# 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/22

## 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 22 of 36, 1051 to 1100 of 1,779, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Morgenthaler Management Corporation](https://advisorcensus.com/firm/morgenthaler-management-corporation-campbell-ca-161509) ([md](https://advisorcensus.com/firm/morgenthaler-management-corporation-campbell-ca-161509.md)) | 161509 | Campbell, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Morling Financial Advisors, LLC](https://advisorcensus.com/firm/morling-financial-advisors-llc-fremont-ca-111819) ([md](https://advisorcensus.com/firm/morling-financial-advisors-llc-fremont-ca-111819.md)) | 111819 | Fremont, CA | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Hourly, Fixed fee |
| [Morview Capital Fund C LLC](https://advisorcensus.com/firm/morview-capital-fund-c-llc-san-francisco-ca-339276) ([md](https://advisorcensus.com/firm/morview-capital-fund-c-llc-san-francisco-ca-339276.md)) | 339276 | San Francisco, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Mosaik Partners](https://advisorcensus.com/firm/mosaik-partners-san-francisco-ca-171863) ([md](https://advisorcensus.com/firm/mosaik-partners-san-francisco-ca-171863.md)) | 171863 | San Francisco, CA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Mosher Financial Advisors LLC](https://advisorcensus.com/firm/mosher-financial-advisors-llc-lafayette-ca-291088) ([md](https://advisorcensus.com/firm/mosher-financial-advisors-llc-lafayette-ca-291088.md)) | 291088 | Lafayette, CA | State-registered investment adviser | Not reported | 8 | Hourly, Fixed fee |
| [Motive Force Management, LLC](https://advisorcensus.com/firm/motive-force-management-llc-san-francisco-ca-339889) ([md](https://advisorcensus.com/firm/motive-force-management-llc-san-francisco-ca-339889.md)) | 339889 | San Francisco, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Mountain Lake Investment Management LLC](https://advisorcensus.com/firm/mountain-lake-investment-management-llc-san-francisco-ca-154679) ([md](https://advisorcensus.com/firm/mountain-lake-investment-management-llc-san-francisco-ca-154679.md)) | 154679 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets |
| [Mozilla Ventures Management, PBC](https://advisorcensus.com/firm/mozilla-ventures-management-pbc-san-francisco-ca-329953) ([md](https://advisorcensus.com/firm/mozilla-ventures-management-pbc-san-francisco-ca-329953.md)) | 329953 | San Francisco, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [MTVP Management, LLC](https://advisorcensus.com/firm/mtvp-management-llc-menlo-park-ca-288270) ([md](https://advisorcensus.com/firm/mtvp-management-llc-menlo-park-ca-288270.md)) | 288270 | Menlo Park, CA | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Muhr Advisory Group](https://advisorcensus.com/firm/muhr-advisory-group-clayton-ca-127104) ([md](https://advisorcensus.com/firm/muhr-advisory-group-clayton-ca-127104.md)) | 127104 | Clayton, CA | State-registered investment adviser | $25 million to $100 million | 23 | % of assets |
| [MVP Ventures LLC](https://advisorcensus.com/firm/mvp-ventures-llc-menlo-park-ca-333816) ([md](https://advisorcensus.com/firm/mvp-ventures-llc-menlo-park-ca-333816.md)) | 333816 | Menlo Park, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Nakz I GP, LLC](https://advisorcensus.com/firm/nakz-i-gp-llc-san-francisco-ca-328996) ([md](https://advisorcensus.com/firm/nakz-i-gp-llc-san-francisco-ca-328996.md)) | 328996 | San Francisco, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Nancy K Weeks Associates, LLC](https://advisorcensus.com/firm/nancy-k-weeks-associates-llc-redwood-city-ca-135737) ([md](https://advisorcensus.com/firm/nancy-k-weeks-associates-llc-redwood-city-ca-135737.md)) | 135737 | Redwood City, CA | State-registered investment adviser | Not reported | 23 | Hourly, Fixed fee, Other |
| [Nand Capital, Inc.](https://advisorcensus.com/firm/nand-capital-inc-san-francisco-ca-334112) ([md](https://advisorcensus.com/firm/nand-capital-inc-san-francisco-ca-334112.md)) | 334112 | San Francisco, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Nanodimension, Inc.](https://advisorcensus.com/firm/nanodimension-inc-woodside-ca-162764) ([md](https://advisorcensus.com/firm/nanodimension-inc-woodside-ca-162764.md)) | 162764 | Woodside, CA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Nardene Wealth Management Inc](https://advisorcensus.com/firm/nardene-wealth-management-inc-brentwood-ca-148528) ([md](https://advisorcensus.com/firm/nardene-wealth-management-inc-brentwood-ca-148528.md)) | 148528 | Brentwood, CA | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Hourly |
| [National Venture Development](https://advisorcensus.com/firm/national-venture-development-oakland-ca-162019) ([md](https://advisorcensus.com/firm/national-venture-development-oakland-ca-162019.md)) | 162019 | Oakland, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Natural Investments](https://advisorcensus.com/firm/natural-investments-san-francisco-ca-113348) ([md](https://advisorcensus.com/firm/natural-investments-san-francisco-ca-113348.md)) | 113348 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 21 | % of assets, Hourly, Other |
| [Nauta Capital LLC](https://advisorcensus.com/firm/nauta-capital-llc-lafayette-ca-329207) ([md](https://advisorcensus.com/firm/nauta-capital-llc-lafayette-ca-329207.md)) | 329207 | Lafayette, CA | SEC-registered investment adviser | Under $25 million | 2 | % of assets |
| [NAV Financial, LLC](https://advisorcensus.com/firm/nav-financial-llc-san-francisco-ca-331534) ([md](https://advisorcensus.com/firm/nav-financial-llc-san-francisco-ca-331534.md)) | 331534 | San Francisco, CA | State-registered investment adviser | Not reported | 2 | Hourly |
| [Nava Ventures, LLC](https://advisorcensus.com/firm/nava-ventures-llc-san-francisco-ca-317758) ([md](https://advisorcensus.com/firm/nava-ventures-llc-san-francisco-ca-317758.md)) | 317758 | San Francisco, CA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Navigation Group LLC](https://advisorcensus.com/firm/navigation-group-llc-redwood-shores-ca-130982) ([md](https://advisorcensus.com/firm/navigation-group-llc-redwood-shores-ca-130982.md)) | 130982 | Redwood Shores, CA | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Hourly, Fixed fee |
| [Navolio & Tallman Advisors LLC](https://advisorcensus.com/firm/navolio-and-tallman-advisors-llc-walnut-creek-ca-318582) ([md](https://advisorcensus.com/firm/navolio-and-tallman-advisors-llc-walnut-creek-ca-318582.md)) | 318582 | Walnut Creek, CA | State-registered investment adviser | Under $25 million | 4 | % of assets |
| [NDH Opportunity LLC](https://advisorcensus.com/firm/ndh-opportunity-llc-san-francisco-ca-341426) ([md](https://advisorcensus.com/firm/ndh-opportunity-llc-san-francisco-ca-341426.md)) | 341426 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | Fixed fee, Performance fee |
| [Necessary Ventures LLC](https://advisorcensus.com/firm/necessary-ventures-llc-san-francisco-ca-310456) ([md](https://advisorcensus.com/firm/necessary-ventures-llc-san-francisco-ca-310456.md)) | 310456 | San Francisco, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Neev Finance](https://advisorcensus.com/firm/neev-finance-fremont-ca-338066) ([md](https://advisorcensus.com/firm/neev-finance-fremont-ca-338066.md)) | 338066 | Fremont, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Nelson Capital Management, LLC](https://advisorcensus.com/firm/nelson-capital-management-llc-menlo-park-ca-129776) ([md](https://advisorcensus.com/firm/nelson-capital-management-llc-menlo-park-ca-129776.md)) | 129776 | Menlo Park, CA | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets, Hourly |
| [NEO Ventures, LLC](https://advisorcensus.com/firm/neo-ventures-llc-san-francisco-ca-294621) ([md](https://advisorcensus.com/firm/neo-ventures-llc-san-francisco-ca-294621.md)) | 294621 | San Francisco, CA | Exempt reporting adviser | Not reported | 8 | Not reported |
| [Neosynthesis GP LLC](https://advisorcensus.com/firm/neosynthesis-gp-llc-san-francisco-ca-328335) ([md](https://advisorcensus.com/firm/neosynthesis-gp-llc-san-francisco-ca-328335.md)) | 328335 | San Francisco, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Neotribe Management Company, LLC](https://advisorcensus.com/firm/neotribe-management-company-llc-menlo-park-ca-288186) ([md](https://advisorcensus.com/firm/neotribe-management-company-llc-menlo-park-ca-288186.md)) | 288186 | Menlo Park, CA | Exempt reporting adviser | Not reported | 8 | Not reported |
| [Neumann Capital Management](https://advisorcensus.com/firm/neumann-capital-management-foster-city-ca-112182) ([md](https://advisorcensus.com/firm/neumann-capital-management-foster-city-ca-112182.md)) | 112182 | Foster City, CA | SEC-registered investment adviser | $500 million to $1 billion | 34 | % of assets |
| [New Enterprise Associates](https://advisorcensus.com/firm/new-enterprise-associates-menlo-park-ca-161004) ([md](https://advisorcensus.com/firm/new-enterprise-associates-menlo-park-ca-161004.md)) | 161004 | Menlo Park, CA | SEC-registered investment adviser | Over $5 billion | 3 | % of assets, Performance fee |
| [New Forests Inc.](https://advisorcensus.com/firm/new-forests-inc-san-francisco-ca-165267) ([md](https://advisorcensus.com/firm/new-forests-inc-san-francisco-ca-165267.md)) | 165267 | San Francisco, CA | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Fixed fee, Performance fee |
| [New Insight Wealth Advisors](https://advisorcensus.com/firm/new-insight-wealth-advisors-san-ramon-ca-318083) ([md](https://advisorcensus.com/firm/new-insight-wealth-advisors-san-ramon-ca-318083.md)) | 318083 | San Ramon, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [New Spring Financial Planning, LLC](https://advisorcensus.com/firm/new-spring-financial-planning-llc-san-ramon-ca-164647) ([md](https://advisorcensus.com/firm/new-spring-financial-planning-llc-san-ramon-ca-164647.md)) | 164647 | San Ramon, CA | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Fixed fee |
| [Newfront Retirement Services, Inc.](https://advisorcensus.com/firm/newfront-retirement-services-inc-san-mateo-ca-167641) ([md](https://advisorcensus.com/firm/newfront-retirement-services-inc-san-mateo-ca-167641.md)) | 167641 | San Mateo, CA | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Fixed fee |
| [Newport Asia LLC](https://advisorcensus.com/firm/newport-asia-llc-san-francisco-ca-118682) ([md](https://advisorcensus.com/firm/newport-asia-llc-san-francisco-ca-118682.md)) | 118682 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 24 | % of assets |
| [Newview Capital Management, LLC](https://advisorcensus.com/firm/newview-capital-management-llc-burlingame-ca-298161) ([md](https://advisorcensus.com/firm/newview-capital-management-llc-burlingame-ca-298161.md)) | 298161 | Burlingame, CA | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Performance fee |
| [Nexa Equity LLC](https://advisorcensus.com/firm/nexa-equity-llc-san-francisco-ca-317201) ([md](https://advisorcensus.com/firm/nexa-equity-llc-san-francisco-ca-317201.md)) | 317201 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Performance fee, Other |
| [Next Horizon Capital](https://advisorcensus.com/firm/next-horizon-capital-san-francisco-ca-321649) ([md](https://advisorcensus.com/firm/next-horizon-capital-san-francisco-ca-321649.md)) | 321649 | San Francisco, CA | SEC-registered investment adviser | $500 million to $1 billion | 0 | % of assets, Performance fee |
| [Next Legacy Management, LLC](https://advisorcensus.com/firm/next-legacy-management-llc-portola-valley-ca-156640) ([md](https://advisorcensus.com/firm/next-legacy-management-llc-portola-valley-ca-156640.md)) | 156640 | Portola Valley, CA | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [Nextequity Partners](https://advisorcensus.com/firm/nextequity-partners-menlo-park-ca-282347) ([md](https://advisorcensus.com/firm/nextequity-partners-menlo-park-ca-282347.md)) | 282347 | Menlo Park, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Nexus Ventures Management, LLC](https://advisorcensus.com/firm/nexus-ventures-management-llc-menlo-park-ca-314346) ([md](https://advisorcensus.com/firm/nexus-ventures-management-llc-menlo-park-ca-314346.md)) | 314346 | Menlo Park, CA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [NFX Capital Management, LLC](https://advisorcensus.com/firm/nfx-capital-management-llc-san-francisco-ca-301829) ([md](https://advisorcensus.com/firm/nfx-capital-management-llc-san-francisco-ca-301829.md)) | 301829 | San Francisco, CA | Exempt reporting adviser | Not reported | 7 | Not reported |
| [NIA Impact Capital](https://advisorcensus.com/firm/nia-impact-capital-oakland-ca-286587) ([md](https://advisorcensus.com/firm/nia-impact-capital-oakland-ca-286587.md)) | 286587 | Oakland, CA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Nightdragon Management Company, LLC](https://advisorcensus.com/firm/nightdragon-management-company-llc-san-francisco-ca-310767) ([md](https://advisorcensus.com/firm/nightdragon-management-company-llc-san-francisco-ca-310767.md)) | 310767 | San Francisco, CA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Nightingale Financial Advisory](https://advisorcensus.com/firm/nightingale-financial-advisory-fremont-ca-137496) ([md](https://advisorcensus.com/firm/nightingale-financial-advisory-fremont-ca-137496.md)) | 137496 | Fremont, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Nine Pines Ventures, LLC](https://advisorcensus.com/firm/nine-pines-ventures-llc-san-ramon-ca-330532) ([md](https://advisorcensus.com/firm/nine-pines-ventures-llc-san-ramon-ca-330532.md)) | 330532 | San Ramon, CA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed fee |
| [Nipun Capital, L.P.](https://advisorcensus.com/firm/nipun-capital-l-p-foster-city-ca-159752) ([md](https://advisorcensus.com/firm/nipun-capital-l-p-foster-city-ca-159752.md)) | 159752 | Foster City, CA | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Performance fee |
| [No Street GP LP](https://advisorcensus.com/firm/no-street-gp-lp-san-francisco-ca-299240) ([md](https://advisorcensus.com/firm/no-street-gp-lp-san-francisco-ca-299240.md)) | 299240 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Performance 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 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.