{ "path": "/advisors/ca/san-francisco/no-account-minimum", "url": "https://advisorcensus.com/advisors/ca/san-francisco/no-account-minimum", "page_type": "metro_answer", "title": "Financial advisors with no account minimum in San Francisco, CA", "filters": {}, "scope_total": 68, "faq": [ { "q": "Which financial advisors in San Francisco, CA have no account minimum?", "a": "68 investment advisory firms with a principal office in the San Francisco metro area state in their Form ADV Part 2A brochure that they have no account minimum, as of October 2026; this page lists them. A firm appears here when its current Form ADV Part 2A brochure says it has no account minimum and AdvisorCensus found that sentence word for word in the brochure, with no other minimum beside it. Only brochures AdvisorCensus has read count, so a firm missing here may have no minimum without stating it; and a firm can still decline an account, or set a minimum fee, which its page shows when the brochure states 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 68 investment advisory firms with a principal office in the San Francisco metro area whose Form ADV Part 2A brochure states that the firm has no account minimum, a sentence checked word for word in the brochure, from filings as of October 2026. Firms are listed alphabetically; each firm's page quotes the brochure.", "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 with no account minimum in San Francisco, CA: 68 firms from Form ADV filings as of October 2026.", "total_firms": 68, "page": 1, "total_pages": 2, "sort": "name", "registration_types": { "sec": 67, "state": 1, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 29 }, { "code": "percentage_of_aum", "count": 56 }, { "code": "hourly", "count": 17 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 37 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 9 }, { "code": "other", "count": 9 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 39 }, { "code": "5_to_9", "count": 19 }, { "code": "10_to_19", "count": 5 }, { "code": "20_plus", "count": 5 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 4 }, { "code": "25m_100m", "count": 3 }, { "code": "100m_500m", "count": 30 }, { "code": "500m_1b", "count": 7 }, { "code": "1b_5b", "count": 10 }, { "code": "over_5b", "count": 4 }, { "code": "not_reported", "count": 10 } ], "firms": [ { "crd_number": 323353, "name": "Abra Capital Management, LP", "name_as_filed": "ABRA CAPITAL MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/abra-capital-management-lp-san-francisco-ca-323353", "city": "San Francisco", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 308290, "name": "Amara Financial, LLC", "name_as_filed": "AMARA FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/amara-financial-llc-san-francisco-ca-308290", "city": "San Francisco", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 290313, "name": "Amity Ventures", "name_as_filed": "AMITY VENTURES", "url": "https://advisorcensus.com/firm/amity-ventures-san-francisco-ca-290313", "city": "San Francisco", "state": "CA", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 160489, "name": "Andreessen Horowitz", "name_as_filed": "ANDREESSEN HOROWITZ", "url": "https://advisorcensus.com/firm/andreessen-horowitz-menlo-park-ca-160489", "city": "Menlo Park", "state": "CA", "years_registered": 7, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 342466, "name": "Appleseed Advisory, LLC", "name_as_filed": "APPLESEED ADVISORY, LLC", "url": "https://advisorcensus.com/firm/appleseed-advisory-llc-san-francisco-ca-342466", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 330258, "name": "ARC Advisory LLC", "name_as_filed": "ARC ADVISORY LLC", "url": "https://advisorcensus.com/firm/arc-advisory-llc-san-francisco-ca-330258", "city": "San Francisco", "state": "CA", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 146451, "name": "Ascension Wealth Partners, LLC", "name_as_filed": "ASCENSION WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/ascension-wealth-partners-llc-pleasant-hill-ca-146451", "city": "Pleasant Hill", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 333867, "name": "Balance Cash Management Inc.", "name_as_filed": "BALANCE CASH MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/balance-cash-management-inc-san-francisco-ca-333867", "city": "San Francisco", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 284867, "name": "Baybridge Capital Group, LLC", "name_as_filed": "BAYBRIDGE CAPITAL GROUP, LLC", "url": "https://advisorcensus.com/firm/baybridge-capital-group-llc-livermore-ca-284867", "city": "Livermore", "state": "CA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 341584, "name": "Beacon Coast Partners, LLC", "name_as_filed": "BEACON COAST PARTNERS, LLC", "url": "https://advisorcensus.com/firm/beacon-coast-partners-llc-san-francisco-ca-341584", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 112847, "name": "Berla Investment Consulting", "name_as_filed": "BERLA INVESTMENT CONSULTING", "url": "https://advisorcensus.com/firm/berla-investment-consulting-alamo-ca-112847", "city": "Alamo", "state": "CA", "years_registered": 40, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "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": 118376, "name": "Burton Enright Welch", "name_as_filed": "BURTON ENRIGHT WELCH", "url": "https://advisorcensus.com/firm/burton-enright-welch-walnut-creek-ca-118376", "city": "Walnut Creek", "state": "CA", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305565, "name": "Catalyst Private Wealth, LLC", "name_as_filed": "CATALYST PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/catalyst-private-wealth-llc-san-mateo-ca-305565", "city": "San Mateo", "state": "CA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 292667, "name": "Clear Retirement Advice LLC", "name_as_filed": "CLEAR RETIREMENT ADVICE LLC", "url": "https://advisorcensus.com/firm/clear-retirement-advice-llc-san-mateo-ca-292667", "city": "San Mateo", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 319579, "name": "Conquis Financial LLC", "name_as_filed": "CONQUIS FINANCIAL LLC", "url": "https://advisorcensus.com/firm/conquis-financial-llc-millbrae-ca-319579", "city": "Millbrae", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 337757, "name": "Contango Wealth Management LLC", "name_as_filed": "CONTANGO WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/contango-wealth-management-llc-oakland-ca-337757", "city": "Oakland", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337784, "name": "Enrich Finance LLC", "name_as_filed": "ENRICH FINANCE LLC", "url": "https://advisorcensus.com/firm/enrich-finance-llc-san-francisco-ca-337784", "city": "San Francisco", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 305352, "name": "Fairlight Advisors", "name_as_filed": "FAIRLIGHT ADVISORS", "url": "https://advisorcensus.com/firm/fairlight-advisors-san-francisco-ca-305352", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 282230, "name": "Financial Zen", "name_as_filed": "FINANCIAL ZEN", "url": "https://advisorcensus.com/firm/financial-zen-san-francisco-ca-282230", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 329172, "name": "Finn", "name_as_filed": "FINN", "url": "https://advisorcensus.com/firm/finn-san-francisco-ca-329172", "city": "San Francisco", "state": "CA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 321822, "name": "FOG City Advisors, LLC", "name_as_filed": "FOG CITY ADVISORS, LLC", "url": "https://advisorcensus.com/firm/fog-city-advisors-llc-albany-ca-321822", "city": "Albany", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 269910, "name": "Gencap Portfolio Management", "name_as_filed": "GENCAP PORTFOLIO MANAGEMENT", "url": "https://advisorcensus.com/firm/gencap-portfolio-management-tiburon-ca-269910", "city": "Tiburon", "state": "CA", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 327520, "name": "Global Predictions Inc", "name_as_filed": "GLOBAL PREDICTIONS INC", "url": "https://advisorcensus.com/firm/global-predictions-inc-san-francisco-ca-327520", "city": "San Francisco", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 166244, "name": "Highbar Partners", "name_as_filed": "HIGHBAR PARTNERS", "url": "https://advisorcensus.com/firm/highbar-partners-menlo-park-ca-166244", "city": "Menlo Park", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 308341, "name": "Honte Advisors LLC", "name_as_filed": "HONTE ADVISORS LLC", "url": "https://advisorcensus.com/firm/honte-advisors-llc-berkeley-ca-308341", "city": "Berkeley", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 296844, "name": "Human Capital", "name_as_filed": "HUMAN CAPITAL", "url": "https://advisorcensus.com/firm/human-capital-san-francisco-ca-296844", "city": "San Francisco", "state": "CA", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "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": 288892, "name": "Hunt Wealth Management", "name_as_filed": "HUNT WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/hunt-wealth-management-concord-ca-288892", "city": "Concord", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 338134, "name": "Hyphen Wealth Management", "name_as_filed": "HYPHEN WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/hyphen-wealth-management-lafayette-ca-338134", "city": "Lafayette", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 314558, "name": "Insight Capital Management", "name_as_filed": "INSIGHT CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/insight-capital-management-concord-ca-314558", "city": "Concord", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "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": 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": 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": 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": 160187, "name": "Lightspeed Venture Partners", "name_as_filed": "LIGHTSPEED VENTURE PARTNERS", "url": "https://advisorcensus.com/firm/lightspeed-venture-partners-menlo-park-ca-160187", "city": "Menlo Park", "state": "CA", "years_registered": 1, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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": 291366, "name": "MA Private Wealth, LLC", "name_as_filed": "MA PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/ma-private-wealth-llc-san-carlos-ca-291366", "city": "San Carlos", "state": "CA", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "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": 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": 337818, "name": "Mezzi", "name_as_filed": "MEZZI", "url": "https://advisorcensus.com/firm/mezzi-menlo-park-ca-337818", "city": "Menlo Park", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 130982, "name": "Navigation Group LLC", "name_as_filed": "NAVIGATION GROUP LLC", "url": "https://advisorcensus.com/firm/navigation-group-llc-redwood-shores-ca-130982", "city": "Redwood Shores", "state": "CA", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 167641, "name": "Newfront Retirement Services, Inc.", "name_as_filed": "NEWFRONT RETIREMENT SERVICES, INC.", "url": "https://advisorcensus.com/firm/newfront-retirement-services-inc-san-mateo-ca-167641", "city": "San Mateo", "state": "CA", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "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": 330888, "name": "Pacific Wealth Advisory Services LLC", "name_as_filed": "PACIFIC WEALTH ADVISORY SERVICES 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