Top 6 financial advisor firms in Foster City

6 SEC-registered financial advisor firms are headquartered in Foster City, CA, with $72.7B in combined regulatory assets under management. The largest by assets are IEQ Capital ($56.8B), Bailard ($7.56B) and Team Hewins ($3.97B).

6
Financial advisor firms: $72.7B
Their combined AUM: $3.66B
Median firm AUM: 5,569
Clients of the top 6

The 6 largest by assets

1
IEQ Capital
RIA
$56.8B
Up to 1.00% a year
2
Bailard
RIA
$7.56B
0.50% to 1.00% a year
3
Team Hewins
RIA
$3.97B
0.30% to 1.00% a year
4
Summitry
RIA
$3.35B
0.63% to 1.25% a year
5
Neumann Capital Management
RIA
$630M
Regulatory AUM
6
Knuff & Company
RIA
$394M
0.50% to 1.00% a year

Profiles of the top 6

No. 1 · RIA

IEQ Capital

IEQ Capital is an investment adviser based in Foster City, CA, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals and charitable organizations. Its regulatory assets under management total $56.8 billion, as filed on 9 June 2026.

IEQ Capital charges up to 1.00% a year for its Investment management fee.

Regulatory AUM: $56.8B
Clients: 2,309
Advisory staff: 193
Founded: 2019
Fee schedule: Up to 1.00% a year
Custodians: Fidelity
Headquarters: 950 Tower Lane, Suite 1800, Foster City, CA 94404
Phone: 650-581-9807
Website: ieqcapital.com

No. 2 · RIA

Bailard

Bailard is an investment adviser based in Foster City, CA, registered with the SEC since 1972. It provides financial planning and investment management. Its clients include high-net-worth individuals, sovereign wealth funds and foreign official institutions, and pooled investment vehicles. Its regulatory assets under management total $7.56 billion, as filed on 17 September 2026.

Bailard charges 0.50%–1.00% a year for its Investment advisory fees for wealth management clients.

Regulatory AUM: $7.56B
Clients: 1,137
Advisory staff: 42
Fee schedule: 0.50% to 1.00% a year
Minimum account: $2,000,000
Custodians: Charles Schwab, BNY Mellon Capital Markets
Headquarters: 950 Tower LN, Ste 1900, Foster City, CA 94404-2131
Phone: 650-571-5800
Website: bailard.com

No. 3 · RIA

Team Hewins

Team Hewins is an investment adviser based in Foster City, CA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and state or municipal government entities. Its regulatory assets under management total $3.97 billion, as filed on 22 July 2026.

Team Hewins charges 0.30%–1.00% a year for its Standard Investment Advisory Services.

Regulatory AUM: $3.97B
Clients: 576
Advisory staff: 21
Fee schedule: 0.30% to 1.00% a year
Custodians: Charles Schwab, U.S. Bank National Association
Headquarters: 950 Tower Lane, Suite 1050, Foster City, CA 94404
Phone: 650-620-3040
Website: teamhewins.com

No. 4 · RIA

Summitry

Summitry is an investment adviser based in Foster City, CA, registered with the SEC since 2003. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and investment companies. Its regulatory assets under management total $3.35 billion, as filed on 30 June 2026.

Summitry charges 0.625%–1.25% a year for its Standard fee schedule.

Regulatory AUM: $3.35B
Clients: 1,327
Advisory staff: 20
Founded: 2003
Fee schedule: 0.63% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 919 Hillsdale BLVD., Suite 150, Foster City, CA 94404
Phone: 650-212-2240
Website: summitry.com

No. 5 · RIA

Neumann Capital Management

Neumann Capital Management is an investment adviser based in Foster City, CA, registered with the SEC since 1992. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $630 million, as filed on 26 August 2026.

Regulatory AUM: $630M
Clients: 191
Advisory staff: 4
Founded: 1990
Custodians: Charles Schwab
Headquarters: 303 Vintage Park Drive, Suite 100, Foster City, CA 94404-1167
Phone: 650-548-9200
Website: neumanncapital.com

No. 6 · RIA

Knuff & Company

Knuff & Company is an investment adviser based in Foster City, CA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals and pooled investment vehicles. Its regulatory assets under management total $394 million, as filed on 26 March 2026.

Knuff & Company charges 0.50%–1.00% a year for its Wealth planning and portfolio management.

Regulatory AUM: $394M
Clients: 29
Advisory staff: 3
Fee schedule: 0.50% to 1.00% a year
Minimum account: $2,000,000
Custodians: Charles Schwab
Headquarters: 950 Tower Lane, Suite 1525, Foster City, CA 94404
Phone: 650-832-9010
Website: knuffco.com

Questions about financial advisors in Foster City

How many financial advisor firms are headquartered in Foster City?

6 SEC-registered financial advisor firms report their principal office in Foster City, CA, managing $72.7B in regulatory assets between them. The other 3 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Foster City?

IEQ Capital, with $56.8B in regulatory assets under management on its latest Form ADV. The next largest are Bailard ($7.56B) and Team Hewins ($3.97B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Foster City?

The median firm manages $3.66B in regulatory assets. That is the midpoint of the 6 firms headquartered in Foster City.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Foster City charge?

Of the 6 largest firms, 5 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.25% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Foster City?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Foster City has 6 financial advisor firms; see every adviser in the city →