{ "path": "/advisors/ca/san-francisco", "url": "https://advisorcensus.com/advisors/ca/san-francisco/page/15", "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": 15, "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": 287722, "name": "Globe & Anchor Wealth Management & Financial Planning, LLC", "name_as_filed": "GLOBE & ANCHOR WEALTH MANAGEMENT & FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/globe-and-anchor-wealth-management-and-financial-planning-llc-walnut-creek-ca-287722", "city": "Walnut Creek", "state": "CA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 111296, "name": "Glynn Capital Management, LLC", "name_as_filed": "GLYNN CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/glynn-capital-management-llc-menlo-park-ca-111296", "city": "Menlo Park", "state": "CA", "years_registered": 34, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 162072, "name": "Goahead Mage Company, L.L.C.", "name_as_filed": "GOAHEAD MAGE COMPANY, L.L.C.", "url": "https://advisorcensus.com/firm/goahead-mage-company-l-l-c-menlo-park-ca-162072", "city": "Menlo Park", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 313952, "name": "Goat Capital Management, LLC", "name_as_filed": "GOAT CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/goat-capital-management-llc-san-francisco-ca-313952", "city": "San Francisco", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 304036, "name": "Godafoss Capital Management, LLC", "name_as_filed": "GODAFOSS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/godafoss-capital-management-llc-menlo-park-ca-304036", "city": "Menlo Park", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 300056, "name": "Godel Soul LLC", "name_as_filed": "GODEL SOUL LLC", "url": "https://advisorcensus.com/firm/godel-soul-llc-larkspur-ca-300056", "city": "Larkspur", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 133057, "name": "Golden Gate Advisors, Inc", "name_as_filed": "GOLDEN GATE ADVISORS, INC", "url": "https://advisorcensus.com/firm/golden-gate-advisors-inc-walnut-creek-ca-133057", "city": "Walnut Creek", "state": "CA", "years_registered": 29, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 157379, "name": "Golden Gate Capital", "name_as_filed": "GOLDEN GATE CAPITAL", "url": "https://advisorcensus.com/firm/golden-gate-capital-san-francisco-ca-157379", "city": "San Francisco", "state": "CA", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 132264, "name": "Golden Gate Personal Financial Planning", "name_as_filed": "GOLDEN GATE PERSONAL FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/golden-gate-personal-financial-planning-san-francisco-ca-132264", "city": "San Francisco", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 147475, "name": "Golden State Advisors, LLC", "name_as_filed": "GOLDEN STATE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/golden-state-advisors-llc-san-mateo-ca-147475", "city": "San Mateo", "state": "CA", "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 340319, "name": "Golkonda Investment Advisors", "name_as_filed": "GOLKONDA INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/golkonda-investment-advisors-pleasanton-ca-340319", "city": "Pleasanton", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 306226, "name": "Good Friends, LLC.", "name_as_filed": "GOOD FRIENDS, LLC.", "url": "https://advisorcensus.com/firm/good-friends-llc-san-francisco-ca-306226", "city": "San Francisco", "state": "CA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 311533, "name": "Good Soil Investment Management LLC", "name_as_filed": "GOOD SOIL INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/good-soil-investment-management-llc-novato-ca-311533", "city": "Novato", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 309789, "name": "Goodfinch Management, LLC", "name_as_filed": "GOODFINCH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/goodfinch-management-llc-san-francisco-ca-309789", "city": "San Francisco", "state": "CA", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 172576, "name": "Goodwater Capital", "name_as_filed": "GOODWATER CAPITAL", "url": "https://advisorcensus.com/firm/goodwater-capital-burlingame-ca-172576", "city": "Burlingame", "state": "CA", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 337799, "name": "Gordian Capital Management, LLC", "name_as_filed": "GORDIAN CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/gordian-capital-management-llc-mill-valley-ca-337799", "city": "Mill Valley", "state": "CA", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 281775, "name": "Gordian Wealth Advisors, LLC", "name_as_filed": "GORDIAN WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/gordian-wealth-advisors-llc-mill-valley-ca-281775", "city": "Mill Valley", "state": "CA", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 152268, "name": "Gosho Financial Group", "name_as_filed": "GOSHO FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/gosho-financial-group-san-mateo-ca-152268", "city": "San Mateo", "state": "CA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 170353, "name": "Govtech Fund, LLC", "name_as_filed": "GOVTECH FUND, LLC", "url": "https://advisorcensus.com/firm/govtech-fund-llc-san-francisco-ca-170353", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 163941, "name": "Grail Partners", "name_as_filed": "GRAIL PARTNERS", "url": "https://advisorcensus.com/firm/grail-partners-san-francisco-ca-163941", "city": "San Francisco", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 141743, "name": "Granite Capital", "name_as_filed": "GRANITE CAPITAL", "url": "https://advisorcensus.com/firm/granite-capital-oakland-ca-141743", "city": "Oakland", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 162963, "name": "Granite Hill Capital Partners", "name_as_filed": "GRANITE HILL CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/granite-hill-capital-partners-san-francisco-ca-162963", "city": "San Francisco", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 160264, "name": "Granite Ventures LLC", "name_as_filed": "GRANITE VENTURES LLC", "url": "https://advisorcensus.com/firm/granite-ventures-llc-san-francisco-ca-160264", "city": "San Francisco", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 292917, "name": "Grant Private Wealth Management", "name_as_filed": "GRANT PRIVATE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/grant-private-wealth-management-pleasanton-ca-292917", "city": "Pleasanton", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337857, "name": "GRDNT LLC", "name_as_filed": "GRDNT LLC", "url": "https://advisorcensus.com/firm/grdnt-llc-san-francisco-ca-337857", "city": "San Francisco", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 299728, "name": "Grealish Investment Counseling LLC", "name_as_filed": "GREALISH INVESTMENT COUNSELING LLC", "url": "https://advisorcensus.com/firm/grealish-investment-counseling-llc-san-mateo-ca-299728", "city": "San Mateo", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 133184, "name": "Great Gable Partners, LP", "name_as_filed": "GREAT GABLE PARTNERS, LP", "url": "https://advisorcensus.com/firm/great-gable-partners-lp-san-francisco-ca-133184", "city": "San Francisco", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 271032, "name": "Greatpoint Investment Management, LLC", "name_as_filed": "GREATPOINT INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/greatpoint-investment-management-llc-san-francisco-ca-271032", "city": "San Francisco", "state": "CA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 301593, "name": "Gree Capital Partners, LLC", "name_as_filed": "GREE CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/gree-capital-partners-llc-san-francisco-ca-301593", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 339964, "name": "Gree LP Fund US", "name_as_filed": "GREE LP FUND US", "url": "https://advisorcensus.com/firm/gree-lp-fund-us-san-francisco-ca-339964", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 170205, "name": "Green Bay Advisors, LLC", "name_as_filed": "GREEN BAY ADVISORS, LLC", "url": "https://advisorcensus.com/firm/green-bay-advisors-llc-menlo-park-ca-170205", "city": "Menlo Park", "state": "CA", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 321145, "name": "Green Ocean Global Advisors LLC", "name_as_filed": "GREEN OCEAN GLOBAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/green-ocean-global-advisors-llc-san-francisco-ca-321145", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 334687, "name": "Green Rise Partners, LP", "name_as_filed": "GREEN RISE PARTNERS, LP", "url": "https://advisorcensus.com/firm/green-rise-partners-lp-fairfax-ca-334687", "city": "Fairfax", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 174425, "name": "Green Street Capital Management LLC", "name_as_filed": "GREEN STREET CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/green-street-capital-management-llc-sausalito-ca-174425", "city": "Sausalito", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 341212, "name": "Greenbook Financial", "name_as_filed": "GREENBOOK FINANCIAL", "url": "https://advisorcensus.com/firm/greenbook-financial-oakland-ca-341212", "city": "Oakland", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165941, "name": "Greenoaks", "name_as_filed": "GREENOAKS", "url": "https://advisorcensus.com/firm/greenoaks-san-francisco-ca-165941", "city": "San Francisco", "state": "CA", "years_registered": 11, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 136566, "name": "Greenstone Partners, LLC", "name_as_filed": "GREENSTONE PARTNERS, LLC", "url": "https://advisorcensus.com/firm/greenstone-partners-llc-larkspur-ca-136566", "city": "Larkspur", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 311352, "name": "Greenwood Wealth Management, LLC", "name_as_filed": "GREENWOOD WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/greenwood-wealth-management-llc-san-francisco-ca-311352", "city": "San Francisco", "state": "CA", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 329018, "name": "Greykasell Wealth Strategies, Inc.", "name_as_filed": "GREYKASELL WEALTH STRATEGIES, INC.", "url": "https://advisorcensus.com/firm/greykasell-wealth-strategies-inc-danville-ca-329018", "city": "Danville", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 161537, "name": "Greylock Partners", "name_as_filed": "GREYLOCK PARTNERS", "url": "https://advisorcensus.com/firm/greylock-partners-san-francisco-ca-161537", "city": "San Francisco", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 331229, "name": "Greymatter Capital", "name_as_filed": "GREYMATTER CAPITAL", "url": "https://advisorcensus.com/firm/greymatter-capital-berkeley-ca-331229", "city": "Berkeley", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 134684, "name": "Griffin Black, LLC", "name_as_filed": "GRIFFIN BLACK, LLC", "url": "https://advisorcensus.com/firm/griffin-black-llc-redwood-city-ca-134684", "city": "Redwood City", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304305, "name": "Grit Ventures LLC", "name_as_filed": "GRIT VENTURES LLC", "url": "https://advisorcensus.com/firm/grit-ventures-llc-menlo-park-ca-304305", "city": "Menlo Park", "state": "CA", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 299383, "name": "Groundforce Capital Management, LLC", "name_as_filed": "GROUNDFORCE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/groundforce-capital-management-llc-mill-valley-ca-299383", "city": "Mill Valley", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 325606, "name": "Groundwork Management Partners, LLC", "name_as_filed": "GROUNDWORK MANAGEMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/groundwork-management-partners-llc-san-francisco-ca-325606", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 331357, "name": "Grove Community LLC", "name_as_filed": "GROVE COMMUNITY LLC", "url": "https://advisorcensus.com/firm/grove-community-llc-san-francisco-ca-331357", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 286655, "name": "Growth Street Management, LLC", "name_as_filed": "GROWTH STREET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/growth-street-management-llc-san-francisco-ca-286655", "city": "San Francisco", "state": "CA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 160185, "name": "Gryphon Advisors, LLC", "name_as_filed": "GRYPHON ADVISORS, LLC", "url": "https://advisorcensus.com/firm/gryphon-advisors-llc-san-francisco-ca-160185", "city": "San Francisco", "state": "CA", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], 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"/advisors/ca/san-francisco/larkspur", "label": "Financial advisors in Larkspur, CA", "firm_count": 30 }, { "path": "/advisors/ca/san-francisco/lafayette", "label": "Financial advisors in Lafayette, CA", "firm_count": 29 }, { "path": "/advisors/ca/san-francisco/san-ramon", "label": "Financial advisors in San Ramon, CA", "firm_count": 29 }, { "path": "/advisors/ca/san-francisco/sausalito", "label": "Financial advisors in Sausalito, CA", "firm_count": 29 } ], "fee_pages": [ { "path": "/advisors/ca/san-francisco/fee-only", "label": "Fee-only financial advisors in San Francisco, CA", "firm_count": 320 }, { "path": "/advisors/ca/san-francisco/flat-fee", "label": "Flat-fee financial advisors in San Francisco, CA", "firm_count": 389 }, { "path": "/advisors/ca/san-francisco/hourly", "label": "Hourly financial advisors in San Francisco, CA", "firm_count": 281 } ], "answer_pages": [ { "path": "/advisors/ca/san-francisco/for-high-net-worth-individuals", "firm_count": 524, "label": "Financial advisors for high-net-worth individuals in San Francisco, CA" }, { "path": "/advisors/ca/san-francisco/for-retirement-plans", "firm_count": 228, "label": "Financial advisors for retirement plans in San Francisco, CA" }, { "path": "/advisors/ca/san-francisco/for-businesses", "firm_count": 211, "label": "Financial advisors for businesses in San Francisco, CA" }, { "path": "/advisors/ca/san-francisco/for-charities", "firm_count": 203, "label": "Financial advisors for charitable organizations in San Francisco, CA" }, { "path": "/advisors/ca/san-francisco/no-account-minimum", "firm_count": 68, "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" } }