The best financial advisors in San Mateo, CA
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#1GOLD STANDARD PICKFreedom Financial Network
Financial advisors, San Mateo, CA
4.7 stars62 reviews
C
#2CLEAR Retirement Advice
Financial advisors, San Mateo, CA
5.0 stars13 reviews
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#3MA Private Wealth, Financial Advisors
Financial advisors, San Mateo, CA
5.0 stars11 reviews
C
#4Chen Financial Group, LLC
Financial advisors, San Mateo, CA
5.0 stars10 reviews
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#5Gosho Financial Group
Financial advisors, San Mateo, CA
5.0 stars8 reviews
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#6Maven Lane Financial Group
Financial advisors, San Mateo, CA
5.0 stars3 reviews
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#7Payne Financial Consulting
Financial advisors, San Mateo, CA
5.0 stars3 reviews
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#8Fuller & Thaler Asset Management
Financial advisors, San Mateo, CA
5.0 stars2 reviews
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#9FocusYOU
Financial advisors, San Mateo, CA
5.0 stars1 reviews
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#10G H Hubbell & Associates
Financial advisors, San Mateo, CA
5.0 stars1 reviews
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#11Maheras Wealth Management
Financial advisors, San Mateo, CA
5.0 stars1 reviews
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#12Mark Flowers, CFP, CDFA
Financial advisors, San Mateo, CA
5.0 stars1 reviews
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#13SageCrest Wealth Management
Financial advisors, San Mateo, CA
5.0 stars1 reviews
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#14Brickley Wealth Management
Financial advisors, San Mateo, CA
4.4 stars5 reviews
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#15Lincoln Financial Advisors
Financial advisors, San Mateo, CA
4.3 stars3 reviews
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#16Fisher Investments
Financial advisors, San Mateo, CA
4.0 stars4 reviews
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#17Heritage Financial North
Financial advisors, San Mateo, CA
3.0 stars1 reviews
How the order is set: in each area and niche, the highest Google rating among businesses with at least 25 Google reviews comes first, a tie goes to more reviews, and businesses with fewer reviews follow. The first card is the Gold Standard Pick. Ratings, reviews and contact details are from our own scan of the area. Nobody can pay for a place. Updated November 15, 2026.
The Gold Standard Directory by The Algo Vision.