{
  "path": "/advisors/ca/san-francisco/for-retirement-plans",
  "url": "https://advisorcensus.com/advisors/ca/san-francisco/for-retirement-plans/page/4",
  "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": "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.",
  "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": 4,
  "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": 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": 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": 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": 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": 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": 153425,
      "name": "Pantheon",
      "name_as_filed": "PANTHEON",
      "url": "https://advisorcensus.com/firm/pantheon-san-francisco-ca-153425",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 16,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "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
    },
    {
      "crd_number": 142745,
      "name": "Park Place Wealth Advisors, Inc",
      "name_as_filed": "PARK PLACE WEALTH ADVISORS, INC",
      "url": "https://advisorcensus.com/firm/park-place-wealth-advisors-inc-orinda-ca-142745",
      "city": "Orinda",
      "state": "CA",
      "years_registered": 19,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168954,
      "name": "Park Presidio Capital LLC",
      "name_as_filed": "PARK PRESIDIO CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/park-presidio-capital-llc-san-francisco-ca-168954",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 12,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316904,
      "name": "Parnassus Investments, LLC",
      "name_as_filed": "PARNASSUS INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/parnassus-investments-llc-san-francisco-ca-316904",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174215,
      "name": "Pathwise",
      "name_as_filed": "PATHWISE",
      "url": "https://advisorcensus.com/firm/pathwise-walnut-creek-ca-174215",
      "city": "Walnut Creek",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174309,
      "name": "Penserra Global Investors LLC",
      "name_as_filed": "PENSERRA GLOBAL INVESTORS LLC",
      "url": "https://advisorcensus.com/firm/penserra-global-investors-llc-orinda-ca-174309",
      "city": "Orinda",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 131037,
      "name": "Perigon Wealth Management, LLC",
      "name_as_filed": "PERIGON WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/perigon-wealth-management-llc-san-francisco-ca-131037",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 22,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140015,
      "name": "PF Wealth Management Group, LLC",
      "name_as_filed": "PF WEALTH MANAGEMENT GROUP, LLC",
      "url": "https://advisorcensus.com/firm/pf-wealth-management-group-llc-oakland-ca-140015",
      "city": "Oakland",
      "state": "CA",
      "years_registered": 20,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299731,
      "name": "Phoenix Investment",
      "name_as_filed": "PHOENIX INVESTMENT",
      "url": "https://advisorcensus.com/firm/phoenix-investment-san-ramon-ca-299731",
      "city": "San Ramon",
      "state": "CA",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154097,
      "name": "PILLAR6 Advisors, LLC",
      "name_as_filed": "PILLAR6 ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/pillar6-advisors-llc-san-francisco-ca-154097",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 16,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 137495,
      "name": "PMB Advisors",
      "name_as_filed": "PMB ADVISORS",
      "url": "https://advisorcensus.com/firm/pmb-advisors-larkspur-ca-137495",
      "city": "Larkspur",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165532,
      "name": "Poplar Global Wealth Management LLC",
      "name_as_filed": "POPLAR GLOBAL WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/poplar-global-wealth-management-llc-daly-city-ca-165532",
      "city": "Daly City",
      "state": "CA",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106135,
      "name": "Portfolio Management Technology",
      "name_as_filed": "PORTFOLIO MANAGEMENT TECHNOLOGY",
      "url": "https://advisorcensus.com/firm/portfolio-management-technology-san-francisco-ca-106135",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 30,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342386,
      "name": "Portfolio POV",
      "name_as_filed": "PORTFOLIO POV",
      "url": "https://advisorcensus.com/firm/portfolio-pov-san-francisco-ca-342386",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110931,
      "name": "Pring Turner",
      "name_as_filed": "PRING TURNER",
      "url": "https://advisorcensus.com/firm/pring-turner-alamo-ca-110931",
      "city": "Alamo",
      "state": "CA",
      "years_registered": 49,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111905,
      "name": "Private Portfolios, Inc.",
      "name_as_filed": "PRIVATE PORTFOLIOS, INC.",
      "url": "https://advisorcensus.com/firm/private-portfolios-inc-san-mateo-ca-111905",
      "city": "San Mateo",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133802,
      "name": "Private Wealth Partners, LLC",
      "name_as_filed": "PRIVATE WEALTH PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/private-wealth-partners-llc-mill-valley-ca-133802",
      "city": "Mill Valley",
      "state": "CA",
      "years_registered": 21,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339321,
      "name": "Prosperity Financial Group, Inc.",
      "name_as_filed": "PROSPERITY FINANCIAL GROUP, INC.",
      "url": "https://advisorcensus.com/firm/prosperity-financial-group-inc-san-ramon-ca-339321",
      "city": "San Ramon",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148760,
      "name": "Prospettiva Financial",
      "name_as_filed": "PROSPETTIVA FINANCIAL",
      "url": "https://advisorcensus.com/firm/prospettiva-financial-san-francisco-ca-148760",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 286308,
      "name": "Rapport Financial, LLC",
      "name_as_filed": "RAPPORT FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/rapport-financial-llc-san-francisco-ca-286308",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153994,
      "name": "Raub Brock Capital Management, LP",
      "name_as_filed": "RAUB BROCK CAPITAL MANAGEMENT, LP",
      "url": "https://advisorcensus.com/firm/raub-brock-capital-management-lp-larkspur-ca-153994",
      "city": "Larkspur",
      "state": "CA",
      "years_registered": 16,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 150667,
      "name": "Redwood Grove Wealth Management",
      "name_as_filed": "REDWOOD GROVE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/redwood-grove-wealth-management-san-rafael-ca-150667",
      "city": "San Rafael",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284756,
      "name": "Regan Financial Group, LLC",
      "name_as_filed": "REGAN FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/regan-financial-group-llc-danville-ca-284756",
      "city": "Danville",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317785,
      "name": "Reicher Capital Management, LLC",
      "name_as_filed": "REICHER CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/reicher-capital-management-llc-kentfield-ca-317785",
      "city": "Kentfield",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288714,
      "name": "Ring Mountain Capital, LLC",
      "name_as_filed": "RING MOUNTAIN CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/ring-mountain-capital-llc-tiburon-ca-288714",
      "city": "Tiburon",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 134128,
      "name": "Roach Investment Services",
      "name_as_filed": "ROACH INVESTMENT SERVICES",
      "url": "https://advisorcensus.com/firm/roach-investment-services-san-mateo-ca-134128",
      "city": "San Mateo",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 308827,
      "name": "Roberts Wealth Advisors, LLC",
      "name_as_filed": "ROBERTS WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/roberts-wealth-advisors-llc-menlo-park-ca-308827",
      "city": "Menlo Park",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289977,
      "name": "Robertson Stephens",
      "name_as_filed": "ROBERTSON STEPHENS",
      "url": "https://advisorcensus.com/firm/robertson-stephens-san-francisco-ca-289977",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105774,
      "name": "Rosenblum Silverman Sutton SF Inc",
      "name_as_filed": "ROSENBLUM SILVERMAN SUTTON SF INC",
      "url": "https://advisorcensus.com/firm/rosenblum-silverman-sutton-sf-inc-san-francisco-ca-105774",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 42,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 294105,
      "name": "RPA Financial, LLC",
      "name_as_filed": "RPA FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/rpa-financial-llc-san-rafael-ca-294105",
      "city": "San Rafael",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110235,
      "name": "Rudney Associates",
      "name_as_filed": "RUDNEY ASSOCIATES",
      "url": "https://advisorcensus.com/firm/rudney-associates-alamo-ca-110235",
      "city": "Alamo",
      "state": "CA",
      "years_registered": 25,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290148,
      "name": "Sage Rhino Capital LLC",
      "name_as_filed": "SAGE RHINO CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/sage-rhino-capital-llc-menlo-park-ca-290148",
      "city": "Menlo Park",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284277,
      "name": "Saranap Wealth Advisors",
      "name_as_filed": "SARANAP WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/saranap-wealth-advisors-walnut-creek-ca-284277",
      "city": "Walnut Creek",
      "state": "CA",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334084,
      "name": "Selby Wealth Management",
      "name_as_filed": "SELBY WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/selby-wealth-management-emeryville-ca-334084",
      "city": "Emeryville",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117627,
      "name": "Shira Ridge Wealth Management",
      "name_as_filed": "SHIRA RIDGE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/shira-ridge-wealth-management-san-rafael-ca-117627",
      "city": "San Rafael",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285426,
      "name": "Shum Financial Group, Inc.",
      "name_as_filed": "SHUM FINANCIAL GROUP, INC.",
      "url": "https://advisorcensus.com/firm/shum-financial-group-inc-alameda-ca-285426",
      "city": "Alameda",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110954,
      "name": "Sierra Investment Partners, Inc.",
      "name_as_filed": "SIERRA INVESTMENT PARTNERS, INC.",
      "url": "https://advisorcensus.com/firm/sierra-investment-partners-inc-walnut-creek-ca-110954",
      "city": "Walnut Creek",
      "state": "CA",
      "years_registered": 31,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 131738,
      "name": "Sierra Pacific Private Wealth, LLC",
      "name_as_filed": "SIERRA PACIFIC PRIVATE WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/sierra-pacific-private-wealth-llc-pleasanton-ca-131738",
      "city": "Pleasanton",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108542,
      "name": "Skba Capital Management, LLC",
      "name_as_filed": "SKBA CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/skba-capital-management-llc-san-francisco-ca-108542",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 27,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283522,
      "name": "Skylark Wealth, LLC",
      "name_as_filed": "SKYLARK WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/skylark-wealth-llc-san-francisco-ca-283522",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283020,
      "name": "Smart Path Wealth Management, LLC",
      "name_as_filed": "SMART PATH WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/smart-path-wealth-management-llc-pleasanton-ca-283020",
      "city": "Pleasanton",
      "state": "CA",
      "years_registered": 10,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108518,
      "name": "Snyder Capital Management LP",
      "name_as_filed": "SNYDER CAPITAL MANAGEMENT LP",
      "url": "https://advisorcensus.com/firm/snyder-capital-management-lp-san-francisco-ca-108518",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 29,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281266,
      "name": "Spyglass Capital Management, LLC",
      "name_as_filed": "SPYGLASS CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/spyglass-capital-management-llc-greenbrae-ca-281266",
      "city": "Greenbrae",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "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-high-net-worth-individuals",
        "firm_count": 524,
        "label": "Financial advisors for high-net-worth individuals 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"
  }
}
