{ "path": "/advisors/ca/san-francisco/for-high-net-worth-individuals", "url": "https://advisorcensus.com/advisors/ca/san-francisco/for-high-net-worth-individuals/page/6", "page_type": "metro_answer", "title": "Financial advisors for high-net-worth individuals in San Francisco, CA", "filters": {}, "scope_total": 524, "faq": [ { "q": "Which financial advisors in San Francisco, CA work with high-net-worth individuals?", "a": "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." }, { "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": "Find financial advisors in San Francisco, CA who work with high-net-worth individuals. 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, as of October 2026. Reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically, and each firm's page lists its client types.", "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 high-net-worth individuals in San Francisco, CA: 524 firms from Form ADV filings as of October 2026.", "total_firms": 524, "page": 6, "total_pages": 11, "sort": "name", "registration_types": { "sec": 326, "state": 198, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 250 }, { "code": "percentage_of_aum", "count": 491 }, { "code": "hourly", "count": 232 }, { "code": "subscription", "count": 5 }, { "code": "fixed", "count": 306 }, { "code": "commissions", "count": 10 }, { "code": "performance_based", "count": 73 }, { "code": "other", "count": 38 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 128 }, { "code": "5_to_9", "count": 142 }, { "code": "10_to_19", "count": 123 }, { "code": "20_plus", "count": 129 }, { "code": "not_reported", "count": 2 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 66 }, { "code": "25m_100m", "count": 113 }, { "code": "100m_500m", "count": 180 }, { "code": "500m_1b", "count": 51 }, { "code": "1b_5b", "count": 62 }, { "code": "over_5b", "count": 27 }, { "code": "not_reported", "count": 25 } ], "firms": [ { "crd_number": 286445, "name": "IWC Asset Management LLC", "name_as_filed": "IWC ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/iwc-asset-management-llc-pleasanton-ca-286445", "city": "Pleasanton", "state": "CA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "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": 324352, "name": "Jackson Peak Capital LLC", "name_as_filed": "JACKSON PEAK CAPITAL LLC", "url": "https://advisorcensus.com/firm/jackson-peak-capital-llc-lafayette-ca-324352", "city": "Lafayette", "state": "CA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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": 107674, "name": "Jacobs & Company, LLC", "name_as_filed": "JACOBS & COMPANY, LLC", "url": "https://advisorcensus.com/firm/jacobs-and-company-llc-san-francisco-ca-107674", "city": "San Francisco", "state": "CA", "years_registered": 50, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 288419, "name": "Jane Financial, LLC", "name_as_filed": "JANE FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/jane-financial-llc-oakland-ca-288419", "city": "Oakland", "state": "CA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 177514, "name": "January Capital Advisors LLC", "name_as_filed": "JANUARY CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/january-capital-advisors-llc-san-francisco-ca-177514", "city": "San Francisco", "state": "CA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 163084, "name": "JCSD Capital, LLC", "name_as_filed": "JCSD CAPITAL, LLC", "url": "https://advisorcensus.com/firm/jcsd-capital-llc-walnut-creek-ca-163084", "city": "Walnut Creek", "state": "CA", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 126990, "name": "Jersin Financial Services", "name_as_filed": "JERSIN FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/jersin-financial-services-danville-ca-126990", "city": "Danville", "state": "CA", "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 323831, "name": "Jocelyn Investment Management, LLC", "name_as_filed": "JOCELYN INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/jocelyn-investment-management-llc-san-rafael-ca-323831", "city": "San Rafael", "state": "CA", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 128976, "name": "John Friedman Financial", "name_as_filed": "JOHN FRIEDMAN FINANCIAL", "url": "https://advisorcensus.com/firm/john-friedman-financial-san-francisco-ca-128976", "city": "San Francisco", "state": "CA", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "hourly", "other" ], "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" ], "enhanced": false }, { "crd_number": 298248, "name": "Kaizen Financial Strategies, LLC", "name_as_filed": "KAIZEN FINANCIAL STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/kaizen-financial-strategies-llc-pleasanton-ca-298248", "city": "Pleasanton", "state": "CA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 134374, "name": "KB Financial Advisors LLC", "name_as_filed": "KB FINANCIAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/kb-financial-advisors-llc-san-francisco-ca-134374", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 109629, "name": "KCM Investment Advisors", "name_as_filed": "KCM INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/kcm-investment-advisors-greenbrae-ca-109629", "city": "Greenbrae", "state": "CA", "years_registered": 28, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 106789, "name": "Kestrel Investment Management Corp", "name_as_filed": "KESTREL INVESTMENT MANAGEMENT CORP", "url": "https://advisorcensus.com/firm/kestrel-investment-management-corp-san-mateo-ca-106789", "city": "San Mateo", "state": "CA", "years_registered": 33, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330807, "name": "Ketron Financial LLC", "name_as_filed": "KETRON FINANCIAL LLC", "url": "https://advisorcensus.com/firm/ketron-financial-llc-novato-ca-330807", "city": "Novato", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 311827, "name": "Key Focus Wealth LLC", "name_as_filed": "KEY FOCUS WEALTH LLC", "url": "https://advisorcensus.com/firm/key-focus-wealth-llc-san-ramon-ca-311827", "city": "San Ramon", "state": "CA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 281798, "name": "King Wealth Advisors, LLC", "name_as_filed": "KING WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/king-wealth-advisors-llc-san-mateo-ca-281798", "city": "San Mateo", "state": "CA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312793, "name": "Klesis Advisors, LLC", "name_as_filed": "KLESIS ADVISORS, LLC", "url": "https://advisorcensus.com/firm/klesis-advisors-llc-walnut-creek-ca-312793", "city": "Walnut Creek", "state": "CA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 171840, "name": "Knight and Company Wealth Advisors, LLC", "name_as_filed": "KNIGHT AND COMPANY WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/knight-and-company-wealth-advisors-llc-pleasanton-ca-171840", "city": "Pleasanton", "state": "CA", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 298203, "name": "Knuff & Company LLC", "name_as_filed": "KNUFF & COMPANY LLC", "url": "https://advisorcensus.com/firm/knuff-and-company-llc-foster-city-ca-298203", "city": "Foster City", "state": "CA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 148575, "name": "Koch Capital Management LLC", "name_as_filed": "KOCH CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/koch-capital-management-llc-alamo-ca-148575", "city": "Alamo", "state": "CA", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 150710, "name": "Lanning Financial Inc.", "name_as_filed": "LANNING FINANCIAL INC.", "url": "https://advisorcensus.com/firm/lanning-financial-inc-san-fransisco-ca-150710", "city": "San Fransisco", "state": "CA", "years_registered": 16, "raum_band": "not_reported", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 165536, "name": "Lava Creek Capital Management, LLC", "name_as_filed": "LAVA CREEK CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/lava-creek-capital-management-llc-san-rafael-ca-165536", "city": "San Rafael", "state": "CA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 316754, "name": "Lavelle Capital", "name_as_filed": "LAVELLE CAPITAL", "url": "https://advisorcensus.com/firm/lavelle-capital-san-francisco-ca-316754", "city": "San Francisco", "state": "CA", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 143409, "name": "Lewis Asset Management", "name_as_filed": "LEWIS ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/lewis-asset-management-lafayette-ca-143409", "city": "Lafayette", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 286001, "name": "Liberty Wealth Management, LLC", "name_as_filed": "LIBERTY WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/liberty-wealth-management-llc-oakland-ca-286001", "city": "Oakland", "state": "CA", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 118417, "name": "Live Oak Advisors, LLC", "name_as_filed": "LIVE OAK ADVISORS, LLC", "url": "https://advisorcensus.com/firm/live-oak-advisors-llc-burlingame-ca-118417", "city": "Burlingame", "state": "CA", "years_registered": 26, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 107638, "name": "Lodestar Private Asset Management LLC", "name_as_filed": "LODESTAR PRIVATE ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/lodestar-private-asset-management-llc-alamo-ca-107638", "city": "Alamo", "state": "CA", "years_registered": 35, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 291192, "name": "Longview Financial Advisors, LLC", "name_as_filed": "LONGVIEW FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/longview-financial-advisors-llc-san-rafael-ca-291192", "city": "San Rafael", "state": "CA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307687, "name": "Luna Capital Management, LLC", "name_as_filed": "LUNA CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/luna-capital-management-llc-burlingame-ca-307687", "city": "Burlingame", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283521, "name": "Lyell Wealth Management LP", "name_as_filed": "LYELL WEALTH MANAGEMENT LP", "url": "https://advisorcensus.com/firm/lyell-wealth-management-lp-menlo-park-ca-283521", "city": "Menlo Park", "state": "CA", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 10603, "name": "Lyle & Forsyth Investment Managers", "name_as_filed": "LYLE & FORSYTH INVESTMENT MANAGERS", "url": "https://advisorcensus.com/firm/lyle-and-forsyth-investment-managers-san-rafael-ca-10603", "city": "San Rafael", "state": "CA", "years_registered": 44, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 291366, "name": "MA Private Wealth, LLC", "name_as_filed": "MA PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/ma-private-wealth-llc-san-carlos-ca-291366", "city": "San Carlos", "state": "CA", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 130655, "name": "Macroclimate LLC", "name_as_filed": "MACROCLIMATE LLC", "url": "https://advisorcensus.com/firm/macroclimate-llc-san-francisco-ca-130655", "city": "San Francisco", "state": "CA", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 270010, "name": "Madden Creek Advisors", "name_as_filed": "MADDEN CREEK ADVISORS", "url": "https://advisorcensus.com/firm/madden-creek-advisors-san-rafael-ca-270010", "city": "San Rafael", "state": "CA", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 149549, "name": "Madrone Investment Advisory, LLC", "name_as_filed": "MADRONE INVESTMENT ADVISORY, LLC", "url": "https://advisorcensus.com/firm/madrone-investment-advisory-llc-san-rafael-ca-149549", "city": "San Rafael", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 120361, "name": "Main Management, LLC", "name_as_filed": "MAIN MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/main-management-llc-san-francisco-ca-120361", "city": "San Francisco", "state": "CA", "years_registered": 24, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 328836, "name": "Manetta Wealth", "name_as_filed": "MANETTA WEALTH", "url": "https://advisorcensus.com/firm/manetta-wealth-danville-ca-328836", "city": "Danville", "state": "CA", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340078, "name": "Maney Wealth", "name_as_filed": "MANEY WEALTH", "url": "https://advisorcensus.com/firm/maney-wealth-san-francisco-ca-340078", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319258, "name": "Marathon Retirement Planning", "name_as_filed": "MARATHON RETIREMENT PLANNING", "url": "https://advisorcensus.com/firm/marathon-retirement-planning-dublin-ca-319258", "city": "Dublin", "state": "CA", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 325684, "name": "Marim Wealth Planning", "name_as_filed": "MARIM WEALTH PLANNING", "url": "https://advisorcensus.com/firm/marim-wealth-planning-san-mateo-ca-325684", "city": "San Mateo", "state": "CA", 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