# Financial advisors for high-net-worth individuals in San Francisco, CA

> AdvisorCensus lists 524 investment advisory firms with a principal office in the San Francisco metro area that report high-net-worth individuals 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-high-net-worth-individuals/page/11

## At a glance

- Investment advisory firms: 524
- Registration: SEC-registered investment adviser: 326, State-registered investment adviser: 198
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 250 (48%); Percentage of assets 491 (94%); Hourly charges 232 (44%); Subscription fees (newsletter or periodical) 5 (1%); Fixed fees 306 (58%); Commissions 10 (2%); Performance-based fees 73 (14%); Other 38 (7%)
- Regulatory assets under management (Item 5.F): Under $25 million 66 (13%); $25 million to $100 million 113 (22%); $100 million to $500 million 180 (34%); $500 million to $1 billion 51 (10%); $1 billion to $5 billion 62 (12%); Over $5 billion 27 (5%); Not reported 25 (5%)
- Years registered: Under 5 years 128 (24%); 5 to 9 years 142 (27%); 10 to 19 years 123 (23%); 20 years or more 129 (25%); Not reported 2 (0%)

## Firms (page 11 of 11, 501 to 524 of 524, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Wahdy Capital](https://advisorcensus.com/firm/wahdy-capital-san-francisco-ca-175272) ([md](https://advisorcensus.com/firm/wahdy-capital-san-francisco-ca-175272.md)) | 175272 | San Francisco, CA | State-registered investment adviser | Under $25 million | Not reported | % of assets, Hourly, Subscription, Fixed fee, Performance fee |
| [Wallace Advisory Group, LLC](https://advisorcensus.com/firm/wallace-advisory-group-llc-lafayette-ca-281049) ([md](https://advisorcensus.com/firm/wallace-advisory-group-llc-lafayette-ca-281049.md)) | 281049 | Lafayette, CA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Fixed fee |
| [Warm Springs Advisors Inc.](https://advisorcensus.com/firm/warm-springs-advisors-inc-larkspur-ca-306501) ([md](https://advisorcensus.com/firm/warm-springs-advisors-inc-larkspur-ca-306501.md)) | 306501 | Larkspur, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Wasi](https://advisorcensus.com/firm/wasi-mill-valley-ca-131689) ([md](https://advisorcensus.com/firm/wasi-mill-valley-ca-131689.md)) | 131689 | Mill Valley, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Wata Capital LLC](https://advisorcensus.com/firm/wata-capital-llc-san-francisco-ca-298666) ([md](https://advisorcensus.com/firm/wata-capital-llc-san-francisco-ca-298666.md)) | 298666 | San Francisco, CA | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee, Performance fee |
| [We Financial Group](https://advisorcensus.com/firm/we-financial-group-san-francisco-ca-298549) ([md](https://advisorcensus.com/firm/we-financial-group-san-francisco-ca-298549.md)) | 298549 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Wealth & Tax Planners LLC](https://advisorcensus.com/firm/wealth-and-tax-planners-llc-walnut-creek-ca-136450) ([md](https://advisorcensus.com/firm/wealth-and-tax-planners-llc-walnut-creek-ca-136450.md)) | 136450 | Walnut Creek, CA | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Hourly, Fixed fee |
| [Wealth Script Advisors](https://advisorcensus.com/firm/wealth-script-advisors-san-francisco-ca-334760) ([md](https://advisorcensus.com/firm/wealth-script-advisors-san-francisco-ca-334760.md)) | 334760 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Wealthboost Advisors, LLC](https://advisorcensus.com/firm/wealthboost-advisors-llc-san-francisco-ca-285273) ([md](https://advisorcensus.com/firm/wealthboost-advisors-llc-san-francisco-ca-285273.md)) | 285273 | San Francisco, CA | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Wealthvalues, LLC](https://advisorcensus.com/firm/wealthvalues-llc-redwood-city-ca-140004) ([md](https://advisorcensus.com/firm/wealthvalues-llc-redwood-city-ca-140004.md)) | 140004 | Redwood City, CA | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets, Hourly, Fixed fee |
| [Wellington Capital Advisors, LLC](https://advisorcensus.com/firm/wellington-capital-advisors-llc-san-francisco-ca-282696) ([md](https://advisorcensus.com/firm/wellington-capital-advisors-llc-san-francisco-ca-282696.md)) | 282696 | San Francisco, CA | State-registered investment adviser | Under $25 million | 7 | % of assets |
| [WEN Capital Advisory Group, Inc.](https://advisorcensus.com/firm/wen-capital-advisory-group-inc-el-cerrito-ca-164701) ([md](https://advisorcensus.com/firm/wen-capital-advisory-group-inc-el-cerrito-ca-164701.md)) | 164701 | El Cerrito, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Subscription |
| [Wespac Advisors, LLC](https://advisorcensus.com/firm/wespac-advisors-llc-orinda-ca-148242) ([md](https://advisorcensus.com/firm/wespac-advisors-llc-orinda-ca-148242.md)) | 148242 | Orinda, CA | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Hourly |
| [Westend Capital Management, LLC.](https://advisorcensus.com/firm/westend-capital-management-llc-sausalito-ca-120545) ([md](https://advisorcensus.com/firm/westend-capital-management-llc-sausalito-ca-120545.md)) | 120545 | Sausalito, CA | SEC-registered investment adviser | $100 million to $500 million | 24 | % of assets, Performance fee |
| [Westhill Financial Advisors, Inc.](https://advisorcensus.com/firm/westhill-financial-advisors-inc-san-rafael-ca-152506) ([md](https://advisorcensus.com/firm/westhill-financial-advisors-inc-san-rafael-ca-152506.md)) | 152506 | San Rafael, CA | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets, Hourly, Fixed fee |
| [Willis Financial Services, Inc.](https://advisorcensus.com/firm/willis-financial-services-inc-clayton-ca-155501) ([md](https://advisorcensus.com/firm/willis-financial-services-inc-clayton-ca-155501.md)) | 155501 | Clayton, CA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly |
| [Willow Grove Advisors, LLC](https://advisorcensus.com/firm/willow-grove-advisors-llc-berkeley-ca-151993) ([md](https://advisorcensus.com/firm/willow-grove-advisors-llc-berkeley-ca-151993.md)) | 151993 | Berkeley, CA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly |
| [Wilson & Boucher Capital Management, LLC](https://advisorcensus.com/firm/wilson-and-boucher-capital-management-llc-moraga-ca-134076) ([md](https://advisorcensus.com/firm/wilson-and-boucher-capital-management-llc-moraga-ca-134076.md)) | 134076 | Moraga, CA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Windmill Capital Adviser](https://advisorcensus.com/firm/windmill-capital-adviser-menlo-park-ca-306699) ([md](https://advisorcensus.com/firm/windmill-capital-adviser-menlo-park-ca-306699.md)) | 306699 | Menlo Park, CA | State-registered investment adviser | Not reported | 6 | % of assets |
| [Winship Wealth Partners](https://advisorcensus.com/firm/winship-wealth-partners-ross-ca-127409) ([md](https://advisorcensus.com/firm/winship-wealth-partners-ross-ca-127409.md)) | 127409 | Ross, CA | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Fixed fee |
| [WP Advisors, LLC](https://advisorcensus.com/firm/wp-advisors-llc-san-francisco-ca-118268) ([md](https://advisorcensus.com/firm/wp-advisors-llc-san-francisco-ca-118268.md)) | 118268 | San Francisco, CA | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets |
| [Wright Financial, LLC](https://advisorcensus.com/firm/wright-financial-llc-pleasant-hill-ca-114076) ([md](https://advisorcensus.com/firm/wright-financial-llc-pleasant-hill-ca-114076.md)) | 114076 | Pleasant Hill, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee, Commissions |
| [Wulff, Hansen & Co.](https://advisorcensus.com/firm/wulff-hansen-and-co-san-rafael-ca-908) ([md](https://advisorcensus.com/firm/wulff-hansen-and-co-san-rafael-ca-908.md)) | 908 | San Rafael, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Yoder Wealth Management](https://advisorcensus.com/firm/yoder-wealth-management-walnut-creek-ca-291826) ([md](https://advisorcensus.com/firm/yoder-wealth-management-walnut-creek-ca-291826.md)) | 291826 | Walnut Creek, CA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |

- Previous page: https://advisorcensus.com/advisors/ca/san-francisco/for-high-net-worth-individuals/page/10.md

## Questions people ask

**Which financial advisors in San Francisco, CA work with high-net-worth individuals?**
524 investment advisory firms with a principal office in the San Francisco metro area report high-net-worth individuals 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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Cite as: AdvisorCensus. Financial advisors for high-net-worth individuals in San Francisco, CA: 524 firms from Form ADV filings as of October 2026.