment adviser | Over $5 billion | 40 | % of assets, Performance fee | | [Freedom Financial Asset Management, LLC](https://advisorcensus.com/firm/freedom-financial-asset-management-llc-san-mateo-ca-170229) ([md](https://advisorcensus.com/firm/freedom-financial-asset-management-llc-san-mateo-ca-170229.md)) | 170229 | San Mateo, CA | Exempt reporting adviser | Not reported | 1 | Not reported | | [Fuller & Thaler Asset Management Inc](https://advisorcensus.com/firm/fuller-and-thaler-asset-management-inc-san-mateo-ca-107033) ([md](https://advisorcensus.com/firm/fuller-and-thaler-asset-management-inc-san-mateo-ca-107033.md)) | 107033 | San Mateo, CA | SEC-registered investment adviser | Over $5 billion | 33 | % of assets, Fixed fee | | [Gilmore Financial Services, LLC](https://advisorcensus.com/firm/gilmore-financial-services-llc-san-mateo-ca-136249) ([md](https://advisorcensus.com/firm/gilmore-financial-services-llc-san-mateo-ca-136249.md)) | 136249 | San Mateo, CA | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly | | [Golden State Advisors, LLC](https://advisorcensus.com/firm/golden-state-advisors-llc-san-mateo-ca-147475) ([md](https://advisorcensus.com/firm/golden-state-advisors-llc-san-mateo-ca-147475.md)) | 147475 | San Mateo, CA | State-registered investment adviser | Under $25 million | 18 | % of assets, Fixed fee | | [Gosho Financial Group](https://advisorcensus.com/firm/gosho-financial-group-san-mateo-ca-152268) ([md](https://advisorcensus.com/firm/gosho-financial-group-san-mateo-ca-152268.md)) | 152268 | San Mateo, CA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee | | [Grealish Investment Counseling LLC](https://advisorcensus.com/firm/grealish-investment-counseling-llc-san-mateo-ca-299728) ([md](https://advisorcensus.com/firm/grealish-investment-counseling-llc-san-mateo-ca-299728.md)) | 299728 | San Mateo, CA | State-registered investment adviser | Not reported | 2 | Hourly, Fixed fee | | [Gumi Cryptos Capital LLC](https://advisorcensus.com/firm/gumi-cryptos-capital-llc-san-mateo-ca-316982) ([md](https://advisorcensus.com/firm/gumi-cryptos-capital-llc-san-mateo-ca-316982.md)) | 316982 | San Mateo, CA | Exempt reporting adviser | Not reported | 4 | Not reported | | [Hercules Adviser LLC](https://advisorcensus.com/firm/hercules-adviser-llc-san-mateo-ca-310662) ([md](https://advisorcensus.com/firm/hercules-adviser-llc-san-mateo-ca-310662.md)) | 310662 | San Mateo, CA | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Performance fee | - Next page: https://advisorcensus.com/advisors/ca/san-francisco/san-mateo/page/2.md ## Questions people ask **How many financial advisory firms are there in San Mateo, CA?** 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. **How many fee-only financial advisors are in San Mateo, CA?** 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. **How many financial advisors in San Mateo, CA offer financial planning?** 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. **Are the financial advisors in San Mateo, 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 13 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. ## Related pages - [Financial advisors in California](https://advisorcensus.com/advisors/ca) (https://advisorcensus.com/advisors/ca.md) - [Financial advisors in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco) (https://advisorcensus.com/advisors/ca/san-francisco.md) - [Fee-only financial advisors in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/fee-only) (https://advisorcensus.com/advisors/ca/san-francisco/fee-only.md) - [Flat-fee financial advisors in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/flat-fee) (https://advisorcensus.com/advisors/ca/san-francisco/flat-fee.md) - [Hourly financial advisors in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/hourly) (https://advisorcensus.com/advisors/ca/san-francisco/hourly.md) - [Financial advisors for dentists in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/dentists) (https://advisorcensus.com/advisors/ca/san-francisco/dentists.md) - 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[Financial advisors in Walnut Creek, CA](https://advisorcensus.com/advisors/ca/san-francisco/walnut-creek) (https://advisorcensus.com/advisors/ca/san-francisco/walnut-creek.md) - [Financial advisors in Oakland, CA](https://advisorcensus.com/advisors/ca/san-francisco/oakland) (https://advisorcensus.com/advisors/ca/san-francisco/oakland.md) - [Financial advisors in Mill Valley, CA](https://advisorcensus.com/advisors/ca/san-francisco/mill-valley) (https://advisorcensus.com/advisors/ca/san-francisco/mill-valley.md) - [Financial advisors in San Rafael, CA](https://advisorcensus.com/advisors/ca/san-francisco/san-rafael) (https://advisorcensus.com/advisors/ca/san-francisco/san-rafael.md) - [Financial advisors in Burlingame, CA](https://advisorcensus.com/advisors/ca/san-francisco/burlingame) (https://advisorcensus.com/advisors/ca/san-francisco/burlingame.md) - [Financial advisors in Berkeley, CA](https://advisorcensus.com/advisors/ca/san-francisco/berkeley) (https://advisorcensus.com/advisors/ca/san-francisco/berkeley.md) - [Financial advisors in Larkspur, CA](https://advisorcensus.com/advisors/ca/san-francisco/larkspur) (https://advisorcensus.com/advisors/ca/san-francisco/larkspur.md) - [Financial advisors in Lafayette, CA](https://advisorcensus.com/advisors/ca/san-francisco/lafayette) (https://advisorcensus.com/advisors/ca/san-francisco/lafayette.md) - [Financial advisors in San Ramon, CA](https://advisorcensus.com/advisors/ca/san-francisco/san-ramon) (https://advisorcensus.com/advisors/ca/san-francisco/san-ramon.md) - [Financial advisors in Sausalito, CA](https://advisorcensus.com/advisors/ca/san-francisco/sausalito) (https://advisorcensus.com/advisors/ca/san-francisco/sausalito.md) - [Financial advisors in Redwood City, CA](https://advisorcensus.com/advisors/ca/san-francisco/redwood-city) (https://advisorcensus.com/advisors/ca/san-francisco/redwood-city.md) - [Financial advisors in Los Angeles](https://advisorcensus.com/advisors/ca/los-angeles) (https://advisorcensus.com/advisors/ca/los-angeles.md) - [Financial advisors in San Jose](https://advisorcensus.com/advisors/ca/san-jose) (https://advisorcensus.com/advisors/ca/san-jose.md) - [Financial advisors in San Diego](https://advisorcensus.com/advisors/ca/san-diego) (https://advisorcensus.com/advisors/ca/san-diego.md) - [Financial advisors in Sacramento](https://advisorcensus.com/advisors/ca/sacramento) (https://advisorcensus.com/advisors/ca/sacramento.md) - [Financial advisors in Oxnard](https://advisorcensus.com/advisors/ca/oxnard) (https://advisorcensus.com/advisors/ca/oxnard.md) - [Financial advisors in Riverside](https://advisorcensus.com/advisors/ca/riverside) (https://advisorcensus.com/advisors/ca/riverside.md) - [Financial advisors in Santa Maria](https://advisorcensus.com/advisors/ca/santa-maria) (https://advisorcensus.com/advisors/ca/santa-maria.md) - [Financial advisors in Santa Rosa](https://advisorcensus.com/advisors/ca/santa-rosa) (https://advisorcensus.com/advisors/ca/santa-rosa.md) Cite as: AdvisorCensus. Financial advisors in San Mateo, CA: 93 firms from Form ADV filings as of October 2026.