City
Wealth management firms in Burlingame, California
As of October 2, 2026, 9 wealth management firms, including broker-dealer firms, with their main office in Burlingame, California reported $1.6 billion in regulatory assets under management; the largest by assets was Occidental Asset Management, LLC, with $1.1 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 9
- Regulatory assets under management
- $1.6 billion
- Average per firm
- $180.2 million
- SEC-registered, of those listed
- 5 of 9 (55.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Occidental Asset Management, LLC | SEC | $1.1 billion | 1,921 |
| 2 | Tessara Wealth | SEC | $162.4 million | 456 |
| 3 | East Rock Financial Services, LLC | SEC | $135.8 million | 190 |
| 4 | Burlingame Wealth Management, LLC | SEC | $129.4 million | 115 |
| 5 | Luna Capital Management, LLC | SEC | $116.4 million | 266 |
| 6 | MC Investments & Advisory LLC | State | $4.0 million | 1 |
| 7 | Circuit Wealth LLC | State | $1.2 million | 2 |
| 8 | Optura Advisors, Inc. | State | $671,002 | 16 |
| 9 | Abramson Financial Planning, LLC | State | $0 | 0 |
Wealth management firms in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.