{ "path": "/advisors/ca/san-francisco", "url": "https://advisorcensus.com/advisors/ca/san-francisco/page/24", "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": 24, "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": 161847, "name": "Ostra Capital", "name_as_filed": "OSTRA CAPITAL", "url": "https://advisorcensus.com/firm/ostra-capital-menlo-park-ca-161847", "city": "Menlo Park", "state": "CA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 277096, "name": "Other Fund Partners LLC", "name_as_filed": "OTHER FUND PARTNERS LLC", "url": "https://advisorcensus.com/firm/other-fund-partners-llc-san-francisco-ca-277096", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 300047, "name": "Otherwise Fund Management, LLC", "name_as_filed": "OTHERWISE FUND MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/otherwise-fund-management-llc-mill-valley-ca-300047", "city": "Mill Valley", "state": "CA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 339350, "name": "Outcast Ventures, LLC", "name_as_filed": "OUTCAST VENTURES, LLC", "url": "https://advisorcensus.com/firm/outcast-ventures-llc-burlingame-ca-339350", "city": "Burlingame", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 289911, "name": "Outlier Ventures", "name_as_filed": "OUTLIER VENTURES", "url": "https://advisorcensus.com/firm/outlier-ventures-san-francisco-ca-289911", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 283734, "name": "Owl and ORE Wealth Planning", "name_as_filed": "OWL AND ORE WEALTH PLANNING", "url": "https://advisorcensus.com/firm/owl-and-ore-wealth-planning-pleasant-hill-ca-283734", "city": "Pleasant Hill", "state": "CA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 172513, "name": "Owl Ventures", "name_as_filed": "OWL VENTURES", "url": "https://advisorcensus.com/firm/owl-ventures-san-francisco-ca-172513", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 163248, "name": "Pacific Community Management, Inc.", "name_as_filed": "PACIFIC COMMUNITY MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/pacific-community-management-inc-san-francisco-ca-163248", "city": "San Francisco", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 172356, "name": "Pacific Excel Wealth Advisors, Inc.", "name_as_filed": "PACIFIC EXCEL WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/pacific-excel-wealth-advisors-inc-walnut-creek-ca-172356", "city": "Walnut Creek", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 124365, "name": "Pacific Heights Asset Management, LLC", "name_as_filed": "PACIFIC HEIGHTS ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/pacific-heights-asset-management-llc-san-francisco-ca-124365", "city": "San Francisco", "state": "CA", "years_registered": 23, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 106624, "name": "Pacific Management Ltd", "name_as_filed": "PACIFIC MANAGEMENT LTD", "url": "https://advisorcensus.com/firm/pacific-management-ltd-sausalito-ca-106624", "city": "Sausalito", "state": "CA", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 172044, "name": "Pacific Management Partners LLC", "name_as_filed": "PACIFIC MANAGEMENT PARTNERS LLC", "url": "https://advisorcensus.com/firm/pacific-management-partners-llc-menlo-park-ca-172044", "city": "Menlo Park", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 330888, "name": "Pacific Wealth Advisory Services LLC", "name_as_filed": "PACIFIC WEALTH ADVISORY SERVICES LLC", "url": "https://advisorcensus.com/firm/pacific-wealth-advisory-services-llc-danville-ca-330888", "city": "Danville", "state": "CA", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 284683, "name": "Pair Capital Wealth Management, LLC", "name_as_filed": "PAIR CAPITAL WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/pair-capital-wealth-management-llc-san-francisco-ca-284683", "city": "San Francisco", "state": "CA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "subscription", "performance_based" ], "enhanced": false }, { "crd_number": 281987, "name": "Pair Lending LLC", "name_as_filed": "PAIR LENDING LLC", "url": "https://advisorcensus.com/firm/pair-lending-llc-san-francisco-ca-281987", "city": "San Francisco", "state": "CA", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "subscription" ], "enhanced": false }, { "crd_number": 341692, "name": "Palo Alto Venture Science LLC", "name_as_filed": "PALO ALTO VENTURE SCIENCE LLC", "url": "https://advisorcensus.com/firm/palo-alto-venture-science-llc-sausalito-ca-341692", "city": "Sausalito", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 300039, "name": "Pandect Bioventures Management, LLC", "name_as_filed": "PANDECT BIOVENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/pandect-bioventures-management-llc-woodside-ca-300039", "city": "Woodside", "state": "CA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 288108, "name": "Pandect Catalyst Fund Management LLC", "name_as_filed": "PANDECT CATALYST FUND MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/pandect-catalyst-fund-management-llc-pleasanton-ca-288108", "city": "Pleasanton", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 284853, "name": "Pani Bekaert Pluim & Co. LLC", "name_as_filed": "PANI BEKAERT PLUIM & CO. LLC", "url": "https://advisorcensus.com/firm/pani-bekaert-pluim-and-co-llc-san-francisco-ca-284853", "city": "San Francisco", "state": "CA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 301149, "name": "Panna Management LLC", "name_as_filed": "PANNA MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/panna-management-llc-menlo-park-ca-301149", "city": "Menlo Park", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 153450, "name": "Panoramic Capital, LLC", "name_as_filed": "PANORAMIC CAPITAL, LLC", "url": "https://advisorcensus.com/firm/panoramic-capital-llc-larkspur-ca-153450", "city": "Larkspur", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 284342, "name": "Pantera Capital", "name_as_filed": "PANTERA CAPITAL", "url": "https://advisorcensus.com/firm/pantera-capital-san-francisco-ca-284342", "city": "San Francisco", "state": "CA", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 110091, "name": "Pantheon", "name_as_filed": "PANTHEON", "url": "https://advisorcensus.com/firm/pantheon-san-francisco-ca-110091", "city": "San Francisco", "state": "CA", "years_registered": 37, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 153425, "name": "Pantheon", "name_as_filed": "PANTHEON", "url": "https://advisorcensus.com/firm/pantheon-san-francisco-ca-153425", "city": "San Francisco", "state": "CA", "years_registered": 16, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 335463, "name": "Pantheon Infra Advisors, LLC", "name_as_filed": "PANTHEON INFRA ADVISORS, LLC", "url": "https://advisorcensus.com/firm/pantheon-infra-advisors-llc-san-francisco-ca-335463", "city": "San Francisco", "state": "CA", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 299210, "name": "Paradigm Operations LP", "name_as_filed": "PARADIGM OPERATIONS LP", "url": "https://advisorcensus.com/firm/paradigm-operations-lp-san-francisco-ca-299210", "city": "San Francisco", "state": "CA", "years_registered": 7, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 107863, "name": "Paragon Asset Management Inc.", "name_as_filed": "PARAGON ASSET MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/paragon-asset-management-inc-orinda-ca-107863", "city": "Orinda", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 148353, "name": "Parah Capital Management, LLC", "name_as_filed": "PARAH CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/parah-capital-management-llc-fremont-ca-148353", "city": "Fremont", "state": "CA", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 158143, "name": "Parallax Volatility Advisers, L.P.", "name_as_filed": "PARALLAX VOLATILITY ADVISERS, L.P.", "url": "https://advisorcensus.com/firm/parallax-volatility-advisers-l-p-san-francisco-ca-158143", "city": "San Francisco", "state": "CA", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 140800, "name": "Parallel Advisors, LLC", "name_as_filed": "PARALLEL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/parallel-advisors-llc-san-francisco-ca-140800", "city": "San Francisco", "state": "CA", "years_registered": 19, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307183, "name": "Pareta Venture Advisors, LLC", "name_as_filed": "PARETA VENTURE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/pareta-venture-advisors-llc-redwood-city-ca-307183", "city": "Redwood City", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 142745, "name": "Park Place Wealth Advisors, Inc", "name_as_filed": "PARK PLACE WEALTH ADVISORS, INC", "url": "https://advisorcensus.com/firm/park-place-wealth-advisors-inc-orinda-ca-142745", "city": "Orinda", "state": "CA", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 168954, "name": "Park Presidio Capital LLC", "name_as_filed": "PARK PRESIDIO CAPITAL LLC", "url": "https://advisorcensus.com/firm/park-presidio-capital-llc-san-francisco-ca-168954", "city": "San Francisco", "state": "CA", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 157660, "name": "Park West Asset Management LLC", "name_as_filed": "PARK WEST ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/park-west-asset-management-llc-san-francisco-ca-157660", "city": "San Francisco", "state": "CA", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 146856, "name": "Park, Miller, LLC", "name_as_filed": "PARK, MILLER, LLC", "url": "https://advisorcensus.com/firm/park-miller-llc-walnut-creek-ca-146856", "city": "Walnut Creek", "state": "CA", "years_registered": 18, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 112798, "name": "Parker Investment Management, LLC", "name_as_filed": "PARKER INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/parker-investment-management-llc-menlo-park-ca-112798", "city": "Menlo Park", "state": "CA", "years_registered": 27, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 316904, "name": "Parnassus Investments, LLC", "name_as_filed": "PARNASSUS INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/parnassus-investments-llc-san-francisco-ca-316904", "city": "San Francisco", "state": "CA", "years_registered": 4, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 157398, "name": "Parthenon Capital Partners", "name_as_filed": "PARTHENON CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/parthenon-capital-partners-san-francisco-ca-157398", "city": "San Francisco", "state": "CA", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 163495, "name": "Partners for Growth", "name_as_filed": "PARTNERS FOR GROWTH", "url": "https://advisorcensus.com/firm/partners-for-growth-tiburon-ca-163495", "city": "Tiburon", "state": "CA", "years_registered": 13, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 134484, "name": "Passport Capital, LLC", "name_as_filed": "PASSPORT CAPITAL, LLC", "url": "https://advisorcensus.com/firm/passport-capital-llc-san-francisco-ca-134484", "city": "San Francisco", "state": "CA", "years_registered": 20, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 305828, "name": "Path Ventures Fund I Partners LLC", "name_as_filed": "PATH VENTURES FUND I PARTNERS LLC", "url": "https://advisorcensus.com/firm/path-ventures-fund-i-partners-llc-san-mateo-ca-305828", "city": "San Mateo", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 310746, "name": "Pathbreaker Ventures II, LLC", "name_as_filed": "PATHBREAKER VENTURES II, LLC", "url": "https://advisorcensus.com/firm/pathbreaker-ventures-ii-llc-corte-madera-ca-310746", "city": "Corte Madera", "state": "CA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 342091, "name": "Pathbreaker Ventures III, LLC", "name_as_filed": "PATHBREAKER VENTURES III, LLC", "url": "https://advisorcensus.com/firm/pathbreaker-ventures-iii-llc-corte-madera-ca-342091", "city": "Corte Madera", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 342090, "name": "Pathbreaker Ventures, LLC", "name_as_filed": "PATHBREAKER VENTURES, LLC", "url": "https://advisorcensus.com/firm/pathbreaker-ventures-llc-corte-madera-ca-342090", "city": "Corte Madera", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 331485, "name": "Pathfinding Capital LLC", "name_as_filed": "PATHFINDING CAPITAL LLC", "url": "https://advisorcensus.com/firm/pathfinding-capital-llc-san-francisco-ca-331485", "city": "San Francisco", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 174215, "name": "Pathwise", "name_as_filed": "PATHWISE", "url": "https://advisorcensus.com/firm/pathwise-walnut-creek-ca-174215", "city": "Walnut Creek", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 312203, "name": "Patient Square Capital, LP", "name_as_filed": "PATIENT SQUARE CAPITAL, LP", "url": "https://advisorcensus.com/firm/patient-square-capital-lp-menlo-park-ca-312203", "city": "Menlo Park", "state": "CA", "years_registered": 5, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 121168, "name": "Paul Capital", "name_as_filed": "PAUL CAPITAL", "url": "https://advisorcensus.com/firm/paul-capital-san-francisco-ca-121168", "city": "San Francisco", "state": "CA", "years_registered": 23, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 336631, "name": "Pax Ventures Management, LLC", "name_as_filed": "PAX VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/pax-ventures-management-llc-menlo-park-ca-336631", "city": "Menlo Park", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 304731, "name": "PB 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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 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