69/100RFA Score
Ranked #1 because of its Google rating and specialty focus: 5.0★ from 59 Google reviews, listed on Google as “Financial planner”.
Wealth Managers in San Mateo, CA: 2026 rankings
68 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →
The short answer
- 1
Highest RFA Score in San Mateo: Tomren & Sullivan Wealth Management, RFA Score 69/100; 5.0★ from 59 Google reviews.
- 4
Most-reviewed: Summit Wealth & Retirement Partners, 44 Google reviews at 5.0★, the most of 68 ranked after Tomren & Sullivan Wealth Management; ranked #4.
Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank
68 San Mateo wealth managers are ranked here by RFA Score, from eight published factors. 2 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 68 rated firms.
Top 10 wealth managers in San Mateo at a glance
Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.
| Rank | Business | RFA Score | Google rating | Based in | Notable for |
|---|---|---|---|---|---|
| 1 | Tomren & Sullivan Wealth Management | 69 | 5.0★ (59) | San Ramon, 25 mi away | Top score |
| 2 | Monroe Wealth Management | 69 | 5.0★ (40) | San Francisco, 17 mi away | — |
| 3 | Traveka Wealth | 69 | 5.0★ (36) | Los Altos, 17 mi away | — |
| 4 | Summit Wealth & Retirement Partners | 68 | 5.0★ (44) | San Ramon, 24 mi away | Most reviews |
| 5 | Farther Finance - Michael Lee - Principal, Wealth Advisor & Focus Team Lead with the Focus Team at Farther | 68 | 5.0★ (26) | Alameda, 13 mi away | — |
| 6 | Dogpatch Wealth | 67 | 5.0★ (23) | San Francisco, 14 mi away | — |
| 7 | Wealth Script Advisors LLC | 67 | 5.0★ (22) | San Francisco, 16 mi away | — |
| 8 | MA Private Wealth, Financial Advisors | 66 | 5.0★ (11) | San Carlos, 5 mi away | — |
| 9 | Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth | 66 | 4.6★ (22) | San Francisco, 16 mi away | — |
| 10 | Wealth Cairn, LLC - An Investor Coaching Company | 66 | 4.9★ (32) | Campbell, 28 mi away | — |
All 68 wealth managers in San Mateo, in rank order
Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.
Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.
Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.
Based in San Francisco, 17 mi away
69/100RFA ScoreRanked #2 because of its Google rating and specialty focus: 5.0★ from 40 Google reviews, listed on Google as “Financial planner”.
Based in Los Altos, 17 mi away
69/100RFA ScoreRanked #3 because of its Google rating and specialty focus: 5.0★ from 36 Google reviews, listed on Google as “Financial advisor”.
Based in San Ramon, 24 mi away
68/100RFA ScoreRanked #4 because of its Google rating and specialty focus: 5.0★ from 44 Google reviews, listed on Google as “Financial planner”.
Based in Alameda, 13 mi away
68/100RFA ScoreRanked #5 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial advisor”.
Based in San Francisco, 14 mi away
67/100RFA ScoreRanked #6 because of its Google rating and specialty focus: 5.0★ from 23 Google reviews, listed on Google as “Financial planner”.
Based in San Francisco, 16 mi away
67/100RFA ScoreRanked #7 because of its Google rating and specialty focus: 5.0★ from 22 Google reviews, listed on Google as “Financial advisor”.
Based in San Carlos, 5 mi away
66/100RFA ScoreRanked #8 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial planner”.
Based in San Francisco, 16 mi away
66/100RFA ScoreRanked #9 because of its Google rating and specialty focus: 4.6★ from 22 Google reviews, listed on Google as “Financial planner”.
Based in Campbell, 28 mi away
66/100RFA ScoreRanked #10 because of its Google rating and specialty focus: 4.9★ from 32 Google reviews, listed on Google as “Financial planner”.
Based in San Ramon, 25 mi away
66/100RFA ScoreRanked #11 because of its Google rating and specialty focus: 5.0★ from 23 Google reviews, listed on Google as “Financial advisor”.
Based in San Francisco, 17 mi away
66/100RFA ScoreRanked #12 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Financial planner”.
Based in Burlingame, 3 mi away
66/100RFA ScoreRanked #13 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.
Based in Redwood City, 4 mi away
65/100RFA ScoreRanked #14 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.
Based in San Rafael, 31 mi away
65/100RFA ScoreRanked #15 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial planner”.
Based in Walnut Creek, 27 mi away
65/100RFA ScoreRanked #16 because of its Google rating and specialty focus: 5.0★ from 20 Google reviews, listed on Google as “Financial planner”.
Based in San Francisco, 16 mi away
65/100RFA ScoreRanked #17 because of its Google rating and specialty focus: 4.5★ from 15 Google reviews, listed on Google as “Financial planner”.
Based in Pleasant Hill, 30 mi away
65/100RFA ScoreRanked #18 because of its Google rating and specialty focus: 4.8★ from 25 Google reviews, listed on Google as “Financial planner”.
Based in San Francisco, 16 mi away
65/100RFA ScoreRanked #19 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial planner”.
Based in San Mateo
64/100RFA ScoreRanked #20 because of its Google rating and specialty focus: 4.4★ from 5 Google reviews, listed on Google as “Financial planner”.
Based in San Francisco, 16 mi away
64/100RFA ScoreRanked #21 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial planner”.
Based in San Jose, 25 mi away
64/100RFA ScoreRanked #22 because of its Google rating and specialty focus: 4.8★ from 16 Google reviews, listed on Google as “Financial planner”.
Based in Cupertino, 23 mi away
64/100RFA ScoreRanked #23 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.
Based in San Carlos, 6 mi away
63/100RFA ScoreRanked #24 because of its Google rating and specialty focus: 4.2★ from 5 Google reviews, listed on Google as “Financial planner”.
#25 Tessara Wealth
Based in Burlingame, 2 mi away
63/100RFA ScoreRanked #25 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.
Wealth managers ranked #26 to #50
#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 68 ranked wealth managers here; the rest are on their profiles.
Also serving San Mateo
20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.
How we ranked San Mateo wealth managers
We scored 68 San Mateo wealth managers on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.
Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.
| Factor | Weight | Computed from | In San Mateo data |
|---|---|---|---|
| Reputation | 30% | Google star rating, adjusted for how many reviews back it (client experience, not investment results) | Measured |
| Registration | 20% | Active SEC, state or Canadian securities registration matched in public records (not yet measured) | Not yet collected |
| Review volume | 10% | Number of Google reviews, compared with the most-reviewed firm on the list | Measured |
| Recency | 5% | Share of reviews from the last 12 months | Not yet collected |
| Specialty focus | 15% | How clearly the firm offers this specialty (its Google category and name) | Measured |
| Proximity | 5% | Based in the city scores highest, less the farther away it is | Measured |
| Claimed profile | 10% | The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same) | Measured |
| Partnered | 5% | The firm links to Ranked Financial Advisors from its own website with our badge, checked periodically | Measured |
How to choose a wealth manager
- Confirm the wealth manager and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
- Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
- Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
- Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
- Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
- Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
- Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.
Questions to ask a wealth manager
- Are you a fiduciary for all of the advice you give me, and will you put that in writing?
- How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
- Which registrations and designations do you hold, and where can I verify them?
- Who will hold my assets, and how will I see statements directly from that custodian?
- What services are included in your fee, and what would cost extra with you as my wealth manager?
- Do you have a minimum account size or minimum fee?
- Have you or your firm had any complaints or disciplinary actions? Where would I see them?
- How often will we meet, and who will I work with day to day?
- What happens to my plan or accounts if you retire or leave the firm?
Terms explained
- Fiduciary
- Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
- Registered investment adviser (RIA)
- A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
- Investment adviser representative (IAR)
- A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
- Broker-dealer
- A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
- Regulation Best Interest (Reg BI)
- The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
- Form ADV
- The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
- Form CRS
- A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
- CRD number
- The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
- Assets under management (AUM) fee
- A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
- Fee-only
- An advisor paid only by clients, with no commissions or other payments from product providers.
- Fee-based
- An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
- CFP® professional
- A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.
Wealth managers in San Mateo: frequently asked questions
Which wealth manager has the highest RFA Score in San Mateo?
By RFA Score, the highest-ranked wealth manager in San Mateo, CA is Tomren & Sullivan Wealth Management with an RFA Score of 69/100. It has 5.0★ from 59 Google reviews. Monroe Wealth Management (#2) and Traveka Wealth (#3) follow. We ranked 68 wealth managers on eight factors, last updated November 9, 2026.
How many wealth managers are there in San Mateo?
RankedFinancialAdvisors ranks 68 wealth managers serving San Mateo, CA. 1 of them is based in San Mateo; the rest serve it from nearby towns. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.
Which wealth managers in San Mateo work on weekends?
2 of 68 ranked wealth managers post Saturday hours. The highest-ranked open Saturdays is Northwestern Mutual Wealth Management - Jeff Y. Wong, Financial Advisor (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.
What Google rating do San Mateo wealth managers have?
The median Google rating among 68 rated wealth managers in San Mateo is 5.0★, with a median of 5 reviews. Tomren & Sullivan Wealth Management has the most, 59 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.
How does RankedFinancialAdvisors rank wealth managers?
Each wealth manager gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.
Do wealth managers outside San Mateo count in this ranking?
Yes, if they are within 40 mi of the San Mateo city center, our service radius for wealth managers. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.
Can wealth managers pay to rank higher on RankedFinancialAdvisors?
No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.
What does a wealth manager do?
Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.
How are wealth managers in San Mateo ranked?
By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers wealth management and how close it is. Paid placements never change the order, and the score does not measure investment performance.
How do I check a wealth manager’s registration and record?
Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.
Is every wealth manager in San Mateo a fiduciary?
Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.
How much do wealth managers charge?
Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.
Update log for San Mateo
- November 2026: RFA Scores recalculated for 68 wealth managers serving San Mateo.
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