{ "path": "/advisors/ca/san-francisco", "url": "https://advisorcensus.com/advisors/ca/san-francisco", "page_type": "metro", "title": "Financial advisors in San Francisco, CA", "filters": {}, "scope_total": 1779, "faq": [ { "q": "How many financial advisory firms are there in San Francisco, CA?", "a": "AdvisorCensus lists 1,779 investment advisory firms with a principal office in the San Francisco metro area, from Form ADV filings as of October 2026: 688 SEC-registered, 294 state-registered, and 797 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in San Francisco, CA?", "a": "320 of the 1,779 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in San Francisco, CA offer financial planning?", "a": "438 of the 982 firms in San Francisco, CA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in San Francisco, CA fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 320 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 1,779 investment advisory firms with a principal office in the San Francisco metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "San Francisco has 1,779 investment advisory firms with a principal office in the metro area as of October 2026: 688 SEC-registered, 294 state-registered, and 797 exempt reporting advisers. 320 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 263 report under $100 million in regulatory assets under management. The metro area has 1,744,070 households, 592,601 of them with income of $200,000 or more, or 333 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in San Francisco, CA: 1,779 firms from Form ADV filings as of October 2026.", "total_firms": 1779, "page": 1, "total_pages": 36, "sort": "name", "registration_types": { "sec": 688, "state": 294, "exempt": 797 }, "fee_model_mix": [ { "code": "fee-only", "count": 320 }, { "code": "percentage_of_aum", "count": 901 }, { "code": "hourly", "count": 281 }, { "code": "subscription", "count": 14 }, { "code": "fixed", "count": 389 }, { "code": "commissions", "count": 11 }, { "code": "performance_based", "count": 359 }, { "code": "other", "count": 136 }, { "code": "not_reported", "count": 797 } ], "years_registered_distribution": [ { "code": "under_5", "count": 812 }, { "code": "5_to_9", "count": 394 }, { "code": "10_to_19", "count": 368 }, { "code": "20_plus", "count": 175 }, { "code": "not_reported", "count": 30 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 126 }, { "code": "25m_100m", "count": 137 }, { "code": "100m_500m", "count": 259 }, { "code": "500m_1b", "count": 103 }, { "code": "1b_5b", "count": 174 }, { "code": "over_5b", "count": 111 }, { "code": "not_reported", "count": 869 } ], "firms": [ { "crd_number": 301237, "name": "010118 Management, L.P.", "name_as_filed": "010118 MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/010118-management-l-p-san-francisco-ca-301237", "city": "San Francisco", "state": "CA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 162351, "name": "137 Ventures Management, LLC", "name_as_filed": "137 VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/137-ventures-management-llc-san-francisco-ca-162351", "city": "San Francisco", "state": "CA", "years_registered": 11, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 330697, "name": "18 West Capital Partners LLC", "name_as_filed": "18 WEST CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/18-west-capital-partners-llc-san-francisco-ca-330697", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 285866, "name": "1SHARPE Capital LLC", "name_as_filed": "1SHARPE CAPITAL LLC", "url": "https://advisorcensus.com/firm/1sharpe-capital-llc-san-francisco-ca-285866", "city": "San Francisco", "state": "CA", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 304168, "name": "1st Course Capital Management, LLC", "name_as_filed": "1ST COURSE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/1st-course-capital-management-llc-redwood-city-ca-304168", "city": "Redwood City", "state": "CA", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 341442, "name": "224 Capital LLC", "name_as_filed": "224 CAPITAL LLC", "url": "https://advisorcensus.com/firm/224-capital-llc-san-francisco-ca-341442", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 321678, "name": "25V Management, LLC", "name_as_filed": "25V MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/25v-management-llc-san-mateo-ca-321678", "city": "San Mateo", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 329523, "name": "2717 Partners LP", "name_as_filed": "2717 PARTNERS LP", "url": "https://advisorcensus.com/firm/2717-partners-lp-san-francisco-ca-329523", "city": "San Francisco", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 324187, "name": "3 Management Co, LLC", "name_as_filed": "3 MANAGEMENT CO, LLC", "url": "https://advisorcensus.com/firm/3-management-co-llc-san-francisco-ca-324187", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 283581, "name": "361 Financial Planning, Inc.", "name_as_filed": "361 FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/361-financial-planning-inc-walnut-creek-ca-283581", "city": "Walnut Creek", "state": "CA", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 318326, "name": "37NORTH Capital Management, LLC", "name_as_filed": "37NORTH CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/37north-capital-management-llc-sausalito-ca-318326", "city": "Sausalito", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 314953, "name": "43 Management LLC", "name_as_filed": "43 MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/43-management-llc-san-francisco-ca-314953", "city": "San Francisco", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 320741, "name": "444 Management Services, LLC", "name_as_filed": "444 MANAGEMENT SERVICES, LLC", "url": "https://advisorcensus.com/firm/444-management-services-llc-sausalito-ca-320741", "city": "Sausalito", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 161526, "name": "500 Global", "name_as_filed": "500 GLOBAL", "url": "https://advisorcensus.com/firm/500-global-pleasant-hill-ca-161526", "city": "Pleasant Hill", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 292500, "name": "500 Kimchi Management Company LLC", "name_as_filed": "500 KIMCHI MANAGEMENT COMPANY LLC", "url": "https://advisorcensus.com/firm/500-kimchi-management-company-llc-pleasant-hill-ca-292500", "city": "Pleasant Hill", "state": "CA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 160395, "name": "5AM Ventures", "name_as_filed": "5AM VENTURES", "url": "https://advisorcensus.com/firm/5am-ventures-san-francisco-ca-160395", "city": "San Francisco", "state": "CA", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 313557, "name": "8-BIT Capital Management, LLC", "name_as_filed": "8-BIT CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/8-bit-capital-management-llc-san-francisco-ca-313557", "city": "San Francisco", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 343634, "name": "99VC LLC", "name_as_filed": "99VC LLC", "url": "https://advisorcensus.com/firm/99vc-llc-greenbrae-ca-343634", "city": "Greenbrae", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 316533, "name": "A-Star Partners, LLC", "name_as_filed": "A-STAR PARTNERS, LLC", "url": "https://advisorcensus.com/firm/a-star-partners-llc-san-francisco-ca-316533", "city": "San Francisco", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 171174, "name": "A.capital Ventures", "name_as_filed": "A.CAPITAL VENTURES", "url": "https://advisorcensus.com/firm/a-capital-ventures-san-francisco-ca-171174", "city": "San Francisco", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 324429, "name": "A16Z Perennial Management, L.P.", "name_as_filed": "A16Z PERENNIAL MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/a16z-perennial-management-l-p-menlo-park-ca-324429", "city": "Menlo Park", "state": "CA", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 341570, "name": "AAF Ventures, LLC", "name_as_filed": "AAF VENTURES, LLC", "url": "https://advisorcensus.com/firm/aaf-ventures-llc-san-francisco-ca-341570", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 298167, "name": "Aavcf LLC", "name_as_filed": "AAVCF LLC", "url": "https://advisorcensus.com/firm/aavcf-llc-san-francisco-ca-298167", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 163520, "name": "Aberdare Management Company, LLC", "name_as_filed": "ABERDARE MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/aberdare-management-company-llc-san-francisco-ca-163520", "city": "San Francisco", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 323353, "name": "Abra Capital Management, LP", "name_as_filed": "ABRA CAPITAL MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/abra-capital-management-lp-san-francisco-ca-323353", "city": "San Francisco", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 321158, "name": "Abramson Financial Planning, LLC", "name_as_filed": "ABRAMSON FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/abramson-financial-planning-llc-burlingame-ca-321158", "city": "Burlingame", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 120177, "name": "Abunda Financial, LLC", "name_as_filed": "ABUNDA FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/abunda-financial-llc-sausalito-ca-120177", "city": "Sausalito", "state": "CA", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 310887, "name": "Abundance Advisers", "name_as_filed": "ABUNDANCE ADVISERS", "url": "https://advisorcensus.com/firm/abundance-advisers-pleasanton-ca-310887", "city": "Pleasanton", "state": "CA", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 156498, "name": "Accel-KKR", "name_as_filed": "ACCEL-KKR", "url": "https://advisorcensus.com/firm/accel-kkr-menlo-park-ca-156498", "city": "Menlo Park", "state": "CA", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 183518, "name": "Acclaro Wealth Management", "name_as_filed": "ACCLARO WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/acclaro-wealth-management-walnut-creek-ca-183518", "city": "Walnut Creek", "state": "CA", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 166977, "name": "Accord Equity Advisors LLC", "name_as_filed": "ACCORD EQUITY ADVISORS LLC", "url": "https://advisorcensus.com/firm/accord-equity-advisors-llc-san-francisco-ca-166977", "city": "San Francisco", "state": "CA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 164341, "name": "Accretive Wealth Management, LLC", "name_as_filed": "ACCRETIVE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/accretive-wealth-management-llc-san-ramon-ca-164341", "city": "San Ramon", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 162093, "name": "Acero Capital", "name_as_filed": "ACERO CAPITAL", "url": "https://advisorcensus.com/firm/acero-capital-san-francisco-ca-162093", "city": "San Francisco", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 310257, "name": "Acero Capital Growth Management LLC", "name_as_filed": "ACERO CAPITAL GROWTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/acero-capital-growth-management-llc-san-francisco-ca-310257", "city": "San Francisco", "state": "CA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 343293, "name": "Acknowledge Capital", "name_as_filed": "ACKNOWLEDGE CAPITAL", "url": "https://advisorcensus.com/firm/acknowledge-capital-menlo-park-ca-343293", "city": "Menlo Park", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 168736, "name": "Acme", "name_as_filed": "ACME", "url": "https://advisorcensus.com/firm/acme-san-francisco-ca-168736", "city": "San Francisco", "state": "CA", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 250786, "name": "Acorn Pacific Ventures", "name_as_filed": "ACORN PACIFIC VENTURES", "url": "https://advisorcensus.com/firm/acorn-pacific-ventures-san-mateo-ca-250786", "city": "San Mateo", "state": "CA", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 307729, "name": "Acrew Capital Management, L.P.", "name_as_filed": "ACREW CAPITAL MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/acrew-capital-management-l-p-san-francisco-ca-307729", "city": "San Francisco", "state": "CA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 320986, "name": "Acrew Diversify Capital Management, L.P.", "name_as_filed": "ACREW DIVERSIFY CAPITAL MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/acrew-diversify-capital-management-l-p-san-francisco-ca-320986", "city": "San Francisco", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 307073, "name": "Activate Capital Partners", "name_as_filed": "ACTIVATE CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/activate-capital-partners-san-francisco-ca-307073", "city": "San Francisco", "state": "CA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 306446, "name": "Actualize Capital LLC", "name_as_filed": "ACTUALIZE CAPITAL LLC", "url": "https://advisorcensus.com/firm/actualize-capital-llc-sausalito-ca-306446", "city": "Sausalito", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 336530, "name": "Acumain Capital, LLC", "name_as_filed": "ACUMAIN CAPITAL, LLC", "url": "https://advisorcensus.com/firm/acumain-capital-llc-pleasanton-ca-336530", "city": "Pleasanton", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 158869, "name": "Acuta Capital Partners, LLC", "name_as_filed": "ACUTA CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/acuta-capital-partners-llc-redwood-city-ca-158869", "city": "Redwood City", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 293211, "name": "Adap Tax Financial, Inc.", "name_as_filed": "ADAP TAX FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/adap-tax-financial-inc-pleasanton-ca-293211", "city": "Pleasanton", "state": "CA", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 151411, "name": "Adasina Social Capital", "name_as_filed": "ADASINA SOCIAL CAPITAL", "url": "https://advisorcensus.com/firm/adasina-social-capital-san-francisco-ca-151411", "city": "San Francisco", "state": "CA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107382, "name": "Adelante Capital Management LLC", "name_as_filed": "ADELANTE CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/adelante-capital-management-llc-alameda-ca-107382", "city": "Alameda", "state": "CA", "years_registered": 31, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 305442, "name": "Aditum BIO Management Company, LLC", "name_as_filed": "ADITUM BIO MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/aditum-bio-management-company-llc-oakland-ca-305442", "city": "Oakland", "state": "CA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 339124, "name": "Advaya Manager LLC", "name_as_filed": "ADVAYA MANAGER LLC", "url": "https://advisorcensus.com/firm/advaya-manager-llc-san-francisco-ca-339124", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 326839, "name": "Adverb Ventures Management, LLC", "name_as_filed": "ADVERB VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/adverb-ventures-management-llc-san-francisco-ca-326839", "city": "San Francisco", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], 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advisors in Walnut Creek, CA", "firm_count": 62 }, { "path": "/advisors/ca/san-francisco/oakland", "label": "Financial advisors in Oakland, CA", "firm_count": 54 }, { "path": "/advisors/ca/san-francisco/mill-valley", "label": "Financial advisors in Mill Valley, CA", "firm_count": 44 }, { "path": "/advisors/ca/san-francisco/san-rafael", "label": "Financial advisors in San Rafael, CA", "firm_count": 44 }, { "path": "/advisors/ca/san-francisco/burlingame", "label": "Financial advisors in Burlingame, CA", "firm_count": 41 }, { "path": "/advisors/ca/san-francisco/berkeley", "label": "Financial advisors in Berkeley, CA", "firm_count": 32 }, { "path": "/advisors/ca/san-francisco/larkspur", "label": "Financial advisors in Larkspur, CA", "firm_count": 30 }, { "path": "/advisors/ca/san-francisco/lafayette", "label": "Financial advisors in Lafayette, CA", "firm_count": 29 }, { "path": "/advisors/ca/san-francisco/san-ramon", "label": "Financial advisors in San Ramon, CA", "firm_count": 29 }, { "path": "/advisors/ca/san-francisco/sausalito", "label": "Financial advisors in Sausalito, CA", "firm_count": 29 } ], "fee_pages": [ { "path": "/advisors/ca/san-francisco/fee-only", "label": "Fee-only financial advisors in San Francisco, CA", "firm_count": 320 }, { "path": "/advisors/ca/san-francisco/flat-fee", "label": "Flat-fee financial advisors in San Francisco, CA", "firm_count": 389 }, { "path": "/advisors/ca/san-francisco/hourly", "label": "Hourly financial advisors in San Francisco, CA", "firm_count": 281 } ], "niche_pages": [ { "path": "/advisors/ca/san-francisco/dentists", "firm_count": 1, "label": "Financial advisors for dentists in San Francisco, CA" }, { "path": "/advisors/ca/san-francisco/expats-and-americans-abroad", "firm_count": 1, "label": "Financial advisors for expats and Americans abroad in San Francisco, CA" }, { "path": "/advisors/ca/san-francisco/financial-independence-and-early-retirement", "firm_count": 2, "label": "Financial advisors for financial independence and early retirement in San Francisco, CA" }, { "path": "/advisors/ca/san-francisco/physicians", "firm_count": 1, "label": "Financial advisors for physicians in San Francisco, CA" }, { "path": "/advisors/ca/san-francisco/sustainable-and-impact-investing", "firm_count": 1, "label": "Financial advisors for sustainable and impact investing in San Francisco, CA" } ] }, "csv": "https://advisorcensus.com/advisors/ca/san-francisco.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" }, "sec_registrations_12_months": { "new_sec_registrations": 59, "sec_registered_at_start": 675, "per_100_registered": 8.74, "national_per_100": 10.11, "as_of": "2026-10-01", "sentence": "Over the 12 months to October 1, 2026, 59 firms here registered with the SEC as investment advisers: 8.7 for every 100 already registered, against 10.1 nationally.", "source": "https://advisorcensus.com/reports/monthly/2026-10" } }