Rialytix insights
Largest RIA Firms in San Mateo, California by AUM
Explore registered investment advisers headquartered in San Mateo, California, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 24 firms with $565.8B in total reported AUM and median AUM of $680.3M.
Firms
24
Matching current profiles
Total AUM
$565.8B
Reported regulatory AUM
Median AUM
$680.3M
Across firms with AUM
Largest firm
$509.5B
Franklin Advisers, INC.
Search RIA markets
Search by city or state
Find state and published city hubs without returning to the main insights page.
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 Sep 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. 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 |
| 4. Tribe Capital CRD 304697 · Limited Liability Company | SAN MATEO, CA | $3.4B Sep 2026 | +$1.2B+50.6% | +$995.8M+40.7% | +$2.8B+474.1% | +$3.2B+1170.5% | -9 employees-25.0% over 3Y | +11 accounts+13.9% over 3Y |
| 5. Sumeru Equity Partners CRD 172955 · Limited Partnership | SAN MATEO, CA | $3.4B Jul 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 |
| 6. Sunstone Partners CRD 305064 · Limited Liability Company | SAN MATEO, CA | $1.6B Jul 2026 | -$401.4M-20.2% | -$522.7M-24.8% | +$663.6M+71.9% | +$820.2M+107.0% | +1 employees+2.6% over 3Y | 0 accounts+0.0% over 3Y |
| 7. 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 |
| 8. 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 |
| 9. 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 |
| 10. Newfront Retirement Services, INC. CRD 167641 · Corporation | SAN MATEO, CA | $1.0B Oct 2026 | +$389.6M+60.0% | +$873.7M+528.7% | +$913.9M+731.1% | — | +3 employees+11.1% over 3Y | +85 accounts+404.8% over 3Y |
| 11. 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 |
| 12. Brickley Wealth Management CRD 287487 · GENERAL PARTNERSHIP | SAN MATEO, CA | $950.1M Oct 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 |
| 13. 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 |
| 14. Catalyst Private Wealth, LLC CRD 305565 · Limited Liability Company | SAN MATEO, CA | $370.4M Aug 2026 | +$39.9M+12.1% | +$175.7M+90.2% | +$186.8M+101.8% | — | -1 employees-16.7% over 3Y | +59 accounts+12.7% over 3Y |
| 15. 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 |
| 16. Emerson Equity LLC CRD 130032 · Limited Liability Company | SAN MATEO, CA | $321.7M Sep 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 |
| 17. 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 |
| 18. Private Portfolios, INC. CRD 111905 · Corporation | SAN MATEO, CA | $293.5M Sep 2026 | +$17.4M+6.3% | +$72.1M+32.6% | +$92.7M+46.2% | +$179.5M+157.6% | -1 employees-25.0% over 3Y | -25 accounts-5.2% over 3Y |
| 19. 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 |
| 20. 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 |
| 21. 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 |
| 22. 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 |
| 23. 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 |
| 24. Caregen Wealth Management CRD 315313 · Limited Liability Company | SAN MATEO, CA | $109.9M Aug 2026 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
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 sufficient historical filing data is unavailable for the lookback period.