City
Wealth management firms in San Mateo, California
As of October 2, 2026, 36 wealth management firms, including broker-dealer firms, with their main office in San Mateo, California reported $4.4 billion in regulatory assets under management; the largest by assets was Vantage Wealth Management, LLC, with $1.1 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 36
- Regulatory assets under management
- $4.4 billion
- Average per firm
- $123.2 million
- SEC-registered, of those listed
- 11 of 36 (30.6%)
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 | Emerson Equity LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $321.7 million | 682 |
| 5 | Private Portfolios, Inc. | SEC | $293.5 million | 454 |
| 6 | International Asset Management | SEC | $173.1 million | 424 |
| 7 | Clear Retirement Advice LLC | SEC | $153.4 million | 218 |
| 8 | Veritas Wealth Partners, LLC | SEC | $150.7 million | 123 |
| 9 | Bucher Wealth Advisors | SEC | $146.9 million | 230 |
| 10 | Caregen Wealth Management | SEC | $109.9 million | 150 |
| 11 | King Wealth Advisors, LLC | State | $94.1 million | 170 |
| 12 | Integrated Financial Strategies, Inc. | State | $75.0 million | 13 |
| 13 | Roach Investment Services | State | $55.9 million | 59 |
| 14 | Stinson Capital Management, LLC | State | $54.8 million | 114 |
| 15 | Barson Financial Planning | State | $47.8 million | 94 |
| 16 | Ams Capital Management LLC | State | $39.1 million | 334 |
| 17 | Belgrave Square Advisors | State | $37.3 million | 99 |
| 18 | Gilmore Financial Services, LLC | State | $36.2 million | 45 |
| 19 | Balopole Investment Management Corporation | State | $31.8 million | 73 |
| 20 | Marim Wealth Planning | State | $31.2 million | 115 |
| 21 | Talanton Capital Management, LLC | State | $26.2 million | 37 |
| 22 | Gosho Financial Group | State | $25.1 million | 33 |
| 23 | Alpha Rush, LLC | State | $20.7 million | 43 |
| 24 | Spring Capital Management | State | $17.4 million | 38 |
| 25 | Coronado Financial Group L.L.C. | State | $16.2 million | 20 |
| 26 | App | State | $12.9 million | 97 |
| 27 | Novice Capital LLC | State | $12.1 million | 8 |
| 28 | Golden State Advisors, LLC | State | $7.1 million | 28 |
| 29 | Obel Financial Advisors | State | $1.1 million | 6 |
| 30 | Banyan Lake Capital LLC | State | $930,000 | 2 |
| 31 | Bixy Wealth LLC | State | $0 | 0 |
| 32 | Chen Financial Group, LLC | State | $0 | 0 |
| 33 | Grealish Investment Counseling LLC | State | $0 | 0 |
| 34 | Step Advisers, LLC | SEC | $0 | 0 |
| 35 | Tamarind Financial Planning | State | $0 | 0 |
| 36 | Zapa Investing 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.