{ "path": "/advisors/ca/san-francisco/for-retirement-plans", "url": "https://advisorcensus.com/advisors/ca/san-francisco/for-retirement-plans/page/3", "page_type": "metro_answer", "title": "Financial advisors for retirement plans in San Francisco, CA", "filters": {}, "scope_total": 228, "faq": [ { "q": "Which financial advisors in San Francisco, CA work with retirement plans?", "a": "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." }, { "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": "AdvisorCensus lists 228 investment advisory firms with a principal office in the San Francisco metro area that report retirement plans among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.", "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 retirement plans in San Francisco, CA: 228 firms from Form ADV filings as of October 2026.", "total_firms": 228, "page": 3, "total_pages": 5, "sort": "name", "registration_types": { "sec": 175, "state": 53, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 91 }, { "code": "percentage_of_aum", "count": 213 }, { "code": "hourly", "count": 110 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 146 }, { "code": "commissions", "count": 5 }, { "code": "performance_based", "count": 33 }, { "code": "other", "count": 27 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 44 }, { "code": "5_to_9", "count": 60 }, { "code": "10_to_19", "count": 54 }, { "code": "20_plus", "count": 70 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 13 }, { "code": "25m_100m", "count": 36 }, { "code": "100m_500m", "count": 72 }, { "code": "500m_1b", "count": 28 }, { "code": "1b_5b", "count": 35 }, { "code": "over_5b", "count": 32 }, { "code": "not_reported", "count": 12 } ], "firms": [ { "crd_number": 269875, "name": "Human Interest Advisors LLC", "name_as_filed": "HUMAN INTEREST ADVISORS LLC", "url": "https://advisorcensus.com/firm/human-interest-advisors-llc-san-francisco-ca-269875", "city": "San Francisco", "state": "CA", "years_registered": 11, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 145096, "name": "Hutchinson & Ziegler Financial Advisors, Inc.", "name_as_filed": "HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/hutchinson-and-ziegler-financial-advisors-inc-san-rafael-ca-145096", "city": "San Rafael", "state": "CA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 159198, "name": "Iconiq Capital, LLC", "name_as_filed": "ICONIQ CAPITAL, LLC", "url": "https://advisorcensus.com/firm/iconiq-capital-llc-san-francisco-ca-159198", "city": "San Francisco", "state": "CA", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 175155, "name": "Impactadvisor LLC", "name_as_filed": "IMPACTADVISOR LLC", "url": "https://advisorcensus.com/firm/impactadvisor-llc-sf-ca-175155", "city": "Sf", "state": "CA", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 153249, "name": "In Touch Financial Services", "name_as_filed": "IN TOUCH FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/in-touch-financial-services-oakland-ca-153249", "city": "Oakland", "state": "CA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 167314, "name": "Integrity Wealth Partners, LLC", "name_as_filed": "INTEGRITY WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/integrity-wealth-partners-llc-walnut-creek-ca-167314", "city": "Walnut Creek", "state": "CA", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "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": 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": 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": 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": 327226, "name": "Just Futures", "name_as_filed": "JUST FUTURES", "url": "https://advisorcensus.com/firm/just-futures-san-francisco-ca-327226", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "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": 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": 146629, "name": "KKR Credit Advisors (US) LLC", "name_as_filed": "KKR CREDIT ADVISORS (US) LLC", "url": "https://advisorcensus.com/firm/kkr-credit-advisors-us-llc-san-francisco-ca-146629", "city": "San Francisco", "state": "CA", "years_registered": 17, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "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": 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": 118512, "name": "Lee, Kimun", "name_as_filed": "LEE, KIMUN", "url": "https://advisorcensus.com/firm/lee-kimun-san-francisco-ca-118512", "city": "San Francisco", "state": "CA", "years_registered": 34, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 131704, "name": "Legato Capital Management, LLC", "name_as_filed": "LEGATO CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/legato-capital-management-llc-san-francisco-ca-131704", "city": "San Francisco", "state": "CA", "years_registered": 21, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "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": 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": 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": 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": 123237, "name": "Marin Wealth Advisors LLC", "name_as_filed": "MARIN WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/marin-wealth-advisors-llc-san-rafael-ca-123237", "city": "San Rafael", "state": "CA", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 120651, "name": "Mathematica Capital Management, LLC", "name_as_filed": "MATHEMATICA CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mathematica-capital-management-llc-sausalito-ca-120651", "city": "Sausalito", "state": "CA", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 105562, "name": "McDonald Capital Investors Inc", "name_as_filed": "MCDONALD CAPITAL INVESTORS INC", "url": "https://advisorcensus.com/firm/mcdonald-capital-investors-inc-orinda-ca-105562", "city": "Orinda", "state": "CA", "years_registered": 43, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "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": 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, 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"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": 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 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