Ballast Point Financial Planning
“Despite studying economics, I didn't really understand how to even get started with planning my finances, and they really have made it easy.”
Best Financial Advisors in Burlingame, CA
15 firms listed · 7 in Burlingame · 10 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
GPS Capital Management
Lifetime Capital Group
Moreno Daniel C CPA
EH Shum Financial Solutions
Optura Advisors
The 15 firms listed for Burlingame, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Burlingame, CA
Of the 15 firms we list here, 7 are in Burlingame itself and 8 come from San Francisco (6, 12 mi), San Mateo (1, 4 mi) and Redwood City (1, 10 mi). 10 of the firms on this page have a rating, from 4.7 to 5.0 across 150 reviews; 1 has 50 or more reviews. 1 shows a license on its website and 2 have a BBB rating of A or A+. 13 have ten or more years of experience, the longest 39 years. 1 offers remote or virtual consultations and 2 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; 11 publish a contact page; 11 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Burlingame listed here?
7 of the 15 firms are located in Burlingame. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Financial Concepts
RHS Financial
“They communicate regularly to review the market status and to report the performance of our investments and they do so in a thorough, professional yet understandable manner.”
Twin Peaks Wealth Advisors
“I've especially appreciated working with the women on their team who understand my needs and go the extra mile to make me feel comfortable.”
Book onlineBook
The Advisory Group of San Francisco - Financial Advisors
Focusyou
“No matter what your situation is like they will assist in getting you together.”
Citrine Capital
“The good thing about Jirayr and Citrine is he will explain as little or as much as you want, and actually educates you along the way so you feel empowered.”
Book onlineBook
True Root Financial
“For a complete novice to the financial world and to investing like myself, Roshani has been remarkable in her tailored approach to financial advice, answering all of my questions about risk and return, allaying my concerns, and helping me understand the market.”
Peter B. Diaz, CPA
“He also took the time to explain how and why things were done so that I could make better decisions about my taxes for next year.”
The Humphreys Group
Why these companies made our list
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