Advisers in Foster City, CA

6 advisers in Foster City — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Bailard, INC.950 Tower Ln, Ste 1900 · Foster City, CA 94404 · (650) 571-5800 · Financial planningCRD 110550 · % of assets, Fixed fees, Performance-based fees · $7.6 billion AUMSEC registeredNo commissions reported Ieq Capital, LLC950 Tower Lane, Suite 1800 · Foster City, CA 94404 · (650) 581-9807 · Financial planningCRD 301819 · % of assets, Fixed fees · $56.8 billion AUMSEC registeredNo commissions reported Knuff & Company LLC950 Tower Lane, Suite 1525 · Foster City, CA 94404 · (650) 832-9010 · Financial planningCRD 298203 · % of assets, Performance-based fees · $393.9 million AUMSEC registeredNo commissions reported Neumann Capital Management303 Vintage Park Drive, Suite 100 · Foster City, CA 94404 · (650) 548-9200 · Financial planningCRD 112182 · % of assets · $630.3 million AUMSEC registeredNo commissions reported Summitry, LLC919 Hillsdale Blvd., Suite 150 · Foster City, CA 94404 · (650) 212-2240 · Financial planningCRD 128586 · % of assets, Fixed fees · $3.4 billion AUMSEC registeredNo commissions reported Team Hewins, LLC950 Tower Lane, Suite 1050 · Foster City, CA 94404 · (650) 620-3040 · Financial planningCRD 291194 · % of assets, Hourly charges, Fixed fees · $4.0 billion AUMSEC registeredNo commissions reported

Talking to advisers in Foster City? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.