{ "path": "/advisors/ca/san-francisco", "url": "https://advisorcensus.com/advisors/ca/san-francisco/page/25", "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": 25, "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": 305663, "name": "Peakview Capital", "name_as_filed": "PEAKVIEW CAPITAL", "url": "https://advisorcensus.com/firm/peakview-capital-menlo-park-ca-305663", "city": "Menlo Park", "state": "CA", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 170211, "name": "Pear Ventures Management, LLC", "name_as_filed": "PEAR VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/pear-ventures-management-llc-menlo-park-ca-170211", "city": "Menlo Park", "state": "CA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 322201, "name": "Pebblebed Management, LLC", "name_as_filed": "PEBBLEBED MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/pebblebed-management-llc-san-francisco-ca-322201", "city": "San Francisco", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 159042, "name": "Penserra Capital Management LLC", "name_as_filed": "PENSERRA CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/penserra-capital-management-llc-orinda-ca-159042", "city": "Orinda", "state": "CA", "years_registered": 11, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 174309, "name": "Penserra Global Investors LLC", "name_as_filed": "PENSERRA GLOBAL INVESTORS LLC", "url": "https://advisorcensus.com/firm/penserra-global-investors-llc-orinda-ca-174309", "city": "Orinda", "state": "CA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 333218, "name": "Penserra Wealth Management", "name_as_filed": "PENSERRA WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/penserra-wealth-management-orinda-ca-333218", "city": "Orinda", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312004, "name": "Percheron Capital", "name_as_filed": "PERCHERON CAPITAL", "url": "https://advisorcensus.com/firm/percheron-capital-san-francisco-ca-312004", "city": "San Francisco", "state": "CA", "years_registered": 5, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 131037, "name": "Perigon Wealth Management, LLC", "name_as_filed": "PERIGON WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/perigon-wealth-management-llc-san-francisco-ca-131037", "city": "San Francisco", "state": "CA", "years_registered": 22, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 341549, "name": "Permian Capital LLC", "name_as_filed": "PERMIAN CAPITAL LLC", "url": "https://advisorcensus.com/firm/permian-capital-llc-san-francisco-ca-341549", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 330996, "name": "Permira Credit LLC", "name_as_filed": "PERMIRA CREDIT LLC", "url": "https://advisorcensus.com/firm/permira-credit-llc-san-francisco-ca-330996", "city": "San Francisco", "state": "CA", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 334267, "name": "Perplexity Management Co, LLC", "name_as_filed": "PERPLEXITY MANAGEMENT CO, LLC", "url": "https://advisorcensus.com/firm/perplexity-management-co-llc-san-francisco-ca-334267", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 342158, "name": "Petra Ventures, LLC", "name_as_filed": "PETRA VENTURES, LLC", "url": "https://advisorcensus.com/firm/petra-ventures-llc-san-francisco-ca-342158", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 140015, "name": "PF Wealth Management Group, LLC", "name_as_filed": "PF WEALTH MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/pf-wealth-management-group-llc-oakland-ca-140015", "city": "Oakland", "state": "CA", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 146747, "name": "PFM Health Sciences, LP", "name_as_filed": "PFM HEALTH SCIENCES, LP", "url": "https://advisorcensus.com/firm/pfm-health-sciences-lp-san-francisco-ca-146747", "city": "San Francisco", "state": "CA", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 329336, "name": "Phenomenal Ventures LLC", "name_as_filed": "PHENOMENAL VENTURES LLC", "url": "https://advisorcensus.com/firm/phenomenal-ventures-llc-san-francisco-ca-329336", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 131413, "name": "Philadelphia Financial", "name_as_filed": "PHILADELPHIA FINANCIAL", "url": "https://advisorcensus.com/firm/philadelphia-financial-san-francisco-ca-131413", "city": "San Francisco", "state": "CA", "years_registered": 21, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 308425, "name": "Philosophy Capital Management LLC", "name_as_filed": "PHILOSOPHY CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/philosophy-capital-management-llc-alamo-ca-308425", "city": "Alamo", "state": "CA", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 135470, "name": "Phocas Financial Corporation", "name_as_filed": "PHOCAS FINANCIAL CORPORATION", "url": "https://advisorcensus.com/firm/phocas-financial-corporation-alameda-ca-135470", "city": "Alameda", "state": "CA", "years_registered": 21, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 299731, "name": "Phoenix Investment", "name_as_filed": "PHOENIX INVESTMENT", "url": "https://advisorcensus.com/firm/phoenix-investment-san-ramon-ca-299731", "city": "San Ramon", "state": "CA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 315186, "name": "Phoenix Rising Investment Group, LLC", "name_as_filed": "PHOENIX RISING INVESTMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/phoenix-rising-investment-group-llc-san-francisco-ca-315186", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 162628, "name": "Phoenix Venture Partners", "name_as_filed": "PHOENIX VENTURE PARTNERS", "url": "https://advisorcensus.com/firm/phoenix-venture-partners-san-mateo-ca-162628", "city": "San Mateo", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 136611, "name": "Pico Associates", "name_as_filed": "PICO ASSOCIATES", "url": "https://advisorcensus.com/firm/pico-associates-oakland-ca-136611", "city": "Oakland", "state": "CA", "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 169316, "name": "Pier 88 Investment Partners, LLC", "name_as_filed": "PIER 88 INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/pier-88-investment-partners-llc-san-francisco-ca-169316", "city": "San Francisco", "state": "CA", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 322873, "name": "Pilatus Capital, LLC", "name_as_filed": "PILATUS CAPITAL, LLC", "url": "https://advisorcensus.com/firm/pilatus-capital-llc-san-francisco-ca-322873", "city": "San Francisco", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 154097, "name": "PILLAR6 Advisors, LLC", "name_as_filed": "PILLAR6 ADVISORS, LLC", "url": "https://advisorcensus.com/firm/pillar6-advisors-llc-san-francisco-ca-154097", "city": "San Francisco", "state": "CA", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 226696, "name": "Pilot Growth Management", "name_as_filed": "PILOT GROWTH MANAGEMENT", "url": "https://advisorcensus.com/firm/pilot-growth-management-lafayette-ca-226696", "city": "Lafayette", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 314025, "name": "Piltingsrud Capital Management, LLC", "name_as_filed": "PILTINGSRUD CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/piltingsrud-capital-management-llc-lafayette-ca-314025", "city": "Lafayette", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 170811, "name": "Pinegrove Opportunity Partners, LLC", "name_as_filed": "PINEGROVE OPPORTUNITY PARTNERS, LLC", "url": "https://advisorcensus.com/firm/pinegrove-opportunity-partners-llc-san-francisco-ca-170811", "city": "San Francisco", "state": "CA", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 326747, "name": "Pinegrove Venture Partners, LLC", "name_as_filed": "PINEGROVE VENTURE PARTNERS, LLC", "url": "https://advisorcensus.com/firm/pinegrove-venture-partners-llc-menlo-park-ca-326747", "city": "Menlo Park", "state": "CA", "years_registered": 3, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 136331, "name": "Pinnacle Retirement & Financial Planning", "name_as_filed": "PINNACLE RETIREMENT & FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/pinnacle-retirement-and-financial-planning-san-rafael-ca-136331", "city": "San Rafael", "state": "CA", "years_registered": 28, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 148908, "name": "Pinnacle Ventures", "name_as_filed": "PINNACLE VENTURES", "url": "https://advisorcensus.com/firm/pinnacle-ventures-burlingame-ca-148908", "city": "Burlingame", "state": "CA", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 287988, "name": "Pivotal Bioventure Partners", "name_as_filed": "PIVOTAL BIOVENTURE PARTNERS", "url": "https://advisorcensus.com/firm/pivotal-bioventure-partners-san-francisco-ca-287988", "city": "San Francisco", "state": "CA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 330348, "name": "Play Time Sports-Tech Holdco, LLC", "name_as_filed": "PLAY TIME SPORTS-TECH HOLDCO, LLC", "url": "https://advisorcensus.com/firm/play-time-sports-tech-holdco-llc-san-francisco-ca-330348", "city": "San Francisco", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 298402, "name": "Plexo Capital Management, LLC", "name_as_filed": "PLEXO CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/plexo-capital-management-llc-san-francisco-ca-298402", "city": "San Francisco", "state": "CA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 329764, "name": "Plutus Wealth Management", "name_as_filed": "PLUTUS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/plutus-wealth-management-burlington-ca-329764", "city": "Burlington", "state": "CA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 137495, "name": "PMB Advisors", "name_as_filed": "PMB ADVISORS", "url": "https://advisorcensus.com/firm/pmb-advisors-larkspur-ca-137495", "city": "Larkspur", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 304303, "name": "Point Olema Capital Partners, L.P.", "name_as_filed": "POINT OLEMA CAPITAL PARTNERS, L.P.", "url": "https://advisorcensus.com/firm/point-olema-capital-partners-l-p-san-francisco-ca-304303", "city": "San Francisco", "state": "CA", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 282783, "name": "Point SUR Investors LLC", "name_as_filed": "POINT SUR INVESTORS LLC", "url": "https://advisorcensus.com/firm/point-sur-investors-llc-el-cerrito-ca-282783", "city": "El Cerrito", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 285022, "name": "Polychain Capital LP", "name_as_filed": "POLYCHAIN CAPITAL LP", "url": "https://advisorcensus.com/firm/polychain-capital-lp-san-francisco-ca-285022", "city": "San Francisco", "state": "CA", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 340419, "name": "Pomerium Capital Management, LLC", "name_as_filed": "POMERIUM CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/pomerium-capital-management-llc-saratoga-ca-340419", "city": "Saratoga", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 338212, "name": "Ponte Investment Management LLC", "name_as_filed": "PONTE INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/ponte-investment-management-llc-san-francisco-ca-338212", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 317629, "name": "Ponte Partners Management, LLC", "name_as_filed": "PONTE PARTNERS MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ponte-partners-management-llc-san-francisco-ca-317629", "city": "San Francisco", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 301889, "name": "Ponte Partners, LLC", "name_as_filed": "PONTE PARTNERS, LLC", "url": "https://advisorcensus.com/firm/ponte-partners-llc-san-francisco-ca-301889", "city": "San Francisco", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 165532, "name": "Poplar Global Wealth Management LLC", "name_as_filed": "POPLAR GLOBAL WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/poplar-global-wealth-management-llc-daly-city-ca-165532", "city": "Daly City", "state": "CA", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 165411, "name": "Poplar Point Capital Management LLC", "name_as_filed": "POPLAR POINT CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/poplar-point-capital-management-llc-burlingame-ca-165411", "city": "Burlingame", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 316691, "name": "Portfolia Venture Management, LLC", "name_as_filed": "PORTFOLIA VENTURE MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/portfolia-venture-management-llc-san-mateo-ca-316691", "city": "San Mateo", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 106135, "name": "Portfolio Management Technology", "name_as_filed": "PORTFOLIO MANAGEMENT TECHNOLOGY", "url": "https://advisorcensus.com/firm/portfolio-management-technology-san-francisco-ca-106135", "city": "San Francisco", "state": "CA", "years_registered": 30, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342386, "name": "Portfolio POV", "name_as_filed": "PORTFOLIO POV", "url": "https://advisorcensus.com/firm/portfolio-pov-san-francisco-ca-342386", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 288119, "name": "Portola Creek Capital", "name_as_filed": "PORTOLA CREEK CAPITAL", "url": "https://advisorcensus.com/firm/portola-creek-capital-menlo-park-ca-288119", "city": "Menlo Park", "state": "CA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 311864, "name": "Poseidon Investment Management LLC", "name_as_filed": "POSEIDON INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/poseidon-investment-management-llc-san-francisco-ca-311864", "city": "San Francisco", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "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" } }