{ "path": "/advisors/ca/san-francisco", "url": "https://advisorcensus.com/advisors/ca/san-francisco/page/26", "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": 26, "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": 125909, "name": "Potrero Capital Research, LLC", "name_as_filed": "POTRERO CAPITAL RESEARCH, LLC", "url": "https://advisorcensus.com/firm/potrero-capital-research-llc-san-francisco-ca-125909", "city": "San Francisco", "state": "CA", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 325919, "name": "Powerhouse Ventures", "name_as_filed": "POWERHOUSE VENTURES", "url": "https://advisorcensus.com/firm/powerhouse-ventures-oakland-ca-325919", "city": "Oakland", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 314812, "name": "Powering Your Retirement", "name_as_filed": "POWERING YOUR RETIREMENT", "url": "https://advisorcensus.com/firm/powering-your-retirement-san-ramon-ca-314812", "city": "San Ramon", "state": "CA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338152, "name": "Powerlaw Fund Adviser, LLC", "name_as_filed": "POWERLAW FUND ADVISER, LLC", "url": "https://advisorcensus.com/firm/powerlaw-fund-adviser-llc-san-francisco-ca-338152", "city": "San Francisco", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 281895, "name": "Precursor Ventures Management, LLC", "name_as_filed": "PRECURSOR VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/precursor-ventures-management-llc-san-francisco-ca-281895", "city": "San Francisco", "state": "CA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 339161, "name": "Prelude Investment Services", "name_as_filed": "PRELUDE INVESTMENT SERVICES", "url": "https://advisorcensus.com/firm/prelude-investment-services-san-francisco-ca-339161", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340898, "name": "Premise Venture Partners, LLC", "name_as_filed": "PREMISE VENTURE PARTNERS, LLC", "url": "https://advisorcensus.com/firm/premise-venture-partners-llc-south-san-francisco-ca-340898", "city": "South San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 159971, "name": "Prime Finance Advisor, L.P.", "name_as_filed": "PRIME FINANCE ADVISOR, L.P.", "url": "https://advisorcensus.com/firm/prime-finance-advisor-l-p-san-francisco-ca-159971", "city": "San Francisco", "state": "CA", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 166003, "name": "Prime Meridian Capital Management, LLC", "name_as_filed": "PRIME MERIDIAN CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/prime-meridian-capital-management-llc-walnut-creek-ca-166003", "city": "Walnut Creek", "state": "CA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 330806, "name": "Prime Set Management, LLC", "name_as_filed": "PRIME SET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/prime-set-management-llc-san-francisco-ca-330806", "city": "San Francisco", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 291329, "name": "Primetech Ventures LLC", "name_as_filed": "PRIMETECH VENTURES LLC", "url": "https://advisorcensus.com/firm/primetech-ventures-llc-redwood-city-ca-291329", "city": "Redwood City", "state": "CA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 110931, "name": "Pring Turner", "name_as_filed": "PRING TURNER", "url": "https://advisorcensus.com/firm/pring-turner-alamo-ca-110931", "city": "Alamo", "state": "CA", "years_registered": 49, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 111905, "name": "Private Portfolios, Inc.", "name_as_filed": "PRIVATE PORTFOLIOS, INC.", "url": "https://advisorcensus.com/firm/private-portfolios-inc-san-mateo-ca-111905", "city": "San Mateo", "state": "CA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 133802, "name": "Private Wealth Partners, LLC", "name_as_filed": "PRIVATE WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/private-wealth-partners-llc-mill-valley-ca-133802", "city": "Mill Valley", "state": "CA", "years_registered": 21, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 316520, "name": "Product Hunt, Inc.", "name_as_filed": "PRODUCT HUNT, INC.", "url": "https://advisorcensus.com/firm/product-hunt-inc-san-francisco-ca-316520", "city": "San Francisco", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 340023, "name": "Progression Management, LLC", "name_as_filed": "PROGRESSION MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/progression-management-llc-san-francisco-ca-340023", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 338449, "name": "Progression Partners LLC", "name_as_filed": "PROGRESSION PARTNERS LLC", "url": "https://advisorcensus.com/firm/progression-partners-llc-san-francisco-ca-338449", "city": "San Francisco", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 333074, "name": "Progressive Ventures Management, LLC", "name_as_filed": "PROGRESSIVE VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/progressive-ventures-management-llc-san-francisco-ca-333074", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 322820, "name": "Prometheus Capital Advisors, LLC", "name_as_filed": "PROMETHEUS CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/prometheus-capital-advisors-llc-menlo-park-ca-322820", "city": "Menlo Park", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 312615, "name": "Proof Group Capital Management LLC", "name_as_filed": "PROOF GROUP CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/proof-group-capital-management-llc-menlo-park-ca-312615", "city": "Menlo Park", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 283261, "name": "Propel Venture Partners Management Co.", "name_as_filed": "PROPEL VENTURE PARTNERS MANAGEMENT CO.", "url": "https://advisorcensus.com/firm/propel-venture-partners-management-co-san-carlos-ca-283261", "city": "San Carlos", "state": "CA", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 283137, "name": "Proprietor Wealth Management Inc.", "name_as_filed": "PROPRIETOR WEALTH MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/proprietor-wealth-management-inc-larkspur-ca-283137", "city": "Larkspur", "state": "CA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 119531, "name": "Prospect Capital Advisors, LLC", "name_as_filed": "PROSPECT CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/prospect-capital-advisors-llc-sausalito-ca-119531", "city": "Sausalito", "state": "CA", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 339321, "name": "Prosperity Financial Group, Inc.", "name_as_filed": "PROSPERITY FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/prosperity-financial-group-inc-san-ramon-ca-339321", "city": "San Ramon", "state": "CA", "years_registered": 0, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 148760, "name": "Prospettiva Financial", "name_as_filed": "PROSPETTIVA FINANCIAL", "url": "https://advisorcensus.com/firm/prospettiva-financial-san-francisco-ca-148760", "city": "San Francisco", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 318883, "name": "Prosser Creek Asset Management LLC", "name_as_filed": "PROSSER CREEK ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/prosser-creek-asset-management-llc-corte-madera-ca-318883", "city": "Corte Madera", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 332272, "name": "Protocol VC LLC", "name_as_filed": "PROTOCOL VC LLC", "url": "https://advisorcensus.com/firm/protocol-vc-llc-san-francisco-ca-332272", "city": "San Francisco", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 306719, "name": "Proxy Venture Investors GP, LLC", "name_as_filed": "PROXY VENTURE INVESTORS GP, LLC", "url": "https://advisorcensus.com/firm/proxy-venture-investors-gp-llc-san-francisco-ca-306719", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 175416, "name": "Prudent Prospera Planning, Inc.", "name_as_filed": "PRUDENT PROSPERA PLANNING, INC.", "url": "https://advisorcensus.com/firm/prudent-prospera-planning-inc-pleasanton-ca-175416", "city": "Pleasanton", "state": "CA", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 322939, "name": "Prufrock Management Company, LLC", "name_as_filed": "PRUFROCK MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/prufrock-management-company-llc-san-francisco-ca-322939", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 294039, "name": "Pvglobal LLC", "name_as_filed": "PVGLOBAL LLC", "url": "https://advisorcensus.com/firm/pvglobal-llc-san-francisco-ca-294039", "city": "San Francisco", "state": "CA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 338885, "name": "PYC Capital Management, LLC", "name_as_filed": "PYC CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/pyc-capital-management-llc-san-mateo-ca-338885", "city": "San Mateo", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 285316, "name": "QF Capital, LLC", "name_as_filed": "QF CAPITAL, LLC", "url": "https://advisorcensus.com/firm/qf-capital-llc-san-francisco-ca-285316", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 285613, "name": "QST Capital LLC", "name_as_filed": "QST CAPITAL LLC", "url": "https://advisorcensus.com/firm/qst-capital-llc-san-francisco-ca-285613", "city": "San Francisco", "state": "CA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 334461, "name": "Quadratic Busan Energy Management LLC", "name_as_filed": "QUADRATIC BUSAN ENERGY MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/quadratic-busan-energy-management-llc-san-francisco-ca-334461", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 173854, "name": "Qubed Capital, LLC", "name_as_filed": "QUBED CAPITAL, LLC", "url": "https://advisorcensus.com/firm/qubed-capital-llc-oakland-ca-173854", "city": "Oakland", "state": "CA", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 189515, "name": "Quest Venture Partners", "name_as_filed": "QUEST VENTURE PARTNERS", "url": "https://advisorcensus.com/firm/quest-venture-partners-menlo-park-ca-189515", "city": "Menlo Park", "state": "CA", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 286038, "name": "Questa Capital Management, L.L.C.", "name_as_filed": "QUESTA CAPITAL MANAGEMENT, L.L.C.", "url": "https://advisorcensus.com/firm/questa-capital-management-l-l-c-san-francisco-ca-286038", "city": "San Francisco", "state": "CA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 287484, "name": "Quiet Capital Management, LLC", "name_as_filed": "QUIET CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/quiet-capital-management-llc-san-francisco-ca-287484", "city": "San Francisco", "state": "CA", "years_registered": 6, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 323993, "name": "R136 Ventures", "name_as_filed": "R136 VENTURES", "url": "https://advisorcensus.com/firm/r136-ventures-woodside-ca-323993", "city": "Woodside", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 295645, "name": "Radicle Impact Management, LLC", "name_as_filed": "RADICLE IMPACT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/radicle-impact-management-llc-san-francisco-ca-295645", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 332566, "name": "Raisewell Ventures", "name_as_filed": "RAISEWELL VENTURES", "url": "https://advisorcensus.com/firm/raisewell-ventures-berkeley-ca-332566", "city": "Berkeley", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 134297, "name": "Ramsdell Capital Management, LLC", "name_as_filed": "RAMSDELL CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ramsdell-capital-management-llc-san-francisco-ca-134297", "city": "San Francisco", "state": "CA", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 335966, "name": "Rapidbit Ltd", "name_as_filed": "RAPIDBIT LTD", "url": "https://advisorcensus.com/firm/rapidbit-ltd-san-francisco-ca-335966", "city": "San Francisco", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 286308, "name": "Rapport Financial, LLC", "name_as_filed": "RAPPORT FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/rapport-financial-llc-san-francisco-ca-286308", "city": "San Francisco", "state": "CA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 153994, "name": "Raub Brock Capital Management, LP", "name_as_filed": "RAUB BROCK CAPITAL MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/raub-brock-capital-management-lp-larkspur-ca-153994", "city": "Larkspur", "state": "CA", "years_registered": 16, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 281300, "name": "RC Wealth Management", "name_as_filed": "RC WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/rc-wealth-management-oakland-ca-281300", "city": "Oakland", "state": "CA", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 332347, "name": "RE Member Fund GP Ltd.", "name_as_filed": "RE MEMBER FUND GP LTD.", "url": "https://advisorcensus.com/firm/re-member-fund-gp-ltd-san-francisco-ca-332347", "city": "San Francisco", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 293969, "name": "Reach Management, LLC", "name_as_filed": "REACH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/reach-management-llc-san-francisco-ca-293969", "city": "San Francisco", "state": "CA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 304264, "name": "Realization Capital Partners Management LLC", "name_as_filed": "REALIZATION CAPITAL PARTNERS MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/realization-capital-partners-management-llc-menlo-park-ca-304264", "city": "Menlo Park", "state": "CA", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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" } }