# Financial advisors for retirement plans in San Francisco, CA

> Find financial advisors in San Francisco, CA who work with retirement plans. AdvisorCensus lists 228 investment advisory firms with a principal office in the San Francisco metro area that report retirement plans 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.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/san-francisco/for-retirement-plans

## At a glance

- Investment advisory firms: 228
- Registration: SEC-registered investment adviser: 175, State-registered investment adviser: 53
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 91 (40%); Percentage of assets 213 (93%); Hourly charges 110 (48%); Subscription fees (newsletter or periodical) 1 (0%); Fixed fees 146 (64%); Commissions 5 (2%); Performance-based fees 33 (14%); Other 27 (12%)
- Regulatory assets under management (Item 5.F): Under $25 million 13 (6%); $25 million to $100 million 36 (16%); $100 million to $500 million 72 (32%); $500 million to $1 billion 28 (12%); $1 billion to $5 billion 35 (15%); Over $5 billion 32 (14%); Not reported 12 (5%)
- Years registered: Under 5 years 44 (19%); 5 to 9 years 60 (26%); 10 to 19 years 54 (24%); 20 years or more 70 (31%)

## Firms (page 1 of 5, 1 to 50 of 228, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [361 Financial Planning, Inc.](https://advisorcensus.com/firm/361-financial-planning-inc-walnut-creek-ca-283581) ([md](https://advisorcensus.com/firm/361-financial-planning-inc-walnut-creek-ca-283581.md)) | 283581 | Walnut Creek, CA | State-registered investment adviser | Under $25 million | 10 | % of assets |
| [Abundance Advisers](https://advisorcensus.com/firm/abundance-advisers-pleasanton-ca-310887) ([md](https://advisorcensus.com/firm/abundance-advisers-pleasanton-ca-310887.md)) | 310887 | Pleasanton, CA | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Accretive Wealth Management, LLC](https://advisorcensus.com/firm/accretive-wealth-management-llc-san-ramon-ca-164341) ([md](https://advisorcensus.com/firm/accretive-wealth-management-llc-san-ramon-ca-164341.md)) | 164341 | San Ramon, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [Adap Tax Financial, Inc.](https://advisorcensus.com/firm/adap-tax-financial-inc-pleasanton-ca-293211) ([md](https://advisorcensus.com/firm/adap-tax-financial-inc-pleasanton-ca-293211.md)) | 293211 | Pleasanton, CA | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Affinity Capital Advisors LLC](https://advisorcensus.com/firm/affinity-capital-advisors-llc-berkeley-ca-166226) ([md](https://advisorcensus.com/firm/affinity-capital-advisors-llc-berkeley-ca-166226.md)) | 166226 | Berkeley, CA | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Hourly, Fixed fee |
| [Alan Biller and Associates](https://advisorcensus.com/firm/alan-biller-and-associates-menlo-park-ca-105283) ([md](https://advisorcensus.com/firm/alan-biller-and-associates-menlo-park-ca-105283.md)) | 105283 | Menlo Park, CA | SEC-registered investment adviser | Over $5 billion | 31 | % of assets, Hourly, Fixed fee, Other |
| [Albourne America LLC](https://advisorcensus.com/firm/albourne-america-llc-san-francisco-ca-126582) ([md](https://advisorcensus.com/firm/albourne-america-llc-san-francisco-ca-126582.md)) | 126582 | San Francisco, CA | SEC-registered investment adviser | Not reported | 20 | Fixed fee |
| [Alcosta Capital Management, Inc.](https://advisorcensus.com/firm/alcosta-capital-management-inc-san-ramon-ca-128679) ([md](https://advisorcensus.com/firm/alcosta-capital-management-inc-san-ramon-ca-128679.md)) | 128679 | San Ramon, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Algert Global LLC](https://advisorcensus.com/firm/algert-global-llc-san-francisco-ca-125523) ([md](https://advisorcensus.com/firm/algert-global-llc-san-francisco-ca-125523.md)) | 125523 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 23 | % of assets, Performance fee |
| [Alpha Rush, LLC](https://advisorcensus.com/firm/alpha-rush-llc-san-mateo-ca-156068) ([md](https://advisorcensus.com/firm/alpha-rush-llc-san-mateo-ca-156068.md)) | 156068 | San Mateo, CA | State-registered investment adviser | Under $25 million | 15 | % of assets |
| [Alpha Solutions Investment Advisors](https://advisorcensus.com/firm/alpha-solutions-investment-advisors-south-san-francisco-ca-156541) ([md](https://advisorcensus.com/firm/alpha-solutions-investment-advisors-south-san-francisco-ca-156541.md)) | 156541 | South San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Alpha Wealth Management and Planning LLC](https://advisorcensus.com/firm/alpha-wealth-management-and-planning-llc-novato-ca-163917) ([md](https://advisorcensus.com/firm/alpha-wealth-management-and-planning-llc-novato-ca-163917.md)) | 163917 | Novato, CA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Alta Via Capital](https://advisorcensus.com/firm/alta-via-capital-pleasanton-ca-289739) ([md](https://advisorcensus.com/firm/alta-via-capital-pleasanton-ca-289739.md)) | 289739 | Pleasanton, CA | State-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Amara Financial, LLC](https://advisorcensus.com/firm/amara-financial-llc-san-francisco-ca-308290) ([md](https://advisorcensus.com/firm/amara-financial-llc-san-francisco-ca-308290.md)) | 308290 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [American Investors Co](https://advisorcensus.com/firm/american-investors-co-san-ramon-ca-38) ([md](https://advisorcensus.com/firm/american-investors-co-san-ramon-ca-38.md)) | 38 | San Ramon, CA | SEC-registered investment adviser | $500 million to $1 billion | 26 | % of assets, Hourly, Fixed fee, Commissions |
| [Amoretti Capital Management](https://advisorcensus.com/firm/amoretti-capital-management-san-francisco-ca-315111) ([md](https://advisorcensus.com/firm/amoretti-capital-management-san-francisco-ca-315111.md)) | 315111 | San Francisco, CA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [AMS Capital Management LLC](https://advisorcensus.com/firm/ams-capital-management-llc-san-mateo-ca-153540) ([md](https://advisorcensus.com/firm/ams-capital-management-llc-san-mateo-ca-153540.md)) | 153540 | San Mateo, CA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly, Fixed fee |
| [Aperio Group, LLC](https://advisorcensus.com/firm/aperio-group-llc-sausalito-ca-111616) ([md](https://advisorcensus.com/firm/aperio-group-llc-sausalito-ca-111616.md)) | 111616 | Sausalito, CA | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Fixed fee |
| [APP](https://advisorcensus.com/firm/app-san-mateo-ca-324537) ([md](https://advisorcensus.com/firm/app-san-mateo-ca-324537.md)) | 324537 | San Mateo, CA | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Archvest Wealth Advisors, Inc.](https://advisorcensus.com/firm/archvest-wealth-advisors-inc-concord-ca-172087) ([md](https://advisorcensus.com/firm/archvest-wealth-advisors-inc-concord-ca-172087.md)) | 172087 | Concord, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee, Performance fee |
| [Aspirean Wealth, LLC](https://advisorcensus.com/firm/aspirean-wealth-llc-mill-valley-ca-173138) ([md](https://advisorcensus.com/firm/aspirean-wealth-llc-mill-valley-ca-173138.md)) | 173138 | Mill Valley, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Asset Dedication, LLC](https://advisorcensus.com/firm/asset-dedication-llc-san-francisco-ca-151988) ([md](https://advisorcensus.com/firm/asset-dedication-llc-san-francisco-ca-151988.md)) | 151988 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets |
| [Assetmark, Inc.](https://advisorcensus.com/firm/assetmark-inc-concord-ca-109018) ([md](https://advisorcensus.com/firm/assetmark-inc-concord-ca-109018.md)) | 109018 | Concord, CA | SEC-registered investment adviser | Over $5 billion | 27 | % of assets, Fixed fee |
| [Athena Investment Management](https://advisorcensus.com/firm/athena-investment-management-orinda-ca-106542) ([md](https://advisorcensus.com/firm/athena-investment-management-orinda-ca-106542.md)) | 106542 | Orinda, CA | SEC-registered investment adviser | $100 million to $500 million | 49 | % of assets, Hourly, Fixed fee |
| [Avalon Capital Management](https://advisorcensus.com/firm/avalon-capital-management-menlo-park-ca-107501) ([md](https://advisorcensus.com/firm/avalon-capital-management-menlo-park-ca-107501.md)) | 107501 | Menlo Park, CA | SEC-registered investment adviser | $500 million to $1 billion | 34 | % of assets, Hourly |
| [Bailard, Inc.](https://advisorcensus.com/firm/bailard-inc-foster-city-ca-110550) ([md](https://advisorcensus.com/firm/bailard-inc-foster-city-ca-110550.md)) | 110550 | Foster City, CA | SEC-registered investment adviser | Over $5 billion | 54 | % of assets, Fixed fee, Performance fee |
| [Baybridge Capital Group, LLC](https://advisorcensus.com/firm/baybridge-capital-group-llc-livermore-ca-284867) ([md](https://advisorcensus.com/firm/baybridge-capital-group-llc-livermore-ca-284867.md)) | 284867 | Livermore, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Bell Investment Advisors Inc](https://advisorcensus.com/firm/bell-investment-advisors-inc-orinda-ca-108383) ([md](https://advisorcensus.com/firm/bell-investment-advisors-inc-orinda-ca-108383.md)) | 108383 | Orinda, CA | SEC-registered investment adviser | $500 million to $1 billion | 27 | % of assets, Hourly, Fixed fee |
| [Berkeley Investment Advisors](https://advisorcensus.com/firm/berkeley-investment-advisors-san-francisco-ca-121223) ([md](https://advisorcensus.com/firm/berkeley-investment-advisors-san-francisco-ca-121223.md)) | 121223 | San Francisco, CA | State-registered investment adviser | $25 million to $100 million | 24 | % of assets, Hourly, Fixed fee |
| [Berla Investment Consulting](https://advisorcensus.com/firm/berla-investment-consulting-alamo-ca-112847) ([md](https://advisorcensus.com/firm/berla-investment-consulting-alamo-ca-112847.md)) | 112847 | Alamo, CA | SEC-registered investment adviser | Not reported | 40 | Hourly, Fixed fee |
| [Beyond Financial Services](https://advisorcensus.com/firm/beyond-financial-services-fremont-ca-286350) ([md](https://advisorcensus.com/firm/beyond-financial-services-fremont-ca-286350.md)) | 286350 | Fremont, CA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Bingham Private Wealth, LLC](https://advisorcensus.com/firm/bingham-private-wealth-llc-san-francisco-ca-330598) ([md](https://advisorcensus.com/firm/bingham-private-wealth-llc-san-francisco-ca-330598.md)) | 330598 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Blume Capital Management, Inc.](https://advisorcensus.com/firm/blume-capital-management-inc-berkeley-ca-111768) ([md](https://advisorcensus.com/firm/blume-capital-management-inc-berkeley-ca-111768.md)) | 111768 | Berkeley, CA | SEC-registered investment adviser | $500 million to $1 billion | 28 | % of assets, Hourly, Fixed fee |
| [BPM Wealth Advisors, LLC](https://advisorcensus.com/firm/bpm-wealth-advisors-llc-san-francisco-ca-325909) ([md](https://advisorcensus.com/firm/bpm-wealth-advisors-llc-san-francisco-ca-325909.md)) | 325909 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Bridgebay Financial, Inc.](https://advisorcensus.com/firm/bridgebay-financial-inc-san-ramon-ca-130279) ([md](https://advisorcensus.com/firm/bridgebay-financial-inc-san-ramon-ca-130279.md)) | 130279 | San Ramon, CA | SEC-registered investment adviser | Not reported | 10 | Hourly, Fixed fee, Other |
| [Bristol Group Inc](https://advisorcensus.com/firm/bristol-group-inc-san-francisco-ca-105087) ([md](https://advisorcensus.com/firm/bristol-group-inc-san-francisco-ca-105087.md)) | 105087 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 45 | Fixed fee, Performance fee, Other |
| [Broadside Wealth](https://advisorcensus.com/firm/broadside-wealth-san-francisco-ca-342220) ([md](https://advisorcensus.com/firm/broadside-wealth-san-francisco-ca-342220.md)) | 342220 | San Francisco, CA | SEC-registered investment adviser | $500 million to $1 billion | 0 | Fixed fee, Other |
| [Broadwing Capital Advisors, Inc.](https://advisorcensus.com/firm/broadwing-capital-advisors-inc-larkspur-ca-127513) ([md](https://advisorcensus.com/firm/broadwing-capital-advisors-inc-larkspur-ca-127513.md)) | 127513 | Larkspur, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Brooker Wealth Management](https://advisorcensus.com/firm/brooker-wealth-management-oakland-ca-105437) ([md](https://advisorcensus.com/firm/brooker-wealth-management-oakland-ca-105437.md)) | 105437 | Oakland, CA | SEC-registered investment adviser | $100 million to $500 million | 43 | % of assets, Hourly |
| [Burton Enright Welch](https://advisorcensus.com/firm/burton-enright-welch-walnut-creek-ca-118376) ([md](https://advisorcensus.com/firm/burton-enright-welch-walnut-creek-ca-118376.md)) | 118376 | Walnut Creek, CA | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Hourly, Fixed fee |
| [Caldwell Sutter Capital, Inc.](https://advisorcensus.com/firm/caldwell-sutter-capital-inc-sausalito-ca-10489) ([md](https://advisorcensus.com/firm/caldwell-sutter-capital-inc-sausalito-ca-10489.md)) | 10489 | Sausalito, CA | SEC-registered investment adviser | $500 million to $1 billion | 20 | % of assets |
| [Callan](https://advisorcensus.com/firm/callan-san-francisco-ca-107687) ([md](https://advisorcensus.com/firm/callan-san-francisco-ca-107687.md)) | 107687 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 53 | % of assets, Hourly, Fixed fee, Other |
| [Camelotta Advisors](https://advisorcensus.com/firm/camelotta-advisors-san-francisco-ca-128053) ([md](https://advisorcensus.com/firm/camelotta-advisors-san-francisco-ca-128053.md)) | 128053 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Carbon Collective Investing, LLC](https://advisorcensus.com/firm/carbon-collective-investing-llc-oakland-ca-310129) ([md](https://advisorcensus.com/firm/carbon-collective-investing-llc-oakland-ca-310129.md)) | 310129 | Oakland, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Carey Wealth Management](https://advisorcensus.com/firm/carey-wealth-management-san-ramon-ca-173885) ([md](https://advisorcensus.com/firm/carey-wealth-management-san-ramon-ca-173885.md)) | 173885 | San Ramon, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Castle Rock Wealth Management, LLC](https://advisorcensus.com/firm/castle-rock-wealth-management-llc-walnut-creek-ca-199513) ([md](https://advisorcensus.com/firm/castle-rock-wealth-management-llc-walnut-creek-ca-199513.md)) | 199513 | Walnut Creek, CA | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets |
| [Charles Schwab Investment Management, Inc](https://advisorcensus.com/firm/charles-schwab-investment-management-inc-san-francisco-ca-106753) ([md](https://advisorcensus.com/firm/charles-schwab-investment-management-inc-san-francisco-ca-106753.md)) | 106753 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 36 | % of assets, Fixed fee, Performance fee, Other |
| [Chequers Financial Management LLC](https://advisorcensus.com/firm/chequers-financial-management-llc-san-francisco-ca-175209) ([md](https://advisorcensus.com/firm/chequers-financial-management-llc-san-francisco-ca-175209.md)) | 175209 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Hourly, Fixed fee |
| [Christmas Corporation](https://advisorcensus.com/firm/christmas-corporation-berkeley-ca-282245) ([md](https://advisorcensus.com/firm/christmas-corporation-berkeley-ca-282245.md)) | 282245 | Berkeley, CA | SEC-registered investment adviser | Under $25 million | 10 | % of assets, Subscription, Performance fee |
| [Chrome Advisors](https://advisorcensus.com/firm/chrome-advisors-san-francisco-ca-311539) ([md](https://advisorcensus.com/firm/chrome-advisors-san-francisco-ca-311539.md)) | 311539 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |

- Next page: https://advisorcensus.com/advisors/ca/san-francisco/for-retirement-plans/page/2.md

## Questions people ask

**Which financial advisors in San Francisco, CA work with retirement plans?**
228 investment advisory firms with a principal office in the San Francisco metro area report retirement plans 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 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 retirement plans in San Francisco, CA: 228 firms from Form ADV filings as of October 2026.