# 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/page/2 ## 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 2 of 5, 51 to 100 of 228, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [Cohen Capital Management Inc](https://advisorcensus.com/firm/cohen-capital-management-inc-corte-madera-ca-107903) ([md](https://advisorcensus.com/firm/cohen-capital-management-inc-corte-madera-ca-107903.md)) | 107903 | Corte Madera, CA | SEC-registered investment adviser | $1 billion to $5 billion | 31 | % of assets, Other | | [Concentric](https://advisorcensus.com/firm/concentric-walnut-creek-ca-321633) ([md](https://advisorcensus.com/firm/concentric-walnut-creek-ca-321633.md)) | 321633 | Walnut Creek, CA | SEC-registered investment adviser | Over $5 billion | 4 | % of assets | | [Core and Value Advisors, LLC](https://advisorcensus.com/firm/core-and-value-advisors-llc-san-francisco-ca-156093) ([md](https://advisorcensus.com/firm/core-and-value-advisors-llc-san-francisco-ca-156093.md)) | 156093 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 15 | % of assets, Fixed fee, Performance fee, Other | | [Dawson Investment Management](https://advisorcensus.com/firm/dawson-investment-management-walnut-creek-ca-312098) ([md](https://advisorcensus.com/firm/dawson-investment-management-walnut-creek-ca-312098.md)) | 312098 | Walnut Creek, CA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly | | [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 | | [Dhamma Capital](https://advisorcensus.com/firm/dhamma-capital-walnut-creek-ca-302037) ([md](https://advisorcensus.com/firm/dhamma-capital-walnut-creek-ca-302037.md)) | 302037 | Walnut Creek, CA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee | | [Diversified Planning Concepts, Inc.](https://advisorcensus.com/firm/diversified-planning-concepts-inc-corte-madera-ca-112229) ([md](https://advisorcensus.com/firm/diversified-planning-concepts-inc-corte-madera-ca-112229.md)) | 112229 | Corte Madera, CA | State-registered investment adviser | $25 million to $100 million | 21 | % 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 | | [Dorsal Capital Management, LP](https://advisorcensus.com/firm/dorsal-capital-management-lp-redwood-city-ca-160224) ([md](https://advisorcensus.com/firm/dorsal-capital-management-lp-redwood-city-ca-160224.md)) | 160224 | Redwood City, CA | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee | | [Double Bay Management & Planning](https://advisorcensus.com/firm/double-bay-management-and-planning-san-francisco-ca-136373) ([md](https://advisorcensus.com/firm/double-bay-management-and-planning-san-francisco-ca-136373.md)) | 136373 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee | | [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 | | [Elevate Wealth Management, L.L.C.](https://advisorcensus.com/firm/elevate-wealth-management-l-l-c-san-francisco-ca-287511) ([md](https://advisorcensus.com/firm/elevate-wealth-management-l-l-c-san-francisco-ca-287511.md)) | 287511 | San Francisco, CA | State-registered investment adviser | Under $25 million | 9 | % of assets, 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 | | [Embarcadero Financial Group](https://advisorcensus.com/firm/embarcadero-financial-group-san-francisco-ca-140929) ([md](https://advisorcensus.com/firm/embarcadero-financial-group-san-francisco-ca-140929.md)) | 140929 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee, Commissions | | [Emerson Equity LLC](https://advisorcensus.com/firm/emerson-equity-llc-san-mateo-ca-130032) ([md](https://advisorcensus.com/firm/emerson-equity-llc-san-mateo-ca-130032.md)) | 130032 | San Mateo, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee | | [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 | | [Evergreen Wealth Advisors, Inc.](https://advisorcensus.com/firm/evergreen-wealth-advisors-inc-walnut-creek-ca-136947) ([md](https://advisorcensus.com/firm/evergreen-wealth-advisors-inc-walnut-creek-ca-136947.md)) | 136947 | Walnut Creek, CA | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly | | [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 | | [Fairway Asset Management, Inc.](https://advisorcensus.com/firm/fairway-asset-management-inc-san-ramon-ca-142038) ([md](https://advisorcensus.com/firm/fairway-asset-management-inc-san-ramon-ca-142038.md)) | 142038 | San Ramon, CA | State-registered investment adviser | $25 million to $100 million | 19 | % of assets, Hourly, Fixed fee | | [Farm Girl Capital LLC](https://advisorcensus.com/firm/farm-girl-capital-llc-albany-ca-314384) ([md](https://advisorcensus.com/firm/farm-girl-capital-llc-albany-ca-314384.md)) | 314384 | Albany, CA | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee, Other | | [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 | | [Focusyou](https://advisorcensus.com/firm/focusyou-redwood-city-ca-155690) ([md](https://advisorcensus.com/firm/focusyou-redwood-city-ca-155690.md)) | 155690 | Redwood City, CA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly, Fixed fee | | [Fortitude Wealth Management L.L.C.](https://advisorcensus.com/firm/fortitude-wealth-management-l-l-c-san-ramon-ca-297013) ([md](https://advisorcensus.com/firm/fortitude-wealth-management-l-l-c-san-ramon-ca-297013.md)) | 297013 | San Ramon, CA | State-registered investment adviser | $25 million to $100 million | 8 | % of assets | | [Forusall](https://advisorcensus.com/firm/forusall-oakland-ca-167241) ([md](https://advisorcensus.com/firm/forusall-oakland-ca-167241.md)) | 167241 | Oakland, CA | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % 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 | | [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 | | [Garner Financial Management](https://advisorcensus.com/firm/garner-financial-management-lafayette-ca-131628) ([md](https://advisorcensus.com/firm/garner-financial-management-lafayette-ca-131628.md)) | 131628 | Lafayette, CA | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee | | [Gaskin Wealth Management](https://advisorcensus.com/firm/gaskin-wealth-management-moraga-ca-143536) ([md](https://advisorcensus.com/firm/gaskin-wealth-management-moraga-ca-143536.md)) | 143536 | Moraga, CA | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly | | [Gebhardt Group, Inc](https://advisorcensus.com/firm/gebhardt-group-inc-lafayette-ca-142903) ([md](https://advisorcensus.com/firm/gebhardt-group-inc-lafayette-ca-142903.md)) | 142903 | Lafayette, CA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee, Commissions | | [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 | | [Gibson Monroe Wealth Advisors](https://advisorcensus.com/firm/gibson-monroe-wealth-advisors-oakland-ca-324146) ([md](https://advisorcensus.com/firm/gibson-monroe-wealth-advisors-oakland-ca-324146.md)) | 324146 | Oakland, CA | State-registered investment adviser | Under $25 million | 3 | % of assets, Fixed fee | | [Giving Tree Wealth Advisors](https://advisorcensus.com/firm/giving-tree-wealth-advisors-san-ramon-ca-312361) ([md](https://advisorcensus.com/firm/giving-tree-wealth-advisors-san-ramon-ca-312361.md)) | 312361 | San Ramon, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly | | [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 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 | | [Granite Capital](https://advisorcensus.com/firm/granite-capital-oakland-ca-141743) ([md](https://advisorcensus.com/firm/granite-capital-oakland-ca-141743.md)) | 141743 | Oakland, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets | | [Greykasell Wealth Strategies, Inc.](https://advisorcensus.com/firm/greykasell-wealth-strategies-inc-danville-ca-329018) ([md](https://advisorcensus.com/firm/greykasell-wealth-strategies-inc-danville-ca-329018.md)) | 329018 | Danville, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee | | [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 | | [Gusto Investment Services, LLC](https://advisorcensus.com/firm/gusto-investment-services-llc-san-francisco-ca-281515) ([md](https://advisorcensus.com/firm/gusto-investment-services-llc-san-francisco-ca-281515.md)) | 281515 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 10 | % of assets | | [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 | | [Horsley Bridge Partners LLC](https://advisorcensus.com/firm/horsley-bridge-partners-llc-san-francisco-ca-110877) ([md](https://advisorcensus.com/firm/horsley-bridge-partners-llc-san-francisco-ca-110877.md)) | 110877 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 29 | Performance fee, Other | - Previous page: https://advisorcensus.com/advisors/ca/san-francisco/for-retirement-plans.md - Next page: https://advisorcensus.com/advisors/ca/san-francisco/for-retirement-plans/page/3.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. ## Related pages - [Financial advisors in California](https://advisorcensus.com/advisors/ca) (https://advisorcensus.com/advisors/ca.md) - [Financial advisors in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco) (https://advisorcensus.com/advisors/ca/san-francisco.md) - [Fee-only financial advisors in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/fee-only) (https://advisorcensus.com/advisors/ca/san-francisco/fee-only.md) - [Flat-fee financial advisors in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/flat-fee) (https://advisorcensus.com/advisors/ca/san-francisco/flat-fee.md) - [Hourly financial advisors in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/hourly) (https://advisorcensus.com/advisors/ca/san-francisco/hourly.md) - [Financial advisors for dentists in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/dentists) (https://advisorcensus.com/advisors/ca/san-francisco/dentists.md) - [Financial advisors for expats and Americans abroad in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/expats-and-americans-abroad) (https://advisorcensus.com/advisors/ca/san-francisco/expats-and-americans-abroad.md) - [Financial advisors for financial independence and early retirement in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/financial-independence-and-early-retirement) (https://advisorcensus.com/advisors/ca/san-francisco/financial-independence-and-early-retirement.md) - [Financial advisors for physicians in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/physicians) (https://advisorcensus.com/advisors/ca/san-francisco/physicians.md) - [Financial advisors for sustainable and impact investing in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/sustainable-and-impact-investing) (https://advisorcensus.com/advisors/ca/san-francisco/sustainable-and-impact-investing.md) - [Financial advisors in Menlo Park, CA](https://advisorcensus.com/advisors/ca/san-francisco/menlo-park) (https://advisorcensus.com/advisors/ca/san-francisco/menlo-park.md) - [Financial advisors in San Mateo, CA](https://advisorcensus.com/advisors/ca/san-francisco/san-mateo) (https://advisorcensus.com/advisors/ca/san-francisco/san-mateo.md) - [Financial advisors in Walnut Creek, CA](https://advisorcensus.com/advisors/ca/san-francisco/walnut-creek) (https://advisorcensus.com/advisors/ca/san-francisco/walnut-creek.md) - [Financial advisors in Oakland, CA](https://advisorcensus.com/advisors/ca/san-francisco/oakland) (https://advisorcensus.com/advisors/ca/san-francisco/oakland.md) - [Financial advisors in Mill Valley, CA](https://advisorcensus.com/advisors/ca/san-francisco/mill-valley) (https://advisorcensus.com/advisors/ca/san-francisco/mill-valley.md) - [Financial advisors in San Rafael, CA](https://advisorcensus.com/advisors/ca/san-francisco/san-rafael) (https://advisorcensus.com/advisors/ca/san-francisco/san-rafael.md) - [Financial advisors in Burlingame, CA](https://advisorcensus.com/advisors/ca/san-francisco/burlingame) (https://advisorcensus.com/advisors/ca/san-francisco/burlingame.md) - [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 retirement plans in San Francisco, CA: 228 firms from Form ADV filings as of October 2026.