{ "path": "/advisors/ca/san-francisco/fee-only", "url": "https://advisorcensus.com/advisors/ca/san-francisco/fee-only/page/5", "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": 5, "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": 154679, "name": "Mountain Lake Investment Management LLC", "name_as_filed": "MOUNTAIN LAKE INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/mountain-lake-investment-management-llc-san-francisco-ca-154679", "city": "San Francisco", "state": "CA", "years_registered": 15, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329207, "name": "Nauta Capital LLC", "name_as_filed": "NAUTA CAPITAL LLC", "url": "https://advisorcensus.com/firm/nauta-capital-llc-lafayette-ca-329207", "city": "Lafayette", "state": "CA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 331534, "name": "NAV Financial, LLC", "name_as_filed": "NAV FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/nav-financial-llc-san-francisco-ca-331534", "city": "San Francisco", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 129776, "name": "Nelson Capital Management, LLC", "name_as_filed": "NELSON CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/nelson-capital-management-llc-menlo-park-ca-129776", "city": "Menlo Park", "state": "CA", "years_registered": 22, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 112182, "name": "Neumann Capital Management", "name_as_filed": "NEUMANN CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/neumann-capital-management-foster-city-ca-112182", "city": "Foster City", "state": "CA", "years_registered": 34, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 118682, "name": "Newport Asia LLC", "name_as_filed": "NEWPORT ASIA LLC", "url": "https://advisorcensus.com/firm/newport-asia-llc-san-francisco-ca-118682", "city": "San Francisco", "state": "CA", "years_registered": 24, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 286587, "name": "NIA Impact Capital", "name_as_filed": "NIA IMPACT CAPITAL", "url": "https://advisorcensus.com/firm/nia-impact-capital-oakland-ca-286587", "city": "Oakland", "state": "CA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 137496, "name": "Nightingale Financial Advisory", "name_as_filed": "NIGHTINGALE FINANCIAL ADVISORY", "url": "https://advisorcensus.com/firm/nightingale-financial-advisory-fremont-ca-137496", "city": "Fremont", "state": "CA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330532, "name": "Nine Pines Ventures, LLC", "name_as_filed": "NINE PINES VENTURES, LLC", "url": "https://advisorcensus.com/firm/nine-pines-ventures-llc-san-ramon-ca-330532", "city": "San Ramon", "state": "CA", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 136431, "name": "North Berkeley Wealth Management, LLC", "name_as_filed": "NORTH BERKELEY WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/north-berkeley-wealth-management-llc-berkeley-ca-136431", "city": "Berkeley", "state": "CA", "years_registered": 21, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 124186, "name": "NWK Group", "name_as_filed": "NWK GROUP", "url": "https://advisorcensus.com/firm/nwk-group-san-francisco-ca-124186", "city": "San Francisco", "state": "CA", "years_registered": 23, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 226668, "name": "Oak Peak Financial", "name_as_filed": "OAK PEAK FINANCIAL", "url": "https://advisorcensus.com/firm/oak-peak-financial-menlo-park-ca-226668", "city": "Menlo Park", "state": "CA", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168650, "name": "Occidental Asset Management, LLC", "name_as_filed": "OCCIDENTAL ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/occidental-asset-management-llc-burlingame-ca-168650", "city": "Burlingame", "state": "CA", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 170975, "name": "Octavewealth", "name_as_filed": "OCTAVEWEALTH", "url": "https://advisorcensus.com/firm/octavewealth-san-francisco-ca-170975", "city": "San Francisco", "state": "CA", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 158515, "name": "Ohana Advisors", "name_as_filed": "OHANA ADVISORS", "url": "https://advisorcensus.com/firm/ohana-advisors-san-rafael-ca-158515", "city": "San Rafael", "state": "CA", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 288421, "name": "Optimo Capital", "name_as_filed": "OPTIMO CAPITAL", "url": "https://advisorcensus.com/firm/optimo-capital-san-francisco-ca-288421", "city": "San Francisco", "state": "CA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 112487, "name": "Orrell Capital Management", "name_as_filed": "ORRELL CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/orrell-capital-management-livermore-ca-112487", "city": "Livermore", "state": "CA", "years_registered": 35, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 283734, "name": "Owl and ORE Wealth Planning", "name_as_filed": "OWL AND ORE WEALTH PLANNING", "url": "https://advisorcensus.com/firm/owl-and-ore-wealth-planning-pleasant-hill-ca-283734", "city": "Pleasant Hill", "state": "CA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 281987, "name": "Pair Lending LLC", "name_as_filed": "PAIR LENDING LLC", "url": "https://advisorcensus.com/firm/pair-lending-llc-san-francisco-ca-281987", "city": "San Francisco", "state": "CA", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "subscription" ], "enhanced": false }, { "crd_number": 107863, "name": "Paragon Asset Management Inc.", "name_as_filed": "PARAGON ASSET MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/paragon-asset-management-inc-orinda-ca-107863", "city": "Orinda", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 174215, "name": "Pathwise", "name_as_filed": "PATHWISE", "url": "https://advisorcensus.com/firm/pathwise-walnut-creek-ca-174215", "city": "Walnut Creek", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 135470, "name": "Phocas Financial Corporation", "name_as_filed": "PHOCAS FINANCIAL CORPORATION", "url": "https://advisorcensus.com/firm/phocas-financial-corporation-alameda-ca-135470", "city": "Alameda", "state": "CA", "years_registered": 21, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 299731, "name": "Phoenix Investment", "name_as_filed": "PHOENIX INVESTMENT", "url": "https://advisorcensus.com/firm/phoenix-investment-san-ramon-ca-299731", "city": "San Ramon", "state": "CA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 136611, "name": "Pico Associates", "name_as_filed": "PICO ASSOCIATES", "url": "https://advisorcensus.com/firm/pico-associates-oakland-ca-136611", "city": "Oakland", "state": "CA", "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 106135, "name": "Portfolio Management Technology", "name_as_filed": "PORTFOLIO MANAGEMENT TECHNOLOGY", "url": "https://advisorcensus.com/firm/portfolio-management-technology-san-francisco-ca-106135", "city": "San Francisco", "state": "CA", "years_registered": 30, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342386, "name": "Portfolio POV", "name_as_filed": "PORTFOLIO POV", "url": "https://advisorcensus.com/firm/portfolio-pov-san-francisco-ca-342386", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 288119, "name": "Portola Creek Capital", "name_as_filed": "PORTOLA CREEK CAPITAL", "url": "https://advisorcensus.com/firm/portola-creek-capital-menlo-park-ca-288119", "city": "Menlo Park", "state": "CA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339161, "name": "Prelude Investment Services", "name_as_filed": "PRELUDE INVESTMENT SERVICES", "url": "https://advisorcensus.com/firm/prelude-investment-services-san-francisco-ca-339161", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110931, "name": "Pring Turner", "name_as_filed": "PRING TURNER", "url": "https://advisorcensus.com/firm/pring-turner-alamo-ca-110931", "city": "Alamo", "state": "CA", "years_registered": 49, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 283137, "name": "Proprietor Wealth Management Inc.", "name_as_filed": "PROPRIETOR WEALTH MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/proprietor-wealth-management-inc-larkspur-ca-283137", "city": "Larkspur", "state": "CA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 153994, "name": "Raub Brock Capital Management, LP", "name_as_filed": "RAUB BROCK CAPITAL MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/raub-brock-capital-management-lp-larkspur-ca-153994", "city": "Larkspur", "state": "CA", "years_registered": 16, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 150667, "name": "Redwood Grove Wealth Management", "name_as_filed": "REDWOOD GROVE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/redwood-grove-wealth-management-san-rafael-ca-150667", "city": "San Rafael", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307958, "name": "Redwood Park Advisors", "name_as_filed": "REDWOOD PARK ADVISORS", "url": "https://advisorcensus.com/firm/redwood-park-advisors-redwood-city-ca-307958", "city": "Redwood City", "state": "CA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 1489, "name": "Relevant Wealth Advisors, LLC", "name_as_filed": "RELEVANT WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/relevant-wealth-advisors-llc-mill-valley-ca-1489", "city": "Mill Valley", "state": "CA", "years_registered": 27, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 269824, "name": "Remedios Financial Planning", "name_as_filed": "REMEDIOS FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/remedios-financial-planning-san-francisco-ca-269824", "city": "San Francisco", "state": "CA", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 149435, "name": "RHS Financial, LLC", "name_as_filed": "RHS FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/rhs-financial-llc-san-francisco-ca-149435", "city": "San Francisco", "state": "CA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 124694, "name": "Ribera Investment Management, LLC", "name_as_filed": "RIBERA INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ribera-investment-management-llc-alameda-ca-124694", "city": "Alameda", "state": "CA", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 144735, "name": "Ridley Asset Management, LLC", "name_as_filed": "RIDLEY ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ridley-asset-management-llc-mill-valley-ca-144735", "city": "Mill Valley", "state": "CA", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288714, "name": "Ring Mountain Capital, LLC", "name_as_filed": "RING MOUNTAIN CAPITAL, LLC", "url": "https://advisorcensus.com/firm/ring-mountain-capital-llc-tiburon-ca-288714", "city": "Tiburon", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 123233, "name": "Rising Capital Inc.", "name_as_filed": "RISING CAPITAL INC.", "url": "https://advisorcensus.com/firm/rising-capital-inc-mill-valley-ca-123233", "city": "Mill Valley", "state": "CA", "years_registered": 23, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 107474, "name": "Ritter Wealth Counsel", "name_as_filed": "RITTER WEALTH COUNSEL", "url": "https://advisorcensus.com/firm/ritter-wealth-counsel-san-rafael-ca-107474", "city": "San Rafael", "state": "CA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108762, "name": "Rittmann Capital Management Co", "name_as_filed": "RITTMANN CAPITAL MANAGEMENT CO", "url": "https://advisorcensus.com/firm/rittmann-capital-management-co-moraga-ca-108762", "city": "Moraga", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335232, "name": "RO2 Wealth", "name_as_filed": "RO2 WEALTH", "url": "https://advisorcensus.com/firm/ro2-wealth-berkeley-ca-335232", "city": "Berkeley", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 308827, "name": "Roberts Wealth Advisors, LLC", "name_as_filed": "ROBERTS WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/roberts-wealth-advisors-llc-menlo-park-ca-308827", "city": "Menlo Park", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105774, "name": "Rosenblum Silverman Sutton SF Inc", "name_as_filed": "ROSENBLUM SILVERMAN SUTTON SF INC", "url": "https://advisorcensus.com/firm/rosenblum-silverman-sutton-sf-inc-san-francisco-ca-105774", "city": "San Francisco", "state": "CA", "years_registered": 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