{ "path": "/advisors/ca/san-francisco/fee-only", "url": "https://advisorcensus.com/advisors/ca/san-francisco/fee-only", "page_type": "metro_fee", "title": "Fee-only financial advisors in San Francisco, CA", "filters": {}, "scope_total": 320, "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 320 investment advisory firms with a principal office in the San Francisco metro area that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "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. Fee-only financial advisors in San Francisco, CA: 320 firms from Form ADV filings as of October 2026.", "total_firms": 320, "page": 1, "total_pages": 7, "sort": "name", "registration_types": { "sec": 184, "state": 136, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 320 }, { "code": "percentage_of_aum", "count": 288 }, { "code": "hourly", "count": 122 }, { "code": "subscription", "count": 5 }, { "code": "fixed", "count": 175 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 104 }, { "code": "5_to_9", "count": 72 }, { "code": "10_to_19", "count": 62 }, { "code": "20_plus", "count": 80 }, { "code": "not_reported", "count": 2 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 57 }, { "code": "25m_100m", "count": 71 }, { "code": "100m_500m", "count": 102 }, { "code": "500m_1b", "count": 24 }, { "code": "1b_5b", "count": 28 }, { "code": "over_5b", "count": 7 }, { "code": "not_reported", "count": 31 } ], "firms": [ { "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": 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": 335448, "name": "AFT US Capital LLC", "name_as_filed": "AFT US CAPITAL LLC", "url": "https://advisorcensus.com/firm/aft-us-capital-llc-san-francisco-ca-335448", "city": "San Francisco", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 144517, "name": "Aikapa", "name_as_filed": "AIKAPA", "url": "https://advisorcensus.com/firm/aikapa-corte-madera-ca-144517", "city": "Corte Madera", "state": "CA", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334610, "name": "Ajay Agrawal", "name_as_filed": "AJAY AGRAWAL", "url": "https://advisorcensus.com/firm/ajay-agrawal-fremont-ca-334610", "city": "Fremont", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 137530, "name": "AK Global Asset Management, LLC", "name_as_filed": "AK GLOBAL ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ak-global-asset-management-llc-oakland-ca-137530", "city": "Oakland", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 135499, "name": "Akram M. Omari, CPA", "name_as_filed": "AKRAM M. OMARI, CPA", "url": "https://advisorcensus.com/firm/akram-m-omari-cpa-san-francisco-ca-135499", "city": "San Francisco", "state": "CA", "years_registered": 32, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 126582, "name": "Albourne America LLC", "name_as_filed": "ALBOURNE AMERICA LLC", "url": "https://advisorcensus.com/firm/albourne-america-llc-san-francisco-ca-126582", "city": "San Francisco", "state": "CA", "years_registered": 20, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 128679, "name": "Alcosta Capital Management, Inc.", "name_as_filed": "ALCOSTA CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/alcosta-capital-management-inc-san-ramon-ca-128679", "city": "San Ramon", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 156068, "name": "Alpha Rush, LLC", "name_as_filed": "ALPHA RUSH, LLC", "url": "https://advisorcensus.com/firm/alpha-rush-llc-san-mateo-ca-156068", "city": "San Mateo", "state": "CA", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 156541, "name": "Alpha Solutions Investment Advisors", "name_as_filed": "ALPHA SOLUTIONS INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/alpha-solutions-investment-advisors-south-san-francisco-ca-156541", "city": "South San Francisco", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 289739, "name": "Alta Via Capital", "name_as_filed": "ALTA VIA CAPITAL", "url": "https://advisorcensus.com/firm/alta-via-capital-pleasanton-ca-289739", "city": "Pleasanton", "state": "CA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 136031, "name": "Altamont Wealth Management, Inc.", "name_as_filed": "ALTAMONT WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/altamont-wealth-management-inc-livermore-ca-136031", "city": "Livermore", "state": "CA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 315111, "name": "Amoretti Capital Management", "name_as_filed": "AMORETTI CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/amoretti-capital-management-san-francisco-ca-315111", "city": "San Francisco", "state": "CA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130931, "name": "Andrews, Lucia Wealth Management LLC", "name_as_filed": "ANDREWS, LUCIA WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/andrews-lucia-wealth-management-llc-danville-ca-130931", "city": "Danville", "state": "CA", "years_registered": 20, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 122278, "name": "Anselme Capital, Inc.", "name_as_filed": "ANSELME CAPITAL, INC.", "url": "https://advisorcensus.com/firm/anselme-capital-inc-san-francisco-ca-122278", "city": "San Francisco", "state": "CA", "years_registered": 28, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 126725, "name": "Applied Advisor", "name_as_filed": "APPLIED ADVISOR", "url": "https://advisorcensus.com/firm/applied-advisor-san-francisco-ca-126725", "city": "San Francisco", "state": "CA", "years_registered": 23, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 172856, "name": "Argent Wealth Advisors, LLC", "name_as_filed": "ARGENT WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/argent-wealth-advisors-llc-lafayette-ca-172856", "city": "Lafayette", "state": "CA", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 135923, "name": "Arsenio Capital Management LLC", "name_as_filed": "ARSENIO CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/arsenio-capital-management-llc-san-anselmo-ca-135923", "city": "San Anselmo", "state": "CA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 140805, "name": "Asage Financial LLC", "name_as_filed": "ASAGE FINANCIAL LLC", "url": "https://advisorcensus.com/firm/asage-financial-llc-lafayette-ca-140805", "city": "Lafayette", "state": "CA", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 146451, "name": "Ascension Wealth Partners, LLC", "name_as_filed": "ASCENSION WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/ascension-wealth-partners-llc-pleasant-hill-ca-146451", "city": "Pleasant Hill", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 108834, "name": "Assembly Wealth", "name_as_filed": "ASSEMBLY WEALTH", "url": "https://advisorcensus.com/firm/assembly-wealth-mill-valley-ca-108834", "city": "Mill Valley", "state": "CA", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 151988, "name": "Asset Dedication, LLC", "name_as_filed": "ASSET DEDICATION, LLC", "url": "https://advisorcensus.com/firm/asset-dedication-llc-san-francisco-ca-151988", "city": "San Francisco", "state": "CA", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 106542, "name": "Athena Investment Management", "name_as_filed": "ATHENA INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/athena-investment-management-orinda-ca-106542", "city": "Orinda", "state": "CA", "years_registered": 49, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340555, "name": "Atlas Grove Capital LLC", "name_as_filed": "ATLAS GROVE CAPITAL LLC", "url": "https://advisorcensus.com/firm/atlas-grove-capital-llc-dublin-ca-340555", "city": "Dublin", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 297962, "name": "Auspicious Financial Planning, LLC", "name_as_filed": "AUSPICIOUS FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/auspicious-financial-planning-llc-san-ramon-ca-297962", "city": "San Ramon", "state": "CA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 313554, "name": "Austin Creek Capital, LLC", "name_as_filed": "AUSTIN CREEK CAPITAL, LLC", "url": "https://advisorcensus.com/firm/austin-creek-capital-llc-mill-valley-ca-313554", "city": "Mill Valley", "state": "CA", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 304938, "name": "Authentic Ventures Investment Manager, LLC", "name_as_filed": "AUTHENTIC VENTURES INVESTMENT MANAGER, LLC", "url": "https://advisorcensus.com/firm/authentic-ventures-investment-manager-llc-oakland-ca-304938", "city": "Oakland", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 135421, "name": "Auxi Asset Management, LLC", "name_as_filed": "AUXI ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/auxi-asset-management-llc-danville-ca-135421", "city": "Danville", "state": "CA", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 107501, "name": "Avalon Capital Management", "name_as_filed": "AVALON CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/avalon-capital-management-menlo-park-ca-107501", "city": "Menlo Park", "state": "CA", "years_registered": 34, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 118538, "name": "AWR Investment Management, LLC", "name_as_filed": "AWR INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/awr-investment-management-llc-san-rafael-ca-118538", "city": "San Rafael", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 283309, "name": "Babylon Wealth Management LLC", "name_as_filed": "BABYLON WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/babylon-wealth-management-llc-walnut-creek-ca-283309", "city": "Walnut Creek", "state": "CA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 281813, "name": "Backer", "name_as_filed": "BACKER", "url": "https://advisorcensus.com/firm/backer-san-francisco-ca-281813", "city": "San Francisco", "state": "CA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 132657, "name": "Bakeravenue", "name_as_filed": "BAKERAVENUE", "url": "https://advisorcensus.com/firm/bakeravenue-san-francisco-ca-132657", "city": "San Francisco", "state": "CA", "years_registered": 21, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 333867, "name": "Balance Cash Management Inc.", "name_as_filed": "BALANCE CASH MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/balance-cash-management-inc-san-francisco-ca-333867", "city": "San Francisco", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 135621, "name": "Balopole Investment Management Corporation", "name_as_filed": "BALOPOLE INVESTMENT MANAGEMENT CORPORATION", "url": "https://advisorcensus.com/firm/balopole-investment-management-corporation-san-mateo-ca-135621", "city": "San Mateo", "state": "CA", "years_registered": 26, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 296898, "name": "Baseline Investments, LLC", "name_as_filed": "BASELINE INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/baseline-investments-llc-san-francisco-ca-296898", "city": "San Francisco", "state": "CA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 342400, "name": "Bayleaf Financial Services", "name_as_filed": "BAYLEAF FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/bayleaf-financial-services-dublin-ca-342400", "city": "Dublin", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299105, "name": "Belgrave Square Advisors", "name_as_filed": "BELGRAVE SQUARE ADVISORS", "url": "https://advisorcensus.com/firm/belgrave-square-advisors-san-francisco-ca-299105", "city": "San Francisco", "state": "CA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 108383, "name": "Bell Investment Advisors Inc", "name_as_filed": "BELL INVESTMENT ADVISORS INC", "url": "https://advisorcensus.com/firm/bell-investment-advisors-inc-orinda-ca-108383", "city": "Orinda", "state": "CA", "years_registered": 27, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 134950, "name": "Benningfield Financial Advisors, LLC", "name_as_filed": "BENNINGFIELD FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/benningfield-financial-advisors-llc-san-francisco-ca-134950", "city": "San Francisco", "state": "CA", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 112847, "name": "Berla Investment Consulting", "name_as_filed": "BERLA INVESTMENT CONSULTING", "url": "https://advisorcensus.com/firm/berla-investment-consulting-alamo-ca-112847", "city": "Alamo", "state": "CA", "years_registered": 40, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317943, "name": "Bitwise Investment Manager, LLC", "name_as_filed": "BITWISE INVESTMENT MANAGER, LLC", "url": "https://advisorcensus.com/firm/bitwise-investment-manager-llc-san-francisco-ca-317943", "city": "San Francisco", "state": "CA", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 118291, "name": "Black Hill Capital Partners, LLC", "name_as_filed": "BLACK HILL CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/black-hill-capital-partners-llc-san-francisco-ca-118291", "city": "San Francisco", "state": "CA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 132251, "name": "Blackhawk Wealth Advisors", "name_as_filed": "BLACKHAWK WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/blackhawk-wealth-advisors-danville-ca-132251", "city": "Danville", "state": "CA", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 317405, "name": "Bloom Investment Advisors, LLC", "name_as_filed": "BLOOM INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bloom-investment-advisors-llc-san-francisco-ca-317405", "city": "San Francisco", "state": "CA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "subscription" ], "enhanced": false }, { "crd_number": 151422, "name": "Blueprint Investing LLC", "name_as_filed": "BLUEPRINT INVESTING LLC", "url": "https://advisorcensus.com/firm/blueprint-investing-llc-san-francisco-ca-151422", "city": "San Francisco", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 111768, "name": "Blume Capital Management, Inc.", "name_as_filed": "BLUME CAPITAL MANAGEMENT, INC.", "url": 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