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Find Retirement Advisors for Retirement Planning in San Mateo, California
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in San Mateo, California
Last Updated - January 7, 2025San Mateo has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 25 non-vetted advisors in your local area. These retirement advisors in San Mateo, California have an average of 28 years of experience.
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List of Qualified Retirement Planning Advisors in San Mateo, California
VERIFIEDHans Reese
CFP®, CRPC®, AAMS®
New Stage Investment Group®
Qualifications
CRD# 4334724
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
Not Specified
Advisory Services:
Portfolio Management, Retirement Planning, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services.
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDThe Peregrine Private Client Group of Oppenheimer & Co. Inc.
CFP®, CIMA®, AIF®
Qualifications
Firm CRD# 249
Series 7, 8, 63, 65, 66
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDParker O'Sullivan
CRPS®
Farther Finance, LLC
Qualifications
CRD# 5923601
Firm CRD# 302050
Series 7, 63, 65
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDDavid Roggenkamp
ChFC®
Commonwealth Financial Network
Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDJohn Cordeiro
Vintage Wealth Advisors
Qualifications
CRD# 2319931
Firm CRD# 151298
Series 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in San Mateo, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403 | $320,493,365,712 | 8136 | 283 | A Percentage of AUM, Performance Based |
| 2 | FULLER & THALER ASSET MANAGEMENT INC 411 Borel Avenue, Suite 300 San Mateo, CA, 94402 | $16,360,992,271 | 2440 | 21 | A Percentage of AUM, Fixed Fees |
| 3 | WESTBRIDGE CAPITAL US ADVISORS, LP 520 S. El Camino Real, Suite 900 San Mateo, CA, 94402 | $7,599,671,737 | 6 | 60 | A Percentage of AUM, Performance Based |
| 4 | FISHER LYNCH CAPITAL, LLC 2929 Campus Drive, Suite 420 San Mateo, CA, 94403 | $4,893,394,161 | 11 | 18 | A Percentage of AUM, Performance Based |
| 5 | FRANKLIN ADVISORY SERVICES, LLC One Franklin Parkway, San Mateo, CA, 94403-1906 | $4,625,492,232 | 54 | 4 | A Percentage of AUM |
| 6 | SUMERU EQUITY PARTNERS 2020 Pioneer Court, San Mateo, CA, 94403 | $3,491,313,219 | 9 | 39 | A Percentage of AUM, Other (CARRIED INTEREST) |
| 7 | THEOREM 400 Concar Dr, San Mateo, CA, 94402 | $2,751,794,990 | 9 | 64 | A Percentage of AUM, Performance Based |
| 8 | SUNSTONE PARTNERS 400 S. El Camino Real, Suite 1500 San Mateo, CA, 94402 | $2,109,620,176 | 8 | 38 | A Percentage of AUM, Performance Based |
| 9 | TDA INVESTMENT GROUP 2025 Pioneer Court, San Mateo, CA, 94403 | $766,852,028 | 4 | 20 | A Percentage of AUM |
| 10 | FREEDOM FINANCIAL ASSET MANAGEMENT, LLC 1875 South Grant Street, Suite 400 San Mateo, CA, 94402 | $702,083,881 | 1 | 17 | A Percentage of AUM, Performance Based |
| 11 | LATERAL INVESTMENT MANAGEMENT, LLC 400 South El Camino Real, Suite 1100 San Mateo, CA, 94402 | $628,859,540 | 15 | 19 | A Percentage of AUM, Performance Based, Other (A PERCENTAGE OF COMMITTED AND/OR INVESTED CAPITAL) |
| 12 | BRICKLEY WEALTH MANAGEMENT 1900 O'Farrell Street #330, San Mateo, CA, 94403 | $621,360,970 | 491 | 6 | A Percentage of AUM |
| 13 | FALL LINE CAPITAL, LLC 160 Bovet Road, San Mateo, CA, 94402 | $555,756,938 | 4 | 17 | A Percentage of AUM, Performance Based |
| 14 | VANTAGE WEALTH MANAGEMENT, LLC 66 Bovet Road, Ste. 310 San Mateo, CA, 94402 | $545,988,000 | 1568 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 15 | ENDURANT CAPITAL MANAGEMENT LP 66 Bovet Road, Suite 353 San Mateo, CA, 94402 | $525,245,766 | 5 | 8 | A Percentage of AUM, Other (PERFORMANCE BASED ALLOCATIONS) |
Information on Top Retirement Planning firms in San Mateo, California
QualificationsFirm CRD# 104517
Assets Under Management $320,493,365,712
No. Of Clients8136
Clients Per Financial Advisor29
FRANKLIN ADVISERS, INC. is a financial advisory firm situated in San Mateo, California. With a nearly $320B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8136 clients. The team consists of 283 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 107033
Assets Under Management $16,360,992,271
No. Of Clients2440
Clients Per Financial Advisor116
FULLER & THALER ASSET MANAGEMENT INC is a financial advisory firm situated in San Mateo, California. With a nearly $16B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2440 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 161527
Assets Under Management $7,599,671,737
No. Of Clients6
Clients Per Financial Advisor0
WESTBRIDGE CAPITAL US ADVISORS, LP is a financial advisory firm situated in San Mateo, California. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 60 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 160694
Assets Under Management $4,893,394,161
No. Of Clients11
Clients Per Financial Advisor1
FISHER LYNCH CAPITAL, LLC is a financial advisory firm situated in San Mateo, California. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 111361
Assets Under Management $4,625,492,232
No. Of Clients54
Clients Per Financial Advisor14
FRANKLIN ADVISORY SERVICES, LLC is a financial advisory firm situated in San Mateo, California. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 54 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 172955
Assets Under Management $3,491,313,219
No. Of Clients9
Clients Per Financial Advisor0
SUMERU EQUITY PARTNERS is a financial advisory firm situated in San Mateo, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 39 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (CARRIED INTEREST)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 281280
Assets Under Management $2,751,794,990
No. Of Clients9
Clients Per Financial Advisor0
THEOREM is a financial advisory firm situated in San Mateo, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 64 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 305064
Assets Under Management $2,109,620,176
No. Of Clients8
Clients Per Financial Advisor0
SUNSTONE PARTNERS is a financial advisory firm situated in San Mateo, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 38 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 112016
Assets Under Management $766,852,028
No. Of Clients4
Clients Per Financial Advisor0
TDA INVESTMENT GROUP is a financial advisory firm situated in San Mateo, California. With a nearly $767M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 170229
Assets Under Management $702,083,881
No. Of Clients1
Clients Per Financial Advisor0
FREEDOM FINANCIAL ASSET MANAGEMENT, LLC is a financial advisory firm situated in San Mateo, California. With a nearly $702M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 159649
Assets Under Management $628,859,540
No. Of Clients15
Clients Per Financial Advisor1
LATERAL INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in San Mateo, California. With a nearly $629M assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (A PERCENTAGE OF COMMITTED AND/OR INVESTED CAPITAL)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 287487
Assets Under Management $621,360,970
No. Of Clients491
Clients Per Financial Advisor82
BRICKLEY WEALTH MANAGEMENT is a financial advisory firm situated in San Mateo, California. With a nearly $621M assets under management, the firm specializes in crafting personalized retirement planning solutions for 491 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 283625
Assets Under Management $555,756,938
No. Of Clients4
Clients Per Financial Advisor0
FALL LINE CAPITAL, LLC is a financial advisory firm situated in San Mateo, California. With a nearly $556M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 152374
Assets Under Management $545,988,000
No. Of Clients1568
Clients Per Financial Advisor174
VANTAGE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in San Mateo, California. With a nearly $546M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1568 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 168707
Assets Under Management $525,245,766
No. Of Clients5
Clients Per Financial Advisor1
ENDURANT CAPITAL MANAGEMENT LP is a financial advisory firm situated in San Mateo, California. With a nearly $525M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (PERFORMANCE BASED ALLOCATIONS)
Financial Planning Services
- Portfolio Management for pooled Investment
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