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Top RIA Firms in San Mateo, California
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in San Mateo, California. This hub covers 24 matching firms with $579.8B in total reported AUM and median AUM of $959.7M.
Firms
24
Matching current profiles
Total AUM
$579.8B
Reported regulatory AUM
Median AUM
$959.7M
Across firms with AUM
Largest firm
$509.5B
Franklin Advisers, INC.
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Franklin Advisers, INC. CRD 104517 · Corporation | SAN MATEO, CA | $509.5B May 2026 | +$42.4B+9.1% | +$189.0B+59.0% | +$120.8B+31.1% | +$137.9B+37.1% | +101 employees+35.7% over 3Y | +16,882 accounts+207.5% over 3Y |
| 2. Fuller & Thaler Asset Management INC CRD 107033 · Corporation | SAN MATEO, CA | $30.3B Mar 2026 | +$3.1B+11.6% | +$13.9B+84.9% | +$19.2B+173.1% | +$29.0B+2347.1% | +9 employees+42.9% over 3Y | +3,687 accounts+151.1% over 3Y |
| 3. Franklin Advisory Services, LLC CRD 111361 · Limited Liability Company | SAN MATEO, CA | $14.1B Dec 2025 | +$6.4B+82.4% | +$9.4B+200.5% | +$11.1B+366.9% | +$1.1B+8.9% | -2 employees-50.0% over 3Y | +15 accounts+29.4% over 3Y |
| 4. Westbridge Capital US Advisors, LP CRD 161527 · Limited Partnership | SAN MATEO, CA | $7.9B Mar 2026 | +$309.4M+4.1% | +$261.9M+3.4% | +$2.9B+58.2% | +$7.1B+892.8% | +30 employees+50.0% over 3Y | +1 accounts+16.7% over 3Y |
| 5. Tribe Capital CRD 304697 · Limited Liability Company | SAN MATEO, CA | $3.4B Mar 2026 | +$1.2B+50.6% | +$997.1M+40.8% | +$2.8B+474.1% | +$3.2B+1170.5% | -9 employees-25.0% over 3Y | +11 accounts+13.9% over 3Y |
| 6. Sumeru Equity Partners CRD 172955 · Limited Partnership | SAN MATEO, CA | $3.4B May 2026 | -$9.1M-0.3% | -$117.3M-3.4% | +$1.8B+109.0% | +$3.1B+1232.9% | +4 employees+10.3% over 3Y | 0 accounts+0.0% over 3Y |
| 7. Sunstone Partners CRD 305064 · Limited Liability Company | SAN MATEO, CA | $1.6B Mar 2026 | -$568.4M-26.4% | -$804.0M-33.6% | +$749.3M+89.4% | +$820.2M+107.0% | +1 employees+2.6% over 3Y | 0 accounts+0.0% over 3Y |
| 8. Hercules Adviser LLC CRD 310662 · Limited Liability Company | SAN MATEO, CA | $1.6B Mar 2026 | +$317.8M+25.6% | +$731.9M+88.6% | — | +$1.4B+673.6% | 0 employees+0.0% over 3Y | +3 accounts+150.0% over 3Y |
| 9. Invictus Growth Partners CRD 311947 · Limited Liability Company | SAN MATEO, CA | $1.3B Apr 2026 | +$226.6M+21.8% | +$836.8M+196.0% | — | +$953.8M+307.8% | +6 employees+100.0% over 3Y | +8 accounts+88.9% over 3Y |
| 10. Vantage Wealth Management, LLC CRD 152374 · Limited Liability Company | SAN MATEO, CA | $1.1B Mar 2026 | +$516.4M+85.1% | +$634.4M+129.8% | +$795.1M+242.5% | +$1.0B+892.4% | -1 employees-10.0% over 3Y | +510 accounts+37.0% over 3Y |
| 11. Newfront Retirement Services, INC. CRD 167641 · Corporation | SAN MATEO, CA | $1.0B Feb 2026 | +$672.1M+183.3% | +$862.7M+489.7% | +$903.9M+669.6% | — | +9 employees+40.9% over 3Y | +77 accounts+265.5% over 3Y |
| 12. Tda Investment Group CRD 112016 · Corporation | SAN MATEO, CA | $969.3M Dec 2025 | +$143.7M+17.4% | +$202.5M+26.4% | +$398.4M+69.8% | +$624.5M+181.1% | +2 employees+10.0% over 3Y | 0 accounts+0.0% over 3Y |
| 13. Brickley Wealth Management CRD 287487 · — | SAN MATEO, CA | $950.1M May 2026 | +$125.8M+15.3% | +$328.7M+52.9% | +$349.4M+58.2% | — | +1 employees+16.7% over 3Y | +58 accounts+11.8% over 3Y |
| 14. Eso Management Services LLC CRD 165564 · Limited Liability Company | SAN MATEO, CA | $410.6M Mar 2026 | +$20.0M+5.1% | -$176.2M-30.0% | +$56.7M+16.0% | +$193.1M+88.8% | +2 employees+13.3% over 3Y | 0 accounts+0.0% over 3Y |
| 15. Catalyst Private Wealth, LLC CRD 305565 · Limited Liability Company | SAN MATEO, CA | $370.4M Mar 2026 | +$63.7M+20.8% | +$45.6M+14.0% | +$186.8M+101.8% | — | 0 employees+0.0% over 3Y | +97 accounts+22.7% over 3Y |
| 16. Fall Line Capital, LLC CRD 283625 · Limited Liability Company | SAN MATEO, CA | $332.4M Apr 2026 | -$185.6M-35.8% | -$223.3M-40.2% | +$8.2M+2.5% | +$48.4M+17.0% | -5 employees-29.4% over 3Y | 0 accounts+0.0% over 3Y |
| 17. Emerson Equity LLC CRD 130032 · Limited Liability Company | SAN MATEO, CA | $321.7M Apr 2026 | -$6.2M-1.9% | +$132.4M+69.9% | +$207.6M+182.0% | +$291.7M+972.3% | +135 employees+64.9% over 3Y | +156 accounts+29.7% over 3Y |
| 18. Savant Partners, LLC CRD 312567 · Limited Liability Company | SAN MATEO, CA | $309.5M Apr 2026 | +$36.3M+13.3% | +$29.0M+10.3% | -$64.2M-17.2% | -$64.2M-17.2% | +1 employees+33.3% over 3Y | -1 accounts-8.3% over 3Y |
| 19. Private Portfolios, INC. CRD 111905 · Corporation | SAN MATEO, CA | $293.5M Jan 2026 | +$56.9M+24.1% | +$63.9M+27.8% | +$119.6M+68.8% | +$179.5M+157.6% | -1 employees-25.0% over 3Y | +21 accounts+4.8% over 3Y |
| 20. Kestrel Investment Management Corp CRD 106789 · Corporation | SAN MATEO, CA | $180.0M Mar 2026 | +$27.0M+17.7% | +$2.0M+1.1% | -$40.7M-18.4% | -$552.4M-75.4% | -2 employees-22.2% over 3Y | -1 accounts-10.0% over 3Y |
| 21. International Asset Management CRD 123418 · Corporation | SAN MATEO, CA | $173.1M Mar 2026 | +$67.1M+63.3% | — | — | +$67.1M+63.3% | 0 employees+0.0% over 1Y | +131 accounts+44.7% over 1Y |
| 22. Clear Retirement Advice LLC CRD 292667 · Limited Liability Company | SAN MATEO, CA | $153.4M Mar 2026 | — | — | — | +$45.2M+41.8% | 0 employees+0.0% over Total | +40 accounts+22.5% over Total |
| 23. Bucher Wealth Advisors CRD 154878 · Limited Liability Company | SAN MATEO, CA | $146.9M Jan 2026 | +$10.1M+7.4% | +$44.6M+43.7% | — | +$31.5M+27.3% | 0 employees+0.0% over 3Y | +14 accounts+6.5% over 3Y |
| 24. Tano Capital, LLC CRD 160367 · Limited Liability Company | SAN MATEO, CA | $138.0M Mar 2026 | -$27.9M-16.8% | -$5.1M-3.5% | -$131.2M-48.7% | -$127.7M-48.1% | -2 employees-66.7% over 3Y | 0 accounts+0.0% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.