City
Independent RIAs in San Mateo, California
As of October 2, 2026, 35 independent wealth management RIAs with their main office in San Mateo, California reported $4.1 billion in regulatory assets under management; the largest by assets was Vantage Wealth Management, LLC, with $1.1 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 35
- Regulatory assets under management
- $4.1 billion
- Average per firm
- $117.5 million
- SEC-registered, of those listed
- 10 of 35 (28.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Vantage Wealth Management, LLC | SEC | $1.1 billion | 1,888 |
| 2 | Brickley Wealth Management | SEC | $950.1 million | 549 |
| 3 | Catalyst Private Wealth, LLC | SEC | $370.4 million | 524 |
| 4 | Private Portfolios, Inc. | SEC | $293.5 million | 454 |
| 5 | International Asset Management | SEC | $173.1 million | 424 |
| 6 | Clear Retirement Advice LLC | SEC | $153.4 million | 218 |
| 7 | Veritas Wealth Partners, LLC | SEC | $150.7 million | 123 |
| 8 | Bucher Wealth Advisors | SEC | $146.9 million | 230 |
| 9 | Caregen Wealth Management | SEC | $109.9 million | 150 |
| 10 | King Wealth Advisors, LLC | State | $94.1 million | 170 |
| 11 | Integrated Financial Strategies, Inc. | State | $75.0 million | 13 |
| 12 | Roach Investment Services | State | $55.9 million | 59 |
| 13 | Stinson Capital Management, LLC | State | $54.8 million | 114 |
| 14 | Barson Financial Planning | State | $47.8 million | 94 |
| 15 | Ams Capital Management LLC | State | $39.1 million | 334 |
| 16 | Belgrave Square Advisors | State | $37.3 million | 99 |
| 17 | Gilmore Financial Services, LLC | State | $36.2 million | 45 |
| 18 | Balopole Investment Management Corporation | State | $31.8 million | 73 |
| 19 | Marim Wealth Planning | State | $31.2 million | 115 |
| 20 | Talanton Capital Management, LLC | State | $26.2 million | 37 |
| 21 | Gosho Financial Group | State | $25.1 million | 33 |
| 22 | Alpha Rush, LLC | State | $20.7 million | 43 |
| 23 | Spring Capital Management | State | $17.4 million | 38 |
| 24 | Coronado Financial Group L.L.C. | State | $16.2 million | 20 |
| 25 | App | State | $12.9 million | 97 |
| 26 | Novice Capital LLC | State | $12.1 million | 8 |
| 27 | Golden State Advisors, LLC | State | $7.1 million | 28 |
| 28 | Obel Financial Advisors | State | $1.1 million | 6 |
| 29 | Banyan Lake Capital LLC | State | $930,000 | 2 |
| 30 | Bixy Wealth LLC | State | $0 | 0 |
| 31 | Chen Financial Group, LLC | State | $0 | 0 |
| 32 | Grealish Investment Counseling LLC | State | $0 | 0 |
| 33 | Step Advisers, LLC | SEC | $0 | 0 |
| 34 | Tamarind Financial Planning | State | $0 | 0 |
| 35 | Zapa Investing LLC | State | $0 | 0 |
Independent RIAs 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.