# Financial advisors with no account minimum in San Francisco, CA

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/san-francisco/no-account-minimum

## At a glance

- Investment advisory firms: 68
- Registration: SEC-registered investment adviser: 67, State-registered investment adviser: 1
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 29 (43%); Percentage of assets 56 (82%); Hourly charges 17 (25%); Fixed fees 37 (54%); Performance-based fees 9 (13%); Other 9 (13%)
- Regulatory assets under management (Item 5.F): Under $25 million 4 (6%); $25 million to $100 million 3 (4%); $100 million to $500 million 30 (44%); $500 million to $1 billion 7 (10%); $1 billion to $5 billion 10 (15%); Over $5 billion 4 (6%); Not reported 10 (15%)
- Years registered: Under 5 years 39 (57%); 5 to 9 years 19 (28%); 10 to 19 years 5 (7%); 20 years or more 5 (7%)

## Firms (page 1 of 2, 1 to 50 of 68, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Abra Capital Management, LP](https://advisorcensus.com/firm/abra-capital-management-lp-san-francisco-ca-323353) ([md](https://advisorcensus.com/firm/abra-capital-management-lp-san-francisco-ca-323353.md)) | 323353 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Amara Financial, LLC](https://advisorcensus.com/firm/amara-financial-llc-san-francisco-ca-308290) ([md](https://advisorcensus.com/firm/amara-financial-llc-san-francisco-ca-308290.md)) | 308290 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Amity Ventures](https://advisorcensus.com/firm/amity-ventures-san-francisco-ca-290313) ([md](https://advisorcensus.com/firm/amity-ventures-san-francisco-ca-290313.md)) | 290313 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Performance fee, Other |
| [Andreessen Horowitz](https://advisorcensus.com/firm/andreessen-horowitz-menlo-park-ca-160489) ([md](https://advisorcensus.com/firm/andreessen-horowitz-menlo-park-ca-160489.md)) | 160489 | Menlo Park, CA | SEC-registered investment adviser | Over $5 billion | 7 | % of assets, Performance fee |
| [Appleseed Advisory, LLC](https://advisorcensus.com/firm/appleseed-advisory-llc-san-francisco-ca-342466) ([md](https://advisorcensus.com/firm/appleseed-advisory-llc-san-francisco-ca-342466.md)) | 342466 | San Francisco, CA | SEC-registered investment adviser | Not reported | 0 | Other |
| [ARC Advisory LLC](https://advisorcensus.com/firm/arc-advisory-llc-san-francisco-ca-330258) ([md](https://advisorcensus.com/firm/arc-advisory-llc-san-francisco-ca-330258.md)) | 330258 | San Francisco, CA | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets |
| [Ascension Wealth Partners, LLC](https://advisorcensus.com/firm/ascension-wealth-partners-llc-pleasant-hill-ca-146451) ([md](https://advisorcensus.com/firm/ascension-wealth-partners-llc-pleasant-hill-ca-146451.md)) | 146451 | Pleasant Hill, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Balance Cash Management Inc.](https://advisorcensus.com/firm/balance-cash-management-inc-san-francisco-ca-333867) ([md](https://advisorcensus.com/firm/balance-cash-management-inc-san-francisco-ca-333867.md)) | 333867 | San Francisco, CA | SEC-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Baybridge Capital Group, LLC](https://advisorcensus.com/firm/baybridge-capital-group-llc-livermore-ca-284867) ([md](https://advisorcensus.com/firm/baybridge-capital-group-llc-livermore-ca-284867.md)) | 284867 | Livermore, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Beacon Coast Partners, LLC](https://advisorcensus.com/firm/beacon-coast-partners-llc-san-francisco-ca-341584) ([md](https://advisorcensus.com/firm/beacon-coast-partners-llc-san-francisco-ca-341584.md)) | 341584 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 0 | % of assets |
| [Berla Investment Consulting](https://advisorcensus.com/firm/berla-investment-consulting-alamo-ca-112847) ([md](https://advisorcensus.com/firm/berla-investment-consulting-alamo-ca-112847.md)) | 112847 | Alamo, CA | SEC-registered investment adviser | Not reported | 40 | Hourly, Fixed fee |
| [Boldin Advisors](https://advisorcensus.com/firm/boldin-advisors-mill-valley-ca-294881) ([md](https://advisorcensus.com/firm/boldin-advisors-mill-valley-ca-294881.md)) | 294881 | Mill Valley, CA | SEC-registered investment adviser | Not reported | 1 | Hourly, Fixed fee |
| [Burton Enright Welch](https://advisorcensus.com/firm/burton-enright-welch-walnut-creek-ca-118376) ([md](https://advisorcensus.com/firm/burton-enright-welch-walnut-creek-ca-118376.md)) | 118376 | Walnut Creek, CA | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Hourly, Fixed fee |
| [Catalyst Private Wealth, LLC](https://advisorcensus.com/firm/catalyst-private-wealth-llc-san-mateo-ca-305565) ([md](https://advisorcensus.com/firm/catalyst-private-wealth-llc-san-mateo-ca-305565.md)) | 305565 | San Mateo, CA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets |
| [Clear Retirement Advice LLC](https://advisorcensus.com/firm/clear-retirement-advice-llc-san-mateo-ca-292667) ([md](https://advisorcensus.com/firm/clear-retirement-advice-llc-san-mateo-ca-292667.md)) | 292667 | San Mateo, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | Fixed fee |
| [Conquis Financial LLC](https://advisorcensus.com/firm/conquis-financial-llc-millbrae-ca-319579) ([md](https://advisorcensus.com/firm/conquis-financial-llc-millbrae-ca-319579.md)) | 319579 | Millbrae, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee, Other |
| [Contango Wealth Management LLC](https://advisorcensus.com/firm/contango-wealth-management-llc-oakland-ca-337757) ([md](https://advisorcensus.com/firm/contango-wealth-management-llc-oakland-ca-337757.md)) | 337757 | Oakland, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Enrich Finance LLC](https://advisorcensus.com/firm/enrich-finance-llc-san-francisco-ca-337784) ([md](https://advisorcensus.com/firm/enrich-finance-llc-san-francisco-ca-337784.md)) | 337784 | San Francisco, CA | SEC-registered investment adviser | Not reported | 1 | Fixed fee |
| [Fairlight Advisors](https://advisorcensus.com/firm/fairlight-advisors-san-francisco-ca-305352) ([md](https://advisorcensus.com/firm/fairlight-advisors-san-francisco-ca-305352.md)) | 305352 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Financial Zen](https://advisorcensus.com/firm/financial-zen-san-francisco-ca-282230) ([md](https://advisorcensus.com/firm/financial-zen-san-francisco-ca-282230.md)) | 282230 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Finn](https://advisorcensus.com/firm/finn-san-francisco-ca-329172) ([md](https://advisorcensus.com/firm/finn-san-francisco-ca-329172.md)) | 329172 | San Francisco, CA | SEC-registered investment adviser | Under $25 million | 2 | % of assets |
| [FOG City Advisors, LLC](https://advisorcensus.com/firm/fog-city-advisors-llc-albany-ca-321822) ([md](https://advisorcensus.com/firm/fog-city-advisors-llc-albany-ca-321822.md)) | 321822 | Albany, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Gencap Portfolio Management](https://advisorcensus.com/firm/gencap-portfolio-management-tiburon-ca-269910) ([md](https://advisorcensus.com/firm/gencap-portfolio-management-tiburon-ca-269910.md)) | 269910 | Tiburon, CA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Other |
| [Global Predictions Inc](https://advisorcensus.com/firm/global-predictions-inc-san-francisco-ca-327520) ([md](https://advisorcensus.com/firm/global-predictions-inc-san-francisco-ca-327520.md)) | 327520 | San Francisco, CA | SEC-registered investment adviser | Not reported | 3 | Other |
| [Highbar Partners](https://advisorcensus.com/firm/highbar-partners-menlo-park-ca-166244) ([md](https://advisorcensus.com/firm/highbar-partners-menlo-park-ca-166244.md)) | 166244 | Menlo Park, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Performance fee |
| [Honte Advisors LLC](https://advisorcensus.com/firm/honte-advisors-llc-berkeley-ca-308341) ([md](https://advisorcensus.com/firm/honte-advisors-llc-berkeley-ca-308341.md)) | 308341 | Berkeley, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Performance fee, Other |
| [Human Capital](https://advisorcensus.com/firm/human-capital-san-francisco-ca-296844) ([md](https://advisorcensus.com/firm/human-capital-san-francisco-ca-296844.md)) | 296844 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Performance fee |
| [Human Interest Advisors LLC](https://advisorcensus.com/firm/human-interest-advisors-llc-san-francisco-ca-269875) ([md](https://advisorcensus.com/firm/human-interest-advisors-llc-san-francisco-ca-269875.md)) | 269875 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 11 | % of assets |
| [Hunt Wealth Management](https://advisorcensus.com/firm/hunt-wealth-management-concord-ca-288892) ([md](https://advisorcensus.com/firm/hunt-wealth-management-concord-ca-288892.md)) | 288892 | Concord, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Hyphen Wealth Management](https://advisorcensus.com/firm/hyphen-wealth-management-lafayette-ca-338134) ([md](https://advisorcensus.com/firm/hyphen-wealth-management-lafayette-ca-338134.md)) | 338134 | Lafayette, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Insight Capital Management](https://advisorcensus.com/firm/insight-capital-management-concord-ca-314558) ([md](https://advisorcensus.com/firm/insight-capital-management-concord-ca-314558.md)) | 314558 | Concord, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [J.P. King Advisors, Inc.](https://advisorcensus.com/firm/j-p-king-advisors-inc-walnut-creek-ca-112109) ([md](https://advisorcensus.com/firm/j-p-king-advisors-inc-walnut-creek-ca-112109.md)) | 112109 | Walnut Creek, CA | SEC-registered investment adviser | $500 million to $1 billion | 25 | % of assets, Fixed fee |
| [Jackson Square Capital, LLC](https://advisorcensus.com/firm/jackson-square-capital-llc-san-francisco-ca-300314) ([md](https://advisorcensus.com/firm/jackson-square-capital-llc-san-francisco-ca-300314.md)) | 300314 | San Francisco, CA | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets |
| [Just Futures](https://advisorcensus.com/firm/just-futures-san-francisco-ca-327226) ([md](https://advisorcensus.com/firm/just-futures-san-francisco-ca-327226.md)) | 327226 | San Francisco, CA | SEC-registered investment adviser | $25 million to $100 million | 0 | % of assets, Hourly, Other |
| [Ketron Financial LLC](https://advisorcensus.com/firm/ketron-financial-llc-novato-ca-330807) ([md](https://advisorcensus.com/firm/ketron-financial-llc-novato-ca-330807.md)) | 330807 | Novato, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Lewis Asset Management](https://advisorcensus.com/firm/lewis-asset-management-lafayette-ca-143409) ([md](https://advisorcensus.com/firm/lewis-asset-management-lafayette-ca-143409.md)) | 143409 | Lafayette, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Lightspeed Venture Partners](https://advisorcensus.com/firm/lightspeed-venture-partners-menlo-park-ca-160187) ([md](https://advisorcensus.com/firm/lightspeed-venture-partners-menlo-park-ca-160187.md)) | 160187 | Menlo Park, CA | SEC-registered investment adviser | Over $5 billion | 1 | % of assets, Performance fee |
| [Luna Capital Management, LLC](https://advisorcensus.com/firm/luna-capital-management-llc-burlingame-ca-307687) ([md](https://advisorcensus.com/firm/luna-capital-management-llc-burlingame-ca-307687.md)) | 307687 | Burlingame, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [MA Private Wealth, LLC](https://advisorcensus.com/firm/ma-private-wealth-llc-san-carlos-ca-291366) ([md](https://advisorcensus.com/firm/ma-private-wealth-llc-san-carlos-ca-291366.md)) | 291366 | San Carlos, CA | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Fixed fee |
| [Madrone Investment Advisory, LLC](https://advisorcensus.com/firm/madrone-investment-advisory-llc-san-rafael-ca-149549) ([md](https://advisorcensus.com/firm/madrone-investment-advisory-llc-san-rafael-ca-149549.md)) | 149549 | San Rafael, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | Fixed fee |
| [Marin Wealth Advisors LLC](https://advisorcensus.com/firm/marin-wealth-advisors-llc-san-rafael-ca-123237) ([md](https://advisorcensus.com/firm/marin-wealth-advisors-llc-san-rafael-ca-123237.md)) | 123237 | San Rafael, CA | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Fixed fee |
| [Mezzi](https://advisorcensus.com/firm/mezzi-menlo-park-ca-337818) ([md](https://advisorcensus.com/firm/mezzi-menlo-park-ca-337818.md)) | 337818 | Menlo Park, CA | SEC-registered investment adviser | Not reported | 1 | Fixed fee |
| [Navigation Group LLC](https://advisorcensus.com/firm/navigation-group-llc-redwood-shores-ca-130982) ([md](https://advisorcensus.com/firm/navigation-group-llc-redwood-shores-ca-130982.md)) | 130982 | Redwood Shores, CA | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Hourly, Fixed fee |
| [Newfront Retirement Services, Inc.](https://advisorcensus.com/firm/newfront-retirement-services-inc-san-mateo-ca-167641) ([md](https://advisorcensus.com/firm/newfront-retirement-services-inc-san-mateo-ca-167641.md)) | 167641 | San Mateo, CA | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Fixed 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 |
| [Pacific Wealth Advisory Services LLC](https://advisorcensus.com/firm/pacific-wealth-advisory-services-llc-danville-ca-330888) ([md](https://advisorcensus.com/firm/pacific-wealth-advisory-services-llc-danville-ca-330888.md)) | 330888 | Danville, CA | SEC-registered investment adviser | $25 million to $100 million | 2 | % of assets |
| [Parker Investment Management, LLC](https://advisorcensus.com/firm/parker-investment-management-llc-menlo-park-ca-112798) ([md](https://advisorcensus.com/firm/parker-investment-management-llc-menlo-park-ca-112798.md)) | 112798 | Menlo Park, CA | SEC-registered investment adviser | $500 million to $1 billion | 27 | % of assets, Performance fee |
| [Penserra Wealth Management](https://advisorcensus.com/firm/penserra-wealth-management-orinda-ca-333218) ([md](https://advisorcensus.com/firm/penserra-wealth-management-orinda-ca-333218.md)) | 333218 | Orinda, CA | SEC-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, 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 |

- Next page: https://advisorcensus.com/advisors/ca/san-francisco/no-account-minimum/page/2.md

## Questions people ask

**Which financial advisors in San Francisco, CA have no account minimum?**
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.

**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 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 with no account minimum in San Francisco, CA: 68 firms from Form ADV filings as of October 2026.