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Financial ADVSR advisor directory · SEC adviser records

Fisher Investments financial advisors in San Mateo, CA

Every SEC-registered investment adviser representative at a Fisher Investments office in San Mateo, A to Z.

The short answer

47 registered advisors work at Fisher Investments in San Mateo, out of 2,758 at the firm nationwide; it ranks number 1 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Fisher Investments advisors in San Mateo, A to Z

Every Fisher Investments advisor →

Fisher Investments advisors in other cities

Plano, TX 1,931Tampa, FL 374Camas, WA 244Woodside, CA 15Brooklyn, NY 2Charlotte, NC 2Frisco, TX 2Miami, FL 2Park City, UT 2Westerville, OH 2Arlington, VA 1Benbrook, TX 1Birmingham, MI 1Bloomfield Hills, MI 1Blue Bell, PA 1

Other firms in San Mateo

All San Mateo advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 37Emerson Equity LLC 30Morgan Stanley 30LPL Financial LLC 27UBS Financial Services Inc. 20Charles Schwab & Co., Inc. 18Newfront Retirement Services, Inc. 15J.P. Morgan Securities LLC 10Eagle Strategies LLC 8Vantage Wealth Management, LLC 7Wells Fargo Clearing Services, LLC 7Osaic Wealth, Inc. 6

Questions

How many financial advisors does Fisher Investments have in San Mateo?

47 investment adviser representatives are registered at Fisher Investments offices in San Mateo, California, according to the SEC's Investment Adviser Public Disclosure records, out of 2,758 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Fisher Investments one of the largest advisor employers in San Mateo?

Fisher Investments ranks number 1 in San Mateo by registered advisors, ahead of Merrill Lynch, Pierce, Fenner & Smith Incorporated (37).

How do I check a Fisher Investments advisor in San Mateo?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Fisher Investments office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.