{ "path": "/advisors/ca/san-francisco", "url": "https://advisorcensus.com/advisors/ca/san-francisco/page/3", "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": 3, "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": 316613, "name": "Amberstone", "name_as_filed": "AMBERSTONE", "url": "https://advisorcensus.com/firm/amberstone-san-francisco-ca-316613", "city": "San Francisco", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 299402, "name": "American Infrastructure", "name_as_filed": "AMERICAN INFRASTRUCTURE", "url": "https://advisorcensus.com/firm/american-infrastructure-foster-city-ca-299402", "city": "Foster City", "state": "CA", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 38, "name": "American Investors Co", "name_as_filed": "AMERICAN INVESTORS CO", "url": "https://advisorcensus.com/firm/american-investors-co-san-ramon-ca-38", "city": "San Ramon", "state": "CA", "years_registered": 26, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 306218, "name": "American Pacific Group", "name_as_filed": "AMERICAN PACIFIC GROUP", "url": "https://advisorcensus.com/firm/american-pacific-group-larkspur-ca-306218", "city": "Larkspur", "state": "CA", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 290313, "name": "Amity Ventures", "name_as_filed": "AMITY VENTURES", "url": "https://advisorcensus.com/firm/amity-ventures-san-francisco-ca-290313", "city": "San Francisco", "state": "CA", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 315111, "name": "Amoretti Capital Management", "name_as_filed": "AMORETTI CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/amoretti-capital-management-san-francisco-ca-315111", "city": "San Francisco", "state": "CA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 341099, "name": "AMP Foundry GP, L.L.C.", "name_as_filed": "AMP FOUNDRY GP, L.L.C.", "url": "https://advisorcensus.com/firm/amp-foundry-gp-l-l-c-san-francisco-ca-341099", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 342103, "name": "AMP Foundry Management LLC", "name_as_filed": "AMP FOUNDRY MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/amp-foundry-management-llc-san-francisco-ca-342103", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 329612, "name": "Ampersand Capital Group, L.P.", "name_as_filed": "AMPERSAND CAPITAL GROUP, L.P.", "url": "https://advisorcensus.com/firm/ampersand-capital-group-l-p-burlingame-ca-329612", "city": "Burlingame", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 167059, "name": "Amplify Partners", "name_as_filed": "AMPLIFY PARTNERS", "url": "https://advisorcensus.com/firm/amplify-partners-menlo-park-ca-167059", "city": "Menlo Park", "state": "CA", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 153540, "name": "AMS Capital Management LLC", "name_as_filed": "AMS CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/ams-capital-management-llc-san-mateo-ca-153540", "city": "San Mateo", "state": "CA", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169160, "name": "Anacapa Capital Management LLC", "name_as_filed": "ANACAPA CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/anacapa-capital-management-llc-san-mateo-ca-169160", "city": "San Mateo", "state": "CA", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 327114, "name": "Anagram Asset Management, LLC", "name_as_filed": "ANAGRAM ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/anagram-asset-management-llc-san-francisco-ca-327114", "city": "San Francisco", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 314080, "name": "Andra Capital LLC", "name_as_filed": "ANDRA CAPITAL LLC", "url": "https://advisorcensus.com/firm/andra-capital-llc-san-francisco-ca-314080", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 160489, "name": "Andreessen Horowitz", "name_as_filed": "ANDREESSEN HOROWITZ", "url": "https://advisorcensus.com/firm/andreessen-horowitz-menlo-park-ca-160489", "city": "Menlo Park", "state": "CA", "years_registered": 7, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 130931, "name": "Andrews, Lucia Wealth Management LLC", "name_as_filed": "ANDREWS, LUCIA WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/andrews-lucia-wealth-management-llc-danville-ca-130931", "city": "Danville", "state": "CA", "years_registered": 20, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 122278, "name": "Anselme Capital, Inc.", "name_as_filed": "ANSELME CAPITAL, INC.", "url": "https://advisorcensus.com/firm/anselme-capital-inc-san-francisco-ca-122278", "city": "San Francisco", "state": "CA", "years_registered": 28, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 319070, "name": "Anthropocene Ventures LLC", "name_as_filed": "ANTHROPOCENE VENTURES LLC", "url": "https://advisorcensus.com/firm/anthropocene-ventures-llc-san-francisco-ca-319070", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 329682, "name": "ANV Management, LLC", "name_as_filed": "ANV MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/anv-management-llc-san-francisco-ca-329682", "city": "San Francisco", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 337516, "name": "APA Group LLC", "name_as_filed": "APA GROUP LLC", "url": "https://advisorcensus.com/firm/apa-group-llc-sausalito-ca-337516", "city": "Sausalito", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 111616, "name": "Aperio Group, LLC", "name_as_filed": "APERIO GROUP, LLC", "url": "https://advisorcensus.com/firm/aperio-group-llc-sausalito-ca-111616", "city": "Sausalito", "state": "CA", "years_registered": 26, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 336255, "name": "Aphias Capital, L.P.", "name_as_filed": "APHIAS CAPITAL, L.P.", "url": "https://advisorcensus.com/firm/aphias-capital-l-p-san-francisco-ca-336255", "city": "San Francisco", "state": "CA", "years_registered": 1, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 334427, "name": "API Capital, LLC", "name_as_filed": "API CAPITAL, LLC", "url": "https://advisorcensus.com/firm/api-capital-llc-concord-ca-334427", "city": "Concord", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 324537, "name": "APP", "name_as_filed": "APP", "url": "https://advisorcensus.com/firm/app-san-mateo-ca-324537", "city": "San Mateo", "state": "CA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342466, "name": "Appleseed Advisory, LLC", "name_as_filed": "APPLESEED ADVISORY, LLC", "url": "https://advisorcensus.com/firm/appleseed-advisory-llc-san-francisco-ca-342466", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 126725, "name": "Applied Advisor", "name_as_filed": "APPLIED ADVISOR", "url": "https://advisorcensus.com/firm/applied-advisor-san-francisco-ca-126725", "city": "San Francisco", "state": "CA", "years_registered": 23, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338922, "name": "AQT Capital Management, LLC", "name_as_filed": "AQT CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/aqt-capital-management-llc-san-rafael-ca-338922", "city": "San Rafael", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 135450, "name": "Arbor Capital Management, LLC", "name_as_filed": "ARBOR CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/arbor-capital-management-llc-san-mateo-ca-135450", "city": "San Mateo", "state": "CA", "years_registered": 26, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 289324, "name": "Arbor Wealth Management", "name_as_filed": "ARBOR WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/arbor-wealth-management-walnut-creek-ca-289324", "city": "Walnut Creek", "state": "CA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330258, "name": "ARC Advisory LLC", "name_as_filed": "ARC ADVISORY LLC", "url": "https://advisorcensus.com/firm/arc-advisory-llc-san-francisco-ca-330258", "city": "San Francisco", "state": "CA", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 288087, "name": "ARC70 Advisers LP", "name_as_filed": "ARC70 ADVISERS LP", "url": "https://advisorcensus.com/firm/arc70-advisers-lp-burlingame-ca-288087", "city": "Burlingame", "state": "CA", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 341273, "name": "Archetype MGMT, LLC", "name_as_filed": "ARCHETYPE MGMT, LLC", "url": "https://advisorcensus.com/firm/archetype-mgmt-llc-emeryville-ca-341273", "city": "Emeryville", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 315010, "name": "Architect Capital Corp.", "name_as_filed": "ARCHITECT CAPITAL CORP.", "url": "https://advisorcensus.com/firm/architect-capital-corp-san-francisco-ca-315010", "city": "San Francisco", "state": "CA", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 172087, "name": "Archvest Wealth Advisors, Inc.", "name_as_filed": "ARCHVEST WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/archvest-wealth-advisors-inc-concord-ca-172087", "city": "Concord", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 172856, "name": "Argent Wealth Advisors, LLC", "name_as_filed": "ARGENT WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/argent-wealth-advisors-llc-lafayette-ca-172856", "city": "Lafayette", "state": "CA", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 304167, "name": "Arka Venture Labs Fund Partners, L.L.C.", "name_as_filed": "ARKA VENTURE LABS FUND PARTNERS, L.L.C.", "url": "https://advisorcensus.com/firm/arka-venture-labs-fund-partners-l-l-c-menlo-park-ca-304167", "city": "Menlo Park", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 338358, "name": "Arkane Management LLC", "name_as_filed": "ARKANE MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/arkane-management-llc-san-francisco-ca-338358", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 172307, "name": "Arnold Capital Management Company LLC", "name_as_filed": "ARNOLD CAPITAL MANAGEMENT COMPANY LLC", "url": "https://advisorcensus.com/firm/arnold-capital-management-company-llc-san-francisco-ca-172307", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 135923, "name": "Arsenio Capital Management LLC", "name_as_filed": "ARSENIO CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/arsenio-capital-management-llc-san-anselmo-ca-135923", "city": "San Anselmo", "state": "CA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 344400, "name": "Arthaus Subordinate Class IIB Manager, LLC", "name_as_filed": "ARTHAUS SUBORDINATE CLASS IIB MANAGER, LLC", "url": "https://advisorcensus.com/firm/arthaus-subordinate-class-iib-manager-llc-oakland-ca-344400", "city": "Oakland", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 168686, "name": "Artis Ventures Management, L.P.", "name_as_filed": "ARTIS VENTURES MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/artis-ventures-management-l-p-san-francisco-ca-168686", "city": "San Francisco", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 318935, "name": "Artisanal Ventures Management, LLC", "name_as_filed": "ARTISANAL VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/artisanal-ventures-management-llc-tiburon-ca-318935", "city": "Tiburon", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 140805, "name": "Asage Financial LLC", "name_as_filed": "ASAGE FINANCIAL LLC", "url": "https://advisorcensus.com/firm/asage-financial-llc-lafayette-ca-140805", "city": "Lafayette", "state": "CA", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 146451, "name": "Ascension Wealth Partners, LLC", "name_as_filed": "ASCENSION WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/ascension-wealth-partners-llc-pleasant-hill-ca-146451", "city": "Pleasant Hill", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 141481, "name": "Asia Alternatives Management LLC", "name_as_filed": "ASIA ALTERNATIVES MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/asia-alternatives-management-llc-san-francisco-ca-141481", "city": "San Francisco", "state": "CA", "years_registered": 19, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 141786, "name": "Asia Global Asset Management, Inc", "name_as_filed": "ASIA GLOBAL ASSET MANAGEMENT, 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"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" } }