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San Mateo, CA
Financial AdvisorUpdated September 2026
Best Financial Advisors in San Mateo, CA (2026)
Looking for a financial advisor in San Mateo? We've compiled a list of the top 20 verified financial advisors in San Mateo, CA based on ratings, reviews, and public business records.
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Total Financial Advisors
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Top Rated
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Avg Rating
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Total Reviews
Top 20 Financial Advisors in San Mateo, CA
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How We Chose These Financial Advisors
Our directory aggregates data from multiple public sources to compile the most comprehensive list of financial advisors in San Mateo, CA. Here's how we evaluate and rank professionals:
- Public Licensing Records — We verify that each professional holds valid, up-to-date licenses and registrations in CA.
- NPI Registry & Business Records — For healthcare professionals, we cross-reference the National Provider Identifier registry. For other verticals, we use state business filings and industry databases.
- Customer Ratings & Reviews — We aggregate ratings from major review platforms to surface the highest-quality professionals.
- Completeness of Information — Professionals with verified contact details, addresses, and active online presence rank higher.
Tips for Choosing a Financial Advisor in San Mateo
Check Reviews & Ratings
Look for financial advisors with consistently high ratings and a meaningful number of reviews. A financial advisor with 4.5 stars and 100+ reviews is generally more reliable than one with 5 stars and only 2 reviews.
Verify Credentials
Always verify that the financial advisor holds appropriate licenses for CA. Check with your state's licensing board for the most up-to-date information.
Compare Multiple Options
Don't settle for the first option. Contact at least 2-3 financial advisors to compare services, availability, and pricing before making your decision.
Ask About Experience
Inquire about the financial advisor's experience with your specific needs. Specialists who focus on particular areas may provide better outcomes than generalists.
Frequently Asked Questions
How many financial advisors are in San Mateo, CA?
Our directory currently lists 216 verified financial advisors in San Mateo, CA. This number is regularly updated as new professionals are added to our database.
How do I choose the best financial advisor in San Mateo?
Start by reviewing ratings and the number of reviews above. Look for professionals with consistent high marks and verified credentials. We recommend contacting 2-3 options to compare availability, services, and pricing.
Find a Financial Advisor in San Mateo Today
Browse our complete directory of 216 financial advisors in San Mateo, CA. Filter by rating, read reviews, and request quotes.
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