# Financial advisors in San Francisco, CA

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/san-francisco/page/3

## At a glance

- Investment advisory firms: 1,779
- Registration: SEC-registered investment adviser: 688, State-registered investment adviser: 294, Exempt reporting adviser: 797
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 320 (33%); Percentage of assets 901 (92%); Hourly charges 281 (29%); Subscription fees (newsletter or periodical) 14 (1%); Fixed fees 389 (40%); Commissions 11 (1%); Performance-based fees 359 (37%); Other 136 (14%); No compensation arrangements reported 797
- Regulatory assets under management (Item 5.F): Under $25 million 126 (7%); $25 million to $100 million 137 (8%); $100 million to $500 million 259 (15%); $500 million to $1 billion 103 (6%); $1 billion to $5 billion 174 (10%); Over $5 billion 111 (6%); Not reported 869 (49%)
- Years registered: Under 5 years 812 (46%); 5 to 9 years 394 (22%); 10 to 19 years 368 (21%); 20 years or more 175 (10%); Not reported 30 (2%)

## Firms (page 3 of 36, 101 to 150 of 1,779, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Amberstone](https://advisorcensus.com/firm/amberstone-san-francisco-ca-316613) ([md](https://advisorcensus.com/firm/amberstone-san-francisco-ca-316613.md)) | 316613 | San Francisco, CA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [American Infrastructure](https://advisorcensus.com/firm/american-infrastructure-foster-city-ca-299402) ([md](https://advisorcensus.com/firm/american-infrastructure-foster-city-ca-299402.md)) | 299402 | Foster City, CA | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Performance fee |
| [American Investors Co](https://advisorcensus.com/firm/american-investors-co-san-ramon-ca-38) ([md](https://advisorcensus.com/firm/american-investors-co-san-ramon-ca-38.md)) | 38 | San Ramon, CA | SEC-registered investment adviser | $500 million to $1 billion | 26 | % of assets, Hourly, Fixed fee, Commissions |
| [American Pacific Group](https://advisorcensus.com/firm/american-pacific-group-larkspur-ca-306218) ([md](https://advisorcensus.com/firm/american-pacific-group-larkspur-ca-306218.md)) | 306218 | Larkspur, CA | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Performance fee |
| [Amity Ventures](https://advisorcensus.com/firm/amity-ventures-san-francisco-ca-290313) ([md](https://advisorcensus.com/firm/amity-ventures-san-francisco-ca-290313.md)) | 290313 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Performance fee, Other |
| [Amoretti Capital Management](https://advisorcensus.com/firm/amoretti-capital-management-san-francisco-ca-315111) ([md](https://advisorcensus.com/firm/amoretti-capital-management-san-francisco-ca-315111.md)) | 315111 | San Francisco, CA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [AMP Foundry GP, L.L.C.](https://advisorcensus.com/firm/amp-foundry-gp-l-l-c-san-francisco-ca-341099) ([md](https://advisorcensus.com/firm/amp-foundry-gp-l-l-c-san-francisco-ca-341099.md)) | 341099 | San Francisco, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [AMP Foundry Management LLC](https://advisorcensus.com/firm/amp-foundry-management-llc-san-francisco-ca-342103) ([md](https://advisorcensus.com/firm/amp-foundry-management-llc-san-francisco-ca-342103.md)) | 342103 | San Francisco, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Ampersand Capital Group, L.P.](https://advisorcensus.com/firm/ampersand-capital-group-l-p-burlingame-ca-329612) ([md](https://advisorcensus.com/firm/ampersand-capital-group-l-p-burlingame-ca-329612.md)) | 329612 | Burlingame, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Performance fee |
| [Amplify Partners](https://advisorcensus.com/firm/amplify-partners-menlo-park-ca-167059) ([md](https://advisorcensus.com/firm/amplify-partners-menlo-park-ca-167059.md)) | 167059 | Menlo Park, CA | Exempt reporting adviser | Not reported | 13 | Not reported |
| [AMS Capital Management LLC](https://advisorcensus.com/firm/ams-capital-management-llc-san-mateo-ca-153540) ([md](https://advisorcensus.com/firm/ams-capital-management-llc-san-mateo-ca-153540.md)) | 153540 | San Mateo, CA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly, Fixed fee |
| [Anacapa Capital Management LLC](https://advisorcensus.com/firm/anacapa-capital-management-llc-san-mateo-ca-169160) ([md](https://advisorcensus.com/firm/anacapa-capital-management-llc-san-mateo-ca-169160.md)) | 169160 | San Mateo, CA | Exempt reporting adviser | Not reported | 12 | Not reported |
| [Anagram Asset Management, LLC](https://advisorcensus.com/firm/anagram-asset-management-llc-san-francisco-ca-327114) ([md](https://advisorcensus.com/firm/anagram-asset-management-llc-san-francisco-ca-327114.md)) | 327114 | San Francisco, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Andra Capital LLC](https://advisorcensus.com/firm/andra-capital-llc-san-francisco-ca-314080) ([md](https://advisorcensus.com/firm/andra-capital-llc-san-francisco-ca-314080.md)) | 314080 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [Andreessen Horowitz](https://advisorcensus.com/firm/andreessen-horowitz-menlo-park-ca-160489) ([md](https://advisorcensus.com/firm/andreessen-horowitz-menlo-park-ca-160489.md)) | 160489 | Menlo Park, CA | SEC-registered investment adviser | Over $5 billion | 7 | % of assets, Performance fee |
| [Andrews, Lucia Wealth Management LLC](https://advisorcensus.com/firm/andrews-lucia-wealth-management-llc-danville-ca-130931) ([md](https://advisorcensus.com/firm/andrews-lucia-wealth-management-llc-danville-ca-130931.md)) | 130931 | Danville, CA | SEC-registered investment adviser | $500 million to $1 billion | 20 | % of assets |
| [Anselme Capital, Inc.](https://advisorcensus.com/firm/anselme-capital-inc-san-francisco-ca-122278) ([md](https://advisorcensus.com/firm/anselme-capital-inc-san-francisco-ca-122278.md)) | 122278 | San Francisco, CA | State-registered investment adviser | $25 million to $100 million | 28 | % of assets |
| [Anthropocene Ventures LLC](https://advisorcensus.com/firm/anthropocene-ventures-llc-san-francisco-ca-319070) ([md](https://advisorcensus.com/firm/anthropocene-ventures-llc-san-francisco-ca-319070.md)) | 319070 | San Francisco, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [ANV Management, LLC](https://advisorcensus.com/firm/anv-management-llc-san-francisco-ca-329682) ([md](https://advisorcensus.com/firm/anv-management-llc-san-francisco-ca-329682.md)) | 329682 | San Francisco, CA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [APA Group LLC](https://advisorcensus.com/firm/apa-group-llc-sausalito-ca-337516) ([md](https://advisorcensus.com/firm/apa-group-llc-sausalito-ca-337516.md)) | 337516 | Sausalito, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Aperio Group, LLC](https://advisorcensus.com/firm/aperio-group-llc-sausalito-ca-111616) ([md](https://advisorcensus.com/firm/aperio-group-llc-sausalito-ca-111616.md)) | 111616 | Sausalito, CA | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Fixed fee |
| [Aphias Capital, L.P.](https://advisorcensus.com/firm/aphias-capital-l-p-san-francisco-ca-336255) ([md](https://advisorcensus.com/firm/aphias-capital-l-p-san-francisco-ca-336255.md)) | 336255 | San Francisco, CA | SEC-registered investment adviser | $500 million to $1 billion | 1 | % of assets, Performance fee |
| [API Capital, LLC](https://advisorcensus.com/firm/api-capital-llc-concord-ca-334427) ([md](https://advisorcensus.com/firm/api-capital-llc-concord-ca-334427.md)) | 334427 | Concord, CA | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [APP](https://advisorcensus.com/firm/app-san-mateo-ca-324537) ([md](https://advisorcensus.com/firm/app-san-mateo-ca-324537.md)) | 324537 | San Mateo, CA | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Appleseed Advisory, LLC](https://advisorcensus.com/firm/appleseed-advisory-llc-san-francisco-ca-342466) ([md](https://advisorcensus.com/firm/appleseed-advisory-llc-san-francisco-ca-342466.md)) | 342466 | San Francisco, CA | SEC-registered investment adviser | Not reported | 0 | Other |
| [Applied Advisor](https://advisorcensus.com/firm/applied-advisor-san-francisco-ca-126725) ([md](https://advisorcensus.com/firm/applied-advisor-san-francisco-ca-126725.md)) | 126725 | San Francisco, CA | State-registered investment adviser | Not reported | 23 | Hourly, Fixed fee |
| [AQT Capital Management, LLC](https://advisorcensus.com/firm/aqt-capital-management-llc-san-rafael-ca-338922) ([md](https://advisorcensus.com/firm/aqt-capital-management-llc-san-rafael-ca-338922.md)) | 338922 | San Rafael, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Arbor Capital Management, LLC](https://advisorcensus.com/firm/arbor-capital-management-llc-san-mateo-ca-135450) ([md](https://advisorcensus.com/firm/arbor-capital-management-llc-san-mateo-ca-135450.md)) | 135450 | San Mateo, CA | State-registered investment adviser | Under $25 million | 26 | % of assets, Other |
| [Arbor Wealth Management](https://advisorcensus.com/firm/arbor-wealth-management-walnut-creek-ca-289324) ([md](https://advisorcensus.com/firm/arbor-wealth-management-walnut-creek-ca-289324.md)) | 289324 | Walnut Creek, CA | State-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [ARC Advisory LLC](https://advisorcensus.com/firm/arc-advisory-llc-san-francisco-ca-330258) ([md](https://advisorcensus.com/firm/arc-advisory-llc-san-francisco-ca-330258.md)) | 330258 | San Francisco, CA | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets |
| [ARC70 Advisers LP](https://advisorcensus.com/firm/arc70-advisers-lp-burlingame-ca-288087) ([md](https://advisorcensus.com/firm/arc70-advisers-lp-burlingame-ca-288087.md)) | 288087 | Burlingame, CA | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Performance fee |
| [Archetype MGMT, LLC](https://advisorcensus.com/firm/archetype-mgmt-llc-emeryville-ca-341273) ([md](https://advisorcensus.com/firm/archetype-mgmt-llc-emeryville-ca-341273.md)) | 341273 | Emeryville, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Architect Capital Corp.](https://advisorcensus.com/firm/architect-capital-corp-san-francisco-ca-315010) ([md](https://advisorcensus.com/firm/architect-capital-corp-san-francisco-ca-315010.md)) | 315010 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Performance fee |
| [Archvest Wealth Advisors, Inc.](https://advisorcensus.com/firm/archvest-wealth-advisors-inc-concord-ca-172087) ([md](https://advisorcensus.com/firm/archvest-wealth-advisors-inc-concord-ca-172087.md)) | 172087 | Concord, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee, Performance fee |
| [Argent Wealth Advisors, LLC](https://advisorcensus.com/firm/argent-wealth-advisors-llc-lafayette-ca-172856) ([md](https://advisorcensus.com/firm/argent-wealth-advisors-llc-lafayette-ca-172856.md)) | 172856 | Lafayette, CA | State-registered investment adviser | $25 million to $100 million | 12 | % of assets |
| [Arka Venture Labs Fund Partners, L.L.C.](https://advisorcensus.com/firm/arka-venture-labs-fund-partners-l-l-c-menlo-park-ca-304167) ([md](https://advisorcensus.com/firm/arka-venture-labs-fund-partners-l-l-c-menlo-park-ca-304167.md)) | 304167 | Menlo Park, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Arkane Management LLC](https://advisorcensus.com/firm/arkane-management-llc-san-francisco-ca-338358) ([md](https://advisorcensus.com/firm/arkane-management-llc-san-francisco-ca-338358.md)) | 338358 | San Francisco, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Arnold Capital Management Company LLC](https://advisorcensus.com/firm/arnold-capital-management-company-llc-san-francisco-ca-172307) ([md](https://advisorcensus.com/firm/arnold-capital-management-company-llc-san-francisco-ca-172307.md)) | 172307 | San Francisco, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Arsenio Capital Management LLC](https://advisorcensus.com/firm/arsenio-capital-management-llc-san-anselmo-ca-135923) ([md](https://advisorcensus.com/firm/arsenio-capital-management-llc-san-anselmo-ca-135923.md)) | 135923 | San Anselmo, CA | State-registered investment adviser | Not reported | 7 | Hourly, Subscription, Fixed fee |
| [Arthaus Subordinate Class IIB Manager, LLC](https://advisorcensus.com/firm/arthaus-subordinate-class-iib-manager-llc-oakland-ca-344400) ([md](https://advisorcensus.com/firm/arthaus-subordinate-class-iib-manager-llc-oakland-ca-344400.md)) | 344400 | Oakland, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Artis Ventures Management, L.P.](https://advisorcensus.com/firm/artis-ventures-management-l-p-san-francisco-ca-168686) ([md](https://advisorcensus.com/firm/artis-ventures-management-l-p-san-francisco-ca-168686.md)) | 168686 | San Francisco, CA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Artisanal Ventures Management, LLC](https://advisorcensus.com/firm/artisanal-ventures-management-llc-tiburon-ca-318935) ([md](https://advisorcensus.com/firm/artisanal-ventures-management-llc-tiburon-ca-318935.md)) | 318935 | Tiburon, CA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Asage Financial LLC](https://advisorcensus.com/firm/asage-financial-llc-lafayette-ca-140805) ([md](https://advisorcensus.com/firm/asage-financial-llc-lafayette-ca-140805.md)) | 140805 | Lafayette, CA | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly, Fixed fee |
| [Ascension Wealth Partners, LLC](https://advisorcensus.com/firm/ascension-wealth-partners-llc-pleasant-hill-ca-146451) ([md](https://advisorcensus.com/firm/ascension-wealth-partners-llc-pleasant-hill-ca-146451.md)) | 146451 | Pleasant Hill, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Asia Alternatives Management LLC](https://advisorcensus.com/firm/asia-alternatives-management-llc-san-francisco-ca-141481) ([md](https://advisorcensus.com/firm/asia-alternatives-management-llc-san-francisco-ca-141481.md)) | 141481 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 19 | % of assets, Performance fee |
| [Asia Global Asset Management, Inc](https://advisorcensus.com/firm/asia-global-asset-management-inc-alameda-ca-141786) ([md](https://advisorcensus.com/firm/asia-global-asset-management-inc-alameda-ca-141786.md)) | 141786 | Alameda, CA | State-registered investment adviser | Not reported | 18 | Other |
| [Aspirean Wealth, LLC](https://advisorcensus.com/firm/aspirean-wealth-llc-mill-valley-ca-173138) ([md](https://advisorcensus.com/firm/aspirean-wealth-llc-mill-valley-ca-173138.md)) | 173138 | Mill Valley, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Assembly Wealth](https://advisorcensus.com/firm/assembly-wealth-mill-valley-ca-108834) ([md](https://advisorcensus.com/firm/assembly-wealth-mill-valley-ca-108834.md)) | 108834 | Mill Valley, CA | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets, Hourly, Fixed fee |
| [Asset Dedication, LLC](https://advisorcensus.com/firm/asset-dedication-llc-san-francisco-ca-151988) ([md](https://advisorcensus.com/firm/asset-dedication-llc-san-francisco-ca-151988.md)) | 151988 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets |
| [Asset Management Ventures, LLC](https://advisorcensus.com/firm/asset-management-ventures-llc-menlo-park-ca-160606) ([md](https://advisorcensus.com/firm/asset-management-ventures-llc-menlo-park-ca-160606.md)) | 160606 | Menlo Park, CA | Exempt reporting adviser | Not reported | 14 | Not reported |

- Previous page: https://advisorcensus.com/advisors/ca/san-francisco/page/2.md
- Next page: https://advisorcensus.com/advisors/ca/san-francisco/page/4.md

## Questions people ask

**How many financial advisory firms are there in San Francisco, CA?**
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.

**How many fee-only financial advisors are in San Francisco, CA?**
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.

**How many financial advisors in San Francisco, CA offer financial planning?**
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.

**Are the financial advisors in San Francisco, CA fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in California](https://advisorcensus.com/advisors/ca) (https://advisorcensus.com/advisors/ca.md)
- [Financial advisors in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco) (https://advisorcensus.com/advisors/ca/san-francisco.md)
- [Fee-only financial advisors in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/fee-only) (https://advisorcensus.com/advisors/ca/san-francisco/fee-only.md)
- [Flat-fee financial advisors in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/flat-fee) (https://advisorcensus.com/advisors/ca/san-francisco/flat-fee.md)
- [Hourly financial advisors in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/hourly) (https://advisorcensus.com/advisors/ca/san-francisco/hourly.md)
- [Financial advisors for dentists in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/dentists) (https://advisorcensus.com/advisors/ca/san-francisco/dentists.md)
- [Financial advisors for expats and Americans abroad in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/expats-and-americans-abroad) (https://advisorcensus.com/advisors/ca/san-francisco/expats-and-americans-abroad.md)
- [Financial advisors for financial independence and early retirement in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/financial-independence-and-early-retirement) (https://advisorcensus.com/advisors/ca/san-francisco/financial-independence-and-early-retirement.md)
- [Financial advisors for physicians in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/physicians) (https://advisorcensus.com/advisors/ca/san-francisco/physicians.md)
- [Financial advisors for sustainable and impact investing in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/sustainable-and-impact-investing) (https://advisorcensus.com/advisors/ca/san-francisco/sustainable-and-impact-investing.md)
- [Financial advisors in Menlo Park, CA](https://advisorcensus.com/advisors/ca/san-francisco/menlo-park) (https://advisorcensus.com/advisors/ca/san-francisco/menlo-park.md)
- [Financial advisors in San Mateo, CA](https://advisorcensus.com/advisors/ca/san-francisco/san-mateo) (https://advisorcensus.com/advisors/ca/san-francisco/san-mateo.md)
- [Financial advisors in Walnut Creek, CA](https://advisorcensus.com/advisors/ca/san-francisco/walnut-creek) (https://advisorcensus.com/advisors/ca/san-francisco/walnut-creek.md)
- [Financial advisors in Oakland, CA](https://advisorcensus.com/advisors/ca/san-francisco/oakland) (https://advisorcensus.com/advisors/ca/san-francisco/oakland.md)
- [Financial advisors in Mill Valley, CA](https://advisorcensus.com/advisors/ca/san-francisco/mill-valley) (https://advisorcensus.com/advisors/ca/san-francisco/mill-valley.md)
- [Financial advisors in San Rafael, CA](https://advisorcensus.com/advisors/ca/san-francisco/san-rafael) (https://advisorcensus.com/advisors/ca/san-francisco/san-rafael.md)
- [Financial advisors in Burlingame, CA](https://advisorcensus.com/advisors/ca/san-francisco/burlingame) (https://advisorcensus.com/advisors/ca/san-francisco/burlingame.md)
- [Financial advisors in Berkeley, CA](https://advisorcensus.com/advisors/ca/san-francisco/berkeley) (https://advisorcensus.com/advisors/ca/san-francisco/berkeley.md)
- [Financial advisors in Larkspur, CA](https://advisorcensus.com/advisors/ca/san-francisco/larkspur) (https://advisorcensus.com/advisors/ca/san-francisco/larkspur.md)
- [Financial advisors in Lafayette, CA](https://advisorcensus.com/advisors/ca/san-francisco/lafayette) (https://advisorcensus.com/advisors/ca/san-francisco/lafayette.md)
- [Financial advisors in San Ramon, CA](https://advisorcensus.com/advisors/ca/san-francisco/san-ramon) (https://advisorcensus.com/advisors/ca/san-francisco/san-ramon.md)
- [Financial advisors in Sausalito, CA](https://advisorcensus.com/advisors/ca/san-francisco/sausalito) (https://advisorcensus.com/advisors/ca/san-francisco/sausalito.md)
- [Financial advisors in Los Angeles](https://advisorcensus.com/advisors/ca/los-angeles) (https://advisorcensus.com/advisors/ca/los-angeles.md)
- [Financial advisors in San Jose](https://advisorcensus.com/advisors/ca/san-jose) (https://advisorcensus.com/advisors/ca/san-jose.md)
- [Financial advisors in San Diego](https://advisorcensus.com/advisors/ca/san-diego) (https://advisorcensus.com/advisors/ca/san-diego.md)
- [Financial advisors in Sacramento](https://advisorcensus.com/advisors/ca/sacramento) (https://advisorcensus.com/advisors/ca/sacramento.md)
- [Financial advisors in Oxnard](https://advisorcensus.com/advisors/ca/oxnard) (https://advisorcensus.com/advisors/ca/oxnard.md)
- [Financial advisors in Riverside](https://advisorcensus.com/advisors/ca/riverside) (https://advisorcensus.com/advisors/ca/riverside.md)
- [Financial advisors in Santa Maria](https://advisorcensus.com/advisors/ca/santa-maria) (https://advisorcensus.com/advisors/ca/santa-maria.md)
- [Financial advisors in Santa Rosa](https://advisorcensus.com/advisors/ca/santa-rosa) (https://advisorcensus.com/advisors/ca/santa-rosa.md)

Every firm in this list as CSV: https://advisorcensus.com/advisors/ca/san-francisco.csv

Cite as: AdvisorCensus. Financial advisors in San Francisco, CA: 1,779 firms from Form ADV filings as of October 2026.