{ "path": "/advisors/ca/san-francisco", "url": "https://advisorcensus.com/advisors/ca/san-francisco/page/17", "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": 17, "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": 288892, "name": "Hunt Wealth Management", "name_as_filed": "HUNT WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/hunt-wealth-management-concord-ca-288892", "city": "Concord", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 291058, "name": "Hustle Fund Management, LLC", "name_as_filed": "HUSTLE FUND MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hustle-fund-management-llc-san-carlos-ca-291058", "city": "San Carlos", "state": "CA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 145096, "name": "Hutchinson & Ziegler Financial Advisors, Inc.", "name_as_filed": "HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/hutchinson-and-ziegler-financial-advisors-inc-san-rafael-ca-145096", "city": "San Rafael", "state": "CA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283831, "name": "HVC Management Co., LLC", "name_as_filed": "HVC MANAGEMENT CO., LLC", "url": "https://advisorcensus.com/firm/hvc-management-co-llc-san-mateo-ca-283831", "city": "San Mateo", "state": "CA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 293720, "name": "Hyla Fund Management LLC", "name_as_filed": "HYLA FUND MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/hyla-fund-management-llc-oakland-ca-293720", "city": "Oakland", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 338134, "name": "Hyphen Wealth Management", "name_as_filed": "HYPHEN WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/hyphen-wealth-management-lafayette-ca-338134", "city": "Lafayette", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 159198, "name": "Iconiq Capital, LLC", "name_as_filed": "ICONIQ CAPITAL, LLC", "url": "https://advisorcensus.com/firm/iconiq-capital-llc-san-francisco-ca-159198", "city": "San Francisco", "state": "CA", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 162824, "name": "ICP Services, LLC", "name_as_filed": "ICP SERVICES, LLC", "url": "https://advisorcensus.com/firm/icp-services-llc-burlingame-ca-162824", "city": "Burlingame", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 301819, "name": "IEQ Capital, LLC", "name_as_filed": "IEQ CAPITAL, LLC", "url": "https://advisorcensus.com/firm/ieq-capital-llc-foster-city-ca-301819", "city": "Foster City", "state": "CA", "years_registered": 7, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 314033, "name": "IG Better Future Management, LLC", "name_as_filed": "IG BETTER FUTURE MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ig-better-future-management-llc-menlo-park-ca-314033", "city": "Menlo Park", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 157214, "name": "IGP Industries, LLC", "name_as_filed": "IGP INDUSTRIES, LLC", "url": "https://advisorcensus.com/firm/igp-industries-llc-san-francisco-ca-157214", "city": "San Francisco", "state": "CA", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 305411, "name": "Illumen Capital Management, LLC", "name_as_filed": "ILLUMEN CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/illumen-capital-management-llc-oakland-ca-305411", "city": "Oakland", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 283782, "name": "Illumina Ventures", "name_as_filed": "ILLUMINA VENTURES", "url": "https://advisorcensus.com/firm/illumina-ventures-foster-city-ca-283782", "city": "Foster City", "state": "CA", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 337264, "name": "Immad Akhund Ventures Management, LLC", "name_as_filed": "IMMAD AKHUND VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/immad-akhund-ventures-management-llc-san-francisco-ca-337264", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 149929, "name": "Impact Investment Adviser LLC", "name_as_filed": "IMPACT INVESTMENT ADVISER LLC", "url": "https://advisorcensus.com/firm/impact-investment-adviser-llc-san-francisco-ca-149929", "city": "San Francisco", "state": "CA", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 175155, "name": "Impactadvisor LLC", "name_as_filed": "IMPACTADVISOR LLC", "url": "https://advisorcensus.com/firm/impactadvisor-llc-sf-ca-175155", "city": "Sf", "state": "CA", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 319086, "name": "Impactfi", "name_as_filed": "IMPACTFI", "url": "https://advisorcensus.com/firm/impactfi-san-francisco-ca-319086", "city": "San Francisco", "state": "CA", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 153249, "name": "In Touch Financial Services", "name_as_filed": "IN TOUCH FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/in-touch-financial-services-oakland-ca-153249", "city": "Oakland", "state": "CA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 325593, "name": "Incision Capital Management LP", "name_as_filed": "INCISION CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/incision-capital-management-lp-san-francisco-ca-325593", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 331965, "name": "Include Venture Partners Management, LLC", "name_as_filed": "INCLUDE VENTURE PARTNERS MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/include-venture-partners-management-llc-san-francisco-ca-331965", "city": "San Francisco", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 317503, "name": "Include Venture Partners, LLC", "name_as_filed": "INCLUDE VENTURE PARTNERS, LLC", "url": "https://advisorcensus.com/firm/include-venture-partners-llc-san-francisco-ca-317503", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 309419, "name": "Inclusive Capital Partners, L.P.", "name_as_filed": "INCLUSIVE CAPITAL PARTNERS, L.P.", "url": "https://advisorcensus.com/firm/inclusive-capital-partners-l-p-san-francisco-ca-309419", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 289226, "name": "Indusage Global Capital Managers, LLC", "name_as_filed": "INDUSAGE GLOBAL CAPITAL MANAGERS, LLC", "url": "https://advisorcensus.com/firm/indusage-global-capital-managers-llc-hillsborough-ca-289226", "city": "Hillsborough", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 156213, "name": "Industry Ventures", "name_as_filed": "INDUSTRY VENTURES", "url": "https://advisorcensus.com/firm/industry-ventures-san-francisco-ca-156213", "city": "San Francisco", "state": "CA", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 304981, "name": "Infinity Financial Services Advisory", "name_as_filed": "INFINITY FINANCIAL SERVICES ADVISORY", "url": "https://advisorcensus.com/firm/infinity-financial-services-advisory-oakland-ca-304981", "city": "Oakland", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 333157, "name": "Inflection Capital Management, LLC", "name_as_filed": "INFLECTION CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/inflection-capital-management-llc-san-francisco-ca-333157", "city": "San Francisco", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 308889, "name": "Informed Ventures Advisors, LLC", "name_as_filed": "INFORMED VENTURES ADVISORS, LLC", "url": "https://advisorcensus.com/firm/informed-ventures-advisors-llc-menlo-park-ca-308889", "city": "Menlo Park", "state": "CA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 170329, "name": "Initialized Capital Management, LLC", "name_as_filed": "INITIALIZED CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/initialized-capital-management-llc-san-francisco-ca-170329", "city": "San Francisco", "state": "CA", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 318790, "name": "Initiate Venture Partners Fund I, L.P.", "name_as_filed": "INITIATE VENTURE PARTNERS FUND I, L.P.", "url": "https://advisorcensus.com/firm/initiate-venture-partners-fund-i-l-p-san-francisco-ca-318790", "city": "San Francisco", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 333359, "name": "Innospring Inc.", "name_as_filed": "INNOSPRING INC.", "url": "https://advisorcensus.com/firm/innospring-inc-redwood-city-ca-333359", "city": "Redwood City", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 281167, "name": "Innovation Global Advisors, LLC", "name_as_filed": "INNOVATION GLOBAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/innovation-global-advisors-llc-san-francisco-ca-281167", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 311568, "name": "Innovius Capital Management, LLC", "name_as_filed": "INNOVIUS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/innovius-capital-management-llc-san-francisco-ca-311568", "city": "San Francisco", "state": "CA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 314558, "name": "Insight Capital Management", "name_as_filed": "INSIGHT CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/insight-capital-management-concord-ca-314558", "city": "Concord", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 293644, "name": "Insight Wealth Strategies, LLC", "name_as_filed": "INSIGHT WEALTH STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/insight-wealth-strategies-llc-san-ramon-ca-293644", "city": "San Ramon", "state": "CA", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169772, "name": "Insignia Capital Group, L.P.", "name_as_filed": "INSIGNIA CAPITAL GROUP, L.P.", "url": "https://advisorcensus.com/firm/insignia-capital-group-l-p-walnut-creek-ca-169772", "city": "Walnut Creek", "state": "CA", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 315207, "name": "Inspiration Venture Partners", "name_as_filed": "INSPIRATION VENTURE PARTNERS", "url": "https://advisorcensus.com/firm/inspiration-venture-partners-san-francisco-ca-315207", "city": "San Francisco", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 165005, "name": "Institutional Venture Management XIV, LLC", "name_as_filed": "INSTITUTIONAL VENTURE MANAGEMENT XIV, LLC", "url": "https://advisorcensus.com/firm/institutional-venture-management-xiv-llc-menlo-park-ca-165005", "city": "Menlo Park", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 236786, "name": "Institutional Venture Management XV, LLC", "name_as_filed": "INSTITUTIONAL VENTURE MANAGEMENT XV, LLC", "url": "https://advisorcensus.com/firm/institutional-venture-management-xv-llc-menlo-park-ca-236786", "city": "Menlo Park", "state": "CA", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 290647, "name": "Institutional Venture Management XVI, LLC", "name_as_filed": "INSTITUTIONAL VENTURE MANAGEMENT XVI, LLC", "url": "https://advisorcensus.com/firm/institutional-venture-management-xvi-llc-menlo-park-ca-290647", "city": "Menlo Park", "state": "CA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 310356, "name": "Institutional Venture Management XVII, LLC", "name_as_filed": "INSTITUTIONAL VENTURE MANAGEMENT XVII, LLC", "url": "https://advisorcensus.com/firm/institutional-venture-management-xvii-llc-menlo-park-ca-310356", "city": "Menlo Park", "state": "CA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 324257, "name": "Institutional Venture Management XVIII, LLC", "name_as_filed": "INSTITUTIONAL VENTURE MANAGEMENT XVIII, LLC", "url": "https://advisorcensus.com/firm/institutional-venture-management-xviii-llc-menlo-park-ca-324257", "city": "Menlo Park", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 133948, "name": "Integrated Financial Strategies, Inc.", "name_as_filed": "INTEGRATED FINANCIAL STRATEGIES, INC.", "url": "https://advisorcensus.com/firm/integrated-financial-strategies-inc-san-mateo-ca-133948", "city": "San Mateo", "state": "CA", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 277086, "name": "Integritas Capital Management LLC", "name_as_filed": "INTEGRITAS CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/integritas-capital-management-llc-san-francisco-ca-277086", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 167314, "name": "Integrity Wealth Partners, LLC", "name_as_filed": "INTEGRITY WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/integrity-wealth-partners-llc-walnut-creek-ca-167314", "city": "Walnut Creek", "state": "CA", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 173140, "name": "Intellectus Partners, LLC", "name_as_filed": "INTELLECTUS PARTNERS, LLC", "url": "https://advisorcensus.com/firm/intellectus-partners-llc-san-francisco-ca-173140", "city": "San Francisco", "state": "CA", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 135120, "name": "Intelligent Investing", "name_as_filed": "INTELLIGENT INVESTING", "url": "https://advisorcensus.com/firm/intelligent-investing-clayton-ca-135120", "city": "Clayton", "state": "CA", "years_registered": 31, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286691, "name": "Intelligent Investor Financial Planning, LLC", "name_as_filed": "INTELLIGENT INVESTOR FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/intelligent-investor-financial-planning-llc-san-francisco-ca-286691", "city": "San Francisco", "state": "CA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 283982, "name": "Intercept Venture Management, LLC", "name_as_filed": "INTERCEPT VENTURE MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/intercept-venture-management-llc-oakland-ca-283982", "city": "Oakland", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 136177, "name": "Interfunds", "name_as_filed": "INTERFUNDS", "url": "https://advisorcensus.com/firm/interfunds-emeryville-ca-136177", "city": "Emeryville", "state": "CA", "years_registered": 32, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 288616, 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