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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 - July 10, 2024

San 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 23 years of experience.

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List of Qualified Retirement Planning Advisors in San Mateo, California

advisor-photo
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Hans 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

advisor-photo

Qualifications
CRD# 6403270
Firm CRD# 249
Series 7, 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

advisor-photo
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Mark Sikich
Edelman Financial Engines, LLC

Qualifications
CRD# 6106786
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

advisor-photo
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Paul Stanley
CPM, CFP®
Granite Bay Wealth Management LLC

Qualifications
CRD# 2753911
Firm CRD# 174765
Series 66

Minimum Assets Required
$100,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

advisor-photo
vector.svg VERIFIED

David 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

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

Top 15 Retirement Planning firms in San Mateo, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
FRANKLIN ADVISERS, INC.
One Franklin Parkway, Building 970, 1st Floor
San Mateo, CA, 94403
$320,493,365,7128136283
A Percentage of AUM, Performance Based
2
FULLER & THALER ASSET MANAGEMENT INC
411 Borel Avenue, Suite 300
San Mateo, CA, 94402
$16,360,992,271244021
A Percentage of AUM, Fixed Fees
3
WESTBRIDGE CAPITAL US ADVISORS, LP
520 S. El Camino Real, Suite 900
San Mateo, CA, 94402
$7,599,671,737660
A Percentage of AUM, Performance Based
4
FISHER LYNCH CAPITAL, LLC
2929 Campus Drive, Suite 420
San Mateo, CA, 94403
$4,893,394,1611118
A Percentage of AUM, Performance Based
5
FRANKLIN ADVISORY SERVICES, LLC
One Franklin Parkway,
San Mateo, CA, 94403-1906
$4,625,492,232544
A Percentage of AUM
6
SUMERU EQUITY PARTNERS
2020 Pioneer Court,
San Mateo, CA, 94403
$3,491,313,219939
A Percentage of AUM, Other (CARRIED INTEREST)
7
THEOREM
400 Concar Dr,
San Mateo, CA, 94402
$2,751,794,990964
A Percentage of AUM, Performance Based
8
SUNSTONE PARTNERS
400 S. El Camino Real, Suite 1500
San Mateo, CA, 94402
$2,109,620,176838
A Percentage of AUM, Performance Based
9
TDA INVESTMENT GROUP
2025 Pioneer Court,
San Mateo, CA, 94403
$766,852,028420
A Percentage of AUM
10
FREEDOM FINANCIAL ASSET MANAGEMENT, LLC
1875 South Grant Street, Suite 400
San Mateo, CA, 94402
$702,083,881117
A Percentage of AUM, Performance Based
11
LATERAL INVESTMENT MANAGEMENT, LLC
400 South El Camino Real, Suite 1100
San Mateo, CA, 94402
$628,859,5401519
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
$621,360,9704916
A Percentage of AUM
13
FALL LINE CAPITAL, LLC
160 Bovet Road,
San Mateo, CA, 94402
$555,756,938417
A Percentage of AUM, Performance Based
14
VANTAGE WEALTH MANAGEMENT, LLC
66 Bovet Road, Ste. 310
San Mateo, CA, 94402
$545,988,00015689
A Percentage of AUM, Hourly charges, Fixed Fees
15
ENDURANT CAPITAL MANAGEMENT LP
66 Bovet Road, Suite 353
San Mateo, CA, 94402
$525,245,76658
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
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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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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