{ "path": "/advisors/ca/san-francisco/mill-valley", "url": "https://advisorcensus.com/advisors/ca/san-francisco/mill-valley", "page_type": "metro_city", "title": "Financial advisors in Mill Valley, CA", "filters": {}, "scope_total": 44, "faq": [ { "q": "How many financial advisory firms are there in Mill Valley, CA?", "a": "AdvisorCensus lists 44 investment advisory firms with a principal office in Mill Valley, California (part of the San Francisco metro area), from Form ADV filings as of October 2026: 19 SEC-registered, 8 state-registered, and 17 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 Mill Valley, CA?", "a": "10 of the 44 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 Mill Valley, CA offer financial planning?", "a": "11 of the 27 firms in Mill Valley, 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 Mill Valley, 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 10 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 44 investment advisory firms with a principal office in Mill Valley, California (part of the San Francisco metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full San Francisco metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Mill Valley, CA: 44 firms from Form ADV filings as of October 2026.", "total_firms": 44, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 19, "state": 8, "exempt": 17 }, "fee_model_mix": [ { "code": "fee-only", "count": 10 }, { "code": "percentage_of_aum", "count": 26 }, { "code": "hourly", "count": 9 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 11 }, { "code": "commissions", "count": 2 }, { "code": "performance_based", "count": 11 }, { "code": "other", "count": 1 }, { "code": "not_reported", "count": 17 } ], "years_registered_distribution": [ { "code": "under_5", "count": 20 }, { "code": "5_to_9", "count": 8 }, { "code": "10_to_19", "count": 8 }, { "code": "20_plus", "count": 7 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 4 }, { "code": "25m_100m", "count": 4 }, { "code": "100m_500m", "count": 10 }, { "code": "500m_1b", "count": 2 }, { "code": "1b_5b", "count": 5 }, { "code": "over_5b", "count": 1 }, { "code": "not_reported", "count": 18 } ], "firms": [ { "crd_number": 293127, "name": "Aequim Alternative Investments LP", "name_as_filed": "AEQUIM ALTERNATIVE INVESTMENTS LP", "url": "https://advisorcensus.com/firm/aequim-alternative-investments-lp-mill-valley-ca-293127", "city": "Mill Valley", "state": "CA", "years_registered": 8, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 173138, "name": "Aspirean Wealth, LLC", "name_as_filed": "ASPIREAN WEALTH, LLC", "url": "https://advisorcensus.com/firm/aspirean-wealth-llc-mill-valley-ca-173138", "city": "Mill Valley", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108834, "name": "Assembly Wealth", "name_as_filed": "ASSEMBLY WEALTH", "url": "https://advisorcensus.com/firm/assembly-wealth-mill-valley-ca-108834", "city": "Mill Valley", "state": "CA", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 313554, "name": "Austin Creek Capital, LLC", "name_as_filed": "AUSTIN CREEK CAPITAL, LLC", "url": "https://advisorcensus.com/firm/austin-creek-capital-llc-mill-valley-ca-313554", "city": "Mill Valley", "state": "CA", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 333514, "name": "Bayhunt Capital LLC", "name_as_filed": "BAYHUNT CAPITAL LLC", "url": "https://advisorcensus.com/firm/bayhunt-capital-llc-mill-valley-ca-333514", "city": "Mill Valley", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 285999, "name": "Bioverge Funds Management LLC", "name_as_filed": "BIOVERGE FUNDS MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/bioverge-funds-management-llc-mill-valley-ca-285999", "city": "Mill Valley", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 335651, "name": "Black Sun, Inc.", "name_as_filed": "BLACK SUN, INC.", "url": "https://advisorcensus.com/firm/black-sun-inc-mill-valley-ca-335651", "city": "Mill Valley", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 294881, "name": "Boldin Advisors", "name_as_filed": "BOLDIN ADVISORS", "url": "https://advisorcensus.com/firm/boldin-advisors-mill-valley-ca-294881", "city": "Mill Valley", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310205, "name": "CAI Manager LP", "name_as_filed": "CAI MANAGER LP", "url": "https://advisorcensus.com/firm/cai-manager-lp-mill-valley-ca-310205", "city": "Mill Valley", "state": "CA", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 291953, "name": "Cambrian Asset Management, Inc.", "name_as_filed": "CAMBRIAN ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/cambrian-asset-management-inc-mill-valley-ca-291953", "city": "Mill Valley", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 335378, "name": "Capital F Partners, LLC", "name_as_filed": "CAPITAL F PARTNERS, LLC", "url": "https://advisorcensus.com/firm/capital-f-partners-llc-mill-valley-ca-335378", "city": "Mill Valley", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 322367, "name": "Climactic Management, LLC", "name_as_filed": "CLIMACTIC MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/climactic-management-llc-mill-valley-ca-322367", "city": "Mill Valley", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 333699, "name": "Cyan Ventures Management Company, LLC", "name_as_filed": "CYAN VENTURES MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/cyan-ventures-management-company-llc-mill-valley-ca-333699", "city": "Mill Valley", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 316549, "name": "Cypress Point Investment Management LP", "name_as_filed": "CYPRESS POINT INVESTMENT MANAGEMENT LP", "url": "https://advisorcensus.com/firm/cypress-point-investment-management-lp-mill-valley-ca-316549", "city": "Mill Valley", "state": "CA", "years_registered": 1, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 159785, "name": "Davenport Capital Management, LLC", "name_as_filed": "DAVENPORT CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/davenport-capital-management-llc-mill-valley-ca-159785", "city": "Mill Valley", "state": "CA", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 257787, "name": "Dipsea Capital, LLC", "name_as_filed": "DIPSEA CAPITAL, LLC", "url": "https://advisorcensus.com/firm/dipsea-capital-llc-mill-valley-ca-257787", "city": "Mill Valley", "state": "CA", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 342908, "name": "Gelbourne Capital Partners, LP", "name_as_filed": "GELBOURNE CAPITAL PARTNERS, LP", "url": "https://advisorcensus.com/firm/gelbourne-capital-partners-lp-mill-valley-ca-342908", "city": "Mill Valley", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 337799, "name": "Gordian Capital Management, LLC", "name_as_filed": "GORDIAN CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/gordian-capital-management-llc-mill-valley-ca-337799", "city": "Mill Valley", "state": "CA", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 281775, "name": "Gordian Wealth Advisors, LLC", "name_as_filed": "GORDIAN WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/gordian-wealth-advisors-llc-mill-valley-ca-281775", "city": "Mill Valley", "state": "CA", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 299383, "name": "Groundforce Capital Management, LLC", "name_as_filed": "GROUNDFORCE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/groundforce-capital-management-llc-mill-valley-ca-299383", "city": "Mill Valley", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 191513, "name": "Healthy Ventures Management, LLC", "name_as_filed": "HEALTHY VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/healthy-ventures-management-llc-mill-valley-ca-191513", "city": "Mill Valley", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 111947, "name": "Hearth Capital Management", "name_as_filed": "HEARTH CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/hearth-capital-management-mill-valley-ca-111947", "city": "Mill Valley", "state": "CA", "years_registered": 34, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 330517, "name": "Litfund", "name_as_filed": "LITFUND", "url": "https://advisorcensus.com/firm/litfund-mill-valley-ca-330517", "city": "Mill Valley", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 305723, "name": "Mile 18 General Partners, LLC", "name_as_filed": "MILE 18 GENERAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/mile-18-general-partners-llc-mill-valley-ca-305723", "city": "Mill Valley", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "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, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 156280, "name": "Norwood Investment Partners, LP", "name_as_filed": "NORWOOD INVESTMENT PARTNERS, LP", "url": "https://advisorcensus.com/firm/norwood-investment-partners-lp-mill-valley-ca-156280", "city": "Mill Valley", "state": "CA", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 159682, "name": "Oatv Management Company, LLC", "name_as_filed": "OATV MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/oatv-management-company-llc-mill-valley-ca-159682", "city": "Mill Valley", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 310724, "name": "Offline Ventures, LLC", "name_as_filed": "OFFLINE VENTURES, LLC", "url": "https://advisorcensus.com/firm/offline-ventures-llc-mill-valley-ca-310724", "city": "Mill Valley", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 311185, "name": "On Keel Capital", "name_as_filed": "ON KEEL CAPITAL", "url": "https://advisorcensus.com/firm/on-keel-capital-mill-valley-ca-311185", "city": "Mill Valley", "state": "CA", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 300047, "name": "Otherwise Fund Management, LLC", "name_as_filed": "OTHERWISE FUND MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/otherwise-fund-management-llc-mill-valley-ca-300047", "city": "Mill Valley", "state": "CA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "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": 1489, "name": "Relevant Wealth Advisors, LLC", "name_as_filed": "RELEVANT WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/relevant-wealth-advisors-llc-mill-valley-ca-1489", "city": "Mill Valley", "state": "CA", "years_registered": 27, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 144735, "name": "Ridley Asset Management, LLC", "name_as_filed": "RIDLEY ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ridley-asset-management-llc-mill-valley-ca-144735", "city": "Mill Valley", "state": "CA", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 123233, "name": "Rising Capital Inc.", "name_as_filed": "RISING CAPITAL INC.", "url": "https://advisorcensus.com/firm/rising-capital-inc-mill-valley-ca-123233", "city": "Mill Valley", "state": "CA", "years_registered": 23, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 105702, "name": "Schmitz Capital Partners, LLC", "name_as_filed": "SCHMITZ CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/schmitz-capital-partners-llc-mill-valley-ca-105702", "city": "Mill Valley", "state": "CA", "years_registered": 37, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 170413, "name": "Sivia Capital Partners, LLC", "name_as_filed": "SIVIA CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/sivia-capital-partners-llc-mill-valley-ca-170413", "city": "Mill Valley", "state": "CA", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 326701, "name": "Spatial Capital LLC", "name_as_filed": "SPATIAL CAPITAL LLC", "url": "https://advisorcensus.com/firm/spatial-capital-llc-mill-valley-ca-326701", "city": "Mill Valley", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 172594, "name": "Upside Partnership", "name_as_filed": "UPSIDE PARTNERSHIP", "url": "https://advisorcensus.com/firm/upside-partnership-mill-valley-ca-172594", "city": "Mill Valley", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 222524, "name": "Urban Investment Advisors", "name_as_filed": "URBAN INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/urban-investment-advisors-mill-valley-ca-222524", "city": "Mill Valley", "state": "CA", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 111410, "name": "Violich Capital Management", "name_as_filed": "VIOLICH CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/violich-capital-management-mill-valley-ca-111410", "city": "Mill Valley", "state": "CA", "years_registered": 27, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 171549, "name": "Vopne Capital, LLC", "name_as_filed": "VOPNE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/vopne-capital-llc-mill-valley-ca-171549", "city": "Mill Valley", "state": "CA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 131689, "name": "Wasi", "name_as_filed": "WASI", "url": "https://advisorcensus.com/firm/wasi-mill-valley-ca-131689", "city": "Mill Valley", "state": "CA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 285677, "name": "Wireframe Management, LLC", "name_as_filed": "WIREFRAME MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/wireframe-management-llc-mill-valley-ca-285677", "city": "Mill Valley", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 168740, "name": "YLV Management LLC", "name_as_filed": "YLV MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/ylv-management-llc-mill-valley-ca-168740", "city": "Mill Valley", "state": "CA", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [], "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/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 }, { "path": "/advisors/ca/san-francisco/redwood-city", "label": "Financial advisors in Redwood City, CA", "firm_count": 28 } ], "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 } ], "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" } }