# 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/33

## 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 33 of 36, 1601 to 1650 of 1,779, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Transmedia Capital, LLC](https://advisorcensus.com/firm/transmedia-capital-llc-san-francisco-ca-243789) ([md](https://advisorcensus.com/firm/transmedia-capital-llc-san-francisco-ca-243789.md)) | 243789 | San Francisco, CA | Exempt reporting adviser | Not reported | 11 | Not reported |
| [Traxion Capital Partners MGT, LLC](https://advisorcensus.com/firm/traxion-capital-partners-mgt-llc-san-francisco-ca-327248) ([md](https://advisorcensus.com/firm/traxion-capital-partners-mgt-llc-san-francisco-ca-327248.md)) | 327248 | San Francisco, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Tree Line Capital Partners, LLC](https://advisorcensus.com/firm/tree-line-capital-partners-llc-san-francisco-ca-173784) ([md](https://advisorcensus.com/firm/tree-line-capital-partners-llc-san-francisco-ca-173784.md)) | 173784 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Performance fee |
| [Treehouse Wealth Advisors](https://advisorcensus.com/firm/treehouse-wealth-advisors-walnut-creek-ca-292016) ([md](https://advisorcensus.com/firm/treehouse-wealth-advisors-walnut-creek-ca-292016.md)) | 292016 | Walnut Creek, CA | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Fixed fee |
| [Triavera Capital LLC](https://advisorcensus.com/firm/triavera-capital-llc-larkspur-ca-329548) ([md](https://advisorcensus.com/firm/triavera-capital-llc-larkspur-ca-329548.md)) | 329548 | Larkspur, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Other |
| [Triaxiom Capital, LLC](https://advisorcensus.com/firm/triaxiom-capital-llc-san-francisco-ca-298263) ([md](https://advisorcensus.com/firm/triaxiom-capital-llc-san-francisco-ca-298263.md)) | 298263 | San Francisco, CA | State-registered investment adviser | Under $25 million | 5 | % of assets, Performance fee, Other |
| [Tribe Capital](https://advisorcensus.com/firm/tribe-capital-san-mateo-ca-304697) ([md](https://advisorcensus.com/firm/tribe-capital-san-mateo-ca-304697.md)) | 304697 | San Mateo, CA | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Performance fee |
| [Trident Capital, Inc.](https://advisorcensus.com/firm/trident-capital-inc-san-mateo-ca-160095) ([md](https://advisorcensus.com/firm/trident-capital-inc-san-mateo-ca-160095.md)) | 160095 | San Mateo, CA | Exempt reporting adviser | Not reported | 10 | Not reported |
| [Trigofi](https://advisorcensus.com/firm/trigofi-emeryville-ca-315922) ([md](https://advisorcensus.com/firm/trigofi-emeryville-ca-315922.md)) | 315922 | Emeryville, CA | State-registered investment adviser | Under $25 million | Not reported | % of assets, Fixed fee |
| [Trillium Investments](https://advisorcensus.com/firm/trillium-investments-emeryville-ca-300353) ([md](https://advisorcensus.com/firm/trillium-investments-emeryville-ca-300353.md)) | 300353 | Emeryville, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Trimer Capital Management LP](https://advisorcensus.com/firm/trimer-capital-management-lp-san-francisco-ca-319428) ([md](https://advisorcensus.com/firm/trimer-capital-management-lp-san-francisco-ca-319428.md)) | 319428 | San Francisco, CA | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Performance fee |
| [Trinity Alps Capital](https://advisorcensus.com/firm/trinity-alps-capital-san-francisco-ca-287741) ([md](https://advisorcensus.com/firm/trinity-alps-capital-san-francisco-ca-287741.md)) | 287741 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Performance fee |
| [Trinity Ventures](https://advisorcensus.com/firm/trinity-ventures-menlo-park-ca-159537) ([md](https://advisorcensus.com/firm/trinity-ventures-menlo-park-ca-159537.md)) | 159537 | Menlo Park, CA | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Performance fee |
| [Triplepoint Advisers LLC](https://advisorcensus.com/firm/triplepoint-advisers-llc-menlo-park-ca-168948) ([md](https://advisorcensus.com/firm/triplepoint-advisers-llc-menlo-park-ca-168948.md)) | 168948 | Menlo Park, CA | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Performance fee |
| [Trium Ventures GP I, LLC](https://advisorcensus.com/firm/trium-ventures-gp-i-llc-san-francisco-ca-322206) ([md](https://advisorcensus.com/firm/trium-ventures-gp-i-llc-san-francisco-ca-322206.md)) | 322206 | San Francisco, CA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Trooper Capital Management LLC](https://advisorcensus.com/firm/trooper-capital-management-llc-san-francisco-ca-335517) ([md](https://advisorcensus.com/firm/trooper-capital-management-llc-san-francisco-ca-335517.md)) | 335517 | San Francisco, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Trucks Venture Management, LLC](https://advisorcensus.com/firm/trucks-venture-management-llc-san-francisco-ca-283627) ([md](https://advisorcensus.com/firm/trucks-venture-management-llc-san-francisco-ca-283627.md)) | 283627 | San Francisco, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [True Link Financial Advisors](https://advisorcensus.com/firm/true-link-financial-advisors-san-francisco-ca-281870) ([md](https://advisorcensus.com/firm/true-link-financial-advisors-san-francisco-ca-281870.md)) | 281870 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets |
| [True Wind Capital Management, L.P.](https://advisorcensus.com/firm/true-wind-capital-management-l-p-san-francisco-ca-281109) ([md](https://advisorcensus.com/firm/true-wind-capital-management-l-p-san-francisco-ca-281109.md)) | 281109 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Performance fee |
| [TSG Consumer Partners LP](https://advisorcensus.com/firm/tsg-consumer-partners-lp-larkspur-ca-160826) ([md](https://advisorcensus.com/firm/tsg-consumer-partners-lp-larkspur-ca-160826.md)) | 160826 | Larkspur, CA | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Other |
| [Tuesday Capital Management, L.L.C.](https://advisorcensus.com/firm/tuesday-capital-management-l-l-c-san-francisco-ca-162711) ([md](https://advisorcensus.com/firm/tuesday-capital-management-l-l-c-san-francisco-ca-162711.md)) | 162711 | San Francisco, CA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [TURN/RIVER Management, L.P.](https://advisorcensus.com/firm/turn-river-management-l-p-san-francisco-ca-165897) ([md](https://advisorcensus.com/firm/turn-river-management-l-p-san-francisco-ca-165897.md)) | 165897 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 8 | % of assets, Performance fee, Other |
| [Turnmark Capital LLC](https://advisorcensus.com/firm/turnmark-capital-llc-pleasanton-ca-146892) ([md](https://advisorcensus.com/firm/turnmark-capital-llc-pleasanton-ca-146892.md)) | 146892 | Pleasanton, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Tuscan Capital Management, LLC](https://advisorcensus.com/firm/tuscan-capital-management-llc-san-francisco-ca-330705) ([md](https://advisorcensus.com/firm/tuscan-capital-management-llc-san-francisco-ca-330705.md)) | 330705 | San Francisco, CA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [TVV Advisers, LLC](https://advisorcensus.com/firm/tvv-advisers-llc-pleasanton-ca-322542) ([md](https://advisorcensus.com/firm/tvv-advisers-llc-pleasanton-ca-322542.md)) | 322542 | Pleasanton, CA | SEC-registered investment adviser | $25 million to $100 million | 3 | % of assets, Performance fee |
| [TVV GP II, LLC](https://advisorcensus.com/firm/tvv-gp-ii-llc-pleasanton-ca-319542) ([md](https://advisorcensus.com/firm/tvv-gp-ii-llc-pleasanton-ca-319542.md)) | 319542 | Pleasanton, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [TVV GP, LLC](https://advisorcensus.com/firm/tvv-gp-llc-pleasanton-ca-319541) ([md](https://advisorcensus.com/firm/tvv-gp-llc-pleasanton-ca-319541.md)) | 319541 | Pleasanton, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Twin Lakes Capital](https://advisorcensus.com/firm/twin-lakes-capital-redwood-shores-ca-137522) ([md](https://advisorcensus.com/firm/twin-lakes-capital-redwood-shores-ca-137522.md)) | 137522 | Redwood Shores, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Twine Ventures Management LLC](https://advisorcensus.com/firm/twine-ventures-management-llc-san-francisco-ca-322551) ([md](https://advisorcensus.com/firm/twine-ventures-management-llc-san-francisco-ca-322551.md)) | 322551 | San Francisco, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [U.S. Venture Partners](https://advisorcensus.com/firm/u-s-venture-partners-menlo-park-ca-160112) ([md](https://advisorcensus.com/firm/u-s-venture-partners-menlo-park-ca-160112.md)) | 160112 | Menlo Park, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Uberfund Capital Advisors LLC](https://advisorcensus.com/firm/uberfund-capital-advisors-llc-fremont-ca-324751) ([md](https://advisorcensus.com/firm/uberfund-capital-advisors-llc-fremont-ca-324751.md)) | 324751 | Fremont, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [UC Ventures, LLC](https://advisorcensus.com/firm/uc-ventures-llc-san-francisco-ca-340754) ([md](https://advisorcensus.com/firm/uc-ventures-llc-san-francisco-ca-340754.md)) | 340754 | San Francisco, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Ultra Capital Management LLC](https://advisorcensus.com/firm/ultra-capital-management-llc-san-francisco-ca-339458) ([md](https://advisorcensus.com/firm/ultra-capital-management-llc-san-francisco-ca-339458.md)) | 339458 | San Francisco, CA | SEC-registered investment adviser | Under $25 million | 0 | % of assets |
| [UMA Ventures Management Company LLC](https://advisorcensus.com/firm/uma-ventures-management-company-llc-san-francisco-ca-344099) ([md](https://advisorcensus.com/firm/uma-ventures-management-company-llc-san-francisco-ca-344099.md)) | 344099 | San Francisco, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Uncork Capital](https://advisorcensus.com/firm/uncork-capital-san-francisco-ca-308145) ([md](https://advisorcensus.com/firm/uncork-capital-san-francisco-ca-308145.md)) | 308145 | San Francisco, CA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Union Labs](https://advisorcensus.com/firm/union-labs-san-mateo-ca-312102) ([md](https://advisorcensus.com/firm/union-labs-san-mateo-ca-312102.md)) | 312102 | San Mateo, CA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Union Peak Ventures Management LLC](https://advisorcensus.com/firm/union-peak-ventures-management-llc-san-mateo-ca-343977) ([md](https://advisorcensus.com/firm/union-peak-ventures-management-llc-san-mateo-ca-343977.md)) | 343977 | San Mateo, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Union Square Global Wealth Management](https://advisorcensus.com/firm/union-square-global-wealth-management-san-francisco-ca-111776) ([md](https://advisorcensus.com/firm/union-square-global-wealth-management-san-francisco-ca-111776.md)) | 111776 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 28 | % of assets, Fixed fee |
| [Unison Investment Management, LLC](https://advisorcensus.com/firm/unison-investment-management-llc-san-francisco-ca-150893) ([md](https://advisorcensus.com/firm/unison-investment-management-llc-san-francisco-ca-150893.md)) | 150893 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Performance fee |
| [Unlock Investments](https://advisorcensus.com/firm/unlock-investments-walnut-creek-ca-327987) ([md](https://advisorcensus.com/firm/unlock-investments-walnut-creek-ca-327987.md)) | 327987 | Walnut Creek, CA | State-registered investment adviser | Under $25 million | 2 | % of assets, Performance fee |
| [Unusual Ventures](https://advisorcensus.com/firm/unusual-ventures-menlo-park-ca-297551) ([md](https://advisorcensus.com/firm/unusual-ventures-menlo-park-ca-297551.md)) | 297551 | Menlo Park, CA | Exempt reporting adviser | Not reported | 6 | Not reported |
| [Uplifting Capital](https://advisorcensus.com/firm/uplifting-capital-san-rafael-ca-321054) ([md](https://advisorcensus.com/firm/uplifting-capital-san-rafael-ca-321054.md)) | 321054 | San Rafael, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Uprise Advisers LLC](https://advisorcensus.com/firm/uprise-advisers-llc-san-francisco-ca-322959) ([md](https://advisorcensus.com/firm/uprise-advisers-llc-san-francisco-ca-322959.md)) | 322959 | San Francisco, CA | State-registered investment adviser | Not reported | 3 | Hourly, Fixed fee |
| [Uprising Management, LLC](https://advisorcensus.com/firm/uprising-management-llc-san-francisco-ca-174730) ([md](https://advisorcensus.com/firm/uprising-management-llc-san-francisco-ca-174730.md)) | 174730 | San Francisco, CA | Exempt reporting adviser | Not reported | 11 | Not reported |
| [Upside Partnership](https://advisorcensus.com/firm/upside-partnership-mill-valley-ca-172594) ([md](https://advisorcensus.com/firm/upside-partnership-mill-valley-ca-172594.md)) | 172594 | Mill Valley, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Urban Innovation Management LLC](https://advisorcensus.com/firm/urban-innovation-management-llc-san-francisco-ca-325983) ([md](https://advisorcensus.com/firm/urban-innovation-management-llc-san-francisco-ca-325983.md)) | 325983 | San Francisco, CA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Urban Investment Advisors](https://advisorcensus.com/firm/urban-investment-advisors-mill-valley-ca-222524) ([md](https://advisorcensus.com/firm/urban-investment-advisors-mill-valley-ca-222524.md)) | 222524 | Mill Valley, CA | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Fixed fee, Performance fee |
| [Urban Land Capital, LLC](https://advisorcensus.com/firm/urban-land-capital-llc-san-francisco-ca-300738) ([md](https://advisorcensus.com/firm/urban-land-capital-llc-san-francisco-ca-300738.md)) | 300738 | San Francisco, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Urbanite Capital, LLC](https://advisorcensus.com/firm/urbanite-capital-llc-san-francisco-ca-317829) ([md](https://advisorcensus.com/firm/urbanite-capital-llc-san-francisco-ca-317829.md)) | 317829 | San Francisco, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Ursa Fund Management LLC](https://advisorcensus.com/firm/ursa-fund-management-llc-danville-ca-283363) ([md](https://advisorcensus.com/firm/ursa-fund-management-llc-danville-ca-283363.md)) | 283363 | Danville, CA | SEC-registered investment adviser | $1 billion to $5 billion | 9 | Performance fee |

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## 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.

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- [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.