# Financial advisors for charitable organizations in San Francisco, CA

> AdvisorCensus lists 203 investment advisory firms with a principal office in the San Francisco metro area that report charitable organizations among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/san-francisco/for-charities

## At a glance

- Investment advisory firms: 203
- Registration: SEC-registered investment adviser: 174, State-registered investment adviser: 29
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 91 (45%); Percentage of assets 192 (95%); Hourly charges 85 (42%); Subscription fees (newsletter or periodical) 2 (1%); Fixed fees 119 (59%); Commissions 3 (1%); Performance-based fees 39 (19%); Other 23 (11%)
- Regulatory assets under management (Item 5.F): Under $25 million 6 (3%); $25 million to $100 million 22 (11%); $100 million to $500 million 68 (33%); $500 million to $1 billion 32 (16%); $1 billion to $5 billion 35 (17%); Over $5 billion 32 (16%); Not reported 8 (4%)
- Years registered: Under 5 years 40 (20%); 5 to 9 years 50 (25%); 10 to 19 years 39 (19%); 20 years or more 74 (36%)

## Firms (page 1 of 5, 1 to 50 of 203, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [A16Z Perennial Management, L.P.](https://advisorcensus.com/firm/a16z-perennial-management-l-p-menlo-park-ca-324429) ([md](https://advisorcensus.com/firm/a16z-perennial-management-l-p-menlo-park-ca-324429.md)) | 324429 | Menlo Park, CA | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Performance fee, Other |
| [Accretive Wealth Management, LLC](https://advisorcensus.com/firm/accretive-wealth-management-llc-san-ramon-ca-164341) ([md](https://advisorcensus.com/firm/accretive-wealth-management-llc-san-ramon-ca-164341.md)) | 164341 | San Ramon, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [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 |
| [Adasina Social Capital](https://advisorcensus.com/firm/adasina-social-capital-san-francisco-ca-151411) ([md](https://advisorcensus.com/firm/adasina-social-capital-san-francisco-ca-151411.md)) | 151411 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Affinity Capital Advisors LLC](https://advisorcensus.com/firm/affinity-capital-advisors-llc-berkeley-ca-166226) ([md](https://advisorcensus.com/firm/affinity-capital-advisors-llc-berkeley-ca-166226.md)) | 166226 | Berkeley, CA | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Hourly, Fixed fee |
| [Alamo Capital](https://advisorcensus.com/firm/alamo-capital-walnut-creek-ca-26193) ([md](https://advisorcensus.com/firm/alamo-capital-walnut-creek-ca-26193.md)) | 26193 | Walnut Creek, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Alan Biller and Associates](https://advisorcensus.com/firm/alan-biller-and-associates-menlo-park-ca-105283) ([md](https://advisorcensus.com/firm/alan-biller-and-associates-menlo-park-ca-105283.md)) | 105283 | Menlo Park, CA | SEC-registered investment adviser | Over $5 billion | 31 | % of assets, Hourly, Fixed fee, Other |
| [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 |
| [Alpha Private Wealth Advisors LLC](https://advisorcensus.com/firm/alpha-private-wealth-advisors-llc-san-francisco-ca-172724) ([md](https://advisorcensus.com/firm/alpha-private-wealth-advisors-llc-san-francisco-ca-172724.md)) | 172724 | San Francisco, CA | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [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 |
| [Alpha Wealth Management and Planning LLC](https://advisorcensus.com/firm/alpha-wealth-management-and-planning-llc-novato-ca-163917) ([md](https://advisorcensus.com/firm/alpha-wealth-management-and-planning-llc-novato-ca-163917.md)) | 163917 | Novato, CA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [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 |
| [American Investors Co](https://advisorcensus.com/firm/american-investors-co-san-ramon-ca-38) ([md](https://advisorcensus.com/firm/american-investors-co-san-ramon-ca-38.md)) | 38 | San Ramon, CA | SEC-registered investment adviser | $500 million to $1 billion | 26 | % of assets, Hourly, Fixed fee, Commissions |
| [Aperio Group, LLC](https://advisorcensus.com/firm/aperio-group-llc-sausalito-ca-111616) ([md](https://advisorcensus.com/firm/aperio-group-llc-sausalito-ca-111616.md)) | 111616 | Sausalito, CA | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Fixed fee |
| [Archvest Wealth Advisors, Inc.](https://advisorcensus.com/firm/archvest-wealth-advisors-inc-concord-ca-172087) ([md](https://advisorcensus.com/firm/archvest-wealth-advisors-inc-concord-ca-172087.md)) | 172087 | Concord, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee, Performance 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 |
| [Aspirean Wealth, LLC](https://advisorcensus.com/firm/aspirean-wealth-llc-mill-valley-ca-173138) ([md](https://advisorcensus.com/firm/aspirean-wealth-llc-mill-valley-ca-173138.md)) | 173138 | Mill Valley, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % 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 |
| [Assetmark, Inc.](https://advisorcensus.com/firm/assetmark-inc-concord-ca-109018) ([md](https://advisorcensus.com/firm/assetmark-inc-concord-ca-109018.md)) | 109018 | Concord, CA | SEC-registered investment adviser | Over $5 billion | 27 | % of assets, Fixed fee |
| [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 Capital Advisors Inc.](https://advisorcensus.com/firm/atlas-capital-advisors-inc-san-francisco-ca-127036) ([md](https://advisorcensus.com/firm/atlas-capital-advisors-inc-san-francisco-ca-127036.md)) | 127036 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Performance fee |
| [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 |
| [Bailard, Inc.](https://advisorcensus.com/firm/bailard-inc-foster-city-ca-110550) ([md](https://advisorcensus.com/firm/bailard-inc-foster-city-ca-110550.md)) | 110550 | Foster City, CA | SEC-registered investment adviser | Over $5 billion | 54 | % of assets, Fixed fee, Performance fee |
| [Baker Street Advisors, LLC](https://advisorcensus.com/firm/baker-street-advisors-llc-san-francisco-ca-128066) ([md](https://advisorcensus.com/firm/baker-street-advisors-llc-san-francisco-ca-128066.md)) | 128066 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 23 | % of assets, Hourly, 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 |
| [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 |
| [Beyond Financial Services](https://advisorcensus.com/firm/beyond-financial-services-fremont-ca-286350) ([md](https://advisorcensus.com/firm/beyond-financial-services-fremont-ca-286350.md)) | 286350 | Fremont, CA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Bivium Capital Partners, LLC](https://advisorcensus.com/firm/bivium-capital-partners-llc-san-francisco-ca-134529) ([md](https://advisorcensus.com/firm/bivium-capital-partners-llc-san-francisco-ca-134529.md)) | 134529 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 21 | % of assets, Performance fee |
| [Blossom Wealth Management, LLC](https://advisorcensus.com/firm/blossom-wealth-management-llc-alamo-ca-150402) ([md](https://advisorcensus.com/firm/blossom-wealth-management-llc-alamo-ca-150402.md)) | 150402 | Alamo, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [BPM Wealth Advisors, LLC](https://advisorcensus.com/firm/bpm-wealth-advisors-llc-san-francisco-ca-325909) ([md](https://advisorcensus.com/firm/bpm-wealth-advisors-llc-san-francisco-ca-325909.md)) | 325909 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Brickley Wealth Management](https://advisorcensus.com/firm/brickley-wealth-management-san-mateo-ca-287487) ([md](https://advisorcensus.com/firm/brickley-wealth-management-san-mateo-ca-287487.md)) | 287487 | San Mateo, CA | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets |
| [Broadside Wealth](https://advisorcensus.com/firm/broadside-wealth-san-francisco-ca-342220) ([md](https://advisorcensus.com/firm/broadside-wealth-san-francisco-ca-342220.md)) | 342220 | San Francisco, CA | SEC-registered investment adviser | $500 million to $1 billion | 0 | Fixed fee, Other |
| [Caldwell Sutter Capital, Inc.](https://advisorcensus.com/firm/caldwell-sutter-capital-inc-sausalito-ca-10489) ([md](https://advisorcensus.com/firm/caldwell-sutter-capital-inc-sausalito-ca-10489.md)) | 10489 | Sausalito, CA | SEC-registered investment adviser | $500 million to $1 billion | 20 | % of assets |
| [California Financial Advisors](https://advisorcensus.com/firm/california-financial-advisors-san-ramon-ca-110152) ([md](https://advisorcensus.com/firm/california-financial-advisors-san-ramon-ca-110152.md)) | 110152 | San Ramon, CA | SEC-registered investment adviser | $1 billion to $5 billion | 28 | % of assets, Hourly, Fixed fee |
| [Callan](https://advisorcensus.com/firm/callan-san-francisco-ca-107687) ([md](https://advisorcensus.com/firm/callan-san-francisco-ca-107687.md)) | 107687 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 53 | % of assets, Hourly, Fixed fee, Other |
| [Camelotta Advisors](https://advisorcensus.com/firm/camelotta-advisors-san-francisco-ca-128053) ([md](https://advisorcensus.com/firm/camelotta-advisors-san-francisco-ca-128053.md)) | 128053 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Candide Group](https://advisorcensus.com/firm/candide-group-oakland-ca-286086) ([md](https://advisorcensus.com/firm/candide-group-oakland-ca-286086.md)) | 286086 | Oakland, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee, Performance fee |
| [Capital Advantage, Inc.](https://advisorcensus.com/firm/capital-advantage-inc-walnut-creek-ca-108985) ([md](https://advisorcensus.com/firm/capital-advantage-inc-walnut-creek-ca-108985.md)) | 108985 | Walnut Creek, CA | SEC-registered investment adviser | $1 billion to $5 billion | 28 | % of assets |
| [Catalyst Private Wealth, LLC](https://advisorcensus.com/firm/catalyst-private-wealth-llc-san-mateo-ca-305565) ([md](https://advisorcensus.com/firm/catalyst-private-wealth-llc-san-mateo-ca-305565.md)) | 305565 | San Mateo, CA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets |
| [Cavu Wealth Advisors, LLC](https://advisorcensus.com/firm/cavu-wealth-advisors-llc-walnut-creek-ca-340677) ([md](https://advisorcensus.com/firm/cavu-wealth-advisors-llc-walnut-creek-ca-340677.md)) | 340677 | Walnut Creek, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Charles Schwab Investment Management, Inc](https://advisorcensus.com/firm/charles-schwab-investment-management-inc-san-francisco-ca-106753) ([md](https://advisorcensus.com/firm/charles-schwab-investment-management-inc-san-francisco-ca-106753.md)) | 106753 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 36 | % of assets, Fixed fee, Performance fee, Other |
| [Chequers Financial Management LLC](https://advisorcensus.com/firm/chequers-financial-management-llc-san-francisco-ca-175209) ([md](https://advisorcensus.com/firm/chequers-financial-management-llc-san-francisco-ca-175209.md)) | 175209 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Hourly, Fixed fee |
| [Christmas Corporation](https://advisorcensus.com/firm/christmas-corporation-berkeley-ca-282245) ([md](https://advisorcensus.com/firm/christmas-corporation-berkeley-ca-282245.md)) | 282245 | Berkeley, CA | SEC-registered investment adviser | Under $25 million | 10 | % of assets, Subscription, Performance fee |
| [CI Global Investments Inc.](https://advisorcensus.com/firm/ci-global-investments-inc-oakland-ca-156752) ([md](https://advisorcensus.com/firm/ci-global-investments-inc-oakland-ca-156752.md)) | 156752 | Oakland, CA | SEC-registered investment adviser | Over $5 billion | 15 | Other |
| [Clbi Investments Inc](https://advisorcensus.com/firm/clbi-investments-inc-walnut-creek-ca-105703) ([md](https://advisorcensus.com/firm/clbi-investments-inc-walnut-creek-ca-105703.md)) | 105703 | Walnut Creek, CA | State-registered investment adviser | Under $25 million | 14 | % of assets |
| [Cohen Capital Management Inc](https://advisorcensus.com/firm/cohen-capital-management-inc-corte-madera-ca-107903) ([md](https://advisorcensus.com/firm/cohen-capital-management-inc-corte-madera-ca-107903.md)) | 107903 | Corte Madera, CA | SEC-registered investment adviser | $1 billion to $5 billion | 31 | % of assets, Other |
| [Concentric](https://advisorcensus.com/firm/concentric-walnut-creek-ca-321633) ([md](https://advisorcensus.com/firm/concentric-walnut-creek-ca-321633.md)) | 321633 | Walnut Creek, CA | SEC-registered investment adviser | Over $5 billion | 4 | % of assets |
| [Cypress Praxis, LLC](https://advisorcensus.com/firm/cypress-praxis-llc-san-rafael-ca-111716) ([md](https://advisorcensus.com/firm/cypress-praxis-llc-san-rafael-ca-111716.md)) | 111716 | San Rafael, CA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets |

- Next page: https://advisorcensus.com/advisors/ca/san-francisco/for-charities/page/2.md

## Questions people ask

**Which financial advisors in San Francisco, CA work with charitable organizations?**
203 investment advisory firms with a principal office in the San Francisco metro area report charitable organizations among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**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.

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- [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. Financial advisors for charitable organizations in San Francisco, CA: 203 firms from Form ADV filings as of October 2026.