Firms by city
Registered investment advisers in San Mateo, FL
One SEC-registered adviser headquartered in San Mateo, listed by regulatory assets under management as reported on Form ADV.
1 firm listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Franklin Advisory ServicesCRD 111361 | San Mateo, FL | $14.07B | 2 | 66 |
Franklin Advisory ServicesCRD 111361$14.07B
- Headquarters
- San Mateo, FL
- Advisory staff
- 2
- Clients
- 66
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 Florida.
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.