{ "path": "/advisors/ca/san-francisco", "url": "https://advisorcensus.com/advisors/ca/san-francisco/page/31", "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": 31, "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": 300945, "name": "Stratminds VC", "name_as_filed": "STRATMINDS VC", "url": "https://advisorcensus.com/firm/stratminds-vc-san-francisco-ca-300945", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 171845, "name": "Strattam Capital Management, LLC", "name_as_filed": "STRATTAM CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/strattam-capital-management-llc-san-francisco-ca-171845", "city": "San Francisco", "state": "CA", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 334885, "name": "Stratum Fund Management, LLC", "name_as_filed": "STRATUM FUND MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/stratum-fund-management-llc-larkspur-ca-334885", "city": "Larkspur", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 318363, "name": "Stratum JMA Management, LLC", "name_as_filed": "STRATUM JMA MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/stratum-jma-management-llc-san-francisco-ca-318363", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 339234, "name": "Striker Management, LLC", "name_as_filed": "STRIKER MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/striker-management-llc-san-francisco-ca-339234", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 315520, "name": "Strong Bridge Advisors LLC", "name_as_filed": "STRONG BRIDGE ADVISORS LLC", "url": "https://advisorcensus.com/firm/strong-bridge-advisors-llc-san-francisco-ca-315520", "city": "San Francisco", "state": "CA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 284310, "name": "Structural Capital Management Company II, LP", "name_as_filed": "STRUCTURAL CAPITAL MANAGEMENT COMPANY II, LP", "url": "https://advisorcensus.com/firm/structural-capital-management-company-ii-lp-menlo-park-ca-284310", "city": "Menlo Park", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 262788, "name": "Structure Capital Management, LLC", "name_as_filed": "STRUCTURE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/structure-capital-management-llc-san-francisco-ca-262788", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 146273, "name": "Stryker Financial", "name_as_filed": "STRYKER FINANCIAL", "url": "https://advisorcensus.com/firm/stryker-financial-emeryville-ca-146273", "city": "Emeryville", "state": "CA", "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 106196, "name": "STW Associates", "name_as_filed": "STW ASSOCIATES", "url": "https://advisorcensus.com/firm/stw-associates-ross-ca-106196", "city": "Ross", "state": "CA", "years_registered": 35, "raum_band": "100m_500m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 338185, "name": "Sugati Management Company, LLC", "name_as_filed": "SUGATI MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/sugati-management-company-llc-san-ramon-ca-338185", "city": "San Ramon", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 172955, "name": "Sumeru Equity Partners", "name_as_filed": "SUMERU EQUITY PARTNERS", "url": "https://advisorcensus.com/firm/sumeru-equity-partners-san-mateo-ca-172955", "city": "San Mateo", "state": "CA", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 128586, "name": "Summitry, LLC", "name_as_filed": "SUMMITRY, LLC", "url": "https://advisorcensus.com/firm/summitry-llc-foster-city-ca-128586", "city": "Foster City", "state": "CA", "years_registered": 23, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 322625, "name": "Suncoast Ventures Management, LLC", "name_as_filed": "SUNCOAST VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/suncoast-ventures-management-llc-walnut-creek-ca-322625", "city": "Walnut Creek", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 337999, "name": "Sundance Growth Management, LLC", "name_as_filed": "SUNDANCE GROWTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/sundance-growth-management-llc-menlo-park-ca-337999", "city": "Menlo Park", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 305064, "name": "Sunstone Partners", "name_as_filed": "SUNSTONE PARTNERS", "url": "https://advisorcensus.com/firm/sunstone-partners-san-mateo-ca-305064", "city": "San Mateo", "state": "CA", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 343379, "name": "Superintelligence Capital", "name_as_filed": "SUPERINTELLIGENCE CAPITAL", "url": "https://advisorcensus.com/firm/superintelligence-capital-san-francisco-ca-343379", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 304847, "name": "Super{set}", "name_as_filed": "SUPER{SET}", "url": "https://advisorcensus.com/firm/super-set-san-francisco-ca-304847", "city": "San Francisco", "state": "CA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 172760, "name": "Susa Ventures Management, LLC", "name_as_filed": "SUSA VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/susa-ventures-management-llc-san-francisco-ca-172760", "city": "San Francisco", "state": "CA", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 162285, "name": "SV Angel Management, LLC", "name_as_filed": "SV ANGEL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/sv-angel-management-llc-san-francisco-ca-162285", "city": "San Francisco", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 287947, "name": "SV Links Angels LLC", "name_as_filed": "SV LINKS ANGELS LLC", "url": "https://advisorcensus.com/firm/sv-links-angels-llc-menlo-park-ca-287947", "city": "Menlo Park", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 124567, "name": "SVB Asset Management", "name_as_filed": "SVB ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/svb-asset-management-san-francisco-ca-124567", "city": "San Francisco", "state": "CA", "years_registered": 23, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 339508, "name": "SVS Capital Group LLC", "name_as_filed": "SVS CAPITAL GROUP LLC", "url": "https://advisorcensus.com/firm/svs-capital-group-llc-san-francisco-ca-339508", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 312847, "name": "Swift Ventures", "name_as_filed": "SWIFT VENTURES", "url": "https://advisorcensus.com/firm/swift-ventures-lafayette-ca-312847", "city": "Lafayette", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 281898, "name": "Switch Venture Management, LLC", "name_as_filed": "SWITCH VENTURE MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/switch-venture-management-llc-san-francisco-ca-281898", "city": "San Francisco", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 163105, "name": "Symbol Capital, LLC", "name_as_filed": "SYMBOL CAPITAL, LLC", "url": "https://advisorcensus.com/firm/symbol-capital-llc-san-francisco-ca-163105", "city": "San Francisco", "state": "CA", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 160676, "name": "Symphony Technology Group, LLC", "name_as_filed": "SYMPHONY TECHNOLOGY GROUP, LLC", "url": "https://advisorcensus.com/firm/symphony-technology-group-llc-menlo-park-ca-160676", "city": "Menlo Park", "state": "CA", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 309961, "name": "Synergy FG", "name_as_filed": "SYNERGY FG", "url": "https://advisorcensus.com/firm/synergy-fg-san-ramon-ca-309961", "city": "San Ramon", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 336275, "name": "Synergy Networks Capital Partners, LLC", "name_as_filed": "SYNERGY NETWORKS CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/synergy-networks-capital-partners-llc-san-francisco-ca-336275", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 213520, "name": "Synergy Ventures Advisors III, L.L.C.", "name_as_filed": "SYNERGY VENTURES ADVISORS III, L.L.C.", "url": "https://advisorcensus.com/firm/synergy-ventures-advisors-iii-l-l-c-menlo-park-ca-213520", "city": "Menlo Park", "state": "CA", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 330200, "name": "Syntheticfi LLC", "name_as_filed": "SYNTHETICFI LLC", "url": "https://advisorcensus.com/firm/syntheticfi-llc-san-francisco-ca-330200", "city": "San Francisco", "state": "CA", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 322776, "name": "Syon Capital LLC", "name_as_filed": "SYON CAPITAL LLC", "url": "https://advisorcensus.com/firm/syon-capital-llc-san-francisco-ca-322776", "city": "San Francisco", "state": "CA", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 341046, "name": "Tailwind Futures", "name_as_filed": "TAILWIND FUTURES", "url": "https://advisorcensus.com/firm/tailwind-futures-berkeley-ca-341046", "city": "Berkeley", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 164231, "name": "Talkot Capital, LLC", "name_as_filed": "TALKOT CAPITAL, LLC", "url": "https://advisorcensus.com/firm/talkot-capital-llc-corte-madera-ca-164231", "city": "Corte Madera", "state": "CA", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 301017, "name": "Tamalpais Asset Management", "name_as_filed": "TAMALPAIS ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/tamalpais-asset-management-larkspur-ca-301017", "city": "Larkspur", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 155651, "name": "Tamarind Financial Planning", "name_as_filed": "TAMARIND FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/tamarind-financial-planning-san-mateo-ca-155651", "city": "San Mateo", "state": "CA", "years_registered": 15, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 163034, "name": "Tandem Management Services", "name_as_filed": "TANDEM MANAGEMENT SERVICES", "url": "https://advisorcensus.com/firm/tandem-management-services-sausalito-ca-163034", "city": "Sausalito", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 160367, "name": "Tano Capital, LLC", "name_as_filed": "TANO CAPITAL, LLC", "url": "https://advisorcensus.com/firm/tano-capital-llc-san-mateo-ca-160367", "city": "San Mateo", "state": "CA", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 285063, "name": "Tautona Group Annex Fund GP, L.L.C.", "name_as_filed": "TAUTONA GROUP ANNEX FUND GP, L.L.C.", "url": "https://advisorcensus.com/firm/tautona-group-annex-fund-gp-l-l-c-redwood-city-ca-285063", "city": "Redwood City", "state": "CA", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 297332, "name": "TC Works, LLC", "name_as_filed": "TC WORKS, LLC", "url": "https://advisorcensus.com/firm/tc-works-llc-san-francisco-ca-297332", "city": "San Francisco", "state": "CA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 329246, "name": "TCG Labs", "name_as_filed": "TCG LABS", "url": "https://advisorcensus.com/firm/tcg-labs-san-francisco-ca-329246", "city": "San Francisco", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 160389, "name": "TCV", "name_as_filed": "TCV", "url": "https://advisorcensus.com/firm/tcv-menlo-park-ca-160389", "city": "Menlo Park", "state": "CA", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 112016, "name": "TDA Investment Group", "name_as_filed": "TDA INVESTMENT GROUP", "url": "https://advisorcensus.com/firm/tda-investment-group-san-mateo-ca-112016", "city": "San Mateo", "state": "CA", "years_registered": 35, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 285730, "name": "Tdirection Asset Management", "name_as_filed": "TDIRECTION ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/tdirection-asset-management-san-francisco-ca-285730", "city": "San Francisco", "state": "CA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 168842, "name": "Team Builder Ventures MC, LLC", "name_as_filed": "TEAM BUILDER VENTURES MC, LLC", "url": "https://advisorcensus.com/firm/team-builder-ventures-mc-llc-san-francisco-ca-168842", "city": "San Francisco", "state": "CA", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 291194, "name": "Team Hewins, LLC", "name_as_filed": "TEAM HEWINS, LLC", "url": "https://advisorcensus.com/firm/team-hewins-llc-foster-city-ca-291194", "city": "Foster City", "state": "CA", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 166099, "name": 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