# 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/4

## 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 4 of 5, 151 to 200 of 228, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [O'Donnell Financial Services, LLC](https://advisorcensus.com/firm/o-donnell-financial-services-llc-san-rafael-ca-172520) ([md](https://advisorcensus.com/firm/o-donnell-financial-services-llc-san-rafael-ca-172520.md)) | 172520 | San Rafael, CA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Olympia Wealth Management](https://advisorcensus.com/firm/olympia-wealth-management-lafayette-ca-300261) ([md](https://advisorcensus.com/firm/olympia-wealth-management-lafayette-ca-300261.md)) | 300261 | Lafayette, CA | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly |
| [One Wealth Advisors, LLC](https://advisorcensus.com/firm/one-wealth-advisors-llc-san-francisco-ca-170910) ([md](https://advisorcensus.com/firm/one-wealth-advisors-llc-san-francisco-ca-170910.md)) | 170910 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Fixed fee |
| [Osborne Partners](https://advisorcensus.com/firm/osborne-partners-san-francisco-ca-108100) ([md](https://advisorcensus.com/firm/osborne-partners-san-francisco-ca-108100.md)) | 108100 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 27 | % of assets, Performance fee |
| [Pacific Excel Wealth Advisors, Inc.](https://advisorcensus.com/firm/pacific-excel-wealth-advisors-inc-walnut-creek-ca-172356) ([md](https://advisorcensus.com/firm/pacific-excel-wealth-advisors-inc-walnut-creek-ca-172356.md)) | 172356 | Walnut Creek, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Pantheon](https://advisorcensus.com/firm/pantheon-san-francisco-ca-153425) ([md](https://advisorcensus.com/firm/pantheon-san-francisco-ca-153425.md)) | 153425 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 16 | % of assets, Fixed fee, Performance fee |
| [Paragon Asset Management Inc.](https://advisorcensus.com/firm/paragon-asset-management-inc-orinda-ca-107863) ([md](https://advisorcensus.com/firm/paragon-asset-management-inc-orinda-ca-107863.md)) | 107863 | Orinda, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Parallel Advisors, LLC](https://advisorcensus.com/firm/parallel-advisors-llc-san-francisco-ca-140800) ([md](https://advisorcensus.com/firm/parallel-advisors-llc-san-francisco-ca-140800.md)) | 140800 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 19 | % of assets, Hourly, Fixed fee |
| [Park Place Wealth Advisors, Inc](https://advisorcensus.com/firm/park-place-wealth-advisors-inc-orinda-ca-142745) ([md](https://advisorcensus.com/firm/park-place-wealth-advisors-inc-orinda-ca-142745.md)) | 142745 | Orinda, CA | State-registered investment adviser | $25 million to $100 million | 19 | % of assets, Hourly, Fixed fee, Commissions |
| [Park Presidio Capital LLC](https://advisorcensus.com/firm/park-presidio-capital-llc-san-francisco-ca-168954) ([md](https://advisorcensus.com/firm/park-presidio-capital-llc-san-francisco-ca-168954.md)) | 168954 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Performance fee, Other |
| [Parnassus Investments, LLC](https://advisorcensus.com/firm/parnassus-investments-llc-san-francisco-ca-316904) ([md](https://advisorcensus.com/firm/parnassus-investments-llc-san-francisco-ca-316904.md)) | 316904 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 4 | % of assets |
| [Pathwise](https://advisorcensus.com/firm/pathwise-walnut-creek-ca-174215) ([md](https://advisorcensus.com/firm/pathwise-walnut-creek-ca-174215.md)) | 174215 | Walnut Creek, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Penserra Global Investors LLC](https://advisorcensus.com/firm/penserra-global-investors-llc-orinda-ca-174309) ([md](https://advisorcensus.com/firm/penserra-global-investors-llc-orinda-ca-174309.md)) | 174309 | Orinda, CA | SEC-registered investment adviser | Under $25 million | 2 | % of assets |
| [Perigon Wealth Management, LLC](https://advisorcensus.com/firm/perigon-wealth-management-llc-san-francisco-ca-131037) ([md](https://advisorcensus.com/firm/perigon-wealth-management-llc-san-francisco-ca-131037.md)) | 131037 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 22 | % of assets, Hourly, Fixed fee |
| [PF Wealth Management Group, LLC](https://advisorcensus.com/firm/pf-wealth-management-group-llc-oakland-ca-140015) ([md](https://advisorcensus.com/firm/pf-wealth-management-group-llc-oakland-ca-140015.md)) | 140015 | Oakland, CA | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly, Fixed fee |
| [Phoenix Investment](https://advisorcensus.com/firm/phoenix-investment-san-ramon-ca-299731) ([md](https://advisorcensus.com/firm/phoenix-investment-san-ramon-ca-299731.md)) | 299731 | San Ramon, CA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Fixed fee |
| [PILLAR6 Advisors, LLC](https://advisorcensus.com/firm/pillar6-advisors-llc-san-francisco-ca-154097) ([md](https://advisorcensus.com/firm/pillar6-advisors-llc-san-francisco-ca-154097.md)) | 154097 | San Francisco, CA | State-registered investment adviser | $100 million to $500 million | 16 | % of assets, Hourly, Fixed fee |
| [PMB Advisors](https://advisorcensus.com/firm/pmb-advisors-larkspur-ca-137495) ([md](https://advisorcensus.com/firm/pmb-advisors-larkspur-ca-137495.md)) | 137495 | Larkspur, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee, Commissions |
| [Poplar Global Wealth Management LLC](https://advisorcensus.com/firm/poplar-global-wealth-management-llc-daly-city-ca-165532) ([md](https://advisorcensus.com/firm/poplar-global-wealth-management-llc-daly-city-ca-165532.md)) | 165532 | Daly City, CA | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Fixed fee |
| [Portfolio Management Technology](https://advisorcensus.com/firm/portfolio-management-technology-san-francisco-ca-106135) ([md](https://advisorcensus.com/firm/portfolio-management-technology-san-francisco-ca-106135.md)) | 106135 | San Francisco, CA | SEC-registered investment adviser | Not reported | 30 | Hourly, Fixed fee |
| [Portfolio POV](https://advisorcensus.com/firm/portfolio-pov-san-francisco-ca-342386) ([md](https://advisorcensus.com/firm/portfolio-pov-san-francisco-ca-342386.md)) | 342386 | San Francisco, CA | SEC-registered investment adviser | Not reported | 0 | Fixed fee |
| [Pring Turner](https://advisorcensus.com/firm/pring-turner-alamo-ca-110931) ([md](https://advisorcensus.com/firm/pring-turner-alamo-ca-110931.md)) | 110931 | Alamo, CA | SEC-registered investment adviser | $100 million to $500 million | 49 | % of assets |
| [Private Portfolios, Inc.](https://advisorcensus.com/firm/private-portfolios-inc-san-mateo-ca-111905) ([md](https://advisorcensus.com/firm/private-portfolios-inc-san-mateo-ca-111905.md)) | 111905 | San Mateo, CA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Private Wealth Partners, LLC](https://advisorcensus.com/firm/private-wealth-partners-llc-mill-valley-ca-133802) ([md](https://advisorcensus.com/firm/private-wealth-partners-llc-mill-valley-ca-133802.md)) | 133802 | Mill Valley, CA | SEC-registered investment adviser | $1 billion to $5 billion | 21 | % of assets, Hourly, Fixed fee, Performance fee |
| [Prosperity Financial Group, Inc.](https://advisorcensus.com/firm/prosperity-financial-group-inc-san-ramon-ca-339321) ([md](https://advisorcensus.com/firm/prosperity-financial-group-inc-san-ramon-ca-339321.md)) | 339321 | San Ramon, CA | SEC-registered investment adviser | $500 million to $1 billion | 0 | % of assets, Hourly, Fixed fee |
| [Prospettiva Financial](https://advisorcensus.com/firm/prospettiva-financial-san-francisco-ca-148760) ([md](https://advisorcensus.com/firm/prospettiva-financial-san-francisco-ca-148760.md)) | 148760 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Rapport Financial, LLC](https://advisorcensus.com/firm/rapport-financial-llc-san-francisco-ca-286308) ([md](https://advisorcensus.com/firm/rapport-financial-llc-san-francisco-ca-286308.md)) | 286308 | San Francisco, CA | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee, Other |
| [Raub Brock Capital Management, LP](https://advisorcensus.com/firm/raub-brock-capital-management-lp-larkspur-ca-153994) ([md](https://advisorcensus.com/firm/raub-brock-capital-management-lp-larkspur-ca-153994.md)) | 153994 | Larkspur, CA | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Hourly, Fixed fee |
| [Redwood Grove Wealth Management](https://advisorcensus.com/firm/redwood-grove-wealth-management-san-rafael-ca-150667) ([md](https://advisorcensus.com/firm/redwood-grove-wealth-management-san-rafael-ca-150667.md)) | 150667 | San Rafael, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Regan Financial Group, LLC](https://advisorcensus.com/firm/regan-financial-group-llc-danville-ca-284756) ([md](https://advisorcensus.com/firm/regan-financial-group-llc-danville-ca-284756.md)) | 284756 | Danville, CA | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [Reicher Capital Management, LLC](https://advisorcensus.com/firm/reicher-capital-management-llc-kentfield-ca-317785) ([md](https://advisorcensus.com/firm/reicher-capital-management-llc-kentfield-ca-317785.md)) | 317785 | Kentfield, CA | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Performance fee |
| [Ring Mountain Capital, LLC](https://advisorcensus.com/firm/ring-mountain-capital-llc-tiburon-ca-288714) ([md](https://advisorcensus.com/firm/ring-mountain-capital-llc-tiburon-ca-288714.md)) | 288714 | Tiburon, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Roach Investment Services](https://advisorcensus.com/firm/roach-investment-services-san-mateo-ca-134128) ([md](https://advisorcensus.com/firm/roach-investment-services-san-mateo-ca-134128.md)) | 134128 | San Mateo, CA | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Roberts Wealth Advisors, LLC](https://advisorcensus.com/firm/roberts-wealth-advisors-llc-menlo-park-ca-308827) ([md](https://advisorcensus.com/firm/roberts-wealth-advisors-llc-menlo-park-ca-308827.md)) | 308827 | Menlo Park, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Robertson Stephens](https://advisorcensus.com/firm/robertson-stephens-san-francisco-ca-289977) ([md](https://advisorcensus.com/firm/robertson-stephens-san-francisco-ca-289977.md)) | 289977 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 8 | % of assets, Hourly, Fixed fee |
| [Rosenblum Silverman Sutton SF Inc](https://advisorcensus.com/firm/rosenblum-silverman-sutton-sf-inc-san-francisco-ca-105774) ([md](https://advisorcensus.com/firm/rosenblum-silverman-sutton-sf-inc-san-francisco-ca-105774.md)) | 105774 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 42 | % of assets, Hourly, Fixed fee |
| [RPA Financial, LLC](https://advisorcensus.com/firm/rpa-financial-llc-san-rafael-ca-294105) ([md](https://advisorcensus.com/firm/rpa-financial-llc-san-rafael-ca-294105.md)) | 294105 | San Rafael, CA | SEC-registered investment adviser | Over $5 billion | 8 | % of assets, Hourly, Fixed fee |
| [Rudney Associates](https://advisorcensus.com/firm/rudney-associates-alamo-ca-110235) ([md](https://advisorcensus.com/firm/rudney-associates-alamo-ca-110235.md)) | 110235 | Alamo, CA | SEC-registered investment adviser | $500 million to $1 billion | 25 | % of assets, Other |
| [Sage Rhino Capital LLC](https://advisorcensus.com/firm/sage-rhino-capital-llc-menlo-park-ca-290148) ([md](https://advisorcensus.com/firm/sage-rhino-capital-llc-menlo-park-ca-290148.md)) | 290148 | Menlo Park, CA | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee |
| [Saranap Wealth Advisors](https://advisorcensus.com/firm/saranap-wealth-advisors-walnut-creek-ca-284277) ([md](https://advisorcensus.com/firm/saranap-wealth-advisors-walnut-creek-ca-284277.md)) | 284277 | Walnut Creek, CA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Fixed fee |
| [Selby Wealth Management](https://advisorcensus.com/firm/selby-wealth-management-emeryville-ca-334084) ([md](https://advisorcensus.com/firm/selby-wealth-management-emeryville-ca-334084.md)) | 334084 | Emeryville, CA | SEC-registered investment adviser | $500 million to $1 billion | 1 | % of assets, Hourly |
| [Shira Ridge Wealth Management](https://advisorcensus.com/firm/shira-ridge-wealth-management-san-rafael-ca-117627) ([md](https://advisorcensus.com/firm/shira-ridge-wealth-management-san-rafael-ca-117627.md)) | 117627 | San Rafael, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Shum Financial Group, Inc.](https://advisorcensus.com/firm/shum-financial-group-inc-alameda-ca-285426) ([md](https://advisorcensus.com/firm/shum-financial-group-inc-alameda-ca-285426.md)) | 285426 | Alameda, CA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Sierra Investment Partners, Inc.](https://advisorcensus.com/firm/sierra-investment-partners-inc-walnut-creek-ca-110954) ([md](https://advisorcensus.com/firm/sierra-investment-partners-inc-walnut-creek-ca-110954.md)) | 110954 | Walnut Creek, CA | SEC-registered investment adviser | Over $5 billion | 31 | % of assets |
| [Sierra Pacific Private Wealth, LLC](https://advisorcensus.com/firm/sierra-pacific-private-wealth-llc-pleasanton-ca-131738) ([md](https://advisorcensus.com/firm/sierra-pacific-private-wealth-llc-pleasanton-ca-131738.md)) | 131738 | Pleasanton, CA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Skba Capital Management, LLC](https://advisorcensus.com/firm/skba-capital-management-llc-san-francisco-ca-108542) ([md](https://advisorcensus.com/firm/skba-capital-management-llc-san-francisco-ca-108542.md)) | 108542 | San Francisco, CA | SEC-registered investment adviser | $500 million to $1 billion | 27 | % of assets, Other |
| [Skylark Wealth, LLC](https://advisorcensus.com/firm/skylark-wealth-llc-san-francisco-ca-283522) ([md](https://advisorcensus.com/firm/skylark-wealth-llc-san-francisco-ca-283522.md)) | 283522 | San Francisco, CA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Smart Path Wealth Management, LLC](https://advisorcensus.com/firm/smart-path-wealth-management-llc-pleasanton-ca-283020) ([md](https://advisorcensus.com/firm/smart-path-wealth-management-llc-pleasanton-ca-283020.md)) | 283020 | Pleasanton, CA | State-registered investment adviser | Not reported | 10 | Fixed fee |
| [Snyder Capital Management LP](https://advisorcensus.com/firm/snyder-capital-management-lp-san-francisco-ca-108518) ([md](https://advisorcensus.com/firm/snyder-capital-management-lp-san-francisco-ca-108518.md)) | 108518 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 29 | % of assets |
| [Spyglass Capital Management, LLC](https://advisorcensus.com/firm/spyglass-capital-management-llc-greenbrae-ca-281266) ([md](https://advisorcensus.com/firm/spyglass-capital-management-llc-greenbrae-ca-281266.md)) | 281266 | Greenbrae, CA | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Performance fee, Other |

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## 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 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.