{ "path": "/advisors/ca/san-francisco/for-charities", "url": "https://advisorcensus.com/advisors/ca/san-francisco/for-charities/page/2", "page_type": "metro_answer", "title": "Financial advisors for charitable organizations in San Francisco, CA", "filters": {}, "scope_total": 203, "faq": [ { "q": "Which financial advisors in San Francisco, CA work with charitable organizations?", "a": "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." }, { "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 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.", "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. Financial advisors for charitable organizations in San Francisco, CA: 203 firms from Form ADV filings as of October 2026.", "total_firms": 203, "page": 2, "total_pages": 5, "sort": "name", "registration_types": { "sec": 174, "state": 29, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 91 }, { "code": "percentage_of_aum", "count": 192 }, { "code": "hourly", "count": 85 }, { "code": "subscription", "count": 2 }, { "code": "fixed", "count": 119 }, { "code": "commissions", "count": 3 }, { "code": "performance_based", "count": 39 }, { "code": "other", "count": 23 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 40 }, { "code": "5_to_9", "count": 50 }, { "code": "10_to_19", "count": 39 }, { "code": "20_plus", "count": 74 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 6 }, { "code": "25m_100m", "count": 22 }, { "code": "100m_500m", "count": 68 }, { "code": "500m_1b", "count": 32 }, { "code": "1b_5b", "count": 35 }, { "code": "over_5b", "count": 32 }, { "code": "not_reported", "count": 8 } ], "firms": [ { "crd_number": 168132, "name": "Dedicated Capital Advisors, LLC", "name_as_filed": "DEDICATED CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/dedicated-capital-advisors-llc-san-francisco-ca-168132", "city": "San Francisco", "state": "CA", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 149596, "name": "Delta Investment Management, LLC", "name_as_filed": "DELTA INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/delta-investment-management-llc-san-francisco-ca-149596", "city": "San Francisco", "state": "CA", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110365, "name": "Destination Wealth Management", "name_as_filed": "DESTINATION WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/destination-wealth-management-walnut-creek-ca-110365", "city": "Walnut Creek", "state": "CA", "years_registered": 29, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 104596, "name": "Dodge & COX", "name_as_filed": "DODGE & COX", "url": "https://advisorcensus.com/firm/dodge-and-cox-san-francisco-ca-104596", "city": "San Francisco", "state": "CA", "years_registered": 67, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 108052, "name": "Earned Wealth Advisors, LLC", "name_as_filed": "EARNED WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/earned-wealth-advisors-llc-walnut-creek-ca-108052", "city": "Walnut Creek", "state": "CA", "years_registered": 26, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285744, "name": "Effective Assets", "name_as_filed": "EFFECTIVE ASSETS", "url": "https://advisorcensus.com/firm/effective-assets-berkeley-ca-285744", "city": "Berkeley", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 123971, "name": "Elevation Wealth Partners, LLC", "name_as_filed": "ELEVATION WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/elevation-wealth-partners-llc-walnut-creek-ca-123971", "city": "Walnut Creek", "state": "CA", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 337784, "name": "Enrich Finance LLC", "name_as_filed": "ENRICH FINANCE LLC", "url": "https://advisorcensus.com/firm/enrich-finance-llc-san-francisco-ca-337784", "city": "San Francisco", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 110263, "name": "Evart, Young & Hobbs Investment Management", "name_as_filed": "EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/evart-young-and-hobbs-investment-management-redwood-city-ca-110263", "city": "Redwood City", "state": "CA", "years_registered": 33, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 305352, "name": "Fairlight Advisors", "name_as_filed": "FAIRLIGHT ADVISORS", "url": "https://advisorcensus.com/firm/fairlight-advisors-san-francisco-ca-305352", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 108102, "name": "Fairview Capital", "name_as_filed": "FAIRVIEW CAPITAL", "url": "https://advisorcensus.com/firm/fairview-capital-greenbrae-ca-108102", "city": "Greenbrae", "state": "CA", "years_registered": 28, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 302050, "name": "Farther", "name_as_filed": "FARTHER", "url": "https://advisorcensus.com/firm/farther-san-francisco-ca-302050", "city": "San Francisco", "state": "CA", "years_registered": 7, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330320, "name": "Fincop Financial Planning", "name_as_filed": "FINCOP FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/fincop-financial-planning-dublin-ca-330320", "city": "Dublin", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299218, "name": "Fire Capital Management, LLC", "name_as_filed": "FIRE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/fire-capital-management-llc-san-francisco-ca-299218", "city": "San Francisco", "state": "CA", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 104517, "name": "Franklin Advisers, Inc.", "name_as_filed": "FRANKLIN ADVISERS, INC.", "url": "https://advisorcensus.com/firm/franklin-advisers-inc-san-mateo-ca-104517", "city": "San Mateo", "state": "CA", "years_registered": 40, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 325982, "name": "Frec", "name_as_filed": "FREC", "url": "https://advisorcensus.com/firm/frec-san-francisco-ca-325982", "city": "San Francisco", "state": "CA", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 107033, "name": "Fuller & Thaler Asset Management Inc", "name_as_filed": "FULLER & THALER ASSET MANAGEMENT INC", "url": "https://advisorcensus.com/firm/fuller-and-thaler-asset-management-inc-san-mateo-ca-107033", "city": "San Mateo", "state": "CA", "years_registered": 33, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 148880, "name": "Fullerton Advisors, LLC", "name_as_filed": "FULLERTON ADVISORS, LLC", "url": "https://advisorcensus.com/firm/fullerton-advisors-llc-danville-ca-148880", "city": "Danville", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 125484, "name": "Garhwal, Chan & Williams Inc.", "name_as_filed": "GARHWAL, CHAN & WILLIAMS INC.", "url": "https://advisorcensus.com/firm/garhwal-chan-and-williams-inc-san-francisco-ca-125484", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 165590, "name": "Garrison Point Capital, LLC", "name_as_filed": "GARRISON POINT CAPITAL, LLC", "url": "https://advisorcensus.com/firm/garrison-point-capital-llc-san-francisco-ca-165590", "city": "San Francisco", "state": "CA", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 109034, "name": "Gemmer Asset Management LLC", "name_as_filed": "GEMMER ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/gemmer-asset-management-llc-walnut-creek-ca-109034", "city": "Walnut Creek", "state": "CA", "years_registered": 27, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 269910, "name": "Gencap Portfolio Management", "name_as_filed": "GENCAP PORTFOLIO MANAGEMENT", "url": "https://advisorcensus.com/firm/gencap-portfolio-management-tiburon-ca-269910", "city": "Tiburon", "state": "CA", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 132728, "name": "Generation Investment Management US LLP", "name_as_filed": "GENERATION INVESTMENT MANAGEMENT US LLP", "url": "https://advisorcensus.com/firm/generation-investment-management-us-llp-san-francisco-ca-132728", "city": "San Francisco", "state": "CA", "years_registered": 21, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 108767, "name": "GKV Capital Management Co Inc", "name_as_filed": "GKV CAPITAL MANAGEMENT CO INC", "url": "https://advisorcensus.com/firm/gkv-capital-management-co-inc-walnut-creek-ca-108767", "city": "Walnut Creek", "state": "CA", "years_registered": 50, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 281316, "name": "Global Investment Company", "name_as_filed": "GLOBAL INVESTMENT COMPANY", "url": "https://advisorcensus.com/firm/global-investment-company-oakland-ca-281316", "city": "Oakland", "state": "CA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 172011, "name": "Global Retirement Partners LLC", "name_as_filed": "GLOBAL RETIREMENT PARTNERS LLC", "url": "https://advisorcensus.com/firm/global-retirement-partners-llc-san-rafael-ca-172011", "city": "San Rafael", "state": "CA", "years_registered": 12, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 133057, "name": "Golden Gate Advisors, Inc", "name_as_filed": "GOLDEN GATE ADVISORS, INC", "url": "https://advisorcensus.com/firm/golden-gate-advisors-inc-walnut-creek-ca-133057", "city": "Walnut Creek", "state": "CA", "years_registered": 29, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 134684, "name": "Griffin Black, LLC", "name_as_filed": "GRIFFIN BLACK, LLC", "url": "https://advisorcensus.com/firm/griffin-black-llc-redwood-city-ca-134684", "city": "Redwood City", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 104935, "name": "Guardian Investment Management", "name_as_filed": "GUARDIAN INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/guardian-investment-management-tiburon-ca-104935", "city": "Tiburon", "state": "CA", "years_registered": 50, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 108911, "name": "Hahn Capital Management, LLC", "name_as_filed": "HAHN CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hahn-capital-management-llc-walnut-creek-ca-108911", "city": "Walnut Creek", "state": "CA", "years_registered": 38, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 285805, "name": "Harborlight Investments, LLC", "name_as_filed": "HARBORLIGHT INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/harborlight-investments-llc-el-cerrito-ca-285805", "city": "El Cerrito", "state": "CA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 139335, "name": "Hawley Advisors", "name_as_filed": "HAWLEY ADVISORS", "url": "https://advisorcensus.com/firm/hawley-advisors-walnut-creek-ca-139335", "city": "Walnut Creek", "state": "CA", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 106158, "name": "HCM Wealth", "name_as_filed": "HCM WEALTH", "url": "https://advisorcensus.com/firm/hcm-wealth-san-rafael-ca-106158", "city": "San Rafael", "state": "CA", "years_registered": 31, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 104649, "name": "Hoertkorn Richard Charles", "name_as_filed": "HOERTKORN RICHARD CHARLES", "url": "https://advisorcensus.com/firm/hoertkorn-richard-charles-kentfield-ca-104649", "city": "Kentfield", "state": "CA", "years_registered": 54, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 145096, "name": "Hutchinson & Ziegler Financial Advisors, Inc.", "name_as_filed": "HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/hutchinson-and-ziegler-financial-advisors-inc-san-rafael-ca-145096", "city": "San Rafael", "state": "CA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 159198, "name": "Iconiq Capital, LLC", "name_as_filed": "ICONIQ CAPITAL, LLC", "url": "https://advisorcensus.com/firm/iconiq-capital-llc-san-francisco-ca-159198", "city": "San Francisco", "state": "CA", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 301819, "name": "IEQ Capital, LLC", "name_as_filed": "IEQ CAPITAL, LLC", "url": "https://advisorcensus.com/firm/ieq-capital-llc-foster-city-ca-301819", "city": "Foster City", "state": "CA", "years_registered": 7, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 175155, "name": "Impactadvisor LLC", "name_as_filed": "IMPACTADVISOR LLC", "url": "https://advisorcensus.com/firm/impactadvisor-llc-sf-ca-175155", "city": "Sf", "state": "CA", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 319086, "name": "Impactfi", "name_as_filed": "IMPACTFI", "url": "https://advisorcensus.com/firm/impactfi-san-francisco-ca-319086", "city": "San Francisco", "state": "CA", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 333157, "name": "Inflection Capital Management, LLC", "name_as_filed": "INFLECTION CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/inflection-capital-management-llc-san-francisco-ca-333157", "city": "San Francisco", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 133948, "name": "Integrated Financial Strategies, Inc.", "name_as_filed": "INTEGRATED FINANCIAL STRATEGIES, INC.", "url": "https://advisorcensus.com/firm/integrated-financial-strategies-inc-san-mateo-ca-133948", "city": "San Mateo", "state": "CA", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 135120, "name": "Intelligent Investing", "name_as_filed": "INTELLIGENT INVESTING", "url": "https://advisorcensus.com/firm/intelligent-investing-clayton-ca-135120", "city": "Clayton", "state": "CA", "years_registered": 31, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285260, "name": "Invision Capital Advisor, LLC", "name_as_filed": "INVISION CAPITAL ADVISOR, LLC", "url": "https://advisorcensus.com/firm/invision-capital-advisor-llc-san-francisco-ca-285260", "city": "San Francisco", "state": "CA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 112109, "name": "J.P. King Advisors, Inc.", "name_as_filed": "J.P. KING ADVISORS, INC.", "url": "https://advisorcensus.com/firm/j-p-king-advisors-inc-walnut-creek-ca-112109", "city": "Walnut Creek", "state": "CA", "years_registered": 25, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 300314, "name": "Jackson Square Capital, LLC", "name_as_filed": "JACKSON SQUARE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/jackson-square-capital-llc-san-francisco-ca-300314", "city": "San Francisco", "state": "CA", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 287755, "name": "Jordan Park Group LLC", "name_as_filed": "JORDAN PARK GROUP LLC", "url": "https://advisorcensus.com/firm/jordan-park-group-llc-san-francisco-ca-287755", "city": "San Francisco", "state": "CA", "years_registered": 9, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], 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