BRICKLEY WEALTH MANAGEMENT - Financial Advisor in California, San Mateo

Tel: (650) 638-0111 161 W 25th Avenue Suite 204 San Mateo, California 94403-2266

About BRICKLEY WEALTH MANAGEMENT

BRICKLEY WEALTH MANAGEMENT is a San Mateo, California based financial advisory firm with nearly $720,074,814 in assets under management and provides investment advisory services for 523 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

287487

Firm SEC#:

801-110453

Assets Under Management:

$720,074,814

No. of Clients:

523

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in California?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in California, San Mateo

FirmCRD#:104517

SEC#:801-26292

No. of Advisors:408

No. of Clients:18979

AUM:$467,015,634,913

FirmCRD#:107033

SEC#:801-43915

No. of Advisors:27

No. of Clients:2786

AUM:$20,397,025,075

FirmCRD#:111361

SEC#:801-51967

No. of Advisors:2

No. of Clients:57

AUM:$9,181,743,533

FirmCRD#:161527

SEC#:801-74144

No. of Advisors:77

No. of Clients:7

AUM:$7,955,585,937

FirmCRD#:160694

SEC#:801-74059

No. of Advisors:22

No. of Clients:11

AUM:$6,416,356,102

FirmCRD#:172955

SEC#:801-81188

No. of Advisors:47

No. of Clients:9

AUM:$3,505,469,014

FirmCRD#:305064

SEC#:801-117367

No. of Advisors:37

No. of Clients:8

AUM:$2,155,315,048

FirmCRD#:281280

SEC#:801-108607

No. of Advisors:62

No. of Clients:10

AUM:$2,019,603,138

FirmCRD#:310662

SEC#:801-120524

No. of Advisors:3

No. of Clients:3

AUM:$1,080,181,223

FirmCRD#:112016

SEC#:801-39280

No. of Advisors:20

No. of Clients:3

AUM:$825,653,474

FirmCRD#:170229

SEC#:801-110711

No. of Advisors:17

No. of Clients:1

AUM:$758,016,212

FirmCRD#:311947

SEC#:801-126285

No. of Advisors:8

No. of Clients:10

AUM:$612,441,426

FirmCRD#:152374

SEC#:801-70921

No. of Advisors:9

No. of Clients:1470

AUM:$606,613,582

FirmCRD#:109280

SEC#:801-58179

No. of Advisors:3

No. of Clients:916

AUM:$499,355,666

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

FRANKLIN ADVISERS, INC.

104517

801-26292

18979

408

$467,015,634,913

FULLER & THALER ASSET MANAGEMENT INC

107033

801-43915

2786

$20,397,025,075

FRANKLIN ADVISORY SERVICES, LLC

111361

801-51967

$9,181,743,533

WESTBRIDGE CAPITAL US ADVISORS, LP

161527

801-74144

$7,955,585,937

FISHER LYNCH CAPITAL, LLC

160694

801-74059

$6,416,356,102

SUMERU EQUITY PARTNERS

172955

801-81188

$3,505,469,014

SUNSTONE PARTNERS

305064

801-117367

$2,155,315,048

THEOREM

281280

801-108607

$2,019,603,138

HERCULES ADVISER LLC

310662

801-120524

$1,080,181,223

TDA INVESTMENT GROUP

112016

801-39280

$825,653,474

FREEDOM FINANCIAL ASSET MANAGEMENT, LLC

170229

801-110711

$758,016,212

INVICTUS GROWTH PARTNERS

311947

801-126285

$612,441,426

VANTAGE WEALTH MANAGEMENT, LLC

152374

801-70921

1470

$606,613,582

SUMMIT FINANCIAL

109280

801-58179

916

$499,355,666

Explore More Financial Advisor Firms in San Mateo, California >>