{ "path": "/advisors/ca/san-francisco/san-mateo", "url": "https://advisorcensus.com/advisors/ca/san-francisco/san-mateo/page/2", "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": 2, "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": 336611, "name": "Highland Creek Partners Management, LP", "name_as_filed": "HIGHLAND CREEK PARTNERS MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/highland-creek-partners-management-lp-san-mateo-ca-336611", "city": "San Mateo", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 283831, "name": "HVC Management Co., LLC", "name_as_filed": "HVC MANAGEMENT CO., LLC", "url": "https://advisorcensus.com/firm/hvc-management-co-llc-san-mateo-ca-283831", "city": "San Mateo", "state": "CA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 133948, "name": "Integrated Financial Strategies, Inc.", "name_as_filed": "INTEGRATED FINANCIAL STRATEGIES, INC.", "url": "https://advisorcensus.com/firm/integrated-financial-strategies-inc-san-mateo-ca-133948", "city": "San Mateo", "state": "CA", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 123418, "name": "International Asset Management", "name_as_filed": "INTERNATIONAL ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/international-asset-management-san-mateo-ca-123418", "city": "San Mateo", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 311947, "name": "Invictus Growth Partners", "name_as_filed": "INVICTUS GROWTH PARTNERS", "url": "https://advisorcensus.com/firm/invictus-growth-partners-san-mateo-ca-311947", "city": "San Mateo", "state": "CA", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 106789, "name": "Kestrel Investment Management Corp", "name_as_filed": "KESTREL INVESTMENT MANAGEMENT CORP", "url": "https://advisorcensus.com/firm/kestrel-investment-management-corp-san-mateo-ca-106789", "city": "San Mateo", "state": "CA", "years_registered": 33, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 281798, "name": "King Wealth Advisors, LLC", "name_as_filed": "KING WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/king-wealth-advisors-llc-san-mateo-ca-281798", "city": "San Mateo", "state": "CA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 325684, "name": "Marim Wealth Planning", "name_as_filed": "MARIM WEALTH PLANNING", "url": "https://advisorcensus.com/firm/marim-wealth-planning-san-mateo-ca-325684", "city": "San Mateo", "state": "CA", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 170950, "name": "MHS Capital Management II LLC", "name_as_filed": "MHS CAPITAL MANAGEMENT II LLC", "url": "https://advisorcensus.com/firm/mhs-capital-management-ii-llc-san-mateo-ca-170950", "city": "San Mateo", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 163096, "name": "MHS Capital Management, LLC", "name_as_filed": "MHS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mhs-capital-management-llc-san-mateo-ca-163096", "city": "San Mateo", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 163182, "name": "Mohr Davidow Ventures", "name_as_filed": "MOHR DAVIDOW VENTURES", "url": "https://advisorcensus.com/firm/mohr-davidow-ventures-san-mateo-ca-163182", "city": "San Mateo", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 283450, "name": "Moment Ventures, LLC", "name_as_filed": "MOMENT VENTURES, LLC", "url": "https://advisorcensus.com/firm/moment-ventures-llc-san-mateo-ca-283450", "city": "San Mateo", "state": "CA", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 167641, "name": "Newfront Retirement Services, Inc.", "name_as_filed": "NEWFRONT RETIREMENT SERVICES, INC.", "url": "https://advisorcensus.com/firm/newfront-retirement-services-inc-san-mateo-ca-167641", "city": "San Mateo", "state": "CA", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 330179, "name": "Novice Capital LLC", "name_as_filed": "NOVICE CAPITAL LLC", "url": "https://advisorcensus.com/firm/novice-capital-llc-san-mateo-ca-330179", "city": "San Mateo", "state": "CA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 155640, "name": "Obel Financial Advisors", "name_as_filed": "OBEL FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/obel-financial-advisors-san-mateo-ca-155640", "city": "San Mateo", "state": "CA", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 305828, "name": "Path Ventures Fund I Partners LLC", "name_as_filed": "PATH VENTURES FUND I PARTNERS LLC", "url": "https://advisorcensus.com/firm/path-ventures-fund-i-partners-llc-san-mateo-ca-305828", "city": "San Mateo", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 162628, "name": "Phoenix Venture Partners", "name_as_filed": "PHOENIX VENTURE PARTNERS", "url": "https://advisorcensus.com/firm/phoenix-venture-partners-san-mateo-ca-162628", "city": "San Mateo", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 316691, "name": "Portfolia Venture Management, LLC", "name_as_filed": "PORTFOLIA VENTURE MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/portfolia-venture-management-llc-san-mateo-ca-316691", "city": "San Mateo", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 111905, "name": "Private Portfolios, Inc.", "name_as_filed": "PRIVATE PORTFOLIOS, INC.", "url": "https://advisorcensus.com/firm/private-portfolios-inc-san-mateo-ca-111905", "city": "San Mateo", "state": "CA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338885, "name": "PYC Capital Management, LLC", "name_as_filed": "PYC CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/pyc-capital-management-llc-san-mateo-ca-338885", "city": "San Mateo", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 134128, "name": "Roach Investment Services", "name_as_filed": "ROACH INVESTMENT SERVICES", "url": "https://advisorcensus.com/firm/roach-investment-services-san-mateo-ca-134128", "city": "San Mateo", "state": "CA", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 162520, "name": "Sanderling Management Company, LLC", "name_as_filed": "SANDERLING MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/sanderling-management-company-llc-san-mateo-ca-162520", "city": "San Mateo", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 312567, "name": "Savant Partners, LLC", "name_as_filed": "SAVANT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/savant-partners-llc-san-mateo-ca-312567", "city": "San Mateo", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 301371, "name": "Sempervirens Ventures LLC", "name_as_filed": "SEMPERVIRENS VENTURES LLC", "url": "https://advisorcensus.com/firm/sempervirens-ventures-llc-san-mateo-ca-301371", "city": "San Mateo", "state": "CA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 163849, "name": "Sierra Ventures Management III, L.L.C.", "name_as_filed": "SIERRA VENTURES MANAGEMENT III, L.L.C.", "url": "https://advisorcensus.com/firm/sierra-ventures-management-iii-l-l-c-san-mateo-ca-163849", "city": "San Mateo", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 342505, "name": "Solaris Fund Management LLC", "name_as_filed": "SOLARIS FUND MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/solaris-fund-management-llc-san-mateo-ca-342505", "city": "San Mateo", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 322349, "name": "Step Advisers, LLC", "name_as_filed": "STEP ADVISERS, LLC", "url": "https://advisorcensus.com/firm/step-advisers-llc-san-mateo-ca-322349", "city": "San Mateo", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 172955, "name": "Sumeru Equity Partners", "name_as_filed": "SUMERU EQUITY PARTNERS", "url": "https://advisorcensus.com/firm/sumeru-equity-partners-san-mateo-ca-172955", "city": "San Mateo", "state": "CA", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 305064, "name": "Sunstone Partners", "name_as_filed": "SUNSTONE PARTNERS", "url": "https://advisorcensus.com/firm/sunstone-partners-san-mateo-ca-305064", "city": "San Mateo", "state": "CA", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 155651, "name": "Tamarind Financial Planning", "name_as_filed": "TAMARIND FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/tamarind-financial-planning-san-mateo-ca-155651", "city": "San Mateo", "state": "CA", "years_registered": 15, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 160367, "name": "Tano Capital, LLC", "name_as_filed": "TANO CAPITAL, LLC", "url": "https://advisorcensus.com/firm/tano-capital-llc-san-mateo-ca-160367", "city": "San Mateo", "state": "CA", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 112016, "name": "TDA Investment Group", "name_as_filed": "TDA INVESTMENT GROUP", "url": "https://advisorcensus.com/firm/tda-investment-group-san-mateo-ca-112016", "city": "San Mateo", "state": "CA", "years_registered": 35, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 142144, "name": "Tiburon Research Group", "name_as_filed": "TIBURON RESEARCH GROUP", "url": "https://advisorcensus.com/firm/tiburon-research-group-san-mateo-ca-142144", "city": "San Mateo", "state": "CA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "subscription" ], "enhanced": false }, { "crd_number": 304697, "name": "Tribe Capital", "name_as_filed": "TRIBE CAPITAL", "url": "https://advisorcensus.com/firm/tribe-capital-san-mateo-ca-304697", "city": "San Mateo", "state": "CA", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 160095, "name": "Trident Capital, Inc.", "name_as_filed": "TRIDENT CAPITAL, INC.", "url": "https://advisorcensus.com/firm/trident-capital-inc-san-mateo-ca-160095", "city": "San Mateo", "state": "CA", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 312102, "name": "Union Labs", "name_as_filed": "UNION LABS", "url": "https://advisorcensus.com/firm/union-labs-san-mateo-ca-312102", "city": "San Mateo", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 343977, "name": "Union Peak Ventures Management LLC", "name_as_filed": "UNION PEAK VENTURES MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/union-peak-ventures-management-llc-san-mateo-ca-343977", "city": "San Mateo", "state": "CA", "years_registered": 0, 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Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }