# Fee-only financial advisors in San Francisco, CA > 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. Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/san-francisco/fee-only ## At a glance - Investment advisory firms: 320 - Registration: SEC-registered investment adviser: 184, State-registered investment adviser: 136 - How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 320 (100%); Percentage of assets 288 (90%); Hourly charges 122 (38%); Subscription fees (newsletter or periodical) 5 (2%); Fixed fees 175 (55%) - Regulatory assets under management (Item 5.F): Under $25 million 57 (18%); $25 million to $100 million 71 (22%); $100 million to $500 million 102 (32%); $500 million to $1 billion 24 (8%); $1 billion to $5 billion 28 (9%); Over $5 billion 7 (2%); Not reported 31 (10%) - Years registered: Under 5 years 104 (33%); 5 to 9 years 72 (23%); 10 to 19 years 62 (19%); 20 years or more 80 (25%); Not reported 2 (1%) ## Firms (page 1 of 7, 1 to 50 of 320, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [Abra Capital Management, LP](https://advisorcensus.com/firm/abra-capital-management-lp-san-francisco-ca-323353) ([md](https://advisorcensus.com/firm/abra-capital-management-lp-san-francisco-ca-323353.md)) | 323353 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets | | [Abramson Financial Planning, LLC](https://advisorcensus.com/firm/abramson-financial-planning-llc-burlingame-ca-321158) ([md](https://advisorcensus.com/firm/abramson-financial-planning-llc-burlingame-ca-321158.md)) | 321158 | Burlingame, CA | State-registered investment adviser | Not reported | 4 | Hourly, Fixed fee | | [Adap Tax Financial, Inc.](https://advisorcensus.com/firm/adap-tax-financial-inc-pleasanton-ca-293211) ([md](https://advisorcensus.com/firm/adap-tax-financial-inc-pleasanton-ca-293211.md)) | 293211 | Pleasanton, CA | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee | | [AFT US Capital LLC](https://advisorcensus.com/firm/aft-us-capital-llc-san-francisco-ca-335448) ([md](https://advisorcensus.com/firm/aft-us-capital-llc-san-francisco-ca-335448.md)) | 335448 | San Francisco, CA | SEC-registered investment adviser | Under $25 million | 1 | % of assets | | [Aikapa](https://advisorcensus.com/firm/aikapa-corte-madera-ca-144517) ([md](https://advisorcensus.com/firm/aikapa-corte-madera-ca-144517.md)) | 144517 | Corte Madera, CA | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Hourly, Fixed fee | | [Ajay Agrawal](https://advisorcensus.com/firm/ajay-agrawal-fremont-ca-334610) ([md](https://advisorcensus.com/firm/ajay-agrawal-fremont-ca-334610.md)) | 334610 | Fremont, CA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly | | [AK Global Asset Management, LLC](https://advisorcensus.com/firm/ak-global-asset-management-llc-oakland-ca-137530) ([md](https://advisorcensus.com/firm/ak-global-asset-management-llc-oakland-ca-137530.md)) | 137530 | Oakland, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets | | [Akram M. Omari, CPA](https://advisorcensus.com/firm/akram-m-omari-cpa-san-francisco-ca-135499) ([md](https://advisorcensus.com/firm/akram-m-omari-cpa-san-francisco-ca-135499.md)) | 135499 | San Francisco, CA | State-registered investment adviser | $25 million to $100 million | 32 | % of assets, Hourly | | [Albourne America LLC](https://advisorcensus.com/firm/albourne-america-llc-san-francisco-ca-126582) ([md](https://advisorcensus.com/firm/albourne-america-llc-san-francisco-ca-126582.md)) | 126582 | San Francisco, CA | SEC-registered investment adviser | Not reported | 20 | Fixed fee | | [Alcosta Capital Management, Inc.](https://advisorcensus.com/firm/alcosta-capital-management-inc-san-ramon-ca-128679) ([md](https://advisorcensus.com/firm/alcosta-capital-management-inc-san-ramon-ca-128679.md)) | 128679 | San Ramon, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets | | [Alpha Rush, LLC](https://advisorcensus.com/firm/alpha-rush-llc-san-mateo-ca-156068) ([md](https://advisorcensus.com/firm/alpha-rush-llc-san-mateo-ca-156068.md)) | 156068 | San Mateo, CA | State-registered investment adviser | Under $25 million | 15 | % of assets | | [Alpha Solutions Investment Advisors](https://advisorcensus.com/firm/alpha-solutions-investment-advisors-south-san-francisco-ca-156541) ([md](https://advisorcensus.com/firm/alpha-solutions-investment-advisors-south-san-francisco-ca-156541.md)) | 156541 | South San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets | | [Alta Via Capital](https://advisorcensus.com/firm/alta-via-capital-pleasanton-ca-289739) ([md](https://advisorcensus.com/firm/alta-via-capital-pleasanton-ca-289739.md)) | 289739 | Pleasanton, CA | State-registered investment adviser | $100 million to $500 million | 8 | % of assets | | [Altamont Wealth Management, Inc.](https://advisorcensus.com/firm/altamont-wealth-management-inc-livermore-ca-136031) ([md](https://advisorcensus.com/firm/altamont-wealth-management-inc-livermore-ca-136031.md)) | 136031 | Livermore, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee | | [Amoretti Capital Management](https://advisorcensus.com/firm/amoretti-capital-management-san-francisco-ca-315111) ([md](https://advisorcensus.com/firm/amoretti-capital-management-san-francisco-ca-315111.md)) | 315111 | San Francisco, CA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee | | [Andrews, Lucia Wealth Management LLC](https://advisorcensus.com/firm/andrews-lucia-wealth-management-llc-danville-ca-130931) ([md](https://advisorcensus.com/firm/andrews-lucia-wealth-management-llc-danville-ca-130931.md)) | 130931 | Danville, CA | SEC-registered investment adviser | $500 million to $1 billion | 20 | % of assets | | [Anselme Capital, Inc.](https://advisorcensus.com/firm/anselme-capital-inc-san-francisco-ca-122278) ([md](https://advisorcensus.com/firm/anselme-capital-inc-san-francisco-ca-122278.md)) | 122278 | San Francisco, CA | State-registered investment adviser | $25 million to $100 million | 28 | % of assets | | [Applied Advisor](https://advisorcensus.com/firm/applied-advisor-san-francisco-ca-126725) ([md](https://advisorcensus.com/firm/applied-advisor-san-francisco-ca-126725.md)) | 126725 | San Francisco, CA | State-registered investment adviser | Not reported | 23 | Hourly, Fixed fee | | [Argent Wealth Advisors, LLC](https://advisorcensus.com/firm/argent-wealth-advisors-llc-lafayette-ca-172856) ([md](https://advisorcensus.com/firm/argent-wealth-advisors-llc-lafayette-ca-172856.md)) | 172856 | Lafayette, CA | State-registered investment adviser | $25 million to $100 million | 12 | % of assets | | [Arsenio Capital Management LLC](https://advisorcensus.com/firm/arsenio-capital-management-llc-san-anselmo-ca-135923) ([md](https://advisorcensus.com/firm/arsenio-capital-management-llc-san-anselmo-ca-135923.md)) | 135923 | San Anselmo, CA | State-registered investment adviser | Not reported | 7 | Hourly, Subscription, Fixed fee | | [Asage Financial LLC](https://advisorcensus.com/firm/asage-financial-llc-lafayette-ca-140805) ([md](https://advisorcensus.com/firm/asage-financial-llc-lafayette-ca-140805.md)) | 140805 | Lafayette, CA | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly, Fixed fee | | [Ascension Wealth Partners, LLC](https://advisorcensus.com/firm/ascension-wealth-partners-llc-pleasant-hill-ca-146451) ([md](https://advisorcensus.com/firm/ascension-wealth-partners-llc-pleasant-hill-ca-146451.md)) | 146451 | Pleasant Hill, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets | | [Assembly Wealth](https://advisorcensus.com/firm/assembly-wealth-mill-valley-ca-108834) ([md](https://advisorcensus.com/firm/assembly-wealth-mill-valley-ca-108834.md)) | 108834 | Mill Valley, CA | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets, Hourly, Fixed fee | | [Asset Dedication, LLC](https://advisorcensus.com/firm/asset-dedication-llc-san-francisco-ca-151988) ([md](https://advisorcensus.com/firm/asset-dedication-llc-san-francisco-ca-151988.md)) | 151988 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets | | [Athena Investment Management](https://advisorcensus.com/firm/athena-investment-management-orinda-ca-106542) ([md](https://advisorcensus.com/firm/athena-investment-management-orinda-ca-106542.md)) | 106542 | Orinda, CA | SEC-registered investment adviser | $100 million to $500 million | 49 | % of assets, Hourly, Fixed fee | | [Atlas Grove Capital LLC](https://advisorcensus.com/firm/atlas-grove-capital-llc-dublin-ca-340555) ([md](https://advisorcensus.com/firm/atlas-grove-capital-llc-dublin-ca-340555.md)) | 340555 | Dublin, CA | State-registered investment adviser | Under $25 million | 0 | % of assets | | [Auspicious Financial Planning, LLC](https://advisorcensus.com/firm/auspicious-financial-planning-llc-san-ramon-ca-297962) ([md](https://advisorcensus.com/firm/auspicious-financial-planning-llc-san-ramon-ca-297962.md)) | 297962 | San Ramon, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets | | [Austin Creek Capital, LLC](https://advisorcensus.com/firm/austin-creek-capital-llc-mill-valley-ca-313554) ([md](https://advisorcensus.com/firm/austin-creek-capital-llc-mill-valley-ca-313554.md)) | 313554 | Mill Valley, CA | State-registered investment adviser | Under $25 million | 5 | % of assets, Fixed fee | | [Authentic Ventures Investment Manager, LLC](https://advisorcensus.com/firm/authentic-ventures-investment-manager-llc-oakland-ca-304938) ([md](https://advisorcensus.com/firm/authentic-ventures-investment-manager-llc-oakland-ca-304938.md)) | 304938 | Oakland, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets | | [Auxi Asset Management, LLC](https://advisorcensus.com/firm/auxi-asset-management-llc-danville-ca-135421) ([md](https://advisorcensus.com/firm/auxi-asset-management-llc-danville-ca-135421.md)) | 135421 | Danville, CA | State-registered investment adviser | $25 million to $100 million | 20 | % of assets | | [Avalon Capital Management](https://advisorcensus.com/firm/avalon-capital-management-menlo-park-ca-107501) ([md](https://advisorcensus.com/firm/avalon-capital-management-menlo-park-ca-107501.md)) | 107501 | Menlo Park, CA | SEC-registered investment adviser | $500 million to $1 billion | 34 | % of assets, Hourly | | [AWR Investment Management, LLC](https://advisorcensus.com/firm/awr-investment-management-llc-san-rafael-ca-118538) ([md](https://advisorcensus.com/firm/awr-investment-management-llc-san-rafael-ca-118538.md)) | 118538 | San Rafael, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee | | [Babylon Wealth Management LLC](https://advisorcensus.com/firm/babylon-wealth-management-llc-walnut-creek-ca-283309) ([md](https://advisorcensus.com/firm/babylon-wealth-management-llc-walnut-creek-ca-283309.md)) | 283309 | Walnut Creek, CA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee | | [Backer](https://advisorcensus.com/firm/backer-san-francisco-ca-281813) ([md](https://advisorcensus.com/firm/backer-san-francisco-ca-281813.md)) | 281813 | San Francisco, CA | SEC-registered investment adviser | $25 million to $100 million | 10 | Fixed fee | | [Bakeravenue](https://advisorcensus.com/firm/bakeravenue-san-francisco-ca-132657) ([md](https://advisorcensus.com/firm/bakeravenue-san-francisco-ca-132657.md)) | 132657 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 21 | % of assets, Fixed fee | | [Balance Cash Management Inc.](https://advisorcensus.com/firm/balance-cash-management-inc-san-francisco-ca-333867) ([md](https://advisorcensus.com/firm/balance-cash-management-inc-san-francisco-ca-333867.md)) | 333867 | San Francisco, CA | SEC-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee | | [Balopole Investment Management Corporation](https://advisorcensus.com/firm/balopole-investment-management-corporation-san-mateo-ca-135621) ([md](https://advisorcensus.com/firm/balopole-investment-management-corporation-san-mateo-ca-135621.md)) | 135621 | San Mateo, CA | State-registered investment adviser | $25 million to $100 million | 26 | % of assets, Hourly | | [Baseline Investments, LLC](https://advisorcensus.com/firm/baseline-investments-llc-san-francisco-ca-296898) ([md](https://advisorcensus.com/firm/baseline-investments-llc-san-francisco-ca-296898.md)) | 296898 | San Francisco, CA | State-registered investment adviser | Under $25 million | 2 | % of assets | | [Bayleaf Financial Services](https://advisorcensus.com/firm/bayleaf-financial-services-dublin-ca-342400) ([md](https://advisorcensus.com/firm/bayleaf-financial-services-dublin-ca-342400.md)) | 342400 | Dublin, CA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee | | [Belgrave Square Advisors](https://advisorcensus.com/firm/belgrave-square-advisors-san-francisco-ca-299105) ([md](https://advisorcensus.com/firm/belgrave-square-advisors-san-francisco-ca-299105.md)) | 299105 | San Francisco, CA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets | | [Bell Investment Advisors Inc](https://advisorcensus.com/firm/bell-investment-advisors-inc-orinda-ca-108383) ([md](https://advisorcensus.com/firm/bell-investment-advisors-inc-orinda-ca-108383.md)) | 108383 | Orinda, CA | SEC-registered investment adviser | $500 million to $1 billion | 27 | % of assets, Hourly, Fixed fee | | [Benningfield Financial Advisors, LLC](https://advisorcensus.com/firm/benningfield-financial-advisors-llc-san-francisco-ca-134950) ([md](https://advisorcensus.com/firm/benningfield-financial-advisors-llc-san-francisco-ca-134950.md)) | 134950 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee | | [Berla Investment Consulting](https://advisorcensus.com/firm/berla-investment-consulting-alamo-ca-112847) ([md](https://advisorcensus.com/firm/berla-investment-consulting-alamo-ca-112847.md)) | 112847 | Alamo, CA | SEC-registered investment adviser | Not reported | 40 | Hourly, Fixed fee | | [Bitwise Investment Manager, LLC](https://advisorcensus.com/firm/bitwise-investment-manager-llc-san-francisco-ca-317943) ([md](https://advisorcensus.com/firm/bitwise-investment-manager-llc-san-francisco-ca-317943.md)) | 317943 | San Francisco, CA | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets | | [Black Hill Capital Partners, LLC](https://advisorcensus.com/firm/black-hill-capital-partners-llc-san-francisco-ca-118291) ([md](https://advisorcensus.com/firm/black-hill-capital-partners-llc-san-francisco-ca-118291.md)) | 118291 | San Francisco, CA | SEC-registered investment adviser | $25 million to $100 million | 6 | % of assets | | [Blackhawk Wealth Advisors](https://advisorcensus.com/firm/blackhawk-wealth-advisors-danville-ca-132251) ([md](https://advisorcensus.com/firm/blackhawk-wealth-advisors-danville-ca-132251.md)) | 132251 | Danville, CA | State-registered investment adviser | $25 million to $100 million | 21 | % of assets | | [Bloom Investment Advisors, LLC](https://advisorcensus.com/firm/bloom-investment-advisors-llc-san-francisco-ca-317405) ([md](https://advisorcensus.com/firm/bloom-investment-advisors-llc-san-francisco-ca-317405.md)) | 317405 | San Francisco, CA | SEC-registered investment adviser | Under $25 million | 4 | Subscription | | [Blueprint Investing LLC](https://advisorcensus.com/firm/blueprint-investing-llc-san-francisco-ca-151422) ([md](https://advisorcensus.com/firm/blueprint-investing-llc-san-francisco-ca-151422.md)) | 151422 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets | | [Blume Capital Management, Inc.](https://advisorcensus.com/firm/blume-capital-management-inc-berkeley-ca-111768) ([md](https://advisorcensus.com/firm/blume-capital-management-inc-berkeley-ca-111768.md)) | 111768 | Berkeley, CA | SEC-registered investment adviser | $500 million to $1 billion | 28 | % of assets, Hourly, Fixed fee | | [Boldin Advisors](https://advisorcensus.com/firm/boldin-advisors-mill-valley-ca-294881) ([md](https://advisorcensus.com/firm/boldin-advisors-mill-valley-ca-294881.md)) | 294881 | Mill Valley, CA | SEC-registered investment adviser | Not reported | 1 | Hourly, Fixed fee | - Next page: https://advisorcensus.com/advisors/ca/san-francisco/fee-only/page/2.md ## Questions people ask **How many financial advisory firms are there in San Francisco, CA?** 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. **How many fee-only financial advisors are in San Francisco, CA?** 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. **How many financial advisors in San Francisco, CA offer financial planning?** 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. **Are the financial advisors in San Francisco, CA fiduciaries?** 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. **How do I check whether a financial advisor has disciplinary disclosures?** 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. **Does AdvisorCensus rate, verify, or recommend these firms?** 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. **What does regulatory assets under management mean?** 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. ## Related pages - [Financial advisors in California](https://advisorcensus.com/advisors/ca) (https://advisorcensus.com/advisors/ca.md) - [Financial advisors in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco) (https://advisorcensus.com/advisors/ca/san-francisco.md) - [Fee-only financial advisors in California](https://advisorcensus.com/advisors/ca/fee-only) (https://advisorcensus.com/advisors/ca/fee-only.md) - [Flat-fee financial advisors in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/flat-fee) (https://advisorcensus.com/advisors/ca/san-francisco/flat-fee.md) - [Hourly financial advisors in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/hourly) (https://advisorcensus.com/advisors/ca/san-francisco/hourly.md) - [Financial advisors for dentists in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/dentists) (https://advisorcensus.com/advisors/ca/san-francisco/dentists.md) - 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[Financial advisors in San Mateo, CA](https://advisorcensus.com/advisors/ca/san-francisco/san-mateo) (https://advisorcensus.com/advisors/ca/san-francisco/san-mateo.md) - [Financial advisors in Walnut Creek, CA](https://advisorcensus.com/advisors/ca/san-francisco/walnut-creek) (https://advisorcensus.com/advisors/ca/san-francisco/walnut-creek.md) - [Financial advisors in Oakland, CA](https://advisorcensus.com/advisors/ca/san-francisco/oakland) (https://advisorcensus.com/advisors/ca/san-francisco/oakland.md) - [Financial advisors in Mill Valley, CA](https://advisorcensus.com/advisors/ca/san-francisco/mill-valley) (https://advisorcensus.com/advisors/ca/san-francisco/mill-valley.md) - [Financial advisors in San Rafael, CA](https://advisorcensus.com/advisors/ca/san-francisco/san-rafael) (https://advisorcensus.com/advisors/ca/san-francisco/san-rafael.md) - [Financial advisors in Burlingame, CA](https://advisorcensus.com/advisors/ca/san-francisco/burlingame) (https://advisorcensus.com/advisors/ca/san-francisco/burlingame.md) - [Financial advisors in Berkeley, CA](https://advisorcensus.com/advisors/ca/san-francisco/berkeley) (https://advisorcensus.com/advisors/ca/san-francisco/berkeley.md) - [Financial advisors in Larkspur, CA](https://advisorcensus.com/advisors/ca/san-francisco/larkspur) (https://advisorcensus.com/advisors/ca/san-francisco/larkspur.md) - [Financial advisors in Lafayette, CA](https://advisorcensus.com/advisors/ca/san-francisco/lafayette) (https://advisorcensus.com/advisors/ca/san-francisco/lafayette.md) - [Financial advisors in San Ramon, CA](https://advisorcensus.com/advisors/ca/san-francisco/san-ramon) (https://advisorcensus.com/advisors/ca/san-francisco/san-ramon.md) - [Financial advisors in Sausalito, CA](https://advisorcensus.com/advisors/ca/san-francisco/sausalito) (https://advisorcensus.com/advisors/ca/san-francisco/sausalito.md) - [Financial advisors in Los Angeles](https://advisorcensus.com/advisors/ca/los-angeles) (https://advisorcensus.com/advisors/ca/los-angeles.md) - [Financial advisors in San Jose](https://advisorcensus.com/advisors/ca/san-jose) (https://advisorcensus.com/advisors/ca/san-jose.md) - [Financial advisors in San Diego](https://advisorcensus.com/advisors/ca/san-diego) (https://advisorcensus.com/advisors/ca/san-diego.md) - [Financial advisors in Sacramento](https://advisorcensus.com/advisors/ca/sacramento) (https://advisorcensus.com/advisors/ca/sacramento.md) - [Financial advisors in Oxnard](https://advisorcensus.com/advisors/ca/oxnard) (https://advisorcensus.com/advisors/ca/oxnard.md) - [Financial advisors in Riverside](https://advisorcensus.com/advisors/ca/riverside) (https://advisorcensus.com/advisors/ca/riverside.md) - [Financial advisors in Santa Maria](https://advisorcensus.com/advisors/ca/santa-maria) (https://advisorcensus.com/advisors/ca/santa-maria.md) - [Financial advisors in Santa Rosa](https://advisorcensus.com/advisors/ca/santa-rosa) (https://advisorcensus.com/advisors/ca/santa-rosa.md) Cite as: AdvisorCensus. Fee-only financial advisors in San Francisco, CA: 320 firms from Form ADV filings as of October 2026.