{ "path": "/advisors/ca/san-francisco", "url": "https://advisorcensus.com/advisors/ca/san-francisco/page/16", "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": 16, "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": 316982, "name": "Gumi Cryptos Capital LLC", "name_as_filed": "GUMI CRYPTOS CAPITAL LLC", "url": "https://advisorcensus.com/firm/gumi-cryptos-capital-llc-san-mateo-ca-316982", "city": "San Mateo", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 281515, "name": "Gusto Investment Services, LLC", "name_as_filed": "GUSTO INVESTMENT SERVICES, LLC", "url": "https://advisorcensus.com/firm/gusto-investment-services-llc-san-francisco-ca-281515", "city": "San Francisco", "state": "CA", "years_registered": 10, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 161955, "name": "H. Barton Asset Management, LLC", "name_as_filed": "H. BARTON ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/h-barton-asset-management-llc-san-francisco-ca-161955", "city": "San Francisco", "state": "CA", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 108911, "name": "Hahn Capital Management, LLC", "name_as_filed": "HAHN CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hahn-capital-management-llc-walnut-creek-ca-108911", "city": "Walnut Creek", "state": "CA", "years_registered": 38, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 292580, "name": "Hall Financial Services, Inc", "name_as_filed": "HALL FINANCIAL SERVICES, INC", "url": "https://advisorcensus.com/firm/hall-financial-services-inc-corte-madera-ca-292580", "city": "Corte Madera", "state": "CA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318906, "name": "HAN River Partners", "name_as_filed": "HAN RIVER PARTNERS", "url": "https://advisorcensus.com/firm/han-river-partners-menlo-park-ca-318906", "city": "Menlo Park", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 285315, "name": "Hanke & Apolonio Wealth Advisors LLC", "name_as_filed": "HANKE & APOLONIO WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/hanke-and-apolonio-wealth-advisors-llc-san-francisco-ca-285315", "city": "San Francisco", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 296767, "name": "Hanover (HNVR)", "name_as_filed": "HANOVER (HNVR)", "url": "https://advisorcensus.com/firm/hanover-hnvr-portola-valey-ca-296767", "city": "Portola Valey", "state": "CA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 288464, "name": "Hanwha Asset Management (USA) Ltd.", "name_as_filed": "HANWHA ASSET MANAGEMENT (USA) LTD.", "url": "https://advisorcensus.com/firm/hanwha-asset-management-usa-ltd-san-francisco-ca-288464", "city": "San Francisco", "state": "CA", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 285805, "name": "Harborlight Investments, LLC", "name_as_filed": "HARBORLIGHT INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/harborlight-investments-llc-el-cerrito-ca-285805", "city": "El Cerrito", "state": "CA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 339011, "name": "Harmoney Capital LLC", "name_as_filed": "HARMONEY CAPITAL LLC", "url": "https://advisorcensus.com/firm/harmoney-capital-llc-dublin-ca-339011", "city": "Dublin", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 318409, "name": "Haun Ventures Management LP", "name_as_filed": "HAUN VENTURES MANAGEMENT LP", "url": "https://advisorcensus.com/firm/haun-ventures-management-lp-menlo-park-ca-318409", "city": "Menlo Park", "state": "CA", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 332571, "name": "Hawk Advisory LLC", "name_as_filed": "HAWK ADVISORY LLC", "url": "https://advisorcensus.com/firm/hawk-advisory-llc-san-francisco-ca-332571", "city": "San Francisco", "state": "CA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 139335, "name": "Hawley Advisors", "name_as_filed": "HAWLEY ADVISORS", "url": "https://advisorcensus.com/firm/hawley-advisors-walnut-creek-ca-139335", "city": "Walnut Creek", "state": "CA", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 292586, "name": "Haystack Management Company, LLC", "name_as_filed": "HAYSTACK MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/haystack-management-company-llc-san-francisco-ca-292586", "city": "San Francisco", "state": "CA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 106158, "name": "HCM Wealth", "name_as_filed": "HCM WEALTH", "url": "https://advisorcensus.com/firm/hcm-wealth-san-rafael-ca-106158", "city": "San Rafael", "state": "CA", "years_registered": 31, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323219, "name": "Headline Growth Management, LLC", "name_as_filed": "HEADLINE GROWTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/headline-growth-management-llc-san-francisco-ca-323219", "city": "San Francisco", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 323221, "name": "Headline Management VII, LLC", "name_as_filed": "HEADLINE MANAGEMENT VII, LLC", "url": "https://advisorcensus.com/firm/headline-management-vii-llc-san-francisco-ca-323221", "city": "San Francisco", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 289730, "name": "Health Velocity MGMT LLC", "name_as_filed": "HEALTH VELOCITY MGMT LLC", "url": "https://advisorcensus.com/firm/health-velocity-mgmt-llc-san-francisco-ca-289730", "city": "San Francisco", "state": "CA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 329763, "name": "Healthier Capital, LLC", "name_as_filed": "HEALTHIER CAPITAL, LLC", "url": "https://advisorcensus.com/firm/healthier-capital-llc-menlo-park-ca-329763", "city": "Menlo Park", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 191513, "name": "Healthy Ventures Management, LLC", "name_as_filed": "HEALTHY VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/healthy-ventures-management-llc-mill-valley-ca-191513", "city": "Mill Valley", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 111947, "name": "Hearth Capital Management", "name_as_filed": "HEARTH CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/hearth-capital-management-mill-valley-ca-111947", "city": "Mill Valley", "state": "CA", "years_registered": 34, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 291776, "name": "Heavybit, LLC", "name_as_filed": "HEAVYBIT, LLC", "url": "https://advisorcensus.com/firm/heavybit-llc-san-francisco-ca-291776", "city": "San Francisco", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 158614, "name": "Hellman & Friedman LLC", "name_as_filed": "HELLMAN & FRIEDMAN LLC", "url": "https://advisorcensus.com/firm/hellman-and-friedman-llc-san-francisco-ca-158614", "city": "San Francisco", "state": "CA", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 110770, "name": "Hennessy Advisors, Inc.", "name_as_filed": "HENNESSY ADVISORS, INC.", "url": "https://advisorcensus.com/firm/hennessy-advisors-inc-novato-ca-110770", "city": "Novato", "state": "CA", "years_registered": 36, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 310662, "name": "Hercules Adviser LLC", "name_as_filed": "HERCULES ADVISER LLC", "url": "https://advisorcensus.com/firm/hercules-adviser-llc-san-mateo-ca-310662", "city": "San Mateo", "state": "CA", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 327608, "name": "Heron Finance", "name_as_filed": "HERON FINANCE", "url": "https://advisorcensus.com/firm/heron-finance-san-francisco-ca-327608", "city": "San Francisco", "state": "CA", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 333417, "name": "HFF Fund Manager, LLC", "name_as_filed": "HFF FUND MANAGER, LLC", "url": "https://advisorcensus.com/firm/hff-fund-manager-llc-sausalito-ca-333417", "city": "Sausalito", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 163904, "name": "HG Capital, LLC", "name_as_filed": "HG CAPITAL, LLC", "url": "https://advisorcensus.com/firm/hg-capital-llc-menlo-park-ca-163904", "city": "Menlo Park", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 170227, "name": "HHPF Capital LLC", "name_as_filed": "HHPF CAPITAL LLC", "url": "https://advisorcensus.com/firm/hhpf-capital-llc-oakland-ca-170227", "city": "Oakland", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 166244, "name": "Highbar Partners", "name_as_filed": "HIGHBAR PARTNERS", "url": "https://advisorcensus.com/firm/highbar-partners-menlo-park-ca-166244", "city": "Menlo Park", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 329911, "name": "Higher Life Ventures Management LLC", "name_as_filed": "HIGHER LIFE VENTURES MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/higher-life-ventures-management-llc-san-francisco-ca-329911", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 284959, "name": "Highgear Ventures Management, LLC", "name_as_filed": "HIGHGEAR VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/highgear-ventures-management-llc-san-francisco-ca-284959", "city": "San Francisco", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 336611, "name": "Highland Creek Partners Management, LP", "name_as_filed": "HIGHLAND CREEK PARTNERS MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/highland-creek-partners-management-lp-san-mateo-ca-336611", "city": "San Mateo", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 315413, "name": "Highlandx", "name_as_filed": "HIGHLANDX", "url": "https://advisorcensus.com/firm/highlandx-menlo-park-ca-315413", "city": "Menlo Park", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 300071, "name": "Hike Ventures, LLC", "name_as_filed": "HIKE VENTURES, LLC", "url": "https://advisorcensus.com/firm/hike-ventures-llc-san-francisco-ca-300071", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 343553, "name": "Hill Capital", "name_as_filed": "HILL CAPITAL", "url": "https://advisorcensus.com/firm/hill-capital-san-francisco-ca-343553", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 174994, "name": "Hinde Group LLC", "name_as_filed": "HINDE GROUP LLC", "url": "https://advisorcensus.com/firm/hinde-group-llc-san-francisco-ca-174994", "city": "San Francisco", "state": "CA", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 160850, "name": "HMI Capital Management, L.P.", "name_as_filed": "HMI CAPITAL MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/hmi-capital-management-l-p-san-francisco-ca-160850", "city": "San Francisco", "state": "CA", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 104649, "name": "Hoertkorn Richard Charles", "name_as_filed": "HOERTKORN RICHARD CHARLES", "url": "https://advisorcensus.com/firm/hoertkorn-richard-charles-kentfield-ca-104649", "city": "Kentfield", "state": "CA", "years_registered": 54, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 168123, "name": "Homebrew Ventures", "name_as_filed": "HOMEBREW VENTURES", "url": "https://advisorcensus.com/firm/homebrew-ventures-burlingame-ca-168123", "city": "Burlingame", "state": "CA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 281186, "name": "Homestead Capital USA, LLC", "name_as_filed": "HOMESTEAD CAPITAL USA, LLC", "url": "https://advisorcensus.com/firm/homestead-capital-usa-llc-san-francisco-ca-281186", "city": "San Francisco", "state": "CA", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 312058, "name": "Hometeam Ventures Management, LLC", "name_as_filed": "HOMETEAM VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hometeam-ventures-management-llc-san-francisco-ca-312058", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 308341, "name": "Honte Advisors LLC", "name_as_filed": "HONTE ADVISORS LLC", "url": "https://advisorcensus.com/firm/honte-advisors-llc-berkeley-ca-308341", "city": "Berkeley", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 291372, "name": "Hoodoo", "name_as_filed": "HOODOO", "url": "https://advisorcensus.com/firm/hoodoo-oakland-ca-291372", "city": "Oakland", "state": "CA", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 110877, "name": "Horsley Bridge Partners LLC", "name_as_filed": "HORSLEY BRIDGE PARTNERS LLC", "url": "https://advisorcensus.com/firm/horsley-bridge-partners-llc-san-francisco-ca-110877", "city": "San Francisco", "state": "CA", "years_registered": 29, 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