Firms by city
Registered investment advisers in San Mateo, CA
2 SEC-registered advisers headquartered in San Mateo, listed by regulatory assets under management as reported on Form ADV.
2 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Franklin AdvisersCRD 104517 | San Mateo, CA | $509.45B | 272 | 25,120 |
| Fuller & Thaler Asset ManagementCRD 107033 | San Mateo, CA | $30.25B | 11 | 6,124 |
Franklin AdvisersCRD 104517$509.45B
- Headquarters
- San Mateo, CA
- Advisory staff
- 272
- Clients
- 25,120
Fuller & Thaler Asset ManagementCRD 107033$30.25B
- Headquarters
- San Mateo, CA
- Advisory staff
- 11
- Clients
- 6,124
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in San Mateo on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in California.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.