{
  "path": "/advisors/ca/san-francisco",
  "url": "https://advisorcensus.com/advisors/ca/san-francisco/page/12",
  "page_type": "metro",
  "title": "Financial advisors in San Francisco, CA",
  "filters": {},
  "scope_total": 1779,
  "faq": [
    {
      "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 1,779 investment advisory firms with a principal office in the San Francisco metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "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 in San Francisco, CA: 1,779 firms from Form ADV filings as of October 2026.",
  "total_firms": 1779,
  "page": 12,
  "total_pages": 36,
  "sort": "name",
  "registration_types": {
    "sec": 688,
    "state": 294,
    "exempt": 797
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 320
    },
    {
      "code": "percentage_of_aum",
      "count": 901
    },
    {
      "code": "hourly",
      "count": 281
    },
    {
      "code": "subscription",
      "count": 14
    },
    {
      "code": "fixed",
      "count": 389
    },
    {
      "code": "commissions",
      "count": 11
    },
    {
      "code": "performance_based",
      "count": 359
    },
    {
      "code": "other",
      "count": 136
    },
    {
      "code": "not_reported",
      "count": 797
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 812
    },
    {
      "code": "5_to_9",
      "count": 394
    },
    {
      "code": "10_to_19",
      "count": 368
    },
    {
      "code": "20_plus",
      "count": 175
    },
    {
      "code": "not_reported",
      "count": 30
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 126
    },
    {
      "code": "25m_100m",
      "count": 137
    },
    {
      "code": "100m_500m",
      "count": 259
    },
    {
      "code": "500m_1b",
      "count": 103
    },
    {
      "code": "1b_5b",
      "count": 174
    },
    {
      "code": "over_5b",
      "count": 111
    },
    {
      "code": "not_reported",
      "count": 869
    }
  ],
  "firms": [
    {
      "crd_number": 307613,
      "name": "ENDURANCE28 VC LLC",
      "name_as_filed": "ENDURANCE28 VC LLC",
      "url": "https://advisorcensus.com/firm/endurance28-vc-llc-san-francisco-ca-307613",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 283206,
      "name": "Energy Innovation Capital Management, LLC",
      "name_as_filed": "ENERGY INNOVATION CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/energy-innovation-capital-management-llc-orinda-ca-283206",
      "city": "Orinda",
      "state": "CA",
      "years_registered": 10,
      "raum_band": "not_reported",
      "compensation_types": [],
      "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": 343750,
      "name": "Envera Growth Management LLC",
      "name_as_filed": "ENVERA GROWTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/envera-growth-management-llc-san-francisco-ca-343750",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 283646,
      "name": "Envision Ventures Management, LLC",
      "name_as_filed": "ENVISION VENTURES MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/envision-ventures-management-llc-menlo-park-ca-283646",
      "city": "Menlo Park",
      "state": "CA",
      "years_registered": 10,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 339167,
      "name": "Envoy Equity Partners LP",
      "name_as_filed": "ENVOY EQUITY PARTNERS LP",
      "url": "https://advisorcensus.com/firm/envoy-equity-partners-lp-san-francisco-ca-339167",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 337448,
      "name": "Epicenter Capital, L.P.",
      "name_as_filed": "EPICENTER CAPITAL, L.P.",
      "url": "https://advisorcensus.com/firm/epicenter-capital-l-p-san-francisco-ca-337448",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 297191,
      "name": "Equiam",
      "name_as_filed": "EQUIAM",
      "url": "https://advisorcensus.com/firm/equiam-san-francisco-ca-297191",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 307400,
      "name": "Era Partners LLC",
      "name_as_filed": "ERA PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/era-partners-llc-san-francisco-ca-307400",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165564,
      "name": "ESO Management Services LLC",
      "name_as_filed": "ESO MANAGEMENT SERVICES LLC",
      "url": "https://advisorcensus.com/firm/eso-management-services-llc-san-mateo-ca-165564",
      "city": "San Mateo",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310619,
      "name": "Ethos Manager LLC",
      "name_as_filed": "ETHOS MANAGER LLC",
      "url": "https://advisorcensus.com/firm/ethos-manager-llc-san-francisco-ca-310619",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 334861,
      "name": "ETZ Advisory LLC",
      "name_as_filed": "ETZ ADVISORY LLC",
      "url": "https://advisorcensus.com/firm/etz-advisory-llc-san-francisco-ca-334861",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309132,
      "name": "Eudemian Ventures, LLC",
      "name_as_filed": "EUDEMIAN VENTURES, LLC",
      "url": "https://advisorcensus.com/firm/eudemian-ventures-llc-san-francisco-ca-309132",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": null,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 334051,
      "name": "Eval Ventures Management LLC",
      "name_as_filed": "EVAL VENTURES MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/eval-ventures-management-llc-san-francisco-ca-334051",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 110263,
      "name": "Evart, Young & Hobbs Investment Management",
      "name_as_filed": "EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT",
      "url": "https://advisorcensus.com/firm/evart-young-and-hobbs-investment-management-redwood-city-ca-110263",
      "city": "Redwood City",
      "state": "CA",
      "years_registered": 33,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 136947,
      "name": "Evergreen Wealth Advisors, Inc.",
      "name_as_filed": "EVERGREEN WEALTH ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/evergreen-wealth-advisors-inc-walnut-creek-ca-136947",
      "city": "Walnut Creek",
      "state": "CA",
      "years_registered": 20,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338669,
      "name": "F1 Investment Management, LLC",
      "name_as_filed": "F1 INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/f1-investment-management-llc-san-francisco-ca-338669",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 319107,
      "name": "Factorial Funds Management LLC",
      "name_as_filed": "FACTORIAL FUNDS MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/factorial-funds-management-llc-san-francisco-ca-319107",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315993,
      "name": "Factory HQ",
      "name_as_filed": "FACTORY HQ",
      "url": "https://advisorcensus.com/firm/factory-hq-menlo-park-ca-315993",
      "city": "Menlo Park",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [],
      "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": 108102,
      "name": "Fairview Capital",
      "name_as_filed": "FAIRVIEW CAPITAL",
      "url": "https://advisorcensus.com/firm/fairview-capital-greenbrae-ca-108102",
      "city": "Greenbrae",
      "state": "CA",
      "years_registered": 28,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142038,
      "name": "Fairway Asset Management, Inc.",
      "name_as_filed": "FAIRWAY ASSET MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/fairway-asset-management-inc-san-ramon-ca-142038",
      "city": "San Ramon",
      "state": "CA",
      "years_registered": 19,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156661,
      "name": "Falcon Bridge Capital",
      "name_as_filed": "FALCON BRIDGE CAPITAL",
      "url": "https://advisorcensus.com/firm/falcon-bridge-capital-oakland-ca-156661",
      "city": "Oakland",
      "state": "CA",
      "years_registered": 15,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283625,
      "name": "Fall Line Capital, LLC",
      "name_as_filed": "FALL LINE CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/fall-line-capital-llc-san-mateo-ca-283625",
      "city": "San Mateo",
      "state": "CA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 135545,
      "name": "FAR West Capital Management",
      "name_as_filed": "FAR WEST CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/far-west-capital-management-nicasio-ca-135545",
      "city": "Nicasio",
      "state": "CA",
      "years_registered": 11,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 107322,
      "name": "Farallon Capital Management, L.L.C.",
      "name_as_filed": "FARALLON CAPITAL MANAGEMENT, L.L.C.",
      "url": "https://advisorcensus.com/firm/farallon-capital-management-l-l-c-san-francisco-ca-107322",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 30,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314384,
      "name": "Farm Girl Capital LLC",
      "name_as_filed": "FARM GIRL CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/farm-girl-capital-llc-albany-ca-314384",
      "city": "Albany",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 302050,
      "name": "Farther",
      "name_as_filed": "FARTHER",
      "url": "https://advisorcensus.com/firm/farther-san-francisco-ca-302050",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 7,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325807,
      "name": "Farther Asset Management, LLC",
      "name_as_filed": "FARTHER ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/farther-asset-management-llc-san-francisco-ca-325807",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 135765,
      "name": "Fata Financial",
      "name_as_filed": "FATA FINANCIAL",
      "url": "https://advisorcensus.com/firm/fata-financial-tiburon-ca-135765",
      "city": "Tiburon",
      "state": "CA",
      "years_registered": 24,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339729,
      "name": "Fathom Point Capital LLC",
      "name_as_filed": "FATHOM POINT CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/fathom-point-capital-llc-san-francisco-ca-339729",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336830,
      "name": "Fathom Venture Partners LLC",
      "name_as_filed": "FATHOM VENTURE PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/fathom-venture-partners-llc-san-francisco-ca-336830",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 335330,
      "name": "Fearless SPV Management, LLC",
      "name_as_filed": "FEARLESS SPV MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/fearless-spv-management-llc-san-francisco-ca-335330",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 162301,
      "name": "Felicis Ventures",
      "name_as_filed": "FELICIS VENTURES",
      "url": "https://advisorcensus.com/firm/felicis-ventures-menlo-park-ca-162301",
      "city": "Menlo Park",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 156980,
      "name": "FFL",
      "name_as_filed": "FFL",
      "url": "https://advisorcensus.com/firm/ffl-san-francisco-ca-156980",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329391,
      "name": "Fiat Lux Financial Planning",
      "name_as_filed": "FIAT LUX FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/fiat-lux-financial-planning-san-francisco-ca-329391",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314624,
      "name": "Fiat Ventures Investment Management LLC",
      "name_as_filed": "FIAT VENTURES INVESTMENT MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/fiat-ventures-investment-management-llc-san-francisco-ca-314624",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
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    },
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      ],
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    {
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      ],
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    },
    {
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      "name_as_filed": "FINCOP FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/fincop-financial-planning-dublin-ca-330320",
      "city": "Dublin",
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        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329172,
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      "city": "San Francisco",
      "state": "CA",
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  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/ca",
      "label": "Financial advisors in California"
    },
    "metro": {
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      "label": "Financial advisors in San Francisco, CA"
    },
    "city_pages": [
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      },
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        "firm_count": 32
      },
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      {
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        "firm_count": 29
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      }
    ],
    "fee_pages": [
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      },
      {
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      },
      {
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      }
    ],
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      },
      {
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        "label": "Financial advisors for retirement plans in San Francisco, CA"
      },
      {
        "path": "/advisors/ca/san-francisco/for-businesses",
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        "label": "Financial advisors for businesses in San Francisco, CA"
      },
      {
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        "firm_count": 203,
        "label": "Financial advisors for charitable organizations in San Francisco, CA"
      },
      {
        "path": "/advisors/ca/san-francisco/no-account-minimum",
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        "label": "Financial advisors with no account minimum in San Francisco, CA"
      }
    ],
    "niche_pages": [
      {
        "path": "/advisors/ca/san-francisco/dentists",
        "firm_count": 1,
        "label": "Financial advisors for dentists in San Francisco, CA"
      },
      {
        "path": "/advisors/ca/san-francisco/expats-and-americans-abroad",
        "firm_count": 1,
        "label": "Financial advisors for expats and Americans abroad in San Francisco, CA"
      },
      {
        "path": "/advisors/ca/san-francisco/financial-independence-and-early-retirement",
        "firm_count": 2,
        "label": "Financial advisors for financial independence and early retirement in San Francisco, CA"
      },
      {
        "path": "/advisors/ca/san-francisco/physicians",
        "firm_count": 1,
        "label": "Financial advisors for physicians in San Francisco, CA"
      },
      {
        "path": "/advisors/ca/san-francisco/sustainable-and-impact-investing",
        "firm_count": 1,
        "label": "Financial advisors for sustainable and impact investing in San Francisco, CA"
      }
    ]
  },
  "csv": "https://advisorcensus.com/advisors/ca/san-francisco.csv",
  "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"
  }
}
