{ "path": "/advisors/ca/san-francisco", "url": "https://advisorcensus.com/advisors/ca/san-francisco/page/4", "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": 4, "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": 109018, "name": "Assetmark, Inc.", "name_as_filed": "ASSETMARK, INC.", "url": "https://advisorcensus.com/firm/assetmark-inc-concord-ca-109018", "city": "Concord", "state": "CA", "years_registered": 27, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 137405, "name": "Asti Financial Management", "name_as_filed": "ASTI FINANCIAL MANAGEMENT", "url": "https://advisorcensus.com/firm/asti-financial-management-novato-ca-137405", "city": "Novato", "state": "CA", "years_registered": 20, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312988, "name": "Astia Partners GP LLC", "name_as_filed": "ASTIA PARTNERS GP LLC", "url": "https://advisorcensus.com/firm/astia-partners-gp-llc-san-francisco-ca-312988", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 332135, "name": "Asymmetry Ventures Advisors, LLC", "name_as_filed": "ASYMMETRY VENTURES ADVISORS, LLC", "url": "https://advisorcensus.com/firm/asymmetry-ventures-advisors-llc-pinole-ca-332135", "city": "Pinole", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 307972, "name": "At One Ventures Opco, LLC", "name_as_filed": "AT ONE VENTURES OPCO, LLC", "url": "https://advisorcensus.com/firm/at-one-ventures-opco-llc-menlo-park-ca-307972", "city": "Menlo Park", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 317485, "name": "Ataraxia Partners, LLC", "name_as_filed": "ATARAXIA PARTNERS, LLC", "url": "https://advisorcensus.com/firm/ataraxia-partners-llc-pacifica-ca-317485", "city": "Pacifica", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 106542, "name": "Athena Investment Management", "name_as_filed": "ATHENA INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/athena-investment-management-orinda-ca-106542", "city": "Orinda", "state": "CA", "years_registered": 49, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 343995, "name": "Athreya Capital GP, LLC", "name_as_filed": "ATHREYA CAPITAL GP, LLC", "url": "https://advisorcensus.com/firm/athreya-capital-gp-llc-san-francisco-ca-343995", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 127036, "name": "Atlas Capital Advisors Inc.", "name_as_filed": "ATLAS CAPITAL ADVISORS INC.", "url": "https://advisorcensus.com/firm/atlas-capital-advisors-inc-san-francisco-ca-127036", "city": "San Francisco", "state": "CA", "years_registered": 20, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 340555, "name": "Atlas Grove Capital LLC", "name_as_filed": "ATLAS GROVE CAPITAL LLC", "url": "https://advisorcensus.com/firm/atlas-grove-capital-llc-dublin-ca-340555", "city": "Dublin", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 168627, "name": "Atlas Peak Capital", "name_as_filed": "ATLAS PEAK CAPITAL", "url": "https://advisorcensus.com/firm/atlas-peak-capital-san-francisco-ca-168627", "city": "San Francisco", "state": "CA", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 329792, "name": "Atria Ventures Management, LLC", "name_as_filed": "ATRIA VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/atria-ventures-management-llc-san-francisco-ca-329792", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 342930, "name": "Atrium Consulting LLC", "name_as_filed": "ATRIUM CONSULTING LLC", "url": "https://advisorcensus.com/firm/atrium-consulting-llc-san-francisco-ca-342930", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 337458, "name": "Attimet Capital Management LLC", "name_as_filed": "ATTIMET CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/attimet-capital-management-llc-san-francisco-ca-337458", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 159395, "name": "Attune Financial Planning, LLC", "name_as_filed": "ATTUNE FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/attune-financial-planning-llc-san-rafael-ca-159395", "city": "San Rafael", "state": "CA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 312217, "name": "Audacious Management Company, LLC", "name_as_filed": "AUDACIOUS MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/audacious-management-company-llc-san-francisco-ca-312217", "city": "San Francisco", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 337707, "name": "Aurum EP GP LLC", "name_as_filed": "AURUM EP GP LLC", "url": "https://advisorcensus.com/firm/aurum-ep-gp-llc-pleasanton-ca-337707", "city": "Pleasanton", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 343097, "name": "Aurum VP GP LLC", "name_as_filed": "AURUM VP GP LLC", "url": "https://advisorcensus.com/firm/aurum-vp-gp-llc-pleasanton-ca-343097", "city": "Pleasanton", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 297962, "name": "Auspicious Financial Planning, LLC", "name_as_filed": "AUSPICIOUS FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/auspicious-financial-planning-llc-san-ramon-ca-297962", "city": "San Ramon", "state": "CA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 313554, "name": "Austin Creek Capital, LLC", "name_as_filed": "AUSTIN CREEK CAPITAL, LLC", "url": "https://advisorcensus.com/firm/austin-creek-capital-llc-mill-valley-ca-313554", "city": "Mill Valley", "state": "CA", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 304938, "name": "Authentic Ventures Investment Manager, LLC", "name_as_filed": "AUTHENTIC VENTURES INVESTMENT MANAGER, LLC", "url": "https://advisorcensus.com/firm/authentic-ventures-investment-manager-llc-oakland-ca-304938", "city": "Oakland", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 282525, "name": "Autotech Management, L.L.C.", "name_as_filed": "AUTOTECH MANAGEMENT, L.L.C.", "url": "https://advisorcensus.com/firm/autotech-management-l-l-c-menlo-park-ca-282525", "city": "Menlo Park", "state": "CA", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 135421, "name": "Auxi Asset Management, LLC", "name_as_filed": "AUXI ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/auxi-asset-management-llc-danville-ca-135421", "city": "Danville", "state": "CA", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 336695, "name": "Auxin Capital Management, LLC", "name_as_filed": "AUXIN CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/auxin-capital-management-llc-san-francisco-ca-336695", "city": "San Francisco", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 288140, "name": "AV Capital Management, L.L.C.", "name_as_filed": "AV CAPITAL MANAGEMENT, L.L.C.", "url": "https://advisorcensus.com/firm/av-capital-management-l-l-c-menlo-park-ca-288140", "city": "Menlo Park", "state": "CA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 107501, "name": "Avalon Capital Management", "name_as_filed": "AVALON CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/avalon-capital-management-menlo-park-ca-107501", "city": "Menlo Park", "state": "CA", "years_registered": 34, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 107785, "name": "Avalon Global Asset Management LLC", "name_as_filed": "AVALON GLOBAL ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/avalon-global-asset-management-llc-san-francisco-ca-107785", "city": "San Francisco", "state": "CA", "years_registered": 26, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 285846, "name": "AVF Management LLC", "name_as_filed": "AVF MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/avf-management-llc-san-francisco-ca-285846", "city": "San Francisco", "state": "CA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 325431, "name": "Avila Real Estate Capital", "name_as_filed": "AVILA REAL ESTATE CAPITAL", "url": "https://advisorcensus.com/firm/avila-real-estate-capital-corte-madera-ca-325431", "city": "Corte Madera", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 122821, "name": "Avondale Conquest, LLC", "name_as_filed": "AVONDALE CONQUEST, LLC", "url": "https://advisorcensus.com/firm/avondale-conquest-llc-sausalito-ca-122821", "city": "Sausalito", "state": "CA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 298755, "name": "Awesome Enablers, L.L.C.", "name_as_filed": "AWESOME ENABLERS, L.L.C.", "url": "https://advisorcensus.com/firm/awesome-enablers-l-l-c-san-francisco-ca-298755", "city": "San Francisco", "state": "CA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 118538, "name": "AWR Investment Management, LLC", "name_as_filed": "AWR INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/awr-investment-management-llc-san-rafael-ca-118538", "city": "San Rafael", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 323970, "name": "Axevil Capital, LLC", "name_as_filed": "AXEVIL CAPITAL, LLC", "url": "https://advisorcensus.com/firm/axevil-capital-llc-san-francisco-ca-323970", "city": "San Francisco", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 331811, "name": "Axial Partners", "name_as_filed": "AXIAL PARTNERS", "url": "https://advisorcensus.com/firm/axial-partners-san-francisco-ca-331811", "city": "San Francisco", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 334138, "name": "Axiom Partners", "name_as_filed": "AXIOM PARTNERS", "url": "https://advisorcensus.com/firm/axiom-partners-san-francisco-ca-334138", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 318814, "name": "B37 Ventures", "name_as_filed": "B37 VENTURES", "url": "https://advisorcensus.com/firm/b37-ventures-san-francisco-ca-318814", "city": "San Francisco", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 283309, "name": "Babylon Wealth Management LLC", "name_as_filed": "BABYLON WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/babylon-wealth-management-llc-walnut-creek-ca-283309", "city": "Walnut Creek", "state": "CA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 281813, "name": "Backer", "name_as_filed": "BACKER", "url": "https://advisorcensus.com/firm/backer-san-francisco-ca-281813", "city": "San Francisco", "state": "CA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 333079, "name": "BAG Ventures, LLC", "name_as_filed": "BAG VENTURES, LLC", "url": "https://advisorcensus.com/firm/bag-ventures-llc-san-francisco-ca-333079", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 110550, "name": "Bailard, Inc.", "name_as_filed": "BAILARD, INC.", "url": "https://advisorcensus.com/firm/bailard-inc-foster-city-ca-110550", "city": "Foster City", "state": "CA", "years_registered": 54, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 128066, "name": "Baker Street Advisors, LLC", "name_as_filed": "BAKER STREET ADVISORS, LLC", "url": "https://advisorcensus.com/firm/baker-street-advisors-llc-san-francisco-ca-128066", "city": "San Francisco", "state": "CA", "years_registered": 23, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299027, "name": "Baker Street Asset Management, LLC", "name_as_filed": "BAKER STREET ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/baker-street-asset-management-llc-sausalito-ca-299027", "city": "Sausalito", "state": "CA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 132657, "name": "Bakeravenue", "name_as_filed": "BAKERAVENUE", "url": "https://advisorcensus.com/firm/bakeravenue-san-francisco-ca-132657", "city": "San Francisco", "state": "CA", "years_registered": 21, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 333867, "name": "Balance Cash Management Inc.", "name_as_filed": "BALANCE CASH MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/balance-cash-management-inc-san-francisco-ca-333867", "city": "San Francisco", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 113209, "name": "Balch Hill Capital", "name_as_filed": "BALCH HILL CAPITAL", "url": "https://advisorcensus.com/firm/balch-hill-capital-san-francisco-ca-113209", "city": "San Francisco", "state": "CA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 318512, "name": "Ballistic Ventures", "name_as_filed": "BALLISTIC VENTURES", "url": "https://advisorcensus.com/firm/ballistic-ventures-menlo-park-ca-318512", "city": "Menlo Park", "state": "CA", "years_registered": 4, "raum_band": 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