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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in San Mateo, CA

Every SEC-registered financial advisor at a firm office in San Mateo who lists the Chartered Financial Analyst designation, A to Z.

20 CFA charterholders work in San Mateo; the most are at Fisher Investments (3). 2 are also registered broker representatives.

CFA advisors in San Mateo, A to Z

Every advisor in San Mateo →

Firms with the most CFA charterholders in San Mateo

Fisher Investments 3Emerson Equity LLC 2Summitry, LLC 2Balopole Investment Management Corporation 1Banyan Lake Capital LLC 1Empirical Wealth Management 1Ep Wealth Advisors 1Kestrel Investment Management Corp. 1Kilimanjaro Capital, LLC 1King Wealth Advisors, LLC 1Newfront Retirement Services, Inc. 1Northside Capital Management LLC 1Novice Capital LLC 1Talanton Capital Management, LLC 1Tamarind Financial Planning 1

CFA advisors in other California cities

All of California →

San Francisco 180Los Angeles 169San Diego 110Newport Beach 80Irvine 51Pasadena 43Foster City 32Walnut Creek 29Torrance 24Beverly Hills 21Menlo Park 19Palo Alto 19La Jolla 18Santa Barbara 17El Segundo 16Oakland 12Santa Monica 12Carlsbad 11Aliso Viejo 10San Rafael 10Berkeley 9Costa Mesa 9Folsom 8San Jose 8

Questions

How many CFA financial advisors are in San Mateo, CA?

20 SEC-registered investment adviser representatives at firm offices in San Mateo, California list the CFA designation; Fisher Investments employs the most of them (3).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How do I check a CFA 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. Confirm the CFA itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.