Financial advisors in San Mateo, CA

168 financial advisors listed in San Mateo, California. 127 with a phone number and 147 with a website.

San Mateo accounts for 1% of the financial advisors listed in California and ranks #24 among California cities for financial advisors.

Quick answer

San Mateo, CA has 168 financial advisors listed on USA Business Search. 127 list a phone number and 147 list a website. The most listings are in ZIP codes 94402, 94401, 94403.

Updated October 2026

Block Advisors

17 S B St, San Mateo, CA 94401 · Claim or fix

Call (650) 401-8090 Website Map

Franklin Templeton

1 Franklin Pkwy, San Mateo, CA 94403 · Claim or fix

Call (800) 632-2301 Website Map

Wildcat Venture Partners

777 Mariners Island Blvd, San Mateo, CA 94404 · Claim or fix

Call (650) 234-4840 Website Map

Fuller & Thaler Asset Management

411 Borel Ave #300, San Mateo, CA 94402 · Claim or fix

Call (650) 931-1500 Website Map

Charles Schwab

1300 South El Camino Real Suite #110, San Mateo, CA 94402 · Claim or fix

Call (650) 358-5517 Website Map

California Check Cashing Stores

610 S Norfolk St, San Mateo, CA 94401 · Claim or fix

Call (650) 548-4700 Website Map

Abel Cuskelly

101 S Ellsworth Ave Fl 4, San Mateo, CA 94401 · Claim or fix

Call (650) 579-3000 Website Map

Acorn Pacific Ventures

411 Borel Ave Ste 650, San Mateo, CA 94402 · Claim or fix

Website Map

Action Residential Mortgage

178 South Blvd, San Mateo, CA 94402 · Claim or fix

Call (650) 638-3600 Website Map

Advantage-Points Tax Office

177 Bovet Rd, San Mateo, CA 94402 · Claim or fix

Call (650) 867-0956 Map

Alexander Beard U.s.a., Llc

1730 S Amphlett Blvd Ste 108, San Mateo, CA 94402 · Claim or fix

Call (650) 260-7440 Website Map

Ameriprise Financial Advisors - Papadoyannis & Associates

951 Mariners Island Blvd Ste 410, San Mateo, CA 94404 · Claim or fix

Call (650) 593-9170 Website Map

Ams Capital Management

1730 S El Camino Real Ste 440, San Mateo, CA 94402 · Claim or fix

Call (650) 344-1160 Website Map

Anacapa Partners

160 Bovet Rd Ste 405, San Mateo, CA 94402 · Claim or fix

Call (650) 318-6881 Map

Aquitas Capital

1650 Borel Pl, San Mateo, CA 94402 · Claim or fix

Website Map

Aspire Planning Associates

1900 S Norfolk St Ste 350, San Mateo, CA 94403 · Claim or fix

Call (650) 352-8419 Website Map

Athena Wealth Strategies

1510 Fashion Island Blvd, San Mateo, CA 94404 · Claim or fix

Call (650) 377-4108 Website Map

Atomic Fund

55 E 3rd Ave, San Mateo, CA 94401 · Claim or fix

Website Map

Axa Advisors

1840 Gateway Dr, San Mateo, CA 94404 · Claim or fix

Website Map

Balopole Investment Management Corp

1611 Borel Pl Ste 1, San Mateo, CA 94402 · Claim or fix

Call (650) 574-1307 Website Map

Battery Ventures

901 Mariners Island Blvd, San Mateo, CA 94404 · Claim or fix

Call (650) 372-3939 Map

Bay Financial Company

220 Baldwin Ave, San Mateo, CA 94401 · Claim or fix

Call (650) 685-5815 Website Map

Bayris Inc.

3182 Campus Dr, San Mateo, CA 94403 · Claim or fix

Website Map

Become

400 Concar Dr, San Mateo, CA 94402 · Claim or fix

Call (838) 800-0644 Website Map

Bluepointe Capital Management, Llc.

999 Baker Way Ste 150, San Mateo, CA 94404 · Claim or fix

Call (650) 293-4545 Website Map

Booga Ventures

1875 S Grant St Ste 570, San Mateo, CA 94402 · Claim or fix

Call (650) 585-4455 Website Map

Boston Private

160 Bovet Rd, San Mateo, CA 94402 · Claim or fix

Call (650) 378-3700 Website Map

Brickley Wealth Management

1900 Ofarrell St Ste 330, San Mateo, CA 94403 · Claim or fix

Call (650) 638-0111 Website Map

Brv Management Company, Llc.

400 Concar Dr # 04-107, San Mateo, CA 94402 · Claim or fix

Call (650) 462-7250 Map

Bucher Wealth Advisors

1730 S El Camino Real Ste 250, San Mateo, CA 94402 · Claim or fix

Call (650) 286-9606 Map

Capital Clarity

3 E 3rd Ave, San Mateo, CA 94401 · Claim or fix

Website Map

Carrick Bend Advisors

72 E 3rd Ave, San Mateo, CA 94401 · Claim or fix

Call (650) 292-4920 Website Map

Century 21 Financial Services

1528 S El Camino Real Ste 309, San Mateo, CA 94402 · Claim or fix

Call (650) 513-1511 Map

Charles Guttas - Morgan Stanley

411 Borel Ave Ste 220, San Mateo, CA 94402 · Claim or fix

Call (650) 358-1807 Website Map

Chen Financial Group

1600 W Hillsdale Blvd Ste 102, San Mateo, CA 94402 · Claim or fix

Call (650) 631-0600 Website Map

Chris Benson - Thrivent

951 Mariners Island Blvd Ste 300, San Mateo, CA 94404 · Claim or fix

Call (650) 350-2942 Website Map

Citibank West F S B

2850 S El Camino Real, San Mateo, CA 94403 · Claim or fix

Call (650) 573-8051 Website Map

Clear Retirement Advice

1900 S Norfolk St Ste 350, San Mateo, CA 94403 · Claim or fix

Call (800) 228-0310 Website Map

Colin Sullivan at Guaranteed Rate Affinity - NMLS #388729

1875 S Grant St Ste 930, San Mateo, CA 94402 · Claim or fix

Call (650) 316-2173 Website Map

Consolidation Plus

1875 S Grant St #400, San Mateo, CA 94402 · Claim or fix

Call (888) 950-4829 Website Map

Damon Chan - Morgan Stanley

411 Borel Ave Ste 220, San Mateo, CA 94402 · Claim or fix

Call (650) 358-1814 Website Map

Danville Capital

951 Mariners Island Blvd Ste 300, San Mateo, CA 94404 · Claim or fix

Website Map

Ddf.capital

55 E 3rd Ave, San Mateo, CA 94401 · Claim or fix

Website Map

DNX Ventures

55 E 3rd Ave, San Mateo, CA 94401 · Claim or fix

Call (858) 449-4173 Website Map

Draperdarkflow

55 E 3rd Ave, San Mateo, CA 94401 · Claim or fix

Website Map

E & F Financial Services, Inc

655 Mariners Island Blvd Ste 302, San Mateo, CA 94404 · Claim or fix

Website Map

Edmodo, Inc.

400 Concar Dr, San Mateo, CA 94402 · Claim or fix

Call (650) 336-0395 Map

Elliott Tax Service

320 E 3rd Ave, San Mateo, CA 94401 · Claim or fix

Call (650) 342-6082 Website Map

Emergence Equity Management

160 Bovet Rd #300, San Mateo, CA 94402 · Claim or fix

Call (650) 747-8668 Website Map

Emerson Equity

155 Bovet Rd Ste 725, San Mateo, CA 94402 · Claim or fix

Call (650) 312-0200 Website Map

Employee Stock Option Fund (eso Fund)

999 Baker Way Ste 400, San Mateo, CA 94404 · Claim or fix

Website Map

Endurant Capital Management

66 Bovet Rd, San Mateo, CA 94402 · Claim or fix

Call (650) 539-5900 Map

Ep Wealth Advisors

177 Bovet Rd Ste 600, San Mateo, CA 94402 · Claim or fix

Call (650) 712-1000 Website Map

EP Wealth Advisors

1900 S Norfolk St, San Mateo, CA 94403 · Claim or fix

Call (888) 762-2423 Website Map

Essex Mortgage

1900 Ofarrell St Ste 240, San Mateo, CA 94403 · Claim or fix

Call (650) 532-0445 Map

Figtree Partners, Llc.

204 E 2nd Ave # Pmb, San Mateo, CA 94401 · Claim or fix

Call (866) 545-1225 Website Map

Forge Trust

3050 S Delaware St Ste 202, San Mateo, CA 94403 · Claim or fix

Call (800) 248-8447 Website Map

Franklin Trust Co

960 Park Pl, San Mateo, CA 94403 · Claim or fix

Call (650) 312-2372 Map

Freedom Plus

1875 S Grant St, San Mateo, CA 94402 · Claim or fix

Website Map

Galileo Planning Group, Inc.

1300 S El Camino Real, San Mateo, CA 94402 · Claim or fix

Website Map

Galligan, Thompson, Flocas, LLP

630 N San Mateo Dr, San Mateo, CA 94401 · Claim or fix

Call (650) 349-1040 Website Map

Garnett And Helfrich Capital

1200 Park Pl, San Mateo, CA 94403 · Claim or fix

Website Map

Gilbert Aguirre Insurance

428 Peninsula Ave Ste a, San Mateo, CA 94401 · Claim or fix

Call (650) 667-0889 Website Map

Global Vision Group

147 17th Ave Ste A, San Mateo, CA 94402 · Claim or fix

Call (650) 222-7096 Website Map

Golden Gate Financial

1900 S Norfolk St Ste 200, San Mateo, CA 94403 · Claim or fix

Call (650) 341-5050 Website Map

Golomb Ventures

1650 Borel Pl Ste 104, San Mateo, CA 94402 · Claim or fix

Website Map

Golub Group

1850 Gateway Dr Ste 100, San Mateo, CA 94404 · Claim or fix

Call (650) 212-2240 Website Map

Gosho Financial Group

951 Mariners Island Blvd Ste 347, San Mateo, CA 94404 · Claim or fix

Call (650) 378-1213 Website Map

H L Financial Group

181 2nd Ave Ste 456, San Mateo, CA 94401 · Claim or fix

Call (650) 347-8400 Website Map

HARARAH & Associates

1710 S Amphlett Blvd Ste 217, San Mateo, CA 94402 · Claim or fix

Call (650) 389-7256 Website Map

Hedgestreet

1825 S Grant St Ste 500, San Mateo, CA 94402 · Claim or fix

Call (877) 864-3343 Map

Heritage Financial North

1700 S El Camino Real Ste 375, San Mateo, CA 94402 · Claim or fix

Call (650) 579-5575 Website Map

Imo Ventures

2121 S El Camino Real, San Mateo, CA 94403 · Claim or fix

Website Map

Inventus Capital Partners

400 S El Camino Real Ste 100, San Mateo, CA 94402 · Claim or fix

Call (650) 292-2530 Map

Invictus Growth

160 Bovet Rd, San Mateo, CA 94402 · Claim or fix

Call (415) 886-9830 Website Map

James Rice at Guaranteed Rate Affinity - NMLS #319527

1875 S Grant St Ste 930, San Mateo, CA 94402 · Claim or fix

Call (650) 517-8696 Website Map

Jb Private Investments

311 S Ellsworth Ave, San Mateo, CA 94401 · Claim or fix

Call (650) 315-9933 Website Map

Jesse Waters Financial Consultant

2024 Ticonderoga Dr, San Mateo, CA 94402 · Claim or fix

Call (650) 539-5470 Website Map

Jie's Income Tax

1710 S Amphlett Blvd #350, San Mateo, CA 94402 · Claim or fix

Call (650) 274-0968 Website Map

Joshua Lelchook - Financial Advisor, Ameriprise Financial Services

1900 Ofarrell St Ste 360, San Mateo, CA 94403 · Claim or fix

Call (650) 593-9170 Website Map

June Martin Phd

215 N San Mateo Dr Ste 2, San Mateo, CA 94401 · Claim or fix

Website Map

Kastle Properties

155 Bovet Rd Ste 700, San Mateo, CA 94402 · Claim or fix

Call (650) 246-9746 Map

Kbw Ventures

55 E 3rd Ave, San Mateo, CA 94401 · Claim or fix

Website Map

Kestrel Investment Management Corporation

411 Borel Ave Ste 403, San Mateo, CA 94402 · Claim or fix

Website Map

Ketcham Capital

3 E 3rd Ave, San Mateo, CA 94401 · Claim or fix

Call (650) 378-1330 Website Map

King Wealth Advisors

1900 S Norfolk St #350, San Mateo, CA 94403 · Claim or fix

Call (650) 435-3918 Website Map

Lateral Investment Management

1825 S Grant St Ste 210, San Mateo, CA 94402 · Claim or fix

Call (650) 396-2200 Website Map

laurelwood Tax Service

878 W Hillsdale Blvd W, San Mateo, CA 94403 · Claim or fix

Call (650) 504-0025 Website Map

Learn Capital

20 E 3rd Ave, San Mateo, CA 94401 · Claim or fix

Call (650) 458-6400 Website Map

Liberty Tax

1612 S El Camino Real, San Mateo, CA 94402 · Claim or fix

Call (650) 295-0772 Website Map

Lisi

1600 W Hillsdale Blvd Ste 100, San Mateo, CA 94402 · Claim or fix

Call (650) 348-4131 Website Map

Lpl Financial Services

520 S El Camino Real Ste 216, San Mateo, CA 94402 · Claim or fix

Call (650) 204-9697 Website Map

Maheras Wealth Management

155 Bovet Rd, San Mateo, CA 94402 · Claim or fix

Call (650) 525-0600 Website Map

Mai Capital Management

1700 S El Camino Real Ste 385, San Mateo, CA 94402 · Claim or fix

Call (650) 357-9410 Website Map

Mariani Capital Partners

66 Bovet Rd Ste 390, San Mateo, CA 94402 · Claim or fix

Website Map

Mark Harrison at Guaranteed Rate Affinity - NMLS #447696

1875 S Grant St Ste 930, San Mateo, CA 94402 · Claim or fix

Call (650) 316-2174 Website Map

Matthew Grush

411 Borel AvenueSuite 505, San Mateo, CA 94402 · Claim or fix

Website Map

Maxwell Money Management

181 2nd Ave Ste 304, San Mateo, CA 94401 · Claim or fix

Website Map

Mega Branch, Inc.

1900 Ofarrell St Ste 360, San Mateo, CA 94403 · Claim or fix

Call (650) 593-9170 Website Map

Merrill Investment & Retirement Financial Center

300 S El Camino Real, San Mateo, CA 94402 · Claim or fix

Call (650) 581-4208 Website Map

Michael Reno at Guaranteed Rate Affinity - NMLS #856118

1875 S Grant St Ste 930, San Mateo, CA 94402 · Claim or fix

Call (415) 584-8971 Website Map

Mohr Davidow Ventures

777 Mariners Island Blvd Ste 550, San Mateo, CA 94404 · Claim or fix

Website Map

Morgan Stanley Financial Advisors

411 Borel Ave Ste 220, San Mateo, CA 94402 · Claim or fix

Call (650) 358-1800 Website Map

Motif Investing

400 S El Camino Real, San Mateo, CA 94402 · Claim or fix

Call (855) 856-6843 Map

Mv Trading Company

251 E 3rd Ave, San Mateo, CA 94401 · Claim or fix

Call (650) 558-9780 Website Map

Natalia Koritskaya

1900 S Norfolk St, San Mateo, CA 94403 · Claim or fix

Call (650) 980-5020 Website Map

Natalia Koritskaya - Ameriprise Financial Services, LLC

1900 Ofarrell St Ste 360, San Mateo, CA 94403 · Claim or fix

Call (650) 593-9170 Website Map

Navro Investments Inc

109 W 25th Ave, San Mateo, CA 94403 · Claim or fix

Website Map

New Stage Investment Group

1900 S Norfolk St Ste 350, San Mateo, CA 94403 · Claim or fix

Call (650) 458-0312 Website Map

Opes Advisors

411 Borel Ave, San Mateo, CA 94402 · Claim or fix

Call (650) 678-4246 Website Map

Opus Capital

1500 Fashion Island Blvd Ste 105, San Mateo, CA 94404 · Claim or fix

Call (650) 543-2900 Website Map

Pantheon Freedom, Inc.

1875 S Grant St Ste 400, San Mateo, CA 94402 · Claim or fix

Call (650) 393-6619 Map

Payne Financial Consulting

1900 S Norfolk St Ste 215, San Mateo, CA 94403 · Claim or fix

Call (650) 372-0113 Website Map

Peakspan Capital, Llc - Sv

101 S Ellsworth Ave Ste 110, San Mateo, CA 94401 · Claim or fix

Call (650) 337-6000 Website Map

PFA Northern California

1730 S Amphlett Blvd, San Mateo, CA 94402 · Claim or fix

Website Map

Phaenomena West Capital

951 Mariners Island Blvd Ste 300, San Mateo, CA 94404 · Claim or fix

Website Map

Philip Horowitz - Morgan Stanley

411 Borel Ave Ste 220, San Mateo, CA 94402 · Claim or fix

Call (650) 358-1823 Website Map

Phoenix Venture Partners Llc

1700 S El Camino Real Ste 355, San Mateo, CA 94402 · Claim or fix

Call (650) 349-3467 Website Map

Pinnacle Mortgage

520 S El Camino Real Ste 200, San Mateo, CA 94402 · Claim or fix

Call (650) 393-4264 Website Map

Private Portfolios Inc.

424 N San Mateo Dr Ste 200, San Mateo, CA 94401 · Claim or fix

Call (650) 548-9800 Website Map

Prizepool

400 Concar Dr, San Mateo, CA 94402 · Claim or fix

Website Map

Pro Horizons

1900 S Norfolk St Ste 350, San Mateo, CA 94403 · Claim or fix

Call (800) 729-3242 Website Map

Protective Financial, Llc

2000 Alameda De Las Pulgas Ste 250, San Mateo, CA 94403 · Claim or fix

Call (650) 341-9731 Website Map

Raymond James Financial Services

1700 S El Camino Real, San Mateo, CA 94402 · Claim or fix

Call (650) 357-9410 Website Map

Red Tower Advisors

1810 Gateway Dr Ste 115, San Mateo, CA 94404 · Claim or fix

Call (650) 753-8333 Website Map

San Mateo Tax Service

521 E 3rd Ave, San Mateo, CA 94401 · Claim or fix

Call (650) 548-0948 Website Map

Sanderling Ventures

400 S El Camino Real, San Mateo, CA 94402 · Claim or fix

Call (650) 401-2000 Website Map

Selena Kwan, Financial Services Professional - New York Life

951 Mariners Island Blvd, San Mateo, CA 94404 · Claim or fix

Call (650) 922-6860 Website Map

Sente Capital Management

1840 Gateway Dr Ste 200, San Mateo, CA 94404 · Claim or fix

Website Map

Sgc Financial And Insurance Services

1810 Gateway Dr Ste 100, San Mateo, CA 94404 · Claim or fix

Call (650) 573-8525 Map

Shoreline Venture Management

675 Mariners Island Blvd Ste 109, San Mateo, CA 94404 · Claim or fix

Call (415) 388-6622 Website Map

Sid Financial Services

1700 S Amphlett Blvd Ste 218, San Mateo, CA 94402 · Claim or fix

Website Map

Sierra Investments

311 9th Ave, San Mateo, CA 94401 · Claim or fix

Call (415) 297-0709 Map

Silver Lake Kraftwerk

2020 Pioneer Ct, San Mateo, CA 94403 · Claim or fix

Call (650) 234-2570 Website Map

Smith Barney

411 Borel Ave, San Mateo, CA 94402 · Claim or fix

Call (650) 358-1800 Website Map

Squar Milner

66 Bovet Rd Ste 225, San Mateo, CA 94402 · Claim or fix

Call (818) 981-2600 Website Map

Sumeru Equity Partners

2020 Pioneer Ct, San Mateo, CA 94403 · Claim or fix

Call (650) 522-3300 Website Map

Summit Financial Advisors

109 Baldwin Ave, San Mateo, CA 94401 · Claim or fix

Call (650) 357-9412 Website Map

Sunstone Partners

400 S El Camino Real, San Mateo, CA 94402 · Claim or fix

Call (650) 289-4400 Website Map

Susan O'Driscoll at Guaranteed Rate Affinity - NMLS #282010

1875 S Grant St Ste 930, San Mateo, CA 94402 · Claim or fix

Call (650) 712-2483 Website Map

T Fund

1400 Fashion Island Blvd, San Mateo, CA 94404 · Claim or fix

Website Map

Tamarind Financial Planning

1900 S Norfolk St Ste 350, San Mateo, CA 94403 · Claim or fix

Call (650) 667-8691 Website Map

Tamarind Financial Planning

951 Mariners Island Blvd Ste 300, San Mateo, CA 94404 · Claim or fix

Website Map

Tandem Management Services Llc.

3 E 3rd Ave Ste 303, San Mateo, CA 94401 · Claim or fix

Call (415) 686-1285 Map

Tda Investment Group

2025 Pioneer Ct, San Mateo, CA 94403 · Claim or fix

Call (650) 343-6333 Website Map

The Entrepreneurs' Fund

1900 S Norfolk St, San Mateo, CA 94403 · Claim or fix

Website Map

The Real Capitalist

44 E 3rd Ave, San Mateo, CA 94401 · Claim or fix

Website Map

The Root Financial Group - Ubs Financial Services Inc.

400 S El Camino Real Ste 900, San Mateo, CA 94402 · Claim or fix

Call (650) 696-1303 Website Map

Theorem Partners, Llc

400 Concar Dr, San Mateo, CA 94402 · Claim or fix

Website Map

Theresa Cereghino-Rosa at Guaranteed Rate Affinity - NMLS #288582

1875 S Grant St Ste 930, San Mateo, CA 94402 · Claim or fix

Call (650) 752-0799 Website Map

How to choose a financial advisor in San Mateo

Ask how they are paid: fees, commissions or both.
Check licenses and any disciplinary history before you hand over money.
Get every quote or recommendation in writing.

Check the license: FINRA BrokerCheck.

Common questions

How many financial advisors are listed in San Mateo, California?

USA Business Search shows 168 financial advisors in San Mateo. 127 list a phone number and 147 list a website.

Which ZIP codes do these listings cover?

They include ZIP codes 94402, 94401, 94403, 94404.

How do I choose a financial advisor in San Mateo?

Ask how they are paid: fees, commissions or both. Check licenses and any disciplinary history before you hand over money. Check the license with the FINRA BrokerCheck.

How do financial advisors in San Mateo compare with the rest of California?

San Mateo has 1% of the 24,546 financial advisors listed in California, which ranks #24 among California cities for this category.

How do I add or fix a listing?

Listings are free. Use Add your business, or the Claim or fix link on any listing.

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