AdvisorCensus / Financial advisors / California / San Francisco, CA / Charles Schwab
Financial advisors in San Francisco, CA using Charles Schwab
250 SEC-registered investment advisory firms headquartered in the San Francisco, CA metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Accretive Wealth Management, LLC | San Ramon | SEC-registered investment adviser | $100 million to $500 million |
| Adasina Social Capital | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| Affinity Capital Advisors LLC | Berkeley | SEC-registered investment adviser | $500 million to $1 billion |
| AK Global Asset Management, LLC | Oakland | SEC-registered investment adviser | $100 million to $500 million |
| Altamont Wealth Management, Inc. | Livermore | SEC-registered investment adviser | $100 million to $500 million |
| Amara Financial, LLC | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| American Investors Co | San Ramon | SEC-registered investment adviser | $500 million to $1 billion |
| Andrews, Lucia Wealth Management LLC | Danville | SEC-registered investment adviser | $500 million to $1 billion |
| Aperio Group, LLC | Sausalito | SEC-registered investment adviser | Over $5 billion |
| Archvest Wealth Advisors, Inc. | Concord | SEC-registered investment adviser | $100 million to $500 million |
| Ascension Wealth Partners, LLC | Pleasant Hill | SEC-registered investment adviser | $100 million to $500 million |
| Aspirean Wealth, LLC | Mill Valley | SEC-registered investment adviser | $100 million to $500 million |
| Assembly Wealth | Mill Valley | SEC-registered investment adviser | $100 million to $500 million |
| Asset Dedication, LLC | San Francisco | SEC-registered investment adviser | $1 billion to $5 billion |
| Athena Investment Management | Orinda | SEC-registered investment adviser | $100 million to $500 million |
| Atlas Capital Advisors Inc. | San Francisco | SEC-registered investment adviser | $1 billion to $5 billion |
| Auspicious Financial Planning, LLC | San Ramon | SEC-registered investment adviser | $100 million to $500 million |
| Avalon Capital Management | Menlo Park | SEC-registered investment adviser | $500 million to $1 billion |
| AWR Investment Management, LLC | San Rafael | SEC-registered investment adviser | $100 million to $500 million |
| Bailard, Inc. | Foster City | SEC-registered investment adviser | Over $5 billion |
| Baker Street Advisors, LLC | San Francisco | SEC-registered investment adviser | Over $5 billion |
| Bakeravenue | San Francisco | SEC-registered investment adviser | Over $5 billion |
| Baybridge Capital Group, LLC | Livermore | SEC-registered investment adviser | $100 million to $500 million |
| Bell Investment Advisors Inc | Orinda | SEC-registered investment adviser | $500 million to $1 billion |
| Bingham Private Wealth, LLC | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| Blossom Wealth Management, LLC | Alamo | SEC-registered investment adviser | $100 million to $500 million |
| Blueprint Investing LLC | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| Blume Capital Management, Inc. | Berkeley | SEC-registered investment adviser | $500 million to $1 billion |
| Boltwood Capital Management | Walnut Creek | SEC-registered investment adviser | $500 million to $1 billion |
| BPM Wealth Advisors, LLC | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| Brickley Wealth Management | San Mateo | SEC-registered investment adviser | $500 million to $1 billion |
| Brio Financial Group | San Francisco | SEC-registered investment adviser | $1 billion to $5 billion |
| Broadside Wealth | San Francisco | SEC-registered investment adviser | $500 million to $1 billion |
| Broadwing Capital Advisors, Inc. | Larkspur | SEC-registered investment adviser | $100 million to $500 million |
| Brooker Wealth Management | Oakland | SEC-registered investment adviser | $100 million to $500 million |
| Burlingame Wealth Management, LLC | Burlingame | SEC-registered investment adviser | $100 million to $500 million |
| Burton Enright Welch | Walnut Creek | SEC-registered investment adviser | $1 billion to $5 billion |
| Cable CAR Capital, LP | San Francisco | SEC-registered investment adviser | $500 million to $1 billion |
| Caldwell Sutter Capital, Inc. | Sausalito | SEC-registered investment adviser | $500 million to $1 billion |
| California Financial Advisors | San Ramon | SEC-registered investment adviser | $1 billion to $5 billion |
| Camelotta Advisors | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| Capital Advantage, Inc. | Walnut Creek | SEC-registered investment adviser | $1 billion to $5 billion |
| Capital Trust Advisors | San Rafael | SEC-registered investment adviser | $100 million to $500 million |
| Caregen Wealth Management | San Mateo | SEC-registered investment adviser | $100 million to $500 million |
| Carey Wealth Management | San Ramon | SEC-registered investment adviser | $100 million to $500 million |
| Castle Rock Wealth Management, LLC | Walnut Creek | SEC-registered investment adviser | $500 million to $1 billion |
| Catalyst Private Wealth, LLC | San Mateo | SEC-registered investment adviser | $100 million to $500 million |
| Cavu Wealth Advisors, LLC | Walnut Creek | SEC-registered investment adviser | $100 million to $500 million |
| Certified Planners, Inc. | San Ramon | SEC-registered investment adviser | $100 million to $500 million |
| Charles Schwab Investment Management, Inc | San Francisco | SEC-registered investment adviser | Over $5 billion |
| Chequers Financial Management LLC | San Francisco | SEC-registered investment adviser | $1 billion to $5 billion |
| Chrome Advisors | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| Citrine Capital | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| Clayton Partners LLC | Berkeley | SEC-registered investment adviser | $100 million to $500 million |
| Clear Retirement Advice LLC | San Mateo | SEC-registered investment adviser | $100 million to $500 million |
| Clearpath Capital Partners LLC | Menlo Park | SEC-registered investment adviser | $100 million to $500 million |
| Cohen Capital Management Inc | Corte Madera | SEC-registered investment adviser | $1 billion to $5 billion |
| Concentric | Walnut Creek | SEC-registered investment adviser | Over $5 billion |
| Conquis Financial LLC | Millbrae | SEC-registered investment adviser | $100 million to $500 million |
| Contango Wealth Management LLC | Oakland | SEC-registered investment adviser | $100 million to $500 million |
| Contrary Legacy LLC | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| Crosspoint Capital Management | Orinda | SEC-registered investment adviser | $100 million to $500 million |
| DAI Advisors | Menlo Park | SEC-registered investment adviser | $100 million to $500 million |
| Dedicated Capital Advisors, LLC | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| Delta Investment Management, LLC | San Francisco | SEC-registered investment adviser | $500 million to $1 billion |
| Destination Wealth Management | Walnut Creek | SEC-registered investment adviser | $1 billion to $5 billion |
| Double Bay Management & Planning | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| Earned Wealth Advisors, LLC | Walnut Creek | SEC-registered investment adviser | $1 billion to $5 billion |
| East Rock Financial Services, LLC | Burlingame | SEC-registered investment adviser | $100 million to $500 million |
| ECHO45 Advisors LLC | Walnut Creek | SEC-registered investment adviser | $100 million to $500 million |
| Effective Assets | Berkeley | SEC-registered investment adviser | $100 million to $500 million |
| Elevation Wealth Partners, LLC | Walnut Creek | SEC-registered investment adviser | $500 million to $1 billion |
| Ella Financial Advising | Oakland | SEC-registered investment adviser | $100 million to $500 million |
| Elmwood Wealth Management | Berkeley | SEC-registered investment adviser | $100 million to $500 million |
| Emerson Equity LLC | San Mateo | SEC-registered investment adviser | $100 million to $500 million |
| Encompass More Asset Management LLC | Danville | SEC-registered investment adviser | $500 million to $1 billion |
| Evart, Young & Hobbs Investment Management | Redwood City | SEC-registered investment adviser | $100 million to $500 million |
| Fairlight Advisors | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| Fairview Capital | Greenbrae | SEC-registered investment adviser | $1 billion to $5 billion |
| Farther | San Francisco | SEC-registered investment adviser | Over $5 billion |
| Farther Asset Management, LLC | San Francisco | SEC-registered investment adviser | $1 billion to $5 billion |
| Fiduciary Financial Group, LLC | San Rafael | SEC-registered investment adviser | $1 billion to $5 billion |
| Financial Avengers, Inc. | Oakland | SEC-registered investment adviser | $100 million to $500 million |
| Financial Zen | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| Fire Capital Management, LLC | San Francisco | SEC-registered investment adviser | $500 million to $1 billion |
| FOG City Advisors, LLC | Albany | SEC-registered investment adviser | $100 million to $500 million |
| Fort Point Capital Partners LLC | San Francisco | SEC-registered investment adviser | $1 billion to $5 billion |
| Gallagher Wealth Management | Danville | SEC-registered investment adviser | $100 million to $500 million |
| Garhwal, Chan & Williams Inc. | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| Garner Financial Management | Lafayette | SEC-registered investment adviser | $100 million to $500 million |
| Garrison Point Capital, LLC | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| Gebhardt Group, Inc | Lafayette | SEC-registered investment adviser | $100 million to $500 million |
| Gemmer Asset Management LLC | Walnut Creek | SEC-registered investment adviser | $1 billion to $5 billion |
| Gencap Portfolio Management | Tiburon | SEC-registered investment adviser | $100 million to $500 million |
| Global Retirement Partners LLC | San Rafael | SEC-registered investment adviser | Over $5 billion |
| Glynn Capital Management, LLC | Menlo Park | SEC-registered investment adviser | $1 billion to $5 billion |
| Golden Gate Personal Financial Planning | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| Gordian Wealth Advisors, LLC | Mill Valley | SEC-registered investment adviser | $100 million to $500 million |
| Granite Capital | Oakland | SEC-registered investment adviser | $100 million to $500 million |
| Grant Private Wealth Management | Pleasanton | SEC-registered investment adviser | $100 million to $500 million |
| Green Ocean Global Advisors LLC | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| Greykasell Wealth Strategies, Inc. | Danville | SEC-registered investment adviser | $100 million to $500 million |
| Guardian Investment Management | Tiburon | SEC-registered investment adviser | $100 million to $500 million |
| Hahn Capital Management, LLC | Walnut Creek | SEC-registered investment adviser | $100 million to $500 million |
| Hanke & Apolonio Wealth Advisors LLC | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| HCM Wealth | San Rafael | SEC-registered investment adviser | $500 million to $1 billion |
| Hoertkorn Richard Charles | Kentfield | SEC-registered investment adviser | $100 million to $500 million |
| Hutchinson & Ziegler Financial Advisors, Inc. | San Rafael | SEC-registered investment adviser | $100 million to $500 million |
| Hyphen Wealth Management | Lafayette | SEC-registered investment adviser | $100 million to $500 million |
| Iconiq Capital, LLC | San Francisco | SEC-registered investment adviser | Over $5 billion |
| Infinity Financial Services Advisory | Oakland | SEC-registered investment adviser | $100 million to $500 million |
| Inflection Capital Management, LLC | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| Insight Capital Management | Concord | SEC-registered investment adviser | $100 million to $500 million |
| Integrity Wealth Partners, LLC | Walnut Creek | SEC-registered investment adviser | $100 million to $500 million |
| International Asset Management | San Mateo | SEC-registered investment adviser | $100 million to $500 million |
| J.P. King Advisors, Inc. | Walnut Creek | SEC-registered investment adviser | $500 million to $1 billion |
| Jacobs & Company, LLC | San Francisco | SEC-registered investment adviser | $1 billion to $5 billion |
| January Capital Advisors LLC | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| Jocelyn Investment Management, LLC | San Rafael | SEC-registered investment adviser | $1 billion to $5 billion |
| Jordan Park Group LLC | San Francisco | SEC-registered investment adviser | Over $5 billion |
| Just Futures | San Francisco | SEC-registered investment adviser | $25 million to $100 million |
| Kaizen Financial Strategies, LLC | Pleasanton | SEC-registered investment adviser | $100 million to $500 million |
| KB Financial Advisors LLC | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| KCM Investment Advisors | Greenbrae | SEC-registered investment adviser | Over $5 billion |
| Ketron Financial LLC | Novato | SEC-registered investment adviser | $100 million to $500 million |
| Knuff & Company LLC | Foster City | SEC-registered investment adviser | $100 million to $500 million |
| Lavelle Capital | San Francisco | SEC-registered investment adviser | $500 million to $1 billion |
| Lewis Asset Management | Lafayette | SEC-registered investment adviser | $100 million to $500 million |
| Liberty Wealth Management, LLC | Oakland | SEC-registered investment adviser | $1 billion to $5 billion |
| Lodestar Private Asset Management LLC | Alamo | SEC-registered investment adviser | $1 billion to $5 billion |
| Longview Financial Advisors, LLC | San Rafael | SEC-registered investment adviser | $100 million to $500 million |
| Luna Capital Management, LLC | Burlingame | SEC-registered investment adviser | $100 million to $500 million |
| Lyell Wealth Management LP | Menlo Park | SEC-registered investment adviser | $1 billion to $5 billion |
| Lyle & Forsyth Investment Managers | San Rafael | SEC-registered investment adviser | $100 million to $500 million |
| Macroclimate LLC | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| Madrone Investment Advisory, LLC | San Rafael | SEC-registered investment adviser | $100 million to $500 million |
| Main Management, LLC | San Francisco | SEC-registered investment adviser | $1 billion to $5 billion |
| Makena Capital Management, LLC | Menlo Park | SEC-registered investment adviser | Over $5 billion |
| Marin Bay Wealth Advisors, LLC | San Anselmo | SEC-registered investment adviser | $100 million to $500 million |
| McCarthy Asset Management, Inc. | Redwood Shores | SEC-registered investment adviser | $100 million to $500 million |
| McDonald Capital Investors Inc | Orinda | SEC-registered investment adviser | $1 billion to $5 billion |
| Menlo Advisors LLC | Menlo Park | SEC-registered investment adviser | $100 million to $500 million |
| Meridian Investment Counsel, Inc. | Lafayette | SEC-registered investment adviser | $500 million to $1 billion |
| Meritas Wealth Management, LLC | San Rafael | SEC-registered investment adviser | $500 million to $1 billion |
| Miller Avenue Advisors LLC | Mill Valley | SEC-registered investment adviser | $100 million to $500 million |
| Mirador Capital Partners | Pleasanton | SEC-registered investment adviser | $1 billion to $5 billion |
| Mission Creek Capital Partners, Inc. | San Francisco | SEC-registered investment adviser | $500 million to $1 billion |
| Morling Financial Advisors, LLC | Fremont | SEC-registered investment adviser | $1 billion to $5 billion |
| Natural Investments | San Francisco | SEC-registered investment adviser | $1 billion to $5 billion |
| Nelson Capital Management, LLC | Menlo Park | SEC-registered investment adviser | $500 million to $1 billion |
| Neumann Capital Management | Foster City | SEC-registered investment adviser | $500 million to $1 billion |
| New Insight Wealth Advisors | San Ramon | SEC-registered investment adviser | $100 million to $500 million |
| NIA Impact Capital | Oakland | SEC-registered investment adviser | $100 million to $500 million |
| North Berkeley Wealth Management, LLC | Berkeley | SEC-registered investment adviser | $500 million to $1 billion |
| NWK Group | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| O'Donnell Financial Services, LLC | San Rafael | SEC-registered investment adviser | $100 million to $500 million |
| Occidental Asset Management, LLC | Burlingame | SEC-registered investment adviser | $1 billion to $5 billion |
| Osborne Partners | San Francisco | SEC-registered investment adviser | $1 billion to $5 billion |
| Osterweis Capital Management | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| Osterweis Capital Management | San Francisco | SEC-registered investment adviser | Over $5 billion |
| Pacific Excel Wealth Advisors, Inc. | Walnut Creek | SEC-registered investment adviser | $100 million to $500 million |
| Paragon Asset Management Inc. | Orinda | SEC-registered investment adviser | $100 million to $500 million |
| Parallel Advisors, LLC | San Francisco | SEC-registered investment adviser | Over $5 billion |
| Pathwise | Walnut Creek | SEC-registered investment adviser | $100 million to $500 million |
| Penserra Wealth Management | Orinda | SEC-registered investment adviser | Under $25 million |
| Perigon Wealth Management, LLC | San Francisco | SEC-registered investment adviser | Over $5 billion |
| Point Olema Capital Partners, L.P. | San Francisco | SEC-registered investment adviser | $1 billion to $5 billion |
| Pring Turner | Alamo | SEC-registered investment adviser | $100 million to $500 million |
| Private Wealth Partners, LLC | Mill Valley | SEC-registered investment adviser | $1 billion to $5 billion |
| Prosperity Financial Group, Inc. | San Ramon | SEC-registered investment adviser | $500 million to $1 billion |
| Prospettiva Financial | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| Raub Brock Capital Management, LP | Larkspur | SEC-registered investment adviser | $1 billion to $5 billion |
| Redwood Grove Wealth Management | San Rafael | SEC-registered investment adviser | $100 million to $500 million |
| Redwood Park Advisors | Redwood City | SEC-registered investment adviser | $100 million to $500 million |
| Relevant Wealth Advisors, LLC | Mill Valley | SEC-registered investment adviser | $500 million to $1 billion |
| Resolute Partners Group | San Francisco | SEC-registered investment adviser | $1 billion to $5 billion |
| RHS Financial, LLC | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| Ridgecrest Wealth Partners, LLC | San Rafael | SEC-registered investment adviser | $500 million to $1 billion |
| Ring Mountain Capital, LLC | Tiburon | SEC-registered investment adviser | $100 million to $500 million |
| Rittmann Capital Management Co | Moraga | SEC-registered investment adviser | $100 million to $500 million |
| Roberts Wealth Advisors, LLC | Menlo Park | SEC-registered investment adviser | $100 million to $500 million |
| Robertson Stephens | San Francisco | SEC-registered investment adviser | Over $5 billion |
| Roof Eidam Maycock Peralta LLC | San Francisco | SEC-registered investment adviser | $500 million to $1 billion |
| Rosenblum Silverman Sutton SF Inc | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| RPG Investment Advisory, LLC | Pleasanton | SEC-registered investment adviser | $1 billion to $5 billion |
| Rudney Associates | Alamo | SEC-registered investment adviser | $500 million to $1 billion |
| Sage Rhino Capital LLC | Menlo Park | SEC-registered investment adviser | $500 million to $1 billion |
| SAS Financial Advisors, LLC. | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| Sasser Investment Management, Inc. | Berkeley | SEC-registered investment adviser | $100 million to $500 million |
| Second Summit Wealth Management, LLC | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| Secure Retirement Financial & Insurance Services Corp. | San Ramon | SEC-registered investment adviser | $100 million to $500 million |
| Selby Wealth Management | Emeryville | SEC-registered investment adviser | $500 million to $1 billion |
| Seldon Capital LP | San Francisco | SEC-registered investment adviser | $500 million to $1 billion |
| Sentry Advisors, LLC | San Francisco | SEC-registered investment adviser | $1 billion to $5 billion |
| Seven Post Investment Office LP | San Francisco | SEC-registered investment adviser | Over $5 billion |
| Shepherd Street Advisors | Larkspur | SEC-registered investment adviser | $100 million to $500 million |
| Shira Ridge Wealth Management | San Rafael | SEC-registered investment adviser | $100 million to $500 million |
| Shum Financial Group, Inc. | Alameda | SEC-registered investment adviser | $100 million to $500 million |
| Sierra Pacific Private Wealth, LLC | Pleasanton | SEC-registered investment adviser | $100 million to $500 million |
| Sivia Capital Partners, LLC | Mill Valley | SEC-registered investment adviser | $1 billion to $5 billion |
| Slow Capital, Inc. | Greenbrae | SEC-registered investment adviser | $500 million to $1 billion |
| Solstein Capital, LLC | Menlo Park | SEC-registered investment adviser | $500 million to $1 billion |
| Sonoma Private Wealth LLC | Novato | SEC-registered investment adviser | $100 million to $500 million |
| Spectrum Financial Management | San Rafael | SEC-registered investment adviser | $100 million to $500 million |
| Spyglass Capital Management, LLC | Greenbrae | SEC-registered investment adviser | $1 billion to $5 billion |
| Stewart Wealth Management, Inc. | San Rafael | SEC-registered investment adviser | $500 million to $1 billion |
| Stonebridge Financial Group | San Rafael | SEC-registered investment adviser | $500 million to $1 billion |
| STW Associates | Ross | SEC-registered investment adviser | $100 million to $500 million |
| Summitry, LLC | Foster City | SEC-registered investment adviser | $1 billion to $5 billion |
| Synergy FG | San Ramon | SEC-registered investment adviser | $100 million to $500 million |
| Syntheticfi LLC | San Francisco | SEC-registered investment adviser | $500 million to $1 billion |
| Syon Capital LLC | San Francisco | SEC-registered investment adviser | $1 billion to $5 billion |
| Tamalpais Asset Management | Larkspur | SEC-registered investment adviser | $100 million to $500 million |
| Team Hewins, LLC | Foster City | SEC-registered investment adviser | $1 billion to $5 billion |
| Terrafirma Wealth Partners | Walnut Creek | SEC-registered investment adviser | $100 million to $500 million |
| Tessara Wealth | Burlingame | SEC-registered investment adviser | $100 million to $500 million |
| The Advisory Group of San Francisco, LLC | San Francisco | SEC-registered investment adviser | $500 million to $1 billion |
| The Foundation Investment Group | Lafayette | SEC-registered investment adviser | $100 million to $500 million |
| The Pacific Center for Financial Services | Danville | SEC-registered investment adviser | $1 billion to $5 billion |
| Think Different Financial Planning | Menlo Park | SEC-registered investment adviser | $100 million to $500 million |
| Tiemann Investment Advisors, LLC | Menlo Park | SEC-registered investment adviser | $100 million to $500 million |
| Topel & Distasi Wealth Management, LLC | Berkeley | SEC-registered investment adviser | $100 million to $500 million |
| Tran Capital Management, L.P. | San Rafael | SEC-registered investment adviser | $500 million to $1 billion |
| Treehouse Wealth Advisors | Walnut Creek | SEC-registered investment adviser | $500 million to $1 billion |
| Trillium Investments | Emeryville | SEC-registered investment adviser | $100 million to $500 million |
| True Link Financial Advisors | San Francisco | SEC-registered investment adviser | $1 billion to $5 billion |
| Twin Lakes Capital | Redwood Shores | SEC-registered investment adviser | $100 million to $500 million |
| Union Square Global Wealth Management | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| Van Strum & Towne Inc | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| Vanguard Personalized Indexing Management | Oakland | SEC-registered investment adviser | Over $5 billion |
| Veraz Advisors | San Ramon | SEC-registered investment adviser | $100 million to $500 million |
| Veris Wealth Partners, LLC | Oakland | SEC-registered investment adviser | $1 billion to $5 billion |
| Verita Strategic Wealth Partners, LLC | San Francisco | SEC-registered investment adviser | $1 billion to $5 billion |
| Verity Wealth Advisors, LLC | Sausalito | SEC-registered investment adviser | $100 million to $500 million |
| Vernal Point Advisors, LLC | San Francisco | SEC-registered investment adviser | $1 billion to $5 billion |
| Violich Capital Management | Mill Valley | SEC-registered investment adviser | $1 billion to $5 billion |
| Vista Advisor Group, LLC | Walnut Creek | SEC-registered investment adviser | $100 million to $500 million |
| Wallace Advisory Group, LLC | Lafayette | SEC-registered investment adviser | $100 million to $500 million |
| Warm Springs Advisors Inc. | Larkspur | SEC-registered investment adviser | $100 million to $500 million |
| We Financial Group | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| Wealth Script Advisors | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| Wealthvalues, LLC | Redwood City | SEC-registered investment adviser | $100 million to $500 million |
| Wespac Advisors, LLC | Orinda | SEC-registered investment adviser | $1 billion to $5 billion |
| Westend Capital Management, LLC. | Sausalito | SEC-registered investment adviser | $100 million to $500 million |
| Westhill Financial Advisors, Inc. | San Rafael | SEC-registered investment adviser | $500 million to $1 billion |
| Willow Grove Advisors, LLC | Berkeley | SEC-registered investment adviser | $100 million to $500 million |
| Wilson & Boucher Capital Management, LLC | Moraga | SEC-registered investment adviser | $100 million to $500 million |
| WP Advisors, LLC | San Francisco | SEC-registered investment adviser | $500 million to $1 billion |
| Wulff, Hansen & Co. | San Rafael | SEC-registered investment adviser | $100 million to $500 million |
| Yoder Wealth Management | Walnut Creek | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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AdvisorCensus. Financial advisors in San Francisco, CA using Charles Schwab. https://advisorcensus.com/advisors/ca/san-francisco/custodians/charles-schwab https://advisorcensus.com/advisors/ca/san-francisco/custodians/charles-schwab