Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Newfront Retirement Services, Inc. financial advisors in San Mateo, CA

Every SEC-registered investment adviser representative at a Newfront Retirement Services, Inc. office in San Mateo, A to Z.

The short answer

14 registered advisors work at Newfront Retirement Services, Inc. in San Mateo, out of 21 at the firm nationwide; it ranks number 8 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Newfront Retirement Services, Inc. advisors in San Mateo, A to Z

Every Newfront Retirement Services, Inc. advisor →

Newfront Retirement Services, Inc. advisors in every city and state →Newfront Retirement Services, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Newfront Retirement Services, Inc. advisors in other cities

San Francisco, CA 2Oakland, CA 1Rancho Cordova, CA 1Sacramento, CA 1San Jose, CA 1Vancouver, WA 1

Other firms in San Mateo

All San Mateo advisors →

Fisher Investments 48Merrill Lynch, Pierce, Fenner & Smith Incorporated 37Emerson Equity LLC 30Morgan Stanley 30LPL Financial LLC 27UBS Financial Services Inc. 20Charles Schwab & Co., Inc. 18J.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 Newfront Retirement Services, Inc. have in San Mateo?

14 investment adviser representatives are registered at Newfront Retirement Services, Inc. offices in San Mateo, California, according to the SEC's Investment Adviser Public Disclosure records, out of 21 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Newfront Retirement Services, Inc. one of the largest advisor employers in San Mateo?

Newfront Retirement Services, Inc. ranks number 8 in San Mateo by registered advisors; Fisher Investments has the most, with 48.

How do I check a Newfront Retirement Services, Inc. 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 Newfront Retirement Services, Inc. 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.