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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in San Mateo, CA

Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in San Mateo, A to Z.

The short answer

6 registered advisors work at Osaic Wealth, Inc. in San Mateo, out of 7,287 at the firm nationwide; it ranks number 13 in the city by advisors. 1 list the CFP designation and 6 are also registered broker representatives.

Osaic Wealth, Inc. advisors in San Mateo, A to Z

Every Osaic Wealth, Inc. advisor →

Osaic Wealth, Inc. advisors in every city and state →Osaic Wealth, Inc.: assets, clients and custodians →Osaic news and advisor moves →Advisor Moves: who changed firms this week →

Osaic Wealth, Inc. advisors in other cities

Scottsdale, AZ 291Maumee, OH 54Omaha, NE 53Raleigh, NC 51Houston, TX 47Melville, NY 46San Diego, CA 46Honolulu, HI 45Irvine, CA 45Southfield, MI 42Rochester, NY 40Lincoln, NE 38Overland Park, KS 38Wichita, KS 36Dallas, TX 33

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. 18Newfront Retirement Services, Inc. 15J.P. Morgan Securities LLC 10Eagle Strategies LLC 8Vantage Wealth Management, LLC 7Wells Fargo Clearing Services, LLC 7

Questions

How many financial advisors does Osaic Wealth, Inc. have in San Mateo?

6 investment adviser representatives are registered at Osaic Wealth, Inc. offices in San Mateo, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 1 list the CFP designation and 6 are also registered as broker representatives.

Is Osaic Wealth, Inc. one of the largest advisor employers in San Mateo?

Osaic Wealth, Inc. ranks number 13 in San Mateo by registered advisors; Fisher Investments has the most, with 48.

How do I check a Osaic Wealth, 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 Osaic Wealth, 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.