# 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/page/2

## 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 2 of 5, 51 to 100 of 203, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Dedicated Capital Advisors, LLC](https://advisorcensus.com/firm/dedicated-capital-advisors-llc-san-francisco-ca-168132) ([md](https://advisorcensus.com/firm/dedicated-capital-advisors-llc-san-francisco-ca-168132.md)) | 168132 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets, Fixed fee |
| [Delta Investment Management, LLC](https://advisorcensus.com/firm/delta-investment-management-llc-san-francisco-ca-149596) ([md](https://advisorcensus.com/firm/delta-investment-management-llc-san-francisco-ca-149596.md)) | 149596 | San Francisco, CA | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets |
| [Destination Wealth Management](https://advisorcensus.com/firm/destination-wealth-management-walnut-creek-ca-110365) ([md](https://advisorcensus.com/firm/destination-wealth-management-walnut-creek-ca-110365.md)) | 110365 | Walnut Creek, CA | SEC-registered investment adviser | $1 billion to $5 billion | 29 | % of assets, Hourly, Fixed fee |
| [Dodge & COX](https://advisorcensus.com/firm/dodge-and-cox-san-francisco-ca-104596) ([md](https://advisorcensus.com/firm/dodge-and-cox-san-francisco-ca-104596.md)) | 104596 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 67 | % of assets, Other |
| [Earned Wealth Advisors, LLC](https://advisorcensus.com/firm/earned-wealth-advisors-llc-walnut-creek-ca-108052) ([md](https://advisorcensus.com/firm/earned-wealth-advisors-llc-walnut-creek-ca-108052.md)) | 108052 | Walnut Creek, CA | SEC-registered investment adviser | $1 billion to $5 billion | 26 | % of assets, Hourly, Fixed fee |
| [Effective Assets](https://advisorcensus.com/firm/effective-assets-berkeley-ca-285744) ([md](https://advisorcensus.com/firm/effective-assets-berkeley-ca-285744.md)) | 285744 | Berkeley, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Elevation Wealth Partners, LLC](https://advisorcensus.com/firm/elevation-wealth-partners-llc-walnut-creek-ca-123971) ([md](https://advisorcensus.com/firm/elevation-wealth-partners-llc-walnut-creek-ca-123971.md)) | 123971 | Walnut Creek, CA | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets |
| [Enrich Finance LLC](https://advisorcensus.com/firm/enrich-finance-llc-san-francisco-ca-337784) ([md](https://advisorcensus.com/firm/enrich-finance-llc-san-francisco-ca-337784.md)) | 337784 | San Francisco, CA | SEC-registered investment adviser | Not reported | 1 | Fixed fee |
| [Evart, Young & Hobbs Investment Management](https://advisorcensus.com/firm/evart-young-and-hobbs-investment-management-redwood-city-ca-110263) ([md](https://advisorcensus.com/firm/evart-young-and-hobbs-investment-management-redwood-city-ca-110263.md)) | 110263 | Redwood City, CA | SEC-registered investment adviser | $100 million to $500 million | 33 | % of assets, Fixed fee |
| [Fairlight Advisors](https://advisorcensus.com/firm/fairlight-advisors-san-francisco-ca-305352) ([md](https://advisorcensus.com/firm/fairlight-advisors-san-francisco-ca-305352.md)) | 305352 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Fairview Capital](https://advisorcensus.com/firm/fairview-capital-greenbrae-ca-108102) ([md](https://advisorcensus.com/firm/fairview-capital-greenbrae-ca-108102.md)) | 108102 | Greenbrae, CA | SEC-registered investment adviser | $1 billion to $5 billion | 28 | % of assets, Fixed fee |
| [Farther](https://advisorcensus.com/firm/farther-san-francisco-ca-302050) ([md](https://advisorcensus.com/firm/farther-san-francisco-ca-302050.md)) | 302050 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 7 | % of assets, Hourly, Fixed fee |
| [Fincop Financial Planning](https://advisorcensus.com/firm/fincop-financial-planning-dublin-ca-330320) ([md](https://advisorcensus.com/firm/fincop-financial-planning-dublin-ca-330320.md)) | 330320 | Dublin, CA | State-registered investment adviser | Not reported | 2 | Hourly, Fixed fee |
| [Fire Capital Management, LLC](https://advisorcensus.com/firm/fire-capital-management-llc-san-francisco-ca-299218) ([md](https://advisorcensus.com/firm/fire-capital-management-llc-san-francisco-ca-299218.md)) | 299218 | San Francisco, CA | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Fixed fee |
| [Franklin Advisers, Inc.](https://advisorcensus.com/firm/franklin-advisers-inc-san-mateo-ca-104517) ([md](https://advisorcensus.com/firm/franklin-advisers-inc-san-mateo-ca-104517.md)) | 104517 | San Mateo, CA | SEC-registered investment adviser | Over $5 billion | 40 | % of assets, Performance fee |
| [Frec](https://advisorcensus.com/firm/frec-san-francisco-ca-325982) ([md](https://advisorcensus.com/firm/frec-san-francisco-ca-325982.md)) | 325982 | San Francisco, CA | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets |
| [Fuller & Thaler Asset Management Inc](https://advisorcensus.com/firm/fuller-and-thaler-asset-management-inc-san-mateo-ca-107033) ([md](https://advisorcensus.com/firm/fuller-and-thaler-asset-management-inc-san-mateo-ca-107033.md)) | 107033 | San Mateo, CA | SEC-registered investment adviser | Over $5 billion | 33 | % of assets, Fixed fee |
| [Fullerton Advisors, LLC](https://advisorcensus.com/firm/fullerton-advisors-llc-danville-ca-148880) ([md](https://advisorcensus.com/firm/fullerton-advisors-llc-danville-ca-148880.md)) | 148880 | Danville, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Garhwal, Chan & Williams Inc.](https://advisorcensus.com/firm/garhwal-chan-and-williams-inc-san-francisco-ca-125484) ([md](https://advisorcensus.com/firm/garhwal-chan-and-williams-inc-san-francisco-ca-125484.md)) | 125484 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Garrison Point Capital, LLC](https://advisorcensus.com/firm/garrison-point-capital-llc-san-francisco-ca-165590) ([md](https://advisorcensus.com/firm/garrison-point-capital-llc-san-francisco-ca-165590.md)) | 165590 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Performance fee |
| [Gemmer Asset Management LLC](https://advisorcensus.com/firm/gemmer-asset-management-llc-walnut-creek-ca-109034) ([md](https://advisorcensus.com/firm/gemmer-asset-management-llc-walnut-creek-ca-109034.md)) | 109034 | Walnut Creek, CA | SEC-registered investment adviser | $1 billion to $5 billion | 27 | % of assets |
| [Gencap Portfolio Management](https://advisorcensus.com/firm/gencap-portfolio-management-tiburon-ca-269910) ([md](https://advisorcensus.com/firm/gencap-portfolio-management-tiburon-ca-269910.md)) | 269910 | Tiburon, CA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Other |
| [Generation Investment Management US LLP](https://advisorcensus.com/firm/generation-investment-management-us-llp-san-francisco-ca-132728) ([md](https://advisorcensus.com/firm/generation-investment-management-us-llp-san-francisco-ca-132728.md)) | 132728 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 21 | % of assets, Performance fee, Other |
| [GKV Capital Management Co Inc](https://advisorcensus.com/firm/gkv-capital-management-co-inc-walnut-creek-ca-108767) ([md](https://advisorcensus.com/firm/gkv-capital-management-co-inc-walnut-creek-ca-108767.md)) | 108767 | Walnut Creek, CA | SEC-registered investment adviser | $100 million to $500 million | 50 | % of assets, Fixed fee |
| [Global Investment Company](https://advisorcensus.com/firm/global-investment-company-oakland-ca-281316) ([md](https://advisorcensus.com/firm/global-investment-company-oakland-ca-281316.md)) | 281316 | Oakland, CA | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Subscription, Fixed fee |
| [Global Retirement Partners LLC](https://advisorcensus.com/firm/global-retirement-partners-llc-san-rafael-ca-172011) ([md](https://advisorcensus.com/firm/global-retirement-partners-llc-san-rafael-ca-172011.md)) | 172011 | San Rafael, CA | SEC-registered investment adviser | Over $5 billion | 12 | % of assets, Hourly, Fixed fee |
| [Golden Gate Advisors, Inc](https://advisorcensus.com/firm/golden-gate-advisors-inc-walnut-creek-ca-133057) ([md](https://advisorcensus.com/firm/golden-gate-advisors-inc-walnut-creek-ca-133057.md)) | 133057 | Walnut Creek, CA | State-registered investment adviser | Not reported | 29 | Other |
| [Griffin Black, LLC](https://advisorcensus.com/firm/griffin-black-llc-redwood-city-ca-134684) ([md](https://advisorcensus.com/firm/griffin-black-llc-redwood-city-ca-134684.md)) | 134684 | Redwood City, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Guardian Investment Management](https://advisorcensus.com/firm/guardian-investment-management-tiburon-ca-104935) ([md](https://advisorcensus.com/firm/guardian-investment-management-tiburon-ca-104935.md)) | 104935 | Tiburon, CA | SEC-registered investment adviser | $100 million to $500 million | 50 | % of assets, Fixed fee |
| [Hahn Capital Management, LLC](https://advisorcensus.com/firm/hahn-capital-management-llc-walnut-creek-ca-108911) ([md](https://advisorcensus.com/firm/hahn-capital-management-llc-walnut-creek-ca-108911.md)) | 108911 | Walnut Creek, CA | SEC-registered investment adviser | $100 million to $500 million | 38 | % of assets |
| [Harborlight Investments, LLC](https://advisorcensus.com/firm/harborlight-investments-llc-el-cerrito-ca-285805) ([md](https://advisorcensus.com/firm/harborlight-investments-llc-el-cerrito-ca-285805.md)) | 285805 | El Cerrito, CA | State-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly |
| [Hawley Advisors](https://advisorcensus.com/firm/hawley-advisors-walnut-creek-ca-139335) ([md](https://advisorcensus.com/firm/hawley-advisors-walnut-creek-ca-139335.md)) | 139335 | Walnut Creek, CA | State-registered investment adviser | $25 million to $100 million | 27 | % of assets, Hourly |
| [HCM Wealth](https://advisorcensus.com/firm/hcm-wealth-san-rafael-ca-106158) ([md](https://advisorcensus.com/firm/hcm-wealth-san-rafael-ca-106158.md)) | 106158 | San Rafael, CA | SEC-registered investment adviser | $500 million to $1 billion | 31 | % of assets, Hourly, Fixed fee |
| [Hoertkorn Richard Charles](https://advisorcensus.com/firm/hoertkorn-richard-charles-kentfield-ca-104649) ([md](https://advisorcensus.com/firm/hoertkorn-richard-charles-kentfield-ca-104649.md)) | 104649 | Kentfield, CA | SEC-registered investment adviser | $100 million to $500 million | 54 | % of assets, Hourly |
| [Hutchinson & Ziegler Financial Advisors, Inc.](https://advisorcensus.com/firm/hutchinson-and-ziegler-financial-advisors-inc-san-rafael-ca-145096) ([md](https://advisorcensus.com/firm/hutchinson-and-ziegler-financial-advisors-inc-san-rafael-ca-145096.md)) | 145096 | San Rafael, CA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Iconiq Capital, LLC](https://advisorcensus.com/firm/iconiq-capital-llc-san-francisco-ca-159198) ([md](https://advisorcensus.com/firm/iconiq-capital-llc-san-francisco-ca-159198.md)) | 159198 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Fixed fee, Performance fee |
| [IEQ Capital, LLC](https://advisorcensus.com/firm/ieq-capital-llc-foster-city-ca-301819) ([md](https://advisorcensus.com/firm/ieq-capital-llc-foster-city-ca-301819.md)) | 301819 | Foster City, CA | SEC-registered investment adviser | Over $5 billion | 7 | % of assets, Fixed fee |
| [Impactadvisor LLC](https://advisorcensus.com/firm/impactadvisor-llc-sf-ca-175155) ([md](https://advisorcensus.com/firm/impactadvisor-llc-sf-ca-175155.md)) | 175155 | Sf, CA | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly, Fixed fee, Other |
| [Impactfi](https://advisorcensus.com/firm/impactfi-san-francisco-ca-319086) ([md](https://advisorcensus.com/firm/impactfi-san-francisco-ca-319086.md)) | 319086 | San Francisco, CA | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Fixed fee |
| [Inflection Capital Management, LLC](https://advisorcensus.com/firm/inflection-capital-management-llc-san-francisco-ca-333157) ([md](https://advisorcensus.com/firm/inflection-capital-management-llc-san-francisco-ca-333157.md)) | 333157 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Integrated Financial Strategies, Inc.](https://advisorcensus.com/firm/integrated-financial-strategies-inc-san-mateo-ca-133948) ([md](https://advisorcensus.com/firm/integrated-financial-strategies-inc-san-mateo-ca-133948.md)) | 133948 | San Mateo, CA | State-registered investment adviser | $25 million to $100 million | 21 | % of assets |
| [Intelligent Investing](https://advisorcensus.com/firm/intelligent-investing-clayton-ca-135120) ([md](https://advisorcensus.com/firm/intelligent-investing-clayton-ca-135120.md)) | 135120 | Clayton, CA | State-registered investment adviser | $25 million to $100 million | 31 | % of assets, Hourly, Fixed fee |
| [Invision Capital Advisor, LLC](https://advisorcensus.com/firm/invision-capital-advisor-llc-san-francisco-ca-285260) ([md](https://advisorcensus.com/firm/invision-capital-advisor-llc-san-francisco-ca-285260.md)) | 285260 | San Francisco, CA | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [J.P. King Advisors, Inc.](https://advisorcensus.com/firm/j-p-king-advisors-inc-walnut-creek-ca-112109) ([md](https://advisorcensus.com/firm/j-p-king-advisors-inc-walnut-creek-ca-112109.md)) | 112109 | Walnut Creek, CA | SEC-registered investment adviser | $500 million to $1 billion | 25 | % of assets, Fixed fee |
| [Jackson Square Capital, LLC](https://advisorcensus.com/firm/jackson-square-capital-llc-san-francisco-ca-300314) ([md](https://advisorcensus.com/firm/jackson-square-capital-llc-san-francisco-ca-300314.md)) | 300314 | San Francisco, CA | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets |
| [Jordan Park Group LLC](https://advisorcensus.com/firm/jordan-park-group-llc-san-francisco-ca-287755) ([md](https://advisorcensus.com/firm/jordan-park-group-llc-san-francisco-ca-287755.md)) | 287755 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 9 | % of assets, Hourly, Fixed fee, Performance fee |
| [Just Futures](https://advisorcensus.com/firm/just-futures-san-francisco-ca-327226) ([md](https://advisorcensus.com/firm/just-futures-san-francisco-ca-327226.md)) | 327226 | San Francisco, CA | SEC-registered investment adviser | $25 million to $100 million | 0 | % of assets, Hourly, Other |
| [Kaizen Financial Strategies, LLC](https://advisorcensus.com/firm/kaizen-financial-strategies-llc-pleasanton-ca-298248) ([md](https://advisorcensus.com/firm/kaizen-financial-strategies-llc-pleasanton-ca-298248.md)) | 298248 | Pleasanton, CA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [KCM Investment Advisors](https://advisorcensus.com/firm/kcm-investment-advisors-greenbrae-ca-109629) ([md](https://advisorcensus.com/firm/kcm-investment-advisors-greenbrae-ca-109629.md)) | 109629 | Greenbrae, CA | SEC-registered investment adviser | Over $5 billion | 28 | % of assets |
| [Kestrel Investment Management Corp](https://advisorcensus.com/firm/kestrel-investment-management-corp-san-mateo-ca-106789) ([md](https://advisorcensus.com/firm/kestrel-investment-management-corp-san-mateo-ca-106789.md)) | 106789 | San Mateo, CA | SEC-registered investment adviser | $100 million to $500 million | 33 | % of assets |

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