{ "path": "/advisors/ca/san-francisco", "url": "https://advisorcensus.com/advisors/ca/san-francisco/page/28", "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": 28, "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": 339165, "name": "Robinhood Ventures", "name_as_filed": "ROBINHOOD VENTURES", "url": "https://advisorcensus.com/firm/robinhood-ventures-menlo-park-ca-339165", "city": "Menlo Park", "state": "CA", "years_registered": 0, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 322958, "name": "Rock Health Capital", "name_as_filed": "ROCK HEALTH CAPITAL", "url": "https://advisorcensus.com/firm/rock-health-capital-san-francisco-ca-322958", "city": "San Francisco", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 141405, "name": "Rockrose Capital Management, LLC", "name_as_filed": "ROCKROSE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/rockrose-capital-management-llc-san-francisco-ca-141405", "city": "San Francisco", "state": "CA", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 324040, "name": "Rokr Capital Management LLC", "name_as_filed": "ROKR CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/rokr-capital-management-llc-newark-ca-324040", "city": "Newark", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 106696, "name": "Roof Eidam Maycock Peralta LLC", "name_as_filed": "ROOF EIDAM MAYCOCK PERALTA LLC", "url": "https://advisorcensus.com/firm/roof-eidam-maycock-peralta-llc-san-francisco-ca-106696", "city": "San Francisco", "state": "CA", "years_registered": 29, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 175079, "name": "Root Ventures Manager, LLC", "name_as_filed": "ROOT VENTURES MANAGER, LLC", "url": "https://advisorcensus.com/firm/root-ventures-manager-llc-san-francisco-ca-175079", "city": "San Francisco", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 105774, "name": "Rosenblum Silverman Sutton SF Inc", "name_as_filed": "ROSENBLUM SILVERMAN SUTTON SF INC", "url": "https://advisorcensus.com/firm/rosenblum-silverman-sutton-sf-inc-san-francisco-ca-105774", "city": "San Francisco", "state": "CA", "years_registered": 42, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 163820, "name": "Ross Creek Capital Management, LLC", "name_as_filed": "ROSS CREEK CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ross-creek-capital-management-llc-larkspur-ca-163820", "city": "Larkspur", "state": "CA", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 169646, "name": "Rothenberg Ventures LLC", "name_as_filed": "ROTHENBERG VENTURES LLC", "url": "https://advisorcensus.com/firm/rothenberg-ventures-llc-san-francisco-ca-169646", "city": "San Francisco", "state": "CA", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 156398, "name": "Route One Investment Company, L.P.", "name_as_filed": "ROUTE ONE INVESTMENT COMPANY, L.P.", "url": "https://advisorcensus.com/firm/route-one-investment-company-l-p-san-francisco-ca-156398", "city": "San Francisco", "state": "CA", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 294105, "name": "RPA Financial, LLC", "name_as_filed": "RPA FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/rpa-financial-llc-san-rafael-ca-294105", "city": "San Rafael", "state": "CA", "years_registered": 8, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 172173, "name": "RPG Investment Advisory, LLC", "name_as_filed": "RPG INVESTMENT ADVISORY, LLC", "url": "https://advisorcensus.com/firm/rpg-investment-advisory-llc-pleasanton-ca-172173", "city": "Pleasanton", "state": "CA", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 336764, "name": "Rubric Advisors LLC", "name_as_filed": "RUBRIC ADVISORS LLC", "url": "https://advisorcensus.com/firm/rubric-advisors-llc-san-francisco-ca-336764", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 110235, "name": "Rudney Associates", "name_as_filed": "RUDNEY ASSOCIATES", "url": "https://advisorcensus.com/firm/rudney-associates-alamo-ca-110235", "city": "Alamo", "state": "CA", "years_registered": 25, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 335076, "name": "Run Free Capital LLC", "name_as_filed": "RUN FREE CAPITAL LLC", "url": "https://advisorcensus.com/firm/run-free-capital-llc-san-ramon-ca-335076", "city": "San Ramon", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 331705, "name": "Runway Investment Advisory, LLC", "name_as_filed": "RUNWAY INVESTMENT ADVISORY, LLC", "url": "https://advisorcensus.com/firm/runway-investment-advisory-llc-oakland-ca-331705", "city": "Oakland", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 281047, "name": "S28 Capital LLC", "name_as_filed": "S28 CAPITAL LLC", "url": "https://advisorcensus.com/firm/s28-capital-llc-san-francisco-ca-281047", "city": "San Francisco", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 290148, "name": "Sage Rhino Capital LLC", "name_as_filed": "SAGE RHINO CAPITAL LLC", "url": "https://advisorcensus.com/firm/sage-rhino-capital-llc-menlo-park-ca-290148", "city": "Menlo Park", "state": "CA", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 336425, "name": "Salience Capital Partners Management, LLC", "name_as_filed": "SALIENCE CAPITAL PARTNERS MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/salience-capital-partners-management-llc-san-francisco-ca-336425", "city": "San Francisco", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 162520, "name": "Sanderling Management Company, LLC", "name_as_filed": "SANDERLING MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/sanderling-management-company-llc-san-mateo-ca-162520", "city": "San Mateo", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 284277, "name": "Saranap Wealth Advisors", "name_as_filed": "SARANAP WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/saranap-wealth-advisors-walnut-creek-ca-284277", "city": "Walnut Creek", "state": "CA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 288015, "name": "SAS Financial Advisors, LLC.", "name_as_filed": "SAS FINANCIAL ADVISORS, LLC.", "url": "https://advisorcensus.com/firm/sas-financial-advisors-llc-san-francisco-ca-288015", "city": "San Francisco", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110886, "name": "Sasser Investment Management, Inc.", "name_as_filed": "SASSER INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/sasser-investment-management-inc-berkeley-ca-110886", "city": "Berkeley", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 312567, "name": "Savant Partners, LLC", "name_as_filed": "SAVANT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/savant-partners-llc-san-mateo-ca-312567", "city": "San Mateo", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 343144, "name": "Savoia Investments LLC", "name_as_filed": "SAVOIA INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/savoia-investments-llc-oakland-ca-343144", "city": "Oakland", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 155168, "name": "Saxon Securities LLC", "name_as_filed": "SAXON SECURITIES LLC", "url": "https://advisorcensus.com/firm/saxon-securities-llc-san-francisco-ca-155168", "city": "San Francisco", "state": "CA", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 298152, "name": "Sazze Partners, Inc.", "name_as_filed": "SAZZE PARTNERS, INC.", "url": "https://advisorcensus.com/firm/sazze-partners-inc-burlingame-ca-298152", "city": "Burlingame", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 286323, "name": "SB Investment Advisers (US) Inc.", "name_as_filed": "SB INVESTMENT ADVISERS (US) INC.", "url": "https://advisorcensus.com/firm/sb-investment-advisers-us-inc-menlo-park-ca-286323", "city": "Menlo Park", "state": "CA", "years_registered": 9, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 293841, "name": "SBJ Capital", "name_as_filed": "SBJ CAPITAL", "url": "https://advisorcensus.com/firm/sbj-capital-walnut-creek-ca-293841", "city": "Walnut Creek", "state": "CA", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 162728, "name": "Scale Venture Partners", "name_as_filed": "SCALE VENTURE PARTNERS", "url": "https://advisorcensus.com/firm/scale-venture-partners-foster-city-ca-162728", "city": "Foster City", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 294275, "name": "Scale-Up VC II GP, Inc.", "name_as_filed": "SCALE-UP VC II GP, INC.", "url": "https://advisorcensus.com/firm/scale-up-vc-ii-gp-inc-san-carlos-ca-294275", "city": "San Carlos", "state": "CA", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 315808, "name": "Scenic Management LLC", "name_as_filed": "SCENIC MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/scenic-management-llc-san-francisco-ca-315808", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 342034, "name": "Schelling Point Partners", "name_as_filed": "SCHELLING POINT PARTNERS", "url": "https://advisorcensus.com/firm/schelling-point-partners-berkeley-ca-342034", "city": "Berkeley", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 318094, "name": "Schematic Ventures, LLC", "name_as_filed": "SCHEMATIC VENTURES, LLC", "url": "https://advisorcensus.com/firm/schematic-ventures-llc-san-francisco-ca-318094", "city": "San Francisco", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 105702, "name": "Schmitz Capital Partners, LLC", "name_as_filed": "SCHMITZ CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/schmitz-capital-partners-llc-mill-valley-ca-105702", "city": "Mill Valley", "state": "CA", "years_registered": 37, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 159035, "name": "Schwab Wealth Advisory, Inc.", "name_as_filed": "SCHWAB WEALTH ADVISORY, INC.", "url": "https://advisorcensus.com/firm/schwab-wealth-advisory-inc-san-francisco-ca-159035", "city": "San Francisco", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 283397, "name": "SCP Investment, LP", "name_as_filed": "SCP INVESTMENT, LP", "url": "https://advisorcensus.com/firm/scp-investment-lp-orinda-ca-283397", "city": "Orinda", "state": "CA", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 313359, "name": "Scribble Ventures Management, LLC", "name_as_filed": "SCRIBBLE VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/scribble-ventures-management-llc-portola-valley-ca-313359", "city": "Portola Valley", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 196511, "name": "Scrum Ventures LLC", "name_as_filed": "SCRUM VENTURES LLC", "url": "https://advisorcensus.com/firm/scrum-ventures-llc-san-francisco-ca-196511", "city": "San Francisco", "state": "CA", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 170014, "name": "SDM Advisors, LLC", "name_as_filed": "SDM ADVISORS, LLC", "url": "https://advisorcensus.com/firm/sdm-advisors-llc-san-francisco-ca-170014", "city": "San Francisco", "state": "CA", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 316909, "name": "Sea Cliff Partners Management, LP", "name_as_filed": "SEA CLIFF PARTNERS MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/sea-cliff-partners-management-lp-san-francisco-ca-316909", "city": "San Francisco", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 158671, "name": "Seafarer Capital Partners, LLC", "name_as_filed": "SEAFARER CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/seafarer-capital-partners-llc-larkspur-ca-158671", "city": "Larkspur", "state": "CA", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 317420, "name": "Seafront Capital Partners LLC", "name_as_filed": "SEAFRONT CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/seafront-capital-partners-llc-sausalito-ca-317420", "city": "Sausalito", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 316418, "name": "Seagate Realty Advisors LLC", "name_as_filed": "SEAGATE REALTY ADVISORS LLC", "url": "https://advisorcensus.com/firm/seagate-realty-advisors-llc-san-rafael-ca-316418", "city": "San Rafael", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 330660, "name": "Search Fund Partners", "name_as_filed": "SEARCH FUND PARTNERS", "url": "https://advisorcensus.com/firm/search-fund-partners-menlo-park-ca-330660", "city": "Menlo Park", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 317984, "name": "Second Summit Wealth Management, LLC", "name_as_filed": "SECOND SUMMIT WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/second-summit-wealth-management-llc-san-francisco-ca-317984", "city": "San Francisco", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 132777, "name": "Secure Retirement Financial & Insurance Services Corp.", "name_as_filed": "SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP.", "url": "https://advisorcensus.com/firm/secure-retirement-financial-and-insurance-services-corp-san-ramon-ca-132777", "city": "San Ramon", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330426, "name": "Seifdune Management, LP", "name_as_filed": "SEIFDUNE MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/seifdune-management-lp-san-francisco-ca-330426", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 334084, "name": "Selby Wealth Management", "name_as_filed": "SELBY WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/selby-wealth-management-emeryville-ca-334084", "city": "Emeryville", "state": "CA", "years_registered": 1, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 300755, "name": "Seldon Capital LP", "name_as_filed": "SELDON CAPITAL LP", "url": "https://advisorcensus.com/firm/seldon-capital-lp-san-francisco-ca-300755", "city": "San Francisco", "state": "CA", "years_registered": 7, "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" } }