# 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/35

## 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 35 of 36, 1701 to 1750 of 1,779, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Vocation Capital, LLC](https://advisorcensus.com/firm/vocation-capital-llc-menlo-park-ca-342225) ([md](https://advisorcensus.com/firm/vocation-capital-llc-menlo-park-ca-342225.md)) | 342225 | Menlo Park, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Voleon Capital Management LP](https://advisorcensus.com/firm/voleon-capital-management-lp-berkeley-ca-147443) ([md](https://advisorcensus.com/firm/voleon-capital-management-lp-berkeley-ca-147443.md)) | 147443 | Berkeley, CA | SEC-registered investment adviser | Over $5 billion | 13 | % of assets, Performance fee, Other |
| [Volt Equity LLC](https://advisorcensus.com/firm/volt-equity-llc-san-francisco-ca-310402) ([md](https://advisorcensus.com/firm/volt-equity-llc-san-francisco-ca-310402.md)) | 310402 | San Francisco, CA | SEC-registered investment adviser | Under $25 million | 5 | % of assets |
| [Vopne Capital, LLC](https://advisorcensus.com/firm/vopne-capital-llc-mill-valley-ca-171549) ([md](https://advisorcensus.com/firm/vopne-capital-llc-mill-valley-ca-171549.md)) | 171549 | Mill Valley, CA | Exempt reporting adviser | Not reported | 8 | Not reported |
| [Voyager Partners Management LLC](https://advisorcensus.com/firm/voyager-partners-management-llc-san-francisco-ca-316020) ([md](https://advisorcensus.com/firm/voyager-partners-management-llc-san-francisco-ca-316020.md)) | 316020 | San Francisco, CA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [VR Fund Management, L.L.C](https://advisorcensus.com/firm/vr-fund-management-l-l-c-redwood-city-ca-283804) ([md](https://advisorcensus.com/firm/vr-fund-management-l-l-c-redwood-city-ca-283804.md)) | 283804 | Redwood City, CA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Wada Capital Management, LLC](https://advisorcensus.com/firm/wada-capital-management-llc-el-cerrito-ca-143634) ([md](https://advisorcensus.com/firm/wada-capital-management-llc-el-cerrito-ca-143634.md)) | 143634 | El Cerrito, CA | State-registered investment adviser | $25 million to $100 million | 19 | % of assets, Performance fee |
| [Wahdy Capital](https://advisorcensus.com/firm/wahdy-capital-san-francisco-ca-175272) ([md](https://advisorcensus.com/firm/wahdy-capital-san-francisco-ca-175272.md)) | 175272 | San Francisco, CA | State-registered investment adviser | Under $25 million | Not reported | % of assets, Hourly, Subscription, Fixed fee, Performance fee |
| [Walden Catalyst Management, LLC](https://advisorcensus.com/firm/walden-catalyst-management-llc-san-francisco-ca-315491) ([md](https://advisorcensus.com/firm/walden-catalyst-management-llc-san-francisco-ca-315491.md)) | 315491 | San Francisco, CA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Walden International](https://advisorcensus.com/firm/walden-international-san-francisco-ca-163393) ([md](https://advisorcensus.com/firm/walden-international-san-francisco-ca-163393.md)) | 163393 | San Francisco, CA | Exempt reporting adviser | Not reported | 8 | Not reported |
| [Wallace Advisory Group, LLC](https://advisorcensus.com/firm/wallace-advisory-group-llc-lafayette-ca-281049) ([md](https://advisorcensus.com/firm/wallace-advisory-group-llc-lafayette-ca-281049.md)) | 281049 | Lafayette, CA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Fixed fee |
| [Warm Springs Advisors Inc.](https://advisorcensus.com/firm/warm-springs-advisors-inc-larkspur-ca-306501) ([md](https://advisorcensus.com/firm/warm-springs-advisors-inc-larkspur-ca-306501.md)) | 306501 | Larkspur, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Wasi](https://advisorcensus.com/firm/wasi-mill-valley-ca-131689) ([md](https://advisorcensus.com/firm/wasi-mill-valley-ca-131689.md)) | 131689 | Mill Valley, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Wata Capital LLC](https://advisorcensus.com/firm/wata-capital-llc-san-francisco-ca-298666) ([md](https://advisorcensus.com/firm/wata-capital-llc-san-francisco-ca-298666.md)) | 298666 | San Francisco, CA | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee, Performance fee |
| [Wave Capital](https://advisorcensus.com/firm/wave-capital-san-francisco-ca-299004) ([md](https://advisorcensus.com/firm/wave-capital-san-francisco-ca-299004.md)) | 299004 | San Francisco, CA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Wavepeak Ventures, LLC](https://advisorcensus.com/firm/wavepeak-ventures-llc-san-mateo-ca-339884) ([md](https://advisorcensus.com/firm/wavepeak-ventures-llc-san-mateo-ca-339884.md)) | 339884 | San Mateo, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Wayfinder Ventures Management, L.L.C.](https://advisorcensus.com/firm/wayfinder-ventures-management-l-l-c-san-francisco-ca-313288) ([md](https://advisorcensus.com/firm/wayfinder-ventures-management-l-l-c-san-francisco-ca-313288.md)) | 313288 | San Francisco, CA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Waygrove Partnership Management LP](https://advisorcensus.com/firm/waygrove-partnership-management-lp-san-francisco-ca-332077) ([md](https://advisorcensus.com/firm/waygrove-partnership-management-lp-san-francisco-ca-332077.md)) | 332077 | San Francisco, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Wcep Management LLC](https://advisorcensus.com/firm/wcep-management-llc-san-carlos-ca-316664) ([md](https://advisorcensus.com/firm/wcep-management-llc-san-carlos-ca-316664.md)) | 316664 | San Carlos, CA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [We Financial Group](https://advisorcensus.com/firm/we-financial-group-san-francisco-ca-298549) ([md](https://advisorcensus.com/firm/we-financial-group-san-francisco-ca-298549.md)) | 298549 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Wealth & Tax Planners LLC](https://advisorcensus.com/firm/wealth-and-tax-planners-llc-walnut-creek-ca-136450) ([md](https://advisorcensus.com/firm/wealth-and-tax-planners-llc-walnut-creek-ca-136450.md)) | 136450 | Walnut Creek, CA | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Hourly, Fixed fee |
| [Wealth Script Advisors](https://advisorcensus.com/firm/wealth-script-advisors-san-francisco-ca-334760) ([md](https://advisorcensus.com/firm/wealth-script-advisors-san-francisco-ca-334760.md)) | 334760 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Wealthboost Advisors, LLC](https://advisorcensus.com/firm/wealthboost-advisors-llc-san-francisco-ca-285273) ([md](https://advisorcensus.com/firm/wealthboost-advisors-llc-san-francisco-ca-285273.md)) | 285273 | San Francisco, CA | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Wealthpaver](https://advisorcensus.com/firm/wealthpaver-pleasanton-ca-299615) ([md](https://advisorcensus.com/firm/wealthpaver-pleasanton-ca-299615.md)) | 299615 | Pleasanton, CA | State-registered investment adviser | Under $25 million | 3 | % of assets |
| [Wealthvalues, LLC](https://advisorcensus.com/firm/wealthvalues-llc-redwood-city-ca-140004) ([md](https://advisorcensus.com/firm/wealthvalues-llc-redwood-city-ca-140004.md)) | 140004 | Redwood City, CA | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets, Hourly, Fixed fee |
| [Webb Investment Network Management, LLC](https://advisorcensus.com/firm/webb-investment-network-management-llc-san-francisco-ca-311579) ([md](https://advisorcensus.com/firm/webb-investment-network-management-llc-san-francisco-ca-311579.md)) | 311579 | San Francisco, CA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Weber Capital Management LLC](https://advisorcensus.com/firm/weber-capital-management-llc-san-francisco-ca-109624) ([md](https://advisorcensus.com/firm/weber-capital-management-llc-san-francisco-ca-109624.md)) | 109624 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [Wefunder](https://advisorcensus.com/firm/wefunder-san-francisco-ca-167803) ([md](https://advisorcensus.com/firm/wefunder-san-francisco-ca-167803.md)) | 167803 | San Francisco, CA | Exempt reporting adviser | Not reported | 13 | Not reported |
| [Wellington Capital Advisors, LLC](https://advisorcensus.com/firm/wellington-capital-advisors-llc-san-francisco-ca-282696) ([md](https://advisorcensus.com/firm/wellington-capital-advisors-llc-san-francisco-ca-282696.md)) | 282696 | San Francisco, CA | State-registered investment adviser | Under $25 million | 7 | % of assets |
| [WEN Capital Advisory Group, Inc.](https://advisorcensus.com/firm/wen-capital-advisory-group-inc-el-cerrito-ca-164701) ([md](https://advisorcensus.com/firm/wen-capital-advisory-group-inc-el-cerrito-ca-164701.md)) | 164701 | El Cerrito, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Subscription |
| [Wespac Advisors, LLC](https://advisorcensus.com/firm/wespac-advisors-llc-orinda-ca-148242) ([md](https://advisorcensus.com/firm/wespac-advisors-llc-orinda-ca-148242.md)) | 148242 | Orinda, CA | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Hourly |
| [West Coast Financial Wealth Management, Inc](https://advisorcensus.com/firm/west-coast-financial-wealth-management-inc-walut-creek-ca-158644) ([md](https://advisorcensus.com/firm/west-coast-financial-wealth-management-inc-walut-creek-ca-158644.md)) | 158644 | Walut Creek, CA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [West Hall Capital Partners LLC](https://advisorcensus.com/firm/west-hall-capital-partners-llc-larkspur-ca-300828) ([md](https://advisorcensus.com/firm/west-hall-capital-partners-llc-larkspur-ca-300828.md)) | 300828 | Larkspur, CA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [West Star Management LLC](https://advisorcensus.com/firm/west-star-management-llc-san-francisco-ca-339799) ([md](https://advisorcensus.com/firm/west-star-management-llc-san-francisco-ca-339799.md)) | 339799 | San Francisco, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [West Technology Ventures Management, LLC](https://advisorcensus.com/firm/west-technology-ventures-management-llc-san-francisco-ca-343489) ([md](https://advisorcensus.com/firm/west-technology-ventures-management-llc-san-francisco-ca-343489.md)) | 343489 | San Francisco, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Westbridge Capital US Advisors, LP](https://advisorcensus.com/firm/westbridge-capital-us-advisors-lp-san-mateo-ca-161527) ([md](https://advisorcensus.com/firm/westbridge-capital-us-advisors-lp-san-mateo-ca-161527.md)) | 161527 | San Mateo, CA | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee |
| [Westcap Management, LLC](https://advisorcensus.com/firm/westcap-management-llc-san-francisco-ca-301822) ([md](https://advisorcensus.com/firm/westcap-management-llc-san-francisco-ca-301822.md)) | 301822 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 6 | % of assets, Performance fee |
| [Westend Capital Management, LLC.](https://advisorcensus.com/firm/westend-capital-management-llc-sausalito-ca-120545) ([md](https://advisorcensus.com/firm/westend-capital-management-llc-sausalito-ca-120545.md)) | 120545 | Sausalito, CA | SEC-registered investment adviser | $100 million to $500 million | 24 | % of assets, Performance fee |
| [Westerly Capital Management LLC](https://advisorcensus.com/firm/westerly-capital-management-llc-san-francisco-ca-140089) ([md](https://advisorcensus.com/firm/westerly-capital-management-llc-san-francisco-ca-140089.md)) | 140089 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Performance fee |
| [Western Technology Investment (WTI)](https://advisorcensus.com/firm/western-technology-investment-wti-portola-valley-ca-110429) ([md](https://advisorcensus.com/firm/western-technology-investment-wti-portola-valley-ca-110429.md)) | 110429 | Portola Valley, CA | SEC-registered investment adviser | $1 billion to $5 billion | 32 | % of assets, Performance fee, Other |
| [Westhill Financial Advisors, Inc.](https://advisorcensus.com/firm/westhill-financial-advisors-inc-san-rafael-ca-152506) ([md](https://advisorcensus.com/firm/westhill-financial-advisors-inc-san-rafael-ca-152506.md)) | 152506 | San Rafael, CA | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets, Hourly, Fixed fee |
| [Westly Capital Management III, L.L.C.](https://advisorcensus.com/firm/westly-capital-management-iii-l-l-c-menlo-park-ca-285571) ([md](https://advisorcensus.com/firm/westly-capital-management-iii-l-l-c-menlo-park-ca-285571.md)) | 285571 | Menlo Park, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Westwave Capital LLC](https://advisorcensus.com/firm/westwave-capital-llc-redwood-city-ca-290174) ([md](https://advisorcensus.com/firm/westwave-capital-llc-redwood-city-ca-290174.md)) | 290174 | Redwood City, CA | Exempt reporting adviser | Not reported | 9 | Not reported |
| [WGD Capital, LP](https://advisorcensus.com/firm/wgd-capital-lp-san-mateo-ca-306887) ([md](https://advisorcensus.com/firm/wgd-capital-lp-san-mateo-ca-306887.md)) | 306887 | San Mateo, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Whelan Capital Mangement](https://advisorcensus.com/firm/whelan-capital-mangement-menlo-park-ca-107216) ([md](https://advisorcensus.com/firm/whelan-capital-mangement-menlo-park-ca-107216.md)) | 107216 | Menlo Park, CA | State-registered investment adviser | Under $25 million | 11 | % of assets |
| [White Oak Global Advisors, LLC](https://advisorcensus.com/firm/white-oak-global-advisors-llc-san-francisco-ca-149659) ([md](https://advisorcensus.com/firm/white-oak-global-advisors-llc-san-francisco-ca-149659.md)) | 149659 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 17 | % of assets, Performance fee |
| [Whiteswan Trading Corporation](https://advisorcensus.com/firm/whiteswan-trading-corporation-san-francisco-ca-300671) ([md](https://advisorcensus.com/firm/whiteswan-trading-corporation-san-francisco-ca-300671.md)) | 300671 | San Francisco, CA | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Commissions, Performance fee |
| [WI Harper Group Inc](https://advisorcensus.com/firm/wi-harper-group-inc-san-francisco-ca-161665) ([md](https://advisorcensus.com/firm/wi-harper-group-inc-san-francisco-ca-161665.md)) | 161665 | San Francisco, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Wildcat Venture Partners, LLC](https://advisorcensus.com/firm/wildcat-venture-partners-llc-san-mateo-ca-288146) ([md](https://advisorcensus.com/firm/wildcat-venture-partners-llc-san-mateo-ca-288146.md)) | 288146 | San Mateo, CA | Exempt reporting adviser | Not reported | 9 | Not reported |
| [Willis Financial Services, Inc.](https://advisorcensus.com/firm/willis-financial-services-inc-clayton-ca-155501) ([md](https://advisorcensus.com/firm/willis-financial-services-inc-clayton-ca-155501.md)) | 155501 | Clayton, CA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly |

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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 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.