Verified · San Mateo
Trusted Financial Advisors in San Mateo, CA
Trust matters when you're inviting a pro into your home or business. These financial advisors in San Mateo have earned it through hundreds of verified reviews.
As of July 2026, RatingsNearMe ranks 19 financial advisors in San Mateo, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Freedom Financial Network with a 4.7-star rating from 61 Google reviews and an RNM Score of 76/100. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Merrill Lynch Financial Advisor Cary Koh
Cary Koh is consistently top-ranked for personalized wealth management and client satisfaction in San Mateo.
Most Reviewed
Merrill Lynch Financial Advisor Cary Koh
A high number of reviews indicates broad client experience and trust in the advisor's services.
When choosing a financial advisor in San Mateo, consider both the advisor's credentials and the number of client reviews to gauge reliability and service quality. Always verify that the advisor's expertise aligns with your specific financial goals.
Local Market Snapshot
19
Businesses listed
4.7★
Avg rating
10
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Rated 4.7 stars from 61 Google reviews by local clients in San Mateo.
1875 S Grant St #400, San Mateo, CA 94402, USAExceptional 5.0-star rating from 33 reviews in San Mateo.
1710 S Amphlett Blvd #128, San Mateo, CA 94402, USAA San Mateo financial advisor earning a perfect 5.0-star rating from 11 reviews.
1355 A San Carlos Ave, San Carlos, CA 94070, USAFinancial 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 | CLEAR Retirement Advice1900 S Norfolk St #350, San Mateo, CA 94403, USA | 5.0★ | 10 |
| #6 | SageCrest Wealth Management1510 Fashion Island Blvd #380, San Mateo, CA 94404, USA | 5.0★ | 1 |
| #7 | Charles Schwab1300 S El Camino Real UNIT 110, San Mateo, CA 94402, USA | 4.0★ | 18 |
| #8 | Brickley Wealth Management161 W 25th Ave Suite 204, San Mateo, CA 94403, USA | 4.4★ | 5 |
| #9 | Payne Financial Consulting1900 S Norfolk St # 215, San Mateo, CA 94403, USA | 5.0★ | 3 |
| #10 | Lincoln Financial Advisors1510 Fashion Island Blvd # 210, San Mateo, CA 94404, USA | 4.3★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in San Mateo
Exceptional 5.0-star rating from 10 Google reviews for San Mateo financial advising.
1600 W Hillsdale Blvd Ste 102, San Mateo, CA 94402, USA
Rated 5.0 stars from 10 Google reviews for financial guidance in San Mateo.
1900 S Norfolk St #350, San Mateo, CA 94403, USA
Rated 5.0 stars from a small number of Google reviews in San Mateo.
1510 Fashion Island Blvd #380, San Mateo, CA 94404, USA
Trusted by clients, this San Mateo financial advisor holds a solid 4.0 stars from 18 reviews.
1300 S El Camino Real UNIT 110, San Mateo, CA 94402, USA
Trusted by clients with a solid 4.4-star rating from 5 reviews in San Mateo.
161 W 25th Ave Suite 204, San Mateo, CA 94403, USA
Rated 5.0 stars from three Google reviews by local clients.
1900 S Norfolk St # 215, San Mateo, CA 94403, USA
Trusted by clients, this San Mateo advisor holds a solid 4.3-star rating from several reviews.
1510 Fashion Island Blvd # 210, San Mateo, CA 94404, USA
San Mateo financial advisor with mixed feedback from two Google reviews.
101 S Ellsworth Ave Suite 400, San Mateo, CA 94401, USA
Rated 5.0 stars from 2 Google reviews, a highly trusted local option.
101 S Ellsworth Ave Suite 400, San Mateo, CA 94401, USA
Exceptional 5.0-star rating from 2 Google reviews in San Mateo.
101 S Ellsworth Ave 4th floor, San Mateo, CA 94401, USA
Rated 5.0 stars from 1 Google review, indicating high client satisfaction.
155 Bovet Rd, San Mateo, CA 94402, USA
No reviews yet for this San Mateo financial advisor.
411 Borel Ave Suite 505, San Mateo, CA 94402, USA
A trusted San Mateo financial advisor with a perfect 5.0★ rating from 8 reviews.
1900 S Norfolk St #350, San Mateo, CA 94403, USA
Trusted San Mateo financial advisor with a solid 4.0 rating from 4 Google reviews.
1450 Fashion Island Blvd, San Mateo, CA 94404, USA
Earns a perfect 5.0-star rating from a handful of client reviews.
1900 O'Farrell St # 180, San Mateo, CA 94403, USA
This financial advisor in San Mateo has not yet received any Google reviews.
1600 W Hillsdale Blvd Ste 102, San Mateo, CA 94402, USA
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Financial Advisors in San Mateo, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Freedom Financial Network | 76/100 | 4.7 ★ | 61 |
| 2 | Sid Financial Services, LLC | 77/100 | 5.0 ★ | 33 |
| 3 | MA Private Wealth, Financial Advisors | 72/100 | 5.0 ★ | 11 |
| 4 | Chen Financial Group, LLC | 71/100 | 5.0 ★ | 10 |
| 5 | CLEAR Retirement Advice | 71/100 | 5.0 ★ | 10 |
| 6 | SageCrest Wealth Management | 62/100 | 5.0 ★ | 1 |
| 7 | Charles Schwab | 57/100 | 4.0 ★ | 18 |
| 8 | Brickley Wealth Management | 58/100 | 4.4 ★ | 5 |
| 9 | Payne Financial Consulting | 66/100 | 5.0 ★ | 3 |
| 10 | Lincoln Financial Advisors | 54/100 | 4.3 ★ | 3 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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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: July 4, 2026.
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