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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 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 registration checks. 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 - April 25, 2025San Mateo has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 26 non-vetted advisors in your local area. These retirement advisors in San Mateo, California have an average of 25 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
VERIFIEDHetal Saki
CFP®
AMC Wealth
Qualifications
CRD# 5403110
Firm CRD# 308157
Series 7 SIE
Minimum Assets Required
$0
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
Compensation/Fee
Fee-Only, Hourly, 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
VERIFIEDQualifications
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, 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 | One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403 | $467,015,634,913 | 18979 | 408 | A percentage of AUM, Performance Based |
| 2 | 411 Borel Avenue, Suite 300 San Mateo, CA, 94402 | $20,397,025,075 | 2786 | 27 | A percentage of AUM, Fixed fees |
| 3 | One Franklin Parkway, San Mateo, CA, 94403-1906 | $9,181,743,533 | 57 | 2 | A percentage of AUM |
| 4 | 520 S. El Camino Real, Suite 900 San Mateo, CA, 94402 | $7,955,585,937 | 7 | 77 | A percentage of AUM, Performance Based |
| 5 | 2929 Campus Drive, Suite 420 San Mateo, CA, 94403 | $6,416,356,102 | 11 | 22 | A percentage of AUM, Performance Based |
| 6 | 2020 Pioneer Court, San Mateo, CA, 94403 | $3,505,469,014 | 9 | 47 | A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
| 7 | 400 S. El Camino Real, Suite 1500 San Mateo, CA, 94402 | $2,155,315,048 | 8 | 37 | A percentage of AUM, Performance Based |
| 8 | 400 Concar Dr, San Mateo, CA, 94402 | $2,019,603,138 | 10 | 62 | A percentage of AUM, Performance Based |
| 9 | 1 North B Street, Suite 2000 San Mateo, CA, 94401 | $1,080,181,223 | 3 | 3 | A percentage of AUM, Performance Based |
| 10 | 2025 Pioneer Court, San Mateo, CA, 94403 | $825,653,474 | 3 | 20 | A percentage of AUM |
| 11 | 400 South El Camino Real, Suite 1100 San Mateo, CA, 94402 | $766,002,007 | 19 | 20 | A percentage of AUM, Performance Based, Other (A PERCENTAGE OF COMMITTED AND/OR INVESTED CAPITAL) |
| 12 | 1875 South Grant Street, Suite 400 San Mateo, CA, 94402 | $758,016,212 | 1 | 17 | A percentage of AUM, Performance Based |
| 13 | 161 W 25th Avenue, Suite 204 San Mateo, CA, 94403-2266 | $720,074,814 | 523 | 6 | A percentage of AUM |
| 14 | 160 Bovet Road, Suite 300 San Mateo, CA, 94402 | $612,441,426 | 10 | 8 | A percentage of AUM, Performance Based |
| 15 | 66 Bovet Road, Ste. 310 San Mateo, CA, 94402 | $606,613,582 | 1470 | 9 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in San Mateo, California
QualificationsFirm CRD# 104517
Assets Under Management $467,015,634,913
No. Of Clients18979
Clients Per Financial Advisor47
FRANKLIN ADVISERS, INC. is a financial advisory firm situated in San Mateo, California. With a nearly $467B assets under management, the firm specializes in crafting personalized retirement planning solutions for 18979 clients. The team consists of 408 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 107033
Assets Under Management $20,397,025,075
No. Of Clients2786
Clients Per Financial Advisor103
FULLER & THALER ASSET MANAGEMENT INC is a financial advisory firm situated in San Mateo, California. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2786 clients. The team consists of 27 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 111361
Assets Under Management $9,181,743,533
No. Of Clients57
Clients Per Financial Advisor29
FRANKLIN ADVISORY SERVICES, LLC is a financial advisory firm situated in San Mateo, California. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 57 clients. The team consists of 2 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 companies
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 161527
Assets Under Management $7,955,585,937
No. Of Clients7
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 7 clients. The team consists of 77 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 vehicles
- Other (ADVISOR TO RELYING ADVISERS (INVESTMENT MANAGERS))
QualificationsFirm CRD# 160694
Assets Under Management $6,416,356,102
No. Of Clients11
Clients Per Financial Advisor1
FISHER LYNCH CAPITAL, LLC is a financial advisory firm situated in San Mateo, California. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 22 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 vehicles
QualificationsFirm CRD# 172955
Assets Under Management $3,505,469,014
No. Of Clients9
Clients Per Financial Advisor0
SUMERU EQUITY PARTNERS is a financial advisory firm situated in San Mateo, California. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 47 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (SEE SCHEDULE D - MISCELLANEOUS)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)
QualificationsFirm CRD# 305064
Assets Under Management $2,155,315,048
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 37 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 vehicles
QualificationsFirm CRD# 281280
Assets Under Management $2,019,603,138
No. Of Clients10
Clients Per Financial Advisor0
THEOREM 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 10 clients. The team consists of 62 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 vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 310662
Assets Under Management $1,080,181,223
No. Of Clients3
Clients Per Financial Advisor1
HERCULES ADVISER LLC is a financial advisory firm situated in San Mateo, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 3 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 vehicles
QualificationsFirm CRD# 112016
Assets Under Management $825,653,474
No. Of Clients3
Clients Per Financial Advisor0
TDA INVESTMENT GROUP is a financial advisory firm situated in San Mateo, California. With a nearly $826M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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 vehicles
- Portfolio management for businesses or institutional clients
- Other (REAL ESTATE INVESTMENT MANAGEMENT FOR PENSION FUNDS)
QualificationsFirm CRD# 159649
Assets Under Management $766,002,007
No. Of Clients19
Clients Per Financial Advisor1
LATERAL INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in San Mateo, California. With a nearly $766M assets under management, the firm specializes in crafting personalized retirement planning solutions for 19 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
- Performance Based
- Other (A PERCENTAGE OF COMMITTED AND/OR INVESTED CAPITAL)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 170229
Assets Under Management $758,016,212
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 $758M 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 vehicles
QualificationsFirm CRD# 287487
Assets Under Management $720,074,814
No. Of Clients523
Clients Per Financial Advisor87
BRICKLEY WEALTH MANAGEMENT is a financial advisory firm situated in San Mateo, California. With a nearly $720M assets under management, the firm specializes in crafting personalized retirement planning solutions for 523 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 311947
Assets Under Management $612,441,426
No. Of Clients10
Clients Per Financial Advisor1
INVICTUS GROWTH PARTNERS is a financial advisory firm situated in San Mateo, California. With a nearly $612M assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 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
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 152374
Assets Under Management $606,613,582
No. Of Clients1470
Clients Per Financial Advisor163
VANTAGE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in San Mateo, California. With a nearly $607M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1470 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (CONSULTING)
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