AdvisorCensus / Financial advisors / California / San Francisco, CA / Fidelity Investments
Financial advisors in San Francisco, CA using Fidelity Investments
79 SEC-registered investment advisory firms headquartered in the San Francisco, CA metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| A16Z Perennial Management, L.P. | Menlo Park | SEC-registered investment adviser | $1 billion to $5 billion |
| Alcosta Capital Management, Inc. | San Ramon | 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 |
| Asset Dedication, LLC | San Francisco | SEC-registered investment adviser | $1 billion to $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 |
| Beacon Coast Partners, LLC | San Francisco | SEC-registered investment adviser | $1 billion to $5 billion |
| Benningfield Financial Advisors, LLC | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| Blueprint Investing LLC | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| BPM Wealth Advisors, LLC | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| Bradley & Company Private Wealth Management, LLC | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| Bucher Wealth Advisors | San Mateo | SEC-registered investment adviser | $100 million to $500 million |
| Burlingame Wealth Management, LLC | Burlingame | SEC-registered investment adviser | $100 million to $500 million |
| Camelotta Advisors | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| Cannon Beach Financial Advisors | San Ramon | SEC-registered investment adviser | $100 million to $500 million |
| Capital Advantage, Inc. | Walnut Creek | SEC-registered investment adviser | $1 billion to $5 billion |
| Casilio Leitch Investments | Walnut Creek | SEC-registered investment adviser | $100 million to $500 million |
| Concentric | Walnut Creek | SEC-registered investment adviser | Over $5 billion |
| Contango Wealth Management LLC | Oakland | SEC-registered investment adviser | $100 million to $500 million |
| Crosspoint Capital Management | Orinda | SEC-registered investment adviser | $100 million to $500 million |
| Dedicated Capital Advisors, LLC | 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 |
| 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 |
| Fort Point Capital Partners LLC | San Francisco | SEC-registered investment adviser | $1 billion to $5 billion |
| Forusall | Oakland | SEC-registered investment adviser | $1 billion to $5 billion |
| Fullerton Advisors, LLC | Danville | SEC-registered investment adviser | $100 million to $500 million |
| Garner Financial Management | Lafayette | SEC-registered investment adviser | $100 million to $500 million |
| Greykasell Wealth Strategies, Inc. | Danville | SEC-registered investment adviser | $100 million to $500 million |
| Iconiq Capital, LLC | San Francisco | SEC-registered investment adviser | Over $5 billion |
| IEQ Capital, LLC | Foster City | SEC-registered investment adviser | Over $5 billion |
| Inflection Capital Management, LLC | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| Insight Wealth Strategies, LLC | San Ramon | SEC-registered investment adviser | $1 billion to $5 billion |
| Intellectus Partners, LLC | San Francisco | SEC-registered investment adviser | $1 billion to $5 billion |
| J.P. King Advisors, Inc. | Walnut Creek | SEC-registered investment adviser | $500 million to $1 billion |
| Jordan Park Group LLC | San Francisco | SEC-registered investment adviser | Over $5 billion |
| Liberty Wealth Management, LLC | Oakland | SEC-registered investment adviser | $1 billion to $5 billion |
| MA Private Wealth, LLC | San Carlos | SEC-registered investment adviser | $500 million to $1 billion |
| MCM Wealth | Novato | SEC-registered investment adviser | $100 million to $500 million |
| McMorgan & Company LLC | San Francisco | SEC-registered investment adviser | Over $5 billion |
| Mission Creek Capital Partners, Inc. | San Francisco | SEC-registered investment adviser | $500 million to $1 billion |
| Montcalm TCR LLC | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| Morling Financial Advisors, LLC | Fremont | SEC-registered investment adviser | $1 billion to $5 billion |
| Mountain Lake Investment Management LLC | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| Newfront Retirement Services, Inc. | San Mateo | SEC-registered investment adviser | $1 billion to $5 billion |
| NIA Impact Capital | Oakland | SEC-registered investment adviser | $100 million to $500 million |
| One Wealth Advisors, LLC | San Francisco | SEC-registered investment adviser | $1 billion to $5 billion |
| Pacific Excel Wealth Advisors, Inc. | Walnut Creek | SEC-registered investment adviser | $100 million to $500 million |
| Parallel Advisors, LLC | San Francisco | SEC-registered investment adviser | Over $5 billion |
| Park, Miller, LLC | Walnut Creek | SEC-registered investment adviser | $100 million to $500 million |
| Parnassus Investments, LLC | San Francisco | SEC-registered investment adviser | Over $5 billion |
| Perigon Wealth Management, LLC | San Francisco | SEC-registered investment adviser | Over $5 billion |
| Philosophy Capital Management LLC | Alamo | SEC-registered investment adviser | $1 billion to $5 billion |
| Point Olema Capital Partners, L.P. | San Francisco | SEC-registered investment adviser | $1 billion to $5 billion |
| Private Portfolios, Inc. | San Mateo | SEC-registered investment adviser | $100 million to $500 million |
| Prosser Creek Asset Management LLC | Corte Madera | SEC-registered investment adviser | $100 million to $500 million |
| Robertson Stephens | San Francisco | SEC-registered investment adviser | Over $5 billion |
| Sage Rhino Capital LLC | Menlo Park | SEC-registered investment adviser | $500 million to $1 billion |
| Second Summit Wealth Management, LLC | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| 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 |
| Sigfig Wealth Management LLC | San Francisco | SEC-registered investment adviser | $1 billion to $5 billion |
| 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 |
| Snyder Capital Management LP | San Francisco | SEC-registered investment adviser | Over $5 billion |
| Sonen Capital LLC | San Francisco | SEC-registered investment adviser | $1 billion to $5 billion |
| Sonoma Private Wealth LLC | Novato | SEC-registered investment adviser | $100 million to $500 million |
| Spiegelman Wealth Management, Inc. | Walnut Creek | SEC-registered investment adviser | $100 million to $500 million |
| Syntheticfi LLC | San Francisco | SEC-registered investment adviser | $500 million to $1 billion |
| 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 |
| Vanguard Personalized Indexing Management | Oakland | SEC-registered investment adviser | Over $5 billion |
| Veris Wealth Partners, LLC | Oakland | SEC-registered investment adviser | $1 billion to $5 billion |
| Vernal Point Advisors, LLC | San Francisco | SEC-registered investment adviser | $1 billion to $5 billion |
| We Financial Group | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| Willow Grove Advisors, LLC | Berkeley | 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. Fidelity Investments nationwide
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