Ways to browse Independent advisors serving San Mateo, CA

Pick a specialty to browse more Independent advisors serving San Mateo, CA.

Browse by specialty

Find advisors serving San Mateo, CA who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	687
Private / alternative investments	593
Executive	526
Options & derivatives strategies	521
Wealth management	492
Active portfolio management	378
Tax-loss harvesting	355
Retirement plans for business owners (SEP, solo 401k)	321
Concentrated stock management	308
Real estate investing	227
ESG / Sustainable investing	223
General retirement planning	196
Charitable giving & philanthropy	179
College savings (529s, UTMA, etc.)	177
Passive / index investing	174
Retirement income strategy	153
Retired	147
Cash flow / budgeting	129
Mid-Career Professionals	113
Annuities	106
General tax planning	97
General estate planning guidance	92
Equity compensation tax strategy	80
Income planning	74
Debt management	58
Elder care planning	43
Divorce financial planning	40
Life insurance needs analysis	40
Tax strategies for small businesses	40
Business succession planning	38
Business exit / sale strategy	37
Business ownership considerations	36
Equity Recipients (RS/RSU, SOP, ESPP)	36
Long-term care insurance	36
Factor investing / smart beta	28
Established Professionals	25
Business sale tax planning	23
Approaching retirement	22
Multi-generational wealth transfer	22
Values-based investing	22
HENRY (High Earners, Not Rich Yet)	21
Technology Professional	21
Disability insurance	19
Retirement withdrawal strategies	16
Self-Employed	15
Charitable giving tax strategies	13
Financial Professional	13
Social Security optimization	11
Women Professionals	11
Stock option exercise strategy	10
Doctor or Medical Professional	9
Cross-border & expatriate issues	6
Planning for children with special needs	5
Women's Finance	5
Retired	4
Sandwich Generation	4
Widow/Widower	4
Young Families	4
Young Professionals	4
LGBTQIA	3
Liquidity event planning	3
Parents	3

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support