# 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/page/5

## 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 5 of 7, 201 to 250 of 320, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Mountain Lake Investment Management LLC](https://advisorcensus.com/firm/mountain-lake-investment-management-llc-san-francisco-ca-154679) ([md](https://advisorcensus.com/firm/mountain-lake-investment-management-llc-san-francisco-ca-154679.md)) | 154679 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets |
| [Nauta Capital LLC](https://advisorcensus.com/firm/nauta-capital-llc-lafayette-ca-329207) ([md](https://advisorcensus.com/firm/nauta-capital-llc-lafayette-ca-329207.md)) | 329207 | Lafayette, CA | SEC-registered investment adviser | Under $25 million | 2 | % of assets |
| [NAV Financial, LLC](https://advisorcensus.com/firm/nav-financial-llc-san-francisco-ca-331534) ([md](https://advisorcensus.com/firm/nav-financial-llc-san-francisco-ca-331534.md)) | 331534 | San Francisco, CA | State-registered investment adviser | Not reported | 2 | Hourly |
| [Nelson Capital Management, LLC](https://advisorcensus.com/firm/nelson-capital-management-llc-menlo-park-ca-129776) ([md](https://advisorcensus.com/firm/nelson-capital-management-llc-menlo-park-ca-129776.md)) | 129776 | Menlo Park, CA | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets, Hourly |
| [Neumann Capital Management](https://advisorcensus.com/firm/neumann-capital-management-foster-city-ca-112182) ([md](https://advisorcensus.com/firm/neumann-capital-management-foster-city-ca-112182.md)) | 112182 | Foster City, CA | SEC-registered investment adviser | $500 million to $1 billion | 34 | % of assets |
| [Newport Asia LLC](https://advisorcensus.com/firm/newport-asia-llc-san-francisco-ca-118682) ([md](https://advisorcensus.com/firm/newport-asia-llc-san-francisco-ca-118682.md)) | 118682 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 24 | % of assets |
| [NIA Impact Capital](https://advisorcensus.com/firm/nia-impact-capital-oakland-ca-286587) ([md](https://advisorcensus.com/firm/nia-impact-capital-oakland-ca-286587.md)) | 286587 | Oakland, CA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Nightingale Financial Advisory](https://advisorcensus.com/firm/nightingale-financial-advisory-fremont-ca-137496) ([md](https://advisorcensus.com/firm/nightingale-financial-advisory-fremont-ca-137496.md)) | 137496 | Fremont, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Nine Pines Ventures, LLC](https://advisorcensus.com/firm/nine-pines-ventures-llc-san-ramon-ca-330532) ([md](https://advisorcensus.com/firm/nine-pines-ventures-llc-san-ramon-ca-330532.md)) | 330532 | San Ramon, CA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed fee |
| [North Berkeley Wealth Management, LLC](https://advisorcensus.com/firm/north-berkeley-wealth-management-llc-berkeley-ca-136431) ([md](https://advisorcensus.com/firm/north-berkeley-wealth-management-llc-berkeley-ca-136431.md)) | 136431 | Berkeley, CA | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets, Hourly, Fixed fee |
| [NWK Group](https://advisorcensus.com/firm/nwk-group-san-francisco-ca-124186) ([md](https://advisorcensus.com/firm/nwk-group-san-francisco-ca-124186.md)) | 124186 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 23 | % of assets, Fixed fee |
| [Oak Peak Financial](https://advisorcensus.com/firm/oak-peak-financial-menlo-park-ca-226668) ([md](https://advisorcensus.com/firm/oak-peak-financial-menlo-park-ca-226668.md)) | 226668 | Menlo Park, CA | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [Occidental Asset Management, LLC](https://advisorcensus.com/firm/occidental-asset-management-llc-burlingame-ca-168650) ([md](https://advisorcensus.com/firm/occidental-asset-management-llc-burlingame-ca-168650.md)) | 168650 | Burlingame, CA | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets |
| [Octavewealth](https://advisorcensus.com/firm/octavewealth-san-francisco-ca-170975) ([md](https://advisorcensus.com/firm/octavewealth-san-francisco-ca-170975.md)) | 170975 | San Francisco, CA | SEC-registered investment adviser | $25 million to $100 million | 12 | % of assets, Fixed fee |
| [Ohana Advisors](https://advisorcensus.com/firm/ohana-advisors-san-rafael-ca-158515) ([md](https://advisorcensus.com/firm/ohana-advisors-san-rafael-ca-158515.md)) | 158515 | San Rafael, CA | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Fixed fee |
| [Optimo Capital](https://advisorcensus.com/firm/optimo-capital-san-francisco-ca-288421) ([md](https://advisorcensus.com/firm/optimo-capital-san-francisco-ca-288421.md)) | 288421 | San Francisco, CA | State-registered investment adviser | Not reported | 9 | % of assets, Hourly, Fixed fee |
| [Orrell Capital Management](https://advisorcensus.com/firm/orrell-capital-management-livermore-ca-112487) ([md](https://advisorcensus.com/firm/orrell-capital-management-livermore-ca-112487.md)) | 112487 | Livermore, CA | SEC-registered investment adviser | $100 million to $500 million | 35 | % of assets |
| [Owl and ORE Wealth Planning](https://advisorcensus.com/firm/owl-and-ore-wealth-planning-pleasant-hill-ca-283734) ([md](https://advisorcensus.com/firm/owl-and-ore-wealth-planning-pleasant-hill-ca-283734.md)) | 283734 | Pleasant Hill, CA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Fixed fee |
| [Pair Lending LLC](https://advisorcensus.com/firm/pair-lending-llc-san-francisco-ca-281987) ([md](https://advisorcensus.com/firm/pair-lending-llc-san-francisco-ca-281987.md)) | 281987 | San Francisco, CA | State-registered investment adviser | Under $25 million | 10 | Subscription |
| [Paragon Asset Management Inc.](https://advisorcensus.com/firm/paragon-asset-management-inc-orinda-ca-107863) ([md](https://advisorcensus.com/firm/paragon-asset-management-inc-orinda-ca-107863.md)) | 107863 | Orinda, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Pathwise](https://advisorcensus.com/firm/pathwise-walnut-creek-ca-174215) ([md](https://advisorcensus.com/firm/pathwise-walnut-creek-ca-174215.md)) | 174215 | Walnut Creek, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Phocas Financial Corporation](https://advisorcensus.com/firm/phocas-financial-corporation-alameda-ca-135470) ([md](https://advisorcensus.com/firm/phocas-financial-corporation-alameda-ca-135470.md)) | 135470 | Alameda, CA | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets |
| [Phoenix Investment](https://advisorcensus.com/firm/phoenix-investment-san-ramon-ca-299731) ([md](https://advisorcensus.com/firm/phoenix-investment-san-ramon-ca-299731.md)) | 299731 | San Ramon, CA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Fixed fee |
| [Pico Associates](https://advisorcensus.com/firm/pico-associates-oakland-ca-136611) ([md](https://advisorcensus.com/firm/pico-associates-oakland-ca-136611.md)) | 136611 | Oakland, CA | State-registered investment adviser | Under $25 million | 20 | % of assets |
| [Portfolio Management Technology](https://advisorcensus.com/firm/portfolio-management-technology-san-francisco-ca-106135) ([md](https://advisorcensus.com/firm/portfolio-management-technology-san-francisco-ca-106135.md)) | 106135 | San Francisco, CA | SEC-registered investment adviser | Not reported | 30 | Hourly, Fixed fee |
| [Portfolio POV](https://advisorcensus.com/firm/portfolio-pov-san-francisco-ca-342386) ([md](https://advisorcensus.com/firm/portfolio-pov-san-francisco-ca-342386.md)) | 342386 | San Francisco, CA | SEC-registered investment adviser | Not reported | 0 | Fixed fee |
| [Portola Creek Capital](https://advisorcensus.com/firm/portola-creek-capital-menlo-park-ca-288119) ([md](https://advisorcensus.com/firm/portola-creek-capital-menlo-park-ca-288119.md)) | 288119 | Menlo Park, CA | State-registered investment adviser | $100 million to $500 million | 7 | % of assets |
| [Prelude Investment Services](https://advisorcensus.com/firm/prelude-investment-services-san-francisco-ca-339161) ([md](https://advisorcensus.com/firm/prelude-investment-services-san-francisco-ca-339161.md)) | 339161 | San Francisco, CA | SEC-registered investment adviser | Not reported | 0 | % of assets |
| [Pring Turner](https://advisorcensus.com/firm/pring-turner-alamo-ca-110931) ([md](https://advisorcensus.com/firm/pring-turner-alamo-ca-110931.md)) | 110931 | Alamo, CA | SEC-registered investment adviser | $100 million to $500 million | 49 | % of assets |
| [Proprietor Wealth Management Inc.](https://advisorcensus.com/firm/proprietor-wealth-management-inc-larkspur-ca-283137) ([md](https://advisorcensus.com/firm/proprietor-wealth-management-inc-larkspur-ca-283137.md)) | 283137 | Larkspur, CA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly |
| [Raub Brock Capital Management, LP](https://advisorcensus.com/firm/raub-brock-capital-management-lp-larkspur-ca-153994) ([md](https://advisorcensus.com/firm/raub-brock-capital-management-lp-larkspur-ca-153994.md)) | 153994 | Larkspur, CA | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Hourly, Fixed fee |
| [Redwood Grove Wealth Management](https://advisorcensus.com/firm/redwood-grove-wealth-management-san-rafael-ca-150667) ([md](https://advisorcensus.com/firm/redwood-grove-wealth-management-san-rafael-ca-150667.md)) | 150667 | San Rafael, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Redwood Park Advisors](https://advisorcensus.com/firm/redwood-park-advisors-redwood-city-ca-307958) ([md](https://advisorcensus.com/firm/redwood-park-advisors-redwood-city-ca-307958.md)) | 307958 | Redwood City, CA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Relevant Wealth Advisors, LLC](https://advisorcensus.com/firm/relevant-wealth-advisors-llc-mill-valley-ca-1489) ([md](https://advisorcensus.com/firm/relevant-wealth-advisors-llc-mill-valley-ca-1489.md)) | 1489 | Mill Valley, CA | SEC-registered investment adviser | $500 million to $1 billion | 27 | % of assets |
| [Remedios Financial Planning](https://advisorcensus.com/firm/remedios-financial-planning-san-francisco-ca-269824) ([md](https://advisorcensus.com/firm/remedios-financial-planning-san-francisco-ca-269824.md)) | 269824 | San Francisco, CA | State-registered investment adviser | Not reported | 11 | Hourly, Fixed fee |
| [RHS Financial, LLC](https://advisorcensus.com/firm/rhs-financial-llc-san-francisco-ca-149435) ([md](https://advisorcensus.com/firm/rhs-financial-llc-san-francisco-ca-149435.md)) | 149435 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Ribera Investment Management, LLC](https://advisorcensus.com/firm/ribera-investment-management-llc-alameda-ca-124694) ([md](https://advisorcensus.com/firm/ribera-investment-management-llc-alameda-ca-124694.md)) | 124694 | Alameda, CA | State-registered investment adviser | $25 million to $100 million | 27 | % of assets, Hourly |
| [Ridley Asset Management, LLC](https://advisorcensus.com/firm/ridley-asset-management-llc-mill-valley-ca-144735) ([md](https://advisorcensus.com/firm/ridley-asset-management-llc-mill-valley-ca-144735.md)) | 144735 | Mill Valley, CA | State-registered investment adviser | Under $25 million | 14 | % of assets, Hourly, Fixed fee |
| [Ring Mountain Capital, LLC](https://advisorcensus.com/firm/ring-mountain-capital-llc-tiburon-ca-288714) ([md](https://advisorcensus.com/firm/ring-mountain-capital-llc-tiburon-ca-288714.md)) | 288714 | Tiburon, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Rising Capital Inc.](https://advisorcensus.com/firm/rising-capital-inc-mill-valley-ca-123233) ([md](https://advisorcensus.com/firm/rising-capital-inc-mill-valley-ca-123233.md)) | 123233 | Mill Valley, CA | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Hourly |
| [Ritter Wealth Counsel](https://advisorcensus.com/firm/ritter-wealth-counsel-san-rafael-ca-107474) ([md](https://advisorcensus.com/firm/ritter-wealth-counsel-san-rafael-ca-107474.md)) | 107474 | San Rafael, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Rittmann Capital Management Co](https://advisorcensus.com/firm/rittmann-capital-management-co-moraga-ca-108762) ([md](https://advisorcensus.com/firm/rittmann-capital-management-co-moraga-ca-108762.md)) | 108762 | Moraga, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [RO2 Wealth](https://advisorcensus.com/firm/ro2-wealth-berkeley-ca-335232) ([md](https://advisorcensus.com/firm/ro2-wealth-berkeley-ca-335232.md)) | 335232 | Berkeley, CA | State-registered investment adviser | Under $25 million | 1 | Hourly, Fixed fee |
| [Roberts Wealth Advisors, LLC](https://advisorcensus.com/firm/roberts-wealth-advisors-llc-menlo-park-ca-308827) ([md](https://advisorcensus.com/firm/roberts-wealth-advisors-llc-menlo-park-ca-308827.md)) | 308827 | Menlo Park, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Rosenblum Silverman Sutton SF Inc](https://advisorcensus.com/firm/rosenblum-silverman-sutton-sf-inc-san-francisco-ca-105774) ([md](https://advisorcensus.com/firm/rosenblum-silverman-sutton-sf-inc-san-francisco-ca-105774.md)) | 105774 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 42 | % of assets, Hourly, Fixed fee |
| [RPG Investment Advisory, LLC](https://advisorcensus.com/firm/rpg-investment-advisory-llc-pleasanton-ca-172173) ([md](https://advisorcensus.com/firm/rpg-investment-advisory-llc-pleasanton-ca-172173.md)) | 172173 | Pleasanton, CA | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Hourly, Fixed fee |
| [Rubric Advisors LLC](https://advisorcensus.com/firm/rubric-advisors-llc-san-francisco-ca-336764) ([md](https://advisorcensus.com/firm/rubric-advisors-llc-san-francisco-ca-336764.md)) | 336764 | San Francisco, CA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly |
| [Run Free Capital LLC](https://advisorcensus.com/firm/run-free-capital-llc-san-ramon-ca-335076) ([md](https://advisorcensus.com/firm/run-free-capital-llc-san-ramon-ca-335076.md)) | 335076 | San Ramon, CA | State-registered investment adviser | Not reported | 1 | % of assets |
| [Sage Rhino Capital LLC](https://advisorcensus.com/firm/sage-rhino-capital-llc-menlo-park-ca-290148) ([md](https://advisorcensus.com/firm/sage-rhino-capital-llc-menlo-park-ca-290148.md)) | 290148 | Menlo Park, CA | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee |
| [Saranap Wealth Advisors](https://advisorcensus.com/firm/saranap-wealth-advisors-walnut-creek-ca-284277) ([md](https://advisorcensus.com/firm/saranap-wealth-advisors-walnut-creek-ca-284277.md)) | 284277 | Walnut Creek, CA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Fixed fee |

- Previous page: https://advisorcensus.com/advisors/ca/san-francisco/fee-only/page/4.md
- Next page: https://advisorcensus.com/advisors/ca/san-francisco/fee-only/page/6.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)
- [Financial advisors for expats and Americans abroad in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/expats-and-americans-abroad) (https://advisorcensus.com/advisors/ca/san-francisco/expats-and-americans-abroad.md)
- [Financial advisors for financial independence and early retirement in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/financial-independence-and-early-retirement) (https://advisorcensus.com/advisors/ca/san-francisco/financial-independence-and-early-retirement.md)
- [Financial advisors for physicians in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/physicians) (https://advisorcensus.com/advisors/ca/san-francisco/physicians.md)
- [Financial advisors for sustainable and impact investing in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/sustainable-and-impact-investing) (https://advisorcensus.com/advisors/ca/san-francisco/sustainable-and-impact-investing.md)
- [Financial advisors in Menlo Park, CA](https://advisorcensus.com/advisors/ca/san-francisco/menlo-park) (https://advisorcensus.com/advisors/ca/san-francisco/menlo-park.md)
- [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.