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Find Top Financial Advisors in San Carlos, California
Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for San Carlos, California, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.
How To Find Trusted Financial Advisors in San Carlos, California
San Carlos has 6 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in San Carlos, California have an average of 28 years of experience.
NOTE: The list of vetted financial advisors in San Carlos, California mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in San Carlos, California.
Qualified Financial Advisors in San Carlos, California
VETTED
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 19 Years | Not Specified | $300,000 | Fee-Only | |
Edelman Financial Engines, LLC3945 Freedom CircleSanta Clara, CA 95054 2175 North California BoulevardWalnut Creek, CA 94596 | N/A | $0 | Not Specified | Fee-Only |
| Not Disclosed | Not Specified | $0 | Fee-Only | |
| N/A | $0 | $500,000 | Fee-Based | |
| N/A | Not Specified | Not Specified | Fee-Based |
Financial Advisor
Experience19 Years
AUMNot Specified
Minimum Assets$300,000
Fee StructureFee-Only
Financial Advisor
Edelman Financial Engines, LLC
3945 Freedom CircleSanta Clara, CA 95054
2175 North California BoulevardWalnut Creek, CA 94596
ExperienceN/A
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
ExperienceNot Disclosed
AUMNot Specified
Minimum Assets$0
Fee StructureFee-Only
Financial Advisor
ExperienceN/A
AUM$0
Minimum Assets$500,000
Fee StructureFee-Based
Financial Advisor
ExperienceN/A
AUMNot Specified
Minimum AssetsNot Specified
Fee StructureFee-Based
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Information on Qualified Financial Advisors in San Carlos, California
VETTED
Hetal SakiMBA, CFP®
Saaga Wealth Planning,About Hetal Saki
As a Certified Financial Planner(R), Hetal has been the professional partner that her clients can depend on when it comes to making important financial decisions. She understands that life transitions are a significant part of every person's journey, whether it be marriage, starting a family, changing jobs, or planning for retirement. With over 15 years of experience in the financial industry, Hetal is expertly equipped to guide her clients through these changes, ensuring they make informed financial decisions with clarity and confidence. Her approach is not only professional but also personal, as she cultivates a deep understanding of her clients' unique needs and aspirations. Clients often praise her for her ability to simplify complex financial concepts, making them accessible and understandable. Whether its budgeting for education, investing for the future, or devising a comprehensive retirement plan, Hetal is dedicated to providing the highest level of service and support throughout the entire financial planning process.
About Saaga Wealth Planning,
At Saaga Wealth Planning, we believe every financial journey is personal. The word Saaga means journeyand that philosophy is at the heart of everything we do.
We help individuals and families navigate retirement, wealth management and lifes financial transitions with clarity and confidence. Through thoughtful planning and an ongoing partnership, we create personalized strategies aligned with your goals and the life you want to live.
We help individuals and families navigate retirement, wealth management and lifes financial transitions with clarity and confidence. Through thoughtful planning and an ongoing partnership, we create personalized strategies aligned with your goals and the life you want to live.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts
Qualifications
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
Office Location
Virtual,Fremont,CA 94555
Phone Number
408-420-2270
VETTED
Edelman Financial Engines, LLC
About Edelman Financial Engines, LLC
Get a free financial plan
What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.
The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.
What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.
The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Office Locations
VETTED
Parker O'SullivanCRPS®
Farther Finance, LLCAbout Parker O'Sullivan
With over 15 years of industry experience, Parker is a fee-only financial advisor specializing in wealth management, financial planning, and investment management for high-net-worth individuals, executives, business owners, doctors, dentists, and retirees. He provides objective, holistic, comprehensive financial planning, investment, and retirement plan solutions that enable his clients to achieve their short and long-term financial goals.
Before Farther, Parker was most recently a wealth advisor at independent RIAs. Prior to joining the RIA side, he worked for Nuveen and Kayne Anderson in Los Angeles and Cambridge Associates in Boston. Parker holds the Chartered Retirement Plans Specialist (CRPS®) designation from the College of Financial Planning. He is currently working on his CFP® coursework at UC Berkley.
Parker graduated from the University of California Santa Barbara. A former ski instructor for Vail Resorts, Parker has a passion for skiing and loves spending time in the mountains. He lives in Moraga, CA, with his wife and daughter.
Before Farther, Parker was most recently a wealth advisor at independent RIAs. Prior to joining the RIA side, he worked for Nuveen and Kayne Anderson in Los Angeles and Cambridge Associates in Boston. Parker holds the Chartered Retirement Plans Specialist (CRPS®) designation from the College of Financial Planning. He is currently working on his CFP® coursework at UC Berkley.
Parker graduated from the University of California Santa Barbara. A former ski instructor for Vail Resorts, Parker has a passion for skiing and loves spending time in the mountains. He lives in Moraga, CA, with his wife and daughter.
About Farther Finance, LLC
Farther is a new kind of financial institution, combining expert advisors and cutting-edge technology to deliver a comprehensive, personalized client experience. Backed by Lightspeed Venture Partners, Bessemer Venture Partners, Context Ventures, Cota Capital, Khosla Ventures, MassMutual Ventures, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Qualifications
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
Office Location
600 Moraga Rd,Moraga,CA 94556
Phone Number
310-697-6795
VETTED
Longevity Wealth Management
About Longevity Wealth Management
Longevity Wealth Management is an independent financial planning and investment advisory firm based in Walnut Creek, California, led by founder Mario R. Hernandez, CFP®. As an independent Registered Investment Advisor, the firm offers objective, unbiased advice built entirely around each client's priorities rather than any single product or provider.
The firm takes a comprehensive, education-first approach to wealth management, pairing financial education with meticulous planning and clear guidance so clients understand not only what to do, but why. Services span retirement planning, investment management, estate planning, tax strategy, and insurance, giving individuals and families a coordinated plan for every stage of life.
Longevity Wealth Management is built on the belief that lasting financial confidence comes from a long-term partnership. Mario and his team advocate for their clients' goals across every milestone, helping bridge the gap between where clients are today and where they want to be, and providing lifelong guidance that adapts as their needs evolve.
The firm takes a comprehensive, education-first approach to wealth management, pairing financial education with meticulous planning and clear guidance so clients understand not only what to do, but why. Services span retirement planning, investment management, estate planning, tax strategy, and insurance, giving individuals and families a coordinated plan for every stage of life.
Longevity Wealth Management is built on the belief that lasting financial confidence comes from a long-term partnership. Mario and his team advocate for their clients' goals across every milestone, helping bridge the gap between where clients are today and where they want to be, and providing lifelong guidance that adapts as their needs evolve.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
925 Ygnacio Valley Rd, Suite 201,,Walnut Creek,CA 94598
Phone Number
925-818-2389
VETTED
David Roggenkamp
About Commonwealth Financial Network
Commonwealth wants you to succeed! Working with us will help you achieve financial independence. Together, we'll implement and monitor a comprehensive process for managing assets and can advise you on most other aspects of your financial life. We typically establish lifelong client relationships.
Client references furnished upon request. https://www.davidroggenkamp.com/
Client references furnished upon request. https://www.davidroggenkamp.com/
Qualifications
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
4040 Civic Center Drive,Suite 200,San Rafael,CA 94903
Phone Number
415-785-4540
WiserAdvisor Reviews
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Firm Name
CAPITAL RESEARCH AND MANAGEMENT COMPANYLos Angeles, CA
No. of Advisors1384
AUM$3,315,358,763,219
No. of Clients22262
Fee StructureA percentage of AUM, Other (GROSS INVESTMENT INCOME)
Firm Name
BLACKROCK FUND ADVISORSSan Francisco, CA
No. of Advisors700
AUM$3,047,294,350,591
No. of Clients522
Fee StructureA percentage of AUM
Firm Name
PACIFIC INVESTMENT MANAGEMENT COMPANY LLCNewport Beach, CA
No. of Advisors3194
AUM$2,615,929,249,500
No. of Clients2811
Fee StructureA percentage of AUM, Performance Based
Firm Name
CHARLES SCHWAB INVESTMENT MANAGEMENT, INCSan Francisco, CA
No. of Advisors857
AUM$1,098,805,397,188
No. of Clients304509
Fee StructureA percentage of AUM, Fixed fees, Other (COSTS)
Firm Name
FRANKLIN ADVISERS, INC.San Mateo, CA
No. of Advisors408
AUM$467,015,634,913
No. of Clients18979
Fee StructureA percentage of AUM, Performance Based
Firm Name
DODGE & COXSan Francisco, CA
No. of Advisors306
AUM$362,992,567,571
No. of Clients746
Fee StructureA percentage of AUM
Firm Name
ARES MANAGEMENT LLCLos Angeles, CA
No. of Advisors2919
AUM$314,926,162,888
No. of Clients535
Fee StructureA percentage of AUM, Performance Based
Firm Name
WESTERN ASSET MANAGEMENT COMPANYPasadena, CA
No. of Advisors471
AUM$298,749,800,684
No. of Clients36775
Fee StructureA percentage of AUM, Performance Based
Firm Name
GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLCSanta Monica, CA
No. of Advisors562
AUM$208,753,633,756
No. of Clients220
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
KKR CREDIT ADVISORS (US) LLCSan Francisco, CA
No. of Advisors470
AUM$205,116,297,686
No. of Clients187
Fee StructureA percentage of AUM, Performance Based, Other (MANAGEMENT FEES)
Firm Name
SAGEVIEW ADVISORY GROUP, LLCNewport Beach, CA
No. of Advisors262
AUM$202,573,491,630
No. of Clients34543
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
OAKTREE CAPITAL MANAGEMENT, L.P.Los Angeles, CA
No. of Advisors853
AUM$161,477,442,132
No. of Clients637
Fee StructureA percentage of AUM, Performance Based
Firm Name
PAYDEN & RYGELLos Angeles, CA
No. of Advisors183
AUM$142,283,304,330
No. of Clients869
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
PRIMECAP MANAGEMENT COPasadena, CA
No. of Advisors40
AUM$134,476,880,987
No. of Clients37
Fee StructureA percentage of AUM
Firm Name
HELLMAN & FRIEDMAN LLCSan Francisco, CA
No. of Advisors120
AUM$105,674,000,000
No. of Clients42
Fee StructureA percentage of AUM, Other (CARRIED INTEREST; PROFITS INTEREST)
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