{ "path": "/advisors/ca/san-francisco", "url": "https://advisorcensus.com/advisors/ca/san-francisco/page/23", "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": "Find financial advisors in San Francisco, CA. AdvisorCensus lists 1,779 investment advisory firms with a principal office in the San Francisco metro area as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management. 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": 23, "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": 330541, "name": "Nocturne Management LLC", "name_as_filed": "NOCTURNE MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/nocturne-management-llc-san-francisco-ca-330541", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 136431, "name": "North Berkeley Wealth Management, LLC", "name_as_filed": "NORTH BERKELEY WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/north-berkeley-wealth-management-llc-berkeley-ca-136431", "city": "Berkeley", "state": "CA", "years_registered": 21, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 140214, "name": "Northgate Capital, L.P.", "name_as_filed": "NORTHGATE CAPITAL, L.P.", "url": "https://advisorcensus.com/firm/northgate-capital-l-p-danville-ca-140214", "city": "Danville", "state": "CA", "years_registered": 19, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 167338, "name": "Northwood Investment Partners, LLC", "name_as_filed": "NORTHWOOD INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/northwood-investment-partners-llc-woodside-ca-167338", "city": "Woodside", "state": "CA", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 156280, "name": "Norwood Investment Partners, LP", "name_as_filed": "NORWOOD INVESTMENT PARTNERS, LP", "url": "https://advisorcensus.com/firm/norwood-investment-partners-lp-mill-valley-ca-156280", "city": "Mill Valley", "state": "CA", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 163168, "name": "Notable Capital Management, L.L.C.", "name_as_filed": "NOTABLE CAPITAL MANAGEMENT, L.L.C.", "url": "https://advisorcensus.com/firm/notable-capital-management-l-l-c-menlo-park-ca-163168", "city": "Menlo Park", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 333205, "name": "Novawave Capital", "name_as_filed": "NOVAWAVE CAPITAL", "url": "https://advisorcensus.com/firm/novawave-capital-menlo-park-ca-333205", "city": "Menlo Park", "state": "CA", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 330179, "name": "Novice Capital LLC", "name_as_filed": "NOVICE CAPITAL LLC", "url": "https://advisorcensus.com/firm/novice-capital-llc-san-mateo-ca-330179", "city": "San Mateo", "state": "CA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 171247, "name": "Novirian Capital LLC", "name_as_filed": "NOVIRIAN CAPITAL LLC", "url": "https://advisorcensus.com/firm/novirian-capital-llc-san-francisco-ca-171247", "city": "San Francisco", "state": "CA", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 331616, "name": "NSI Management, LLC", "name_as_filed": "NSI MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/nsi-management-llc-walnut-creek-ca-331616", "city": "Walnut Creek", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 282851, "name": "Numerai", "name_as_filed": "NUMERAI", "url": "https://advisorcensus.com/firm/numerai-san-francisco-ca-282851", "city": "San Francisco", "state": "CA", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 124186, "name": "NWK Group", "name_as_filed": "NWK GROUP", "url": "https://advisorcensus.com/firm/nwk-group-san-francisco-ca-124186", "city": "San Francisco", "state": "CA", "years_registered": 23, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 172520, "name": "O'Donnell Financial Services, LLC", "name_as_filed": "O'DONNELL FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/o-donnell-financial-services-llc-san-rafael-ca-172520", "city": "San Rafael", "state": "CA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 226668, "name": "Oak Peak Financial", "name_as_filed": "OAK PEAK FINANCIAL", "url": "https://advisorcensus.com/firm/oak-peak-financial-menlo-park-ca-226668", "city": "Menlo Park", "state": "CA", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 18126, "name": "Oak Tree Securities, Inc.", "name_as_filed": "OAK TREE SECURITIES, INC.", "url": "https://advisorcensus.com/firm/oak-tree-securities-inc-livermore-ca-18126", "city": "Livermore", "state": "CA", "years_registered": 22, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 159682, "name": "Oatv Management Company, LLC", "name_as_filed": "OATV MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/oatv-management-company-llc-mill-valley-ca-159682", "city": "Mill Valley", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 155640, "name": "Obel Financial Advisors", "name_as_filed": "OBEL FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/obel-financial-advisors-san-mateo-ca-155640", "city": "San Mateo", "state": "CA", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 173187, "name": "Obvious Ventures", "name_as_filed": "OBVIOUS VENTURES", "url": "https://advisorcensus.com/firm/obvious-ventures-san-francisco-ca-173187", "city": "San Francisco", "state": "CA", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 323942, "name": "Occasio Partners, LLC", "name_as_filed": "OCCASIO PARTNERS, LLC", "url": "https://advisorcensus.com/firm/occasio-partners-llc-san-francisco-ca-323942", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 168650, "name": "Occidental Asset Management, LLC", "name_as_filed": "OCCIDENTAL ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/occidental-asset-management-llc-burlingame-ca-168650", "city": "Burlingame", "state": "CA", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 174179, "name": "Oceanic Partners, Inc.", "name_as_filed": "OCEANIC PARTNERS, INC.", "url": "https://advisorcensus.com/firm/oceanic-partners-inc-sausalito-ca-174179", "city": "Sausalito", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 309209, "name": "Octahedron Capital Management, L.P.", "name_as_filed": "OCTAHEDRON CAPITAL MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/octahedron-capital-management-l-p-burlingame-ca-309209", "city": "Burlingame", "state": "CA", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 330636, "name": "Octave Management I, LLC", "name_as_filed": "OCTAVE MANAGEMENT I, LLC", "url": "https://advisorcensus.com/firm/octave-management-i-llc-lafayette-ca-330636", "city": "Lafayette", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 170975, "name": "Octavewealth", "name_as_filed": "OCTAVEWEALTH", "url": "https://advisorcensus.com/firm/octavewealth-san-francisco-ca-170975", "city": "San Francisco", "state": "CA", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 310724, "name": "Offline Ventures, LLC", "name_as_filed": "OFFLINE VENTURES, LLC", "url": "https://advisorcensus.com/firm/offline-ventures-llc-mill-valley-ca-310724", "city": "Mill Valley", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 165833, "name": "Ogborne Capital Management, LLC.", "name_as_filed": "OGBORNE CAPITAL MANAGEMENT, LLC.", "url": "https://advisorcensus.com/firm/ogborne-capital-management-llc-san-francisco-ca-165833", "city": "San Francisco", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 158515, "name": "Ohana Advisors", "name_as_filed": "OHANA ADVISORS", "url": "https://advisorcensus.com/firm/ohana-advisors-san-rafael-ca-158515", "city": "San Rafael", "state": "CA", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 300261, "name": "Olympia Wealth Management", "name_as_filed": "OLYMPIA WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/olympia-wealth-management-lafayette-ca-300261", "city": "Lafayette", "state": "CA", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 313339, "name": "Omega Venture Partners", "name_as_filed": "OMEGA VENTURE PARTNERS", "url": "https://advisorcensus.com/firm/omega-venture-partners-menlo-park-ca-313339", "city": "Menlo Park", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 319706, "name": "On Deck Investment Holdings, LLC", "name_as_filed": "ON DECK INVESTMENT HOLDINGS, LLC", "url": "https://advisorcensus.com/firm/on-deck-investment-holdings-llc-san-francisco-ca-319706", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 311185, "name": "On Keel Capital", "name_as_filed": "ON KEEL CAPITAL", "url": "https://advisorcensus.com/firm/on-keel-capital-mill-valley-ca-311185", "city": "Mill Valley", "state": "CA", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 283490, "name": "One FIN Capital Management LP", "name_as_filed": "ONE FIN CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/one-fin-capital-management-lp-san-francisco-ca-283490", "city": "San Francisco", "state": "CA", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 170910, "name": "One Wealth Advisors, LLC", "name_as_filed": "ONE WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/one-wealth-advisors-llc-san-francisco-ca-170910", "city": "San Francisco", "state": "CA", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 316868, "name": "Oneirology Fund I GP, LLC", "name_as_filed": "ONEIROLOGY FUND I GP, LLC", "url": "https://advisorcensus.com/firm/oneirology-fund-i-gp-llc-oakland-ca-316868", "city": "Oakland", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 159123, "name": "Open Door Investment Management Ltd.", "name_as_filed": "OPEN DOOR INVESTMENT MANAGEMENT LTD.", "url": "https://advisorcensus.com/firm/open-door-investment-management-ltd-san-francisco-ca-159123", "city": "San Francisco", "state": "CA", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 332362, "name": "Open Family Office (OFO) Wealth Management LLC", "name_as_filed": "OPEN FAMILY OFFICE (OFO) WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/open-family-office-ofo-wealth-management-llc-fremont-ca-332362", "city": "Fremont", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 318221, "name": "Openai Startup Fund Management, LLC", "name_as_filed": "OPENAI STARTUP FUND MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/openai-startup-fund-management-llc-san-francisco-ca-318221", "city": "San Francisco", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 288421, "name": "Optimo Capital", "name_as_filed": "OPTIMO CAPITAL", "url": "https://advisorcensus.com/firm/optimo-capital-san-francisco-ca-288421", "city": "San Francisco", "state": "CA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 175424, "name": "Optura Advisors, Inc.", "name_as_filed": "OPTURA ADVISORS, INC.", "url": "https://advisorcensus.com/firm/optura-advisors-inc-burlingame-ca-175424", "city": "Burlingame", "state": "CA", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 160159, "name": "Opus Capital Group LLC", "name_as_filed": "OPUS CAPITAL GROUP LLC", "url": "https://advisorcensus.com/firm/opus-capital-group-llc-burlingame-ca-160159", "city": "Burlingame", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 158511, "name": "Orbis Investment Management (U.S.), L.P.", "name_as_filed": "ORBIS INVESTMENT MANAGEMENT (U.S.), L.P.", "url": "https://advisorcensus.com/firm/orbis-investment-management-u-s-l-p-san-francisco-ca-158511", "city": "San Francisco", "state": "CA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 306511, "name": "Orderly Finance", "name_as_filed": "ORDERLY FINANCE", "url": "https://advisorcensus.com/firm/orderly-finance-walnut-creek-ca-306511", "city": "Walnut Creek", "state": "CA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 112487, "name": "Orrell Capital Management", "name_as_filed": "ORRELL CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/orrell-capital-management-livermore-ca-112487", "city": "Livermore", "state": "CA", "years_registered": 35, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 304196, "name": "Orso Partners, LP", "name_as_filed": "ORSO PARTNERS, LP", "url": "https://advisorcensus.com/firm/orso-partners-lp-south-san-francisco-ca-304196", "city": "South San Francisco", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 335318, "name": "OS Partners LLC", "name_as_filed": "OS PARTNERS LLC", "url": "https://advisorcensus.com/firm/os-partners-llc-san-francisco-ca-335318", "city": "San Francisco", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 108100, "name": "Osborne Partners", "name_as_filed": "OSBORNE PARTNERS", "url": "https://advisorcensus.com/firm/osborne-partners-san-francisco-ca-108100", "city": "San Francisco", "state": "CA", "years_registered": 27, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 163789, "name": "Osmium Partners, LLC", "name_as_filed": "OSMIUM PARTNERS, LLC", "url": "https://advisorcensus.com/firm/osmium-partners-llc-san-anselmo-ca-163789", "city": "San Anselmo", "state": "CA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 314805, "name": "OSS Capital, LLC", "name_as_filed": "OSS CAPITAL, LLC", "url": "https://advisorcensus.com/firm/oss-capital-llc-san-francisco-ca-314805", "city": "San Francisco", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 105421, "name": "Osterweis Capital Management", "name_as_filed": "OSTERWEIS CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/osterweis-capital-management-san-francisco-ca-105421", "city": "San Francisco", "state": "CA", "years_registered": 43, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 109580, "name": "Osterweis Capital Management", "name_as_filed": "OSTERWEIS CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/osterweis-capital-management-san-francisco-ca-109580", "city": "San Francisco", "state": "CA", "years_registered": 29, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/ca", "label": "Financial advisors in California" }, "metro": { "path": "/advisors/ca/san-francisco", "label": "Financial advisors in San Francisco, CA" }, "city_pages": [ { "path": "/advisors/ca/san-francisco/menlo-park", "label": "Financial advisors in Menlo Park, CA", "firm_count": 158 }, { "path": "/advisors/ca/san-francisco/san-mateo", "label": "Financial advisors in San Mateo, CA", "firm_count": 93 }, { "path": "/advisors/ca/san-francisco/walnut-creek", "label": "Financial advisors in Walnut Creek, CA", "firm_count": 62 }, { "path": "/advisors/ca/san-francisco/oakland", "label": "Financial advisors in Oakland, CA", "firm_count": 54 }, { "path": "/advisors/ca/san-francisco/mill-valley", "label": "Financial advisors in Mill Valley, CA", "firm_count": 44 }, { "path": "/advisors/ca/san-francisco/san-rafael", "label": "Financial advisors in San Rafael, CA", "firm_count": 44 }, { "path": "/advisors/ca/san-francisco/burlingame", "label": "Financial advisors in Burlingame, CA", "firm_count": 41 }, { "path": "/advisors/ca/san-francisco/berkeley", "label": "Financial advisors in Berkeley, CA", "firm_count": 32 }, { "path": "/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" } }