Top Picks · San Mateo
Best Financial Advisors in San Mateo, CA
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of May 2026, RatingsNearMe ranks 19 financial advisors in San Mateo, CA by verified customer ratings and review volume. The highest-rated is Freedom Financial Network with a 4.7-star rating from 61 verified reviews. Also in the top tier: Sid Financial Services, LLC and MA Private Wealth, Financial Advisors. The average rating across all listed financial advisors in San Mateo is 4.7 stars from 10 reviews per business on average.
Financial advisors in San Mateo typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
19
Businesses listed
4.7★
Avg rating
10
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Freedom Financial Network
1875 S Grant St #400, San Mateo, CA 94402, USA
Sid Financial Services, LLC
1710 S Amphlett Blvd #128, San Mateo, CA 94402, USA
MA Private Wealth, Financial Advisors
1355 A San Carlos Ave, San Carlos, CA 94070, USA
Financial Advisors Rankings in San Mateo, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Freedom Financial Network1875 S Grant St #400, San Mateo, CA 94402, USA | 4.7★ | 61 |
| #2 | Sid Financial Services, LLC1710 S Amphlett Blvd #128, San Mateo, CA 94402, USA | 5.0★ | 33 |
| #3 | MA Private Wealth, Financial Advisors1355 A San Carlos Ave, San Carlos, CA 94070, USA | 5.0★ | 11 |
| #4 | Chen Financial Group, LLC1600 W Hillsdale Blvd Ste 102, San Mateo, CA 94402, USA | 5.0★ | 10 |
| #5 | SageCrest Wealth Management1510 Fashion Island Blvd #380, San Mateo, CA 94404, USA | 5.0★ | 1 |
| #6 | Gosho Financial Group1900 S Norfolk St #350, San Mateo, CA 94403, USA | 5.0★ | 8 |
| #7 | CLEAR Retirement Advice1900 S Norfolk St #350, San Mateo, CA 94403, USA | 5.0★ | 10 |
| #8 | Merrill Lynch Wealth Management101 S Ellsworth Ave Suite 400, San Mateo, CA 94401, USA | 3.0★ | 2 |
| #9 | Ting & Associates at Merrill Lynch101 S Ellsworth Ave 4th floor, San Mateo, CA 94401, USA | 5.0★ | 2 |
| #10 | Charles Schwab1300 S El Camino Real UNIT 110, San Mateo, CA 94402, USA | 4.0★ | 18 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in San Mateo
Chen Financial Group, LLC
1600 W Hillsdale Blvd Ste 102, San Mateo, CA 94402, USA
SageCrest Wealth Management
1510 Fashion Island Blvd #380, San Mateo, CA 94404, USA
Gosho Financial Group
1900 S Norfolk St #350, San Mateo, CA 94403, USA
CLEAR Retirement Advice
1900 S Norfolk St #350, San Mateo, CA 94403, USA
Merrill Lynch Wealth Management
101 S Ellsworth Ave Suite 400, San Mateo, CA 94401, USA
Ting & Associates at Merrill Lynch
101 S Ellsworth Ave 4th floor, San Mateo, CA 94401, USA
Charles Schwab
1300 S El Camino Real UNIT 110, San Mateo, CA 94402, USA
Brickley Wealth Management
161 W 25th Ave Suite 204, San Mateo, CA 94403, USA
Lincoln Financial Advisors
1510 Fashion Island Blvd # 210, San Mateo, CA 94404, USA
Maheras Wealth Management
155 Bovet Rd, San Mateo, CA 94402, USA
Merrill Lynch Financial Advisor Cary Koh
101 S Ellsworth Ave Suite 400, San Mateo, CA 94401, USA
George Papadoyannis - Ameriprise Financial Services, Inc.
1900 O'Farrell St # 180, San Mateo, CA 94403, USA
Edward Jones - Financial Advisor: Erin Sinclair, CFP®
411 Borel Ave Suite 505, San Mateo, CA 94402, USA
Baywood Private Wealth Management, LLC / LPL Financial
1600 W Hillsdale Blvd Ste 102, San Mateo, CA 94402, USA
Payne Financial Consulting
1900 S Norfolk St # 215, San Mateo, CA 94403, USA
Fisher Investments
1450 Fashion Island Blvd, San Mateo, CA 94404, USA
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Frequently Asked Questions — Financial Advisors in San Mateo
What is a fiduciary financial advisor and why does it matter in San Mateo?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in San Mateo, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in San Mateo?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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