# Financial advisors in San Francisco, CA

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/san-francisco/page/2

## At a glance

- Investment advisory firms: 1,779
- Registration: SEC-registered investment adviser: 688, State-registered investment adviser: 294, Exempt reporting adviser: 797
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 320 (33%); Percentage of assets 901 (92%); Hourly charges 281 (29%); Subscription fees (newsletter or periodical) 14 (1%); Fixed fees 389 (40%); Commissions 11 (1%); Performance-based fees 359 (37%); Other 136 (14%); No compensation arrangements reported 797
- Regulatory assets under management (Item 5.F): Under $25 million 126 (7%); $25 million to $100 million 137 (8%); $100 million to $500 million 259 (15%); $500 million to $1 billion 103 (6%); $1 billion to $5 billion 174 (10%); Over $5 billion 111 (6%); Not reported 869 (49%)
- Years registered: Under 5 years 812 (46%); 5 to 9 years 394 (22%); 10 to 19 years 368 (21%); 20 years or more 175 (10%); Not reported 30 (2%)

## Firms (page 2 of 36, 51 to 100 of 1,779, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Aestus Capital](https://advisorcensus.com/firm/aestus-capital-menlo-park-ca-321068) ([md](https://advisorcensus.com/firm/aestus-capital-menlo-park-ca-321068.md)) | 321068 | Menlo Park, CA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Affinity Capital Advisors LLC](https://advisorcensus.com/firm/affinity-capital-advisors-llc-berkeley-ca-166226) ([md](https://advisorcensus.com/firm/affinity-capital-advisors-llc-berkeley-ca-166226.md)) | 166226 | Berkeley, CA | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Hourly, Fixed fee |
| [Afore Capital Management, LLC](https://advisorcensus.com/firm/afore-capital-management-llc-san-francisco-ca-285601) ([md](https://advisorcensus.com/firm/afore-capital-management-llc-san-francisco-ca-285601.md)) | 285601 | San Francisco, CA | Exempt reporting adviser | Not reported | 9 | Not reported |
| [AFT US Capital LLC](https://advisorcensus.com/firm/aft-us-capital-llc-san-francisco-ca-335448) ([md](https://advisorcensus.com/firm/aft-us-capital-llc-san-francisco-ca-335448.md)) | 335448 | San Francisco, CA | SEC-registered investment adviser | Under $25 million | 1 | % of assets |
| [Agate Capital Partners](https://advisorcensus.com/firm/agate-capital-partners-san-francisco-ca-310823) ([md](https://advisorcensus.com/firm/agate-capital-partners-san-francisco-ca-310823.md)) | 310823 | San Francisco, CA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [AGE1 Capital Management, LLC](https://advisorcensus.com/firm/age1-capital-management-llc-san-francisco-ca-328823) ([md](https://advisorcensus.com/firm/age1-capital-management-llc-san-francisco-ca-328823.md)) | 328823 | San Francisco, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Agfunder Advisors, LLC](https://advisorcensus.com/firm/agfunder-advisors-llc-san-francisco-ca-304047) ([md](https://advisorcensus.com/firm/agfunder-advisors-llc-san-francisco-ca-304047.md)) | 304047 | San Francisco, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Agfunder GP IV, LLC](https://advisorcensus.com/firm/agfunder-gp-iv-llc-san-francisco-ca-325720) ([md](https://advisorcensus.com/firm/agfunder-gp-iv-llc-san-francisco-ca-325720.md)) | 325720 | San Francisco, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Agfunder GP SPV I, LLC](https://advisorcensus.com/firm/agfunder-gp-spv-i-llc-san-francisco-ca-325664) ([md](https://advisorcensus.com/firm/agfunder-gp-spv-i-llc-san-francisco-ca-325664.md)) | 325664 | San Francisco, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [AGI House, LLC](https://advisorcensus.com/firm/agi-house-llc-hillsborough-ca-342862) ([md](https://advisorcensus.com/firm/agi-house-llc-hillsborough-ca-342862.md)) | 342862 | Hillsborough, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [AI Funds](https://advisorcensus.com/firm/ai-funds-sausalito-ca-328886) ([md](https://advisorcensus.com/firm/ai-funds-sausalito-ca-328886.md)) | 328886 | Sausalito, CA | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Performance fee |
| [Aikapa](https://advisorcensus.com/firm/aikapa-corte-madera-ca-144517) ([md](https://advisorcensus.com/firm/aikapa-corte-madera-ca-144517.md)) | 144517 | Corte Madera, CA | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Hourly, Fixed fee |
| [Aina Climate AI Ventures, LLC](https://advisorcensus.com/firm/aina-climate-ai-ventures-llc-redwood-city-ca-334312) ([md](https://advisorcensus.com/firm/aina-climate-ai-ventures-llc-redwood-city-ca-334312.md)) | 334312 | Redwood City, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Aipr Capital Management LLC](https://advisorcensus.com/firm/aipr-capital-management-llc-san-francisco-ca-343133) ([md](https://advisorcensus.com/firm/aipr-capital-management-llc-san-francisco-ca-343133.md)) | 343133 | San Francisco, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [AIX Ventures LLC](https://advisorcensus.com/firm/aix-ventures-llc-san-francisco-ca-322702) ([md](https://advisorcensus.com/firm/aix-ventures-llc-san-francisco-ca-322702.md)) | 322702 | San Francisco, CA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Ajax Health Management Company, LLC](https://advisorcensus.com/firm/ajax-health-management-company-llc-menlo-park-ca-340280) ([md](https://advisorcensus.com/firm/ajax-health-management-company-llc-menlo-park-ca-340280.md)) | 340280 | Menlo Park, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [Ajay Agrawal](https://advisorcensus.com/firm/ajay-agrawal-fremont-ca-334610) ([md](https://advisorcensus.com/firm/ajay-agrawal-fremont-ca-334610.md)) | 334610 | Fremont, CA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly |
| [AK Global Asset Management, LLC](https://advisorcensus.com/firm/ak-global-asset-management-llc-oakland-ca-137530) ([md](https://advisorcensus.com/firm/ak-global-asset-management-llc-oakland-ca-137530.md)) | 137530 | Oakland, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Akkadian Ventures, Inc.](https://advisorcensus.com/firm/akkadian-ventures-inc-san-francisco-ca-171036) ([md](https://advisorcensus.com/firm/akkadian-ventures-inc-san-francisco-ca-171036.md)) | 171036 | San Francisco, CA | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Performance fee, Other |
| [Akram M. Omari, CPA](https://advisorcensus.com/firm/akram-m-omari-cpa-san-francisco-ca-135499) ([md](https://advisorcensus.com/firm/akram-m-omari-cpa-san-francisco-ca-135499.md)) | 135499 | San Francisco, CA | State-registered investment adviser | $25 million to $100 million | 32 | % of assets, Hourly |
| [Alambic Investment Management, L.P.](https://advisorcensus.com/firm/alambic-investment-management-l-p-belvedere-ca-143336) ([md](https://advisorcensus.com/firm/alambic-investment-management-l-p-belvedere-ca-143336.md)) | 143336 | Belvedere, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Alameda Capital Management, LLC](https://advisorcensus.com/firm/alameda-capital-management-llc-menlo-park-ca-323383) ([md](https://advisorcensus.com/firm/alameda-capital-management-llc-menlo-park-ca-323383.md)) | 323383 | Menlo Park, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Alamo Capital](https://advisorcensus.com/firm/alamo-capital-walnut-creek-ca-26193) ([md](https://advisorcensus.com/firm/alamo-capital-walnut-creek-ca-26193.md)) | 26193 | Walnut Creek, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Alan Biller and Associates](https://advisorcensus.com/firm/alan-biller-and-associates-menlo-park-ca-105283) ([md](https://advisorcensus.com/firm/alan-biller-and-associates-menlo-park-ca-105283.md)) | 105283 | Menlo Park, CA | SEC-registered investment adviser | Over $5 billion | 31 | % of assets, Hourly, Fixed fee, Other |
| [Albourne America LLC](https://advisorcensus.com/firm/albourne-america-llc-san-francisco-ca-126582) ([md](https://advisorcensus.com/firm/albourne-america-llc-san-francisco-ca-126582.md)) | 126582 | San Francisco, CA | SEC-registered investment adviser | Not reported | 20 | Fixed fee |
| [Alcosta Capital Management, Inc.](https://advisorcensus.com/firm/alcosta-capital-management-inc-san-ramon-ca-128679) ([md](https://advisorcensus.com/firm/alcosta-capital-management-inc-san-ramon-ca-128679.md)) | 128679 | San Ramon, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Aldaron Management LLC](https://advisorcensus.com/firm/aldaron-management-llc-san-francisco-ca-341075) ([md](https://advisorcensus.com/firm/aldaron-management-llc-san-francisco-ca-341075.md)) | 341075 | San Francisco, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Alder Vale](https://advisorcensus.com/firm/alder-vale-walnut-creek-ca-340953) ([md](https://advisorcensus.com/firm/alder-vale-walnut-creek-ca-340953.md)) | 340953 | Walnut Creek, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Alders Financial Solutions](https://advisorcensus.com/firm/alders-financial-solutions-novato-ca-308385) ([md](https://advisorcensus.com/firm/alders-financial-solutions-novato-ca-308385.md)) | 308385 | Novato, CA | State-registered investment adviser | Not reported | 6 | Hourly, Fixed fee |
| [ALE LLC](https://advisorcensus.com/firm/ale-llc-pleasant-hill-ca-281237) ([md](https://advisorcensus.com/firm/ale-llc-pleasant-hill-ca-281237.md)) | 281237 | Pleasant Hill, CA | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly, Fixed fee |
| [Algert Global LLC](https://advisorcensus.com/firm/algert-global-llc-san-francisco-ca-125523) ([md](https://advisorcensus.com/firm/algert-global-llc-san-francisco-ca-125523.md)) | 125523 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 23 | % of assets, Performance fee |
| [Allied Value, LLC](https://advisorcensus.com/firm/allied-value-llc-san-francisco-ca-153965) ([md](https://advisorcensus.com/firm/allied-value-llc-san-francisco-ca-153965.md)) | 153965 | San Francisco, CA | State-registered investment adviser | Under $25 million | 15 | Performance fee |
| [Almaz Capital](https://advisorcensus.com/firm/almaz-capital-portola-valley-ca-171092) ([md](https://advisorcensus.com/firm/almaz-capital-portola-valley-ca-171092.md)) | 171092 | Portola Valley, CA | Exempt reporting adviser | Not reported | 12 | Not reported |
| [Almaz Capital Partners, Ltd](https://advisorcensus.com/firm/almaz-capital-partners-ltd-portola-valley-ca-163790) ([md](https://advisorcensus.com/firm/almaz-capital-partners-ltd-portola-valley-ca-163790.md)) | 163790 | Portola Valley, CA | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [Aloft VC LLC](https://advisorcensus.com/firm/aloft-vc-llc-san-francisco-ca-309833) ([md](https://advisorcensus.com/firm/aloft-vc-llc-san-francisco-ca-309833.md)) | 309833 | San Francisco, CA | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [Alpha Private Wealth Advisors LLC](https://advisorcensus.com/firm/alpha-private-wealth-advisors-llc-san-francisco-ca-172724) ([md](https://advisorcensus.com/firm/alpha-private-wealth-advisors-llc-san-francisco-ca-172724.md)) | 172724 | San Francisco, CA | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [Alpha Rush, LLC](https://advisorcensus.com/firm/alpha-rush-llc-san-mateo-ca-156068) ([md](https://advisorcensus.com/firm/alpha-rush-llc-san-mateo-ca-156068.md)) | 156068 | San Mateo, CA | State-registered investment adviser | Under $25 million | 15 | % of assets |
| [Alpha Solutions Investment Advisors](https://advisorcensus.com/firm/alpha-solutions-investment-advisors-south-san-francisco-ca-156541) ([md](https://advisorcensus.com/firm/alpha-solutions-investment-advisors-south-san-francisco-ca-156541.md)) | 156541 | South San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Alpha Wealth Management and Planning LLC](https://advisorcensus.com/firm/alpha-wealth-management-and-planning-llc-novato-ca-163917) ([md](https://advisorcensus.com/firm/alpha-wealth-management-and-planning-llc-novato-ca-163917.md)) | 163917 | Novato, CA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Alpine Investors](https://advisorcensus.com/firm/alpine-investors-san-francisco-ca-157255) ([md](https://advisorcensus.com/firm/alpine-investors-san-francisco-ca-157255.md)) | 157255 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee |
| [Alsop Louie Partners](https://advisorcensus.com/firm/alsop-louie-partners-san-francisco-ca-163299) ([md](https://advisorcensus.com/firm/alsop-louie-partners-san-francisco-ca-163299.md)) | 163299 | San Francisco, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Alta Park Capital, LP](https://advisorcensus.com/firm/alta-park-capital-lp-san-francisco-ca-169422) ([md](https://advisorcensus.com/firm/alta-park-capital-lp-san-francisco-ca-169422.md)) | 169422 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Performance fee, Other |
| [Alta Via Capital](https://advisorcensus.com/firm/alta-via-capital-pleasanton-ca-289739) ([md](https://advisorcensus.com/firm/alta-via-capital-pleasanton-ca-289739.md)) | 289739 | Pleasanton, CA | State-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Altamont Wealth Management, Inc.](https://advisorcensus.com/firm/altamont-wealth-management-inc-livermore-ca-136031) ([md](https://advisorcensus.com/firm/altamont-wealth-management-inc-livermore-ca-136031.md)) | 136031 | Livermore, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Alternity Capital Management Ltd.](https://advisorcensus.com/firm/alternity-capital-management-ltd-san-francisco-ca-299813) ([md](https://advisorcensus.com/firm/alternity-capital-management-ltd-san-francisco-ca-299813.md)) | 299813 | San Francisco, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Altimeter Capital Management, LP](https://advisorcensus.com/firm/altimeter-capital-management-lp-menlo-park-ca-160017) ([md](https://advisorcensus.com/firm/altimeter-capital-management-lp-menlo-park-ca-160017.md)) | 160017 | Menlo Park, CA | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee |
| [Altman Capital Management, LLC](https://advisorcensus.com/firm/altman-capital-management-llc-san-francisco-ca-312632) ([md](https://advisorcensus.com/firm/altman-capital-management-llc-san-francisco-ca-312632.md)) | 312632 | San Francisco, CA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Altos Ventures Management, Inc.](https://advisorcensus.com/firm/altos-ventures-management-inc-burlingame-ca-162777) ([md](https://advisorcensus.com/firm/altos-ventures-management-inc-burlingame-ca-162777.md)) | 162777 | Burlingame, CA | SEC-registered investment adviser | Over $5 billion | 8 | % of assets, Performance fee |
| [Alvarado Management Company](https://advisorcensus.com/firm/alvarado-management-company-san-francisco-ca-136227) ([md](https://advisorcensus.com/firm/alvarado-management-company-san-francisco-ca-136227.md)) | 136227 | San Francisco, CA | State-registered investment adviser | Under $25 million | 27 | % of assets, Performance fee |
| [Amara Financial, LLC](https://advisorcensus.com/firm/amara-financial-llc-san-francisco-ca-308290) ([md](https://advisorcensus.com/firm/amara-financial-llc-san-francisco-ca-308290.md)) | 308290 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |

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## Questions people ask

**How many financial advisory firms are there in San Francisco, CA?**
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.

**How many fee-only financial advisors are in San Francisco, CA?**
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.

**How many financial advisors in San Francisco, CA offer financial planning?**
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.

**Are the financial advisors in San Francisco, CA fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

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- [Financial advisors in Los Angeles](https://advisorcensus.com/advisors/ca/los-angeles) (https://advisorcensus.com/advisors/ca/los-angeles.md)
- [Financial advisors in San Jose](https://advisorcensus.com/advisors/ca/san-jose) (https://advisorcensus.com/advisors/ca/san-jose.md)
- [Financial advisors in San Diego](https://advisorcensus.com/advisors/ca/san-diego) (https://advisorcensus.com/advisors/ca/san-diego.md)
- [Financial advisors in Sacramento](https://advisorcensus.com/advisors/ca/sacramento) (https://advisorcensus.com/advisors/ca/sacramento.md)
- [Financial advisors in Oxnard](https://advisorcensus.com/advisors/ca/oxnard) (https://advisorcensus.com/advisors/ca/oxnard.md)
- [Financial advisors in Riverside](https://advisorcensus.com/advisors/ca/riverside) (https://advisorcensus.com/advisors/ca/riverside.md)
- [Financial advisors in Santa Maria](https://advisorcensus.com/advisors/ca/santa-maria) (https://advisorcensus.com/advisors/ca/santa-maria.md)
- [Financial advisors in Santa Rosa](https://advisorcensus.com/advisors/ca/santa-rosa) (https://advisorcensus.com/advisors/ca/santa-rosa.md)

Every firm in this list as CSV: https://advisorcensus.com/advisors/ca/san-francisco.csv

Cite as: AdvisorCensus. Financial advisors in San Francisco, CA: 1,779 firms from Form ADV filings as of October 2026.