{
  "path": "/advisors/ca/san-francisco",
  "url": "https://advisorcensus.com/advisors/ca/san-francisco/page/14",
  "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": 14,
  "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": 328089,
      "name": "Freestone Grove Partners LP",
      "name_as_filed": "FREESTONE GROVE PARTNERS LP",
      "url": "https://advisorcensus.com/firm/freestone-grove-partners-lp-san-francisco-ca-328089",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "over_5b",
      "compensation_types": [
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 163087,
      "name": "Freestyle Capital Management, LLC",
      "name_as_filed": "FREESTYLE CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/freestyle-capital-management-llc-san-rafael-ca-163087",
      "city": "San Rafael",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 310407,
      "name": "Friends & Family Capital Management, LLC",
      "name_as_filed": "FRIENDS & FAMILY CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/friends-and-family-capital-management-llc-menlo-park-ca-310407",
      "city": "Menlo Park",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159568,
      "name": "FTV Capital",
      "name_as_filed": "FTV CAPITAL",
      "url": "https://advisorcensus.com/firm/ftv-capital-san-francisco-ca-159568",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312560,
      "name": "FTW Ventures Management , L.L.C.",
      "name_as_filed": "FTW VENTURES MANAGEMENT , L.L.C.",
      "url": "https://advisorcensus.com/firm/ftw-ventures-management-l-l-c-san-francisco-ca-312560",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 321990,
      "name": "Full Spectrum Capital Management Company, LLC",
      "name_as_filed": "FULL SPECTRUM CAPITAL MANAGEMENT COMPANY, LLC",
      "url": "https://advisorcensus.com/firm/full-spectrum-capital-management-company-llc-oakland-ca-321990",
      "city": "Oakland",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 107033,
      "name": "Fuller & Thaler Asset Management Inc",
      "name_as_filed": "FULLER & THALER ASSET MANAGEMENT INC",
      "url": "https://advisorcensus.com/firm/fuller-and-thaler-asset-management-inc-san-mateo-ca-107033",
      "city": "San Mateo",
      "state": "CA",
      "years_registered": 33,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148880,
      "name": "Fullerton Advisors, LLC",
      "name_as_filed": "FULLERTON ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/fullerton-advisors-llc-danville-ca-148880",
      "city": "Danville",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 163821,
      "name": "Fundamental Capital, LLC",
      "name_as_filed": "FUNDAMENTAL CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/fundamental-capital-llc-san-francisco-ca-163821",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 12,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 166518,
      "name": "Fundersclub Inc.",
      "name_as_filed": "FUNDERSCLUB INC.",
      "url": "https://advisorcensus.com/firm/fundersclub-inc-san-francisco-ca-166518",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 10,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 309135,
      "name": "Future Communities Capital",
      "name_as_filed": "FUTURE COMMUNITIES CAPITAL",
      "url": "https://advisorcensus.com/firm/future-communities-capital-berkeley-ca-309135",
      "city": "Berkeley",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 340926,
      "name": "Future Frontier Capital, LLC",
      "name_as_filed": "FUTURE FRONTIER CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/future-frontier-capital-llc-berkeley-ca-340926",
      "city": "Berkeley",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 165977,
      "name": "Fyrfly Venture Partners, LLC",
      "name_as_filed": "FYRFLY VENTURE PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/fyrfly-venture-partners-llc-san-francisco-ca-165977",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 318225,
      "name": "G Hub Capital LLC",
      "name_as_filed": "G HUB CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/g-hub-capital-llc-menlo-park-ca-318225",
      "city": "Menlo Park",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 288490,
      "name": "G2VP, LLC",
      "name_as_filed": "G2VP, LLC",
      "url": "https://advisorcensus.com/firm/g2vp-llc-portola-valley-ca-288490",
      "city": "Portola Valley",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 329581,
      "name": "Gables Investment Management, LLC",
      "name_as_filed": "GABLES INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/gables-investment-management-llc-san-francisco-ca-329581",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 325183,
      "name": "Galileo Fund I GP LLC",
      "name_as_filed": "GALILEO FUND I GP LLC",
      "url": "https://advisorcensus.com/firm/galileo-fund-i-gp-llc-san-francisco-ca-325183",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 142586,
      "name": "Galileo Planning Group, Inc",
      "name_as_filed": "GALILEO PLANNING GROUP, INC",
      "url": "https://advisorcensus.com/firm/galileo-planning-group-inc-menlo-park-ca-142586",
      "city": "Menlo Park",
      "state": "CA",
      "years_registered": 19,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 161266,
      "name": "Gallagher Wealth Management",
      "name_as_filed": "GALLAGHER WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/gallagher-wealth-management-danville-ca-161266",
      "city": "Danville",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316994,
      "name": "Galvanize Climate Solutions LLC",
      "name_as_filed": "GALVANIZE CLIMATE SOLUTIONS LLC",
      "url": "https://advisorcensus.com/firm/galvanize-climate-solutions-llc-san-francisco-ca-316994",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 125484,
      "name": "Garhwal, Chan & Williams Inc.",
      "name_as_filed": "GARHWAL, CHAN & WILLIAMS INC.",
      "url": "https://advisorcensus.com/firm/garhwal-chan-and-williams-inc-san-francisco-ca-125484",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 131628,
      "name": "Garner Financial Management",
      "name_as_filed": "GARNER FINANCIAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/garner-financial-management-lafayette-ca-131628",
      "city": "Lafayette",
      "state": "CA",
      "years_registered": 12,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165590,
      "name": "Garrison Point Capital, LLC",
      "name_as_filed": "GARRISON POINT CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/garrison-point-capital-llc-san-francisco-ca-165590",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329977,
      "name": "Garuda Ventures Management, LLC",
      "name_as_filed": "GARUDA VENTURES MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/garuda-ventures-management-llc-orinda-ca-329977",
      "city": "Orinda",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 143536,
      "name": "Gaskin Wealth Management",
      "name_as_filed": "GASKIN WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/gaskin-wealth-management-moraga-ca-143536",
      "city": "Moraga",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311134,
      "name": "Gavilan Investment Partners LLC",
      "name_as_filed": "GAVILAN INVESTMENT PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/gavilan-investment-partners-llc-burlingame-ca-311134",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142903,
      "name": "Gebhardt Group, Inc",
      "name_as_filed": "GEBHARDT GROUP, INC",
      "url": "https://advisorcensus.com/firm/gebhardt-group-inc-lafayette-ca-142903",
      "city": "Lafayette",
      "state": "CA",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "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": 109034,
      "name": "Gemmer Asset Management LLC",
      "name_as_filed": "GEMMER ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/gemmer-asset-management-llc-walnut-creek-ca-109034",
      "city": "Walnut Creek",
      "state": "CA",
      "years_registered": 27,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "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": 318680,
      "name": "Generate Capital Advisors, PB LLC",
      "name_as_filed": "GENERATE CAPITAL ADVISORS, PB LLC",
      "url": "https://advisorcensus.com/firm/generate-capital-advisors-pb-llc-san-francisco-ca-318680",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 132728,
      "name": "Generation Investment Management US LLP",
      "name_as_filed": "GENERATION INVESTMENT MANAGEMENT US LLP",
      "url": "https://advisorcensus.com/firm/generation-investment-management-us-llp-san-francisco-ca-132728",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 21,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327848,
      "name": "Generative Family Office LLC",
      "name_as_filed": "GENERATIVE FAMILY OFFICE LLC",
      "url": "https://advisorcensus.com/firm/generative-family-office-llc-moraga-ca-327848",
      "city": "Moraga",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337376,
      "name": "Genius Ventures",
      "name_as_filed": "GENIUS VENTURES",
      "url": "https://advisorcensus.com/firm/genius-ventures-woodside-ca-337376",
      "city": "Woodside",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 300617,
      "name": "Genoa Ventures, LLC",
      "name_as_filed": "GENOA VENTURES, LLC",
      "url": "https://advisorcensus.com/firm/genoa-ventures-llc-san-francisco-ca-300617",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 7,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 156932,
      "name": "Genstar Capital",
      "name_as_filed": "GENSTAR CAPITAL",
      "url": "https://advisorcensus.com/firm/genstar-capital-san-francisco-ca-156932",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 269936,
      "name": "Geodesic Investments, L.L.C",
      "name_as_filed": "GEODESIC INVESTMENTS, L.L.C",
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      "path": "/advisors/ca",
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    },
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  },
  "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"
  }
}