{ "path": "/advisors/ca/san-francisco/for-high-net-worth-individuals", "url": "https://advisorcensus.com/advisors/ca/san-francisco/for-high-net-worth-individuals/page/7", "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": 7, "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": 136075, "name": "MCM Wealth", "name_as_filed": "MCM WEALTH", "url": "https://advisorcensus.com/firm/mcm-wealth-novato-ca-136075", "city": "Novato", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 115060, "name": "McMorgan & Company LLC", "name_as_filed": "MCMORGAN & COMPANY LLC", "url": "https://advisorcensus.com/firm/mcmorgan-and-company-llc-san-francisco-ca-115060", "city": "San Francisco", "state": "CA", "years_registered": 24, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 122721, "name": "Menlo Advisors LLC", "name_as_filed": "MENLO ADVISORS LLC", "url": "https://advisorcensus.com/firm/menlo-advisors-llc-menlo-park-ca-122721", "city": "Menlo Park", "state": "CA", "years_registered": 23, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based", "other" ], "enhanced": false }, { "crd_number": 131655, "name": "Meridian Investment Counsel, Inc.", "name_as_filed": "MERIDIAN INVESTMENT COUNSEL, INC.", "url": "https://advisorcensus.com/firm/meridian-investment-counsel-inc-lafayette-ca-131655", "city": "Lafayette", "state": "CA", "years_registered": 22, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 148565, "name": "Meritas Wealth Management, LLC", "name_as_filed": "MERITAS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/meritas-wealth-management-llc-san-rafael-ca-148565", "city": "San Rafael", "state": "CA", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334335, "name": "Midas Capital Management", "name_as_filed": "MIDAS CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/midas-capital-management-san-francisco-ca-334335", "city": "San Francisco", "state": "CA", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 313523, "name": "Miller Avenue Advisors LLC", "name_as_filed": "MILLER AVENUE ADVISORS LLC", "url": "https://advisorcensus.com/firm/miller-avenue-advisors-llc-mill-valley-ca-313523", "city": "Mill Valley", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 173764, "name": "Mirador Capital Partners", "name_as_filed": "MIRADOR CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/mirador-capital-partners-pleasanton-ca-173764", "city": "Pleasanton", "state": "CA", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 151514, "name": "Mission Creek Capital Partners, Inc.", "name_as_filed": "MISSION CREEK CAPITAL PARTNERS, INC.", "url": "https://advisorcensus.com/firm/mission-creek-capital-partners-inc-san-francisco-ca-151514", "city": "San Francisco", "state": "CA", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 332691, "name": "Moment Partners, LLC", "name_as_filed": "MOMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/moment-partners-llc-san-francisco-ca-332691", "city": "San Francisco", "state": "CA", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 131584, "name": "Monetary Management Corporation", "name_as_filed": "MONETARY MANAGEMENT CORPORATION", "url": "https://advisorcensus.com/firm/monetary-management-corporation-san-francisco-ca-131584", "city": "San Francisco", "state": "CA", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 300513, "name": "Monroe Wealth Management LLC", "name_as_filed": "MONROE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/monroe-wealth-management-llc-san-francisco-ca-300513", "city": "San Francisco", "state": "CA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 164521, "name": "Montcalm TCR LLC", "name_as_filed": "MONTCALM TCR LLC", "url": "https://advisorcensus.com/firm/montcalm-tcr-llc-san-francisco-ca-164521", "city": "San Francisco", "state": "CA", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 165932, "name": "Monvia Financial L.P.", "name_as_filed": "MONVIA FINANCIAL L.P.", "url": "https://advisorcensus.com/firm/monvia-financial-l-p-walnut-creek-ca-165932", "city": "Walnut Creek", "state": "CA", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 111819, "name": "Morling Financial Advisors, LLC", "name_as_filed": "MORLING FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/morling-financial-advisors-llc-fremont-ca-111819", "city": "Fremont", "state": "CA", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 291088, "name": "Mosher Financial Advisors LLC", "name_as_filed": "MOSHER FINANCIAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/mosher-financial-advisors-llc-lafayette-ca-291088", "city": "Lafayette", "state": "CA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 154679, "name": "Mountain Lake Investment Management LLC", "name_as_filed": "MOUNTAIN LAKE INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/mountain-lake-investment-management-llc-san-francisco-ca-154679", "city": "San Francisco", "state": "CA", "years_registered": 15, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 127104, "name": "Muhr Advisory Group", "name_as_filed": "MUHR ADVISORY GROUP", "url": "https://advisorcensus.com/firm/muhr-advisory-group-clayton-ca-127104", "city": "Clayton", "state": "CA", "years_registered": 23, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 148528, "name": "Nardene Wealth Management Inc", "name_as_filed": "NARDENE WEALTH MANAGEMENT INC", "url": "https://advisorcensus.com/firm/nardene-wealth-management-inc-brentwood-ca-148528", "city": "Brentwood", "state": "CA", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 113348, "name": "Natural Investments", "name_as_filed": "NATURAL INVESTMENTS", "url": "https://advisorcensus.com/firm/natural-investments-san-francisco-ca-113348", "city": "San Francisco", "state": "CA", "years_registered": 21, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 331534, "name": "NAV Financial, LLC", "name_as_filed": "NAV FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/nav-financial-llc-san-francisco-ca-331534", "city": "San Francisco", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 130982, "name": "Navigation Group LLC", "name_as_filed": "NAVIGATION GROUP LLC", "url": "https://advisorcensus.com/firm/navigation-group-llc-redwood-shores-ca-130982", "city": "Redwood Shores", "state": "CA", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 129776, "name": "Nelson Capital Management, LLC", "name_as_filed": "NELSON CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/nelson-capital-management-llc-menlo-park-ca-129776", "city": "Menlo Park", "state": "CA", "years_registered": 22, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 112182, "name": "Neumann Capital Management", "name_as_filed": "NEUMANN CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/neumann-capital-management-foster-city-ca-112182", "city": "Foster City", "state": "CA", "years_registered": 34, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 318083, "name": "New Insight Wealth Advisors", "name_as_filed": "NEW INSIGHT WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/new-insight-wealth-advisors-san-ramon-ca-318083", "city": "San Ramon", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 164647, "name": "New Spring Financial Planning, LLC", "name_as_filed": "NEW SPRING FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/new-spring-financial-planning-llc-san-ramon-ca-164647", "city": "San Ramon", "state": "CA", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286587, "name": "NIA Impact Capital", "name_as_filed": "NIA IMPACT CAPITAL", "url": "https://advisorcensus.com/firm/nia-impact-capital-oakland-ca-286587", "city": "Oakland", "state": "CA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 137496, "name": "Nightingale Financial Advisory", "name_as_filed": "NIGHTINGALE FINANCIAL ADVISORY", "url": "https://advisorcensus.com/firm/nightingale-financial-advisory-fremont-ca-137496", "city": "Fremont", "state": "CA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330532, "name": "Nine Pines Ventures, LLC", "name_as_filed": "NINE PINES VENTURES, LLC", "url": "https://advisorcensus.com/firm/nine-pines-ventures-llc-san-ramon-ca-330532", "city": "San Ramon", "state": "CA", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 136431, "name": "North Berkeley Wealth Management, LLC", "name_as_filed": "NORTH BERKELEY WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/north-berkeley-wealth-management-llc-berkeley-ca-136431", "city": "Berkeley", "state": "CA", "years_registered": 21, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 167338, "name": "Northwood Investment Partners, LLC", "name_as_filed": "NORTHWOOD INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/northwood-investment-partners-llc-woodside-ca-167338", "city": "Woodside", "state": "CA", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 330179, "name": "Novice Capital LLC", "name_as_filed": "NOVICE CAPITAL LLC", "url": "https://advisorcensus.com/firm/novice-capital-llc-san-mateo-ca-330179", "city": "San Mateo", "state": "CA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 124186, "name": "NWK Group", "name_as_filed": "NWK GROUP", "url": "https://advisorcensus.com/firm/nwk-group-san-francisco-ca-124186", "city": "San Francisco", "state": "CA", "years_registered": 23, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 172520, "name": "O'Donnell Financial Services, LLC", "name_as_filed": "O'DONNELL FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/o-donnell-financial-services-llc-san-rafael-ca-172520", "city": "San Rafael", "state": "CA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 226668, "name": "Oak Peak Financial", "name_as_filed": "OAK PEAK FINANCIAL", "url": "https://advisorcensus.com/firm/oak-peak-financial-menlo-park-ca-226668", "city": "Menlo Park", "state": "CA", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168650, "name": "Occidental Asset Management, LLC", "name_as_filed": "OCCIDENTAL ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/occidental-asset-management-llc-burlingame-ca-168650", "city": "Burlingame", "state": "CA", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 158515, "name": "Ohana Advisors", "name_as_filed": "OHANA ADVISORS", "url": "https://advisorcensus.com/firm/ohana-advisors-san-rafael-ca-158515", "city": "San Rafael", "state": "CA", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 300261, "name": "Olympia Wealth Management", "name_as_filed": "OLYMPIA WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/olympia-wealth-management-lafayette-ca-300261", "city": "Lafayette", "state": "CA", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 311185, "name": "On Keel Capital", "name_as_filed": "ON KEEL CAPITAL", "url": "https://advisorcensus.com/firm/on-keel-capital-mill-valley-ca-311185", "city": "Mill Valley", "state": "CA", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 170910, "name": "One Wealth Advisors, LLC", "name_as_filed": "ONE WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/one-wealth-advisors-llc-san-francisco-ca-170910", "city": "San Francisco", "state": "CA", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 175424, "name": "Optura Advisors, Inc.", "name_as_filed": "OPTURA ADVISORS, INC.", "url": "https://advisorcensus.com/firm/optura-advisors-inc-burlingame-ca-175424", "city": "Burlingame", "state": "CA", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306511, "name": "Orderly Finance", "name_as_filed": "ORDERLY FINANCE", "url": "https://advisorcensus.com/firm/orderly-finance-walnut-creek-ca-306511", "city": "Walnut Creek", "state": "CA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 108100, "name": "Osborne Partners", "name_as_filed": "OSBORNE PARTNERS", "url": "https://advisorcensus.com/firm/osborne-partners-san-francisco-ca-108100", "city": "San Francisco", "state": "CA", "years_registered": 27, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 105421, "name": "Osterweis Capital Management", "name_as_filed": "OSTERWEIS CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/osterweis-capital-management-san-francisco-ca-105421", "city": "San Francisco", "state": "CA", "years_registered": 43, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 109580, "name": "Osterweis Capital Management", "name_as_filed": "OSTERWEIS CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/osterweis-capital-management-san-francisco-ca-109580", "city": "San Francisco", "state": "CA", "years_registered": 29, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 283734, "name": "Owl and ORE Wealth Planning", "name_as_filed": "OWL AND ORE WEALTH PLANNING", "url": "https://advisorcensus.com/firm/owl-and-ore-wealth-planning-pleasant-hill-ca-283734", "city": "Pleasant Hill", "state": "CA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 172356, "name": "Pacific Excel Wealth Advisors, Inc.", "name_as_filed": "PACIFIC EXCEL WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/pacific-excel-wealth-advisors-inc-walnut-creek-ca-172356", "city": "Walnut Creek", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 330888, "name": "Pacific Wealth Advisory Services LLC", "name_as_filed": "PACIFIC WEALTH ADVISORY SERVICES LLC", "url": "https://advisorcensus.com/firm/pacific-wealth-advisory-services-llc-danville-ca-330888", "city": "Danville", "state": "CA", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 107863, "name": "Paragon Asset Management Inc.", "name_as_filed": "PARAGON ASSET MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/paragon-asset-management-inc-orinda-ca-107863", "city": "Orinda", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 140800, "name": "Parallel Advisors, LLC", "name_as_filed": "PARALLEL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/parallel-advisors-llc-san-francisco-ca-140800", "city": "San Francisco", "state": "CA", "years_registered": 19, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/ca", "label": "Financial advisors in California" }, "metro": { "path": "/advisors/ca/san-francisco", "label": "Financial advisors in San Francisco, CA" }, "city_pages": [ { "path": "/advisors/ca/san-francisco/menlo-park", "label": "Financial advisors in Menlo Park, CA", "firm_count": 158 }, { "path": "/advisors/ca/san-francisco/san-mateo", "label": "Financial advisors in San Mateo, CA", "firm_count": 93 }, { "path": "/advisors/ca/san-francisco/walnut-creek", "label": "Financial advisors in Walnut Creek, CA", "firm_count": 62 }, { "path": "/advisors/ca/san-francisco/oakland", "label": "Financial advisors in Oakland, CA", "firm_count": 54 }, { "path": "/advisors/ca/san-francisco/mill-valley", "label": "Financial advisors in Mill Valley, CA", "firm_count": 44 }, { "path": "/advisors/ca/san-francisco/san-rafael", "label": "Financial advisors in San Rafael, CA", "firm_count": 44 }, { "path": "/advisors/ca/san-francisco/burlingame", "label": "Financial advisors in Burlingame, CA", "firm_count": 41 }, { "path": "/advisors/ca/san-francisco/berkeley", "label": "Financial advisors in Berkeley, CA", "firm_count": 32 }, { "path": "/advisors/ca/san-francisco/larkspur", "label": "Financial advisors in Larkspur, CA", "firm_count": 30 }, { "path": "/advisors/ca/san-francisco/lafayette", "label": "Financial advisors in Lafayette, CA", "firm_count": 29 }, { "path": "/advisors/ca/san-francisco/san-ramon", "label": "Financial advisors in San Ramon, CA", "firm_count": 29 }, { "path": "/advisors/ca/san-francisco/sausalito", "label": "Financial advisors in Sausalito, CA", "firm_count": 29 } ], "fee_pages": [ { "path": "/advisors/ca/san-francisco/fee-only", "label": "Fee-only financial advisors in San Francisco, CA", "firm_count": 320 }, { "path": "/advisors/ca/san-francisco/flat-fee", "label": "Flat-fee financial advisors in San Francisco, CA", "firm_count": 389 }, { "path": "/advisors/ca/san-francisco/hourly", "label": "Hourly financial advisors in San Francisco, CA", "firm_count": 281 } ], "answer_pages": [ { "path": "/advisors/ca/san-francisco/for-retirement-plans", "firm_count": 228, "label": "Financial advisors for retirement plans in San Francisco, CA" }, { "path": "/advisors/ca/san-francisco/for-businesses", "firm_count": 211, "label": "Financial advisors for businesses in San Francisco, CA" }, { "path": "/advisors/ca/san-francisco/for-charities", "firm_count": 203, "label": "Financial advisors for charitable organizations in San Francisco, CA" }, { "path": "/advisors/ca/san-francisco/no-account-minimum", "firm_count": 68, "label": "Financial advisors with no account minimum in San Francisco, CA" } ], "niche_pages": [ { "path": "/advisors/ca/san-francisco/dentists", "firm_count": 1, "label": "Financial advisors for dentists in San Francisco, CA" }, { "path": "/advisors/ca/san-francisco/expats-and-americans-abroad", "firm_count": 1, "label": "Financial advisors for expats and Americans abroad in San Francisco, CA" }, { "path": "/advisors/ca/san-francisco/financial-independence-and-early-retirement", "firm_count": 2, "label": "Financial advisors for financial independence and early retirement in San Francisco, CA" }, { "path": "/advisors/ca/san-francisco/physicians", "firm_count": 1, "label": "Financial advisors for physicians in San Francisco, CA" }, { "path": "/advisors/ca/san-francisco/sustainable-and-impact-investing", "firm_count": 1, "label": "Financial advisors for sustainable and impact investing in San Francisco, CA" } ] }, "csv": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }