{ "path": "/advisors/ca/san-francisco", "url": "https://advisorcensus.com/advisors/ca/san-francisco/page/7", "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": 7, "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": 154878, "name": "Bucher Wealth Advisors", "name_as_filed": "BUCHER WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/bucher-wealth-advisors-san-mateo-ca-154878", "city": "San Mateo", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 330146, "name": "Buckhill Capital LP", "name_as_filed": "BUCKHILL CAPITAL LP", "url": "https://advisorcensus.com/firm/buckhill-capital-lp-san-francisco-ca-330146", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 308885, "name": "Buckley Ventures Management Company LLC", "name_as_filed": "BUCKLEY VENTURES MANAGEMENT COMPANY LLC", "url": "https://advisorcensus.com/firm/buckley-ventures-management-company-llc-san-francisco-ca-308885", "city": "San Francisco", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 288444, "name": "Builders VC, LLC", "name_as_filed": "BUILDERS VC, LLC", "url": "https://advisorcensus.com/firm/builders-vc-llc-san-francisco-ca-288444", "city": "San Francisco", "state": "CA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 166060, "name": "Bullpen Management, LLC", "name_as_filed": "BULLPEN MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bullpen-management-llc-san-francisco-ca-166060", "city": "San Francisco", "state": "CA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 319690, "name": "Bunker", "name_as_filed": "BUNKER", "url": "https://advisorcensus.com/firm/bunker-san-francisco-ca-319690", "city": "San Francisco", "state": "CA", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 300041, "name": "Burlingame Wealth Management, LLC", "name_as_filed": "BURLINGAME WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/burlingame-wealth-management-llc-burlingame-ca-300041", "city": "Burlingame", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 319667, "name": "Burst Capital Management, LLC", "name_as_filed": "BURST CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/burst-capital-management-llc-san-francisco-ca-319667", "city": "San Francisco", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 118376, "name": "Burton Enright Welch", "name_as_filed": "BURTON ENRIGHT WELCH", "url": "https://advisorcensus.com/firm/burton-enright-welch-walnut-creek-ca-118376", "city": "Walnut Creek", "state": "CA", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 315391, "name": "BV MGMT, LLC", "name_as_filed": "BV MGMT, LLC", "url": "https://advisorcensus.com/firm/bv-mgmt-llc-san-francisco-ca-315391", "city": "San Francisco", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 156149, "name": "BVF Partners L.P.", "name_as_filed": "BVF PARTNERS L.P.", "url": "https://advisorcensus.com/firm/bvf-partners-l-p-san-francisco-ca-156149", "city": "San Francisco", "state": "CA", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 337464, "name": "Byers Capital Investment Advisory, LLC", "name_as_filed": "BYERS CAPITAL INVESTMENT ADVISORY, LLC", "url": "https://advisorcensus.com/firm/byers-capital-investment-advisory-llc-menlo-park-ca-337464", "city": "Menlo Park", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 169234, "name": "Cable CAR Capital, LP", "name_as_filed": "CABLE CAR CAPITAL, LP", "url": "https://advisorcensus.com/firm/cable-car-capital-lp-san-francisco-ca-169234", "city": "San Francisco", "state": "CA", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 323063, "name": "Cache Advisors LLC", "name_as_filed": "CACHE ADVISORS LLC", "url": "https://advisorcensus.com/firm/cache-advisors-llc-san-francisco-ca-323063", "city": "San Francisco", "state": "CA", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 310205, "name": "CAI Manager LP", "name_as_filed": "CAI MANAGER LP", "url": "https://advisorcensus.com/firm/cai-manager-lp-mill-valley-ca-310205", "city": "Mill Valley", "state": "CA", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 314133, "name": "Cake Ventures Management, LLC", "name_as_filed": "CAKE VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cake-ventures-management-llc-san-francisco-ca-314133", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 10489, "name": "Caldwell Sutter Capital, Inc.", "name_as_filed": "CALDWELL SUTTER CAPITAL, INC.", "url": "https://advisorcensus.com/firm/caldwell-sutter-capital-inc-sausalito-ca-10489", "city": "Sausalito", "state": "CA", "years_registered": 20, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 158050, "name": "Calera Capital Advisors, LP", "name_as_filed": "CALERA CAPITAL ADVISORS, LP", "url": "https://advisorcensus.com/firm/calera-capital-advisors-lp-san-francisco-ca-158050", "city": "San Francisco", "state": "CA", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 110152, "name": "California Financial Advisors", "name_as_filed": "CALIFORNIA FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/california-financial-advisors-san-ramon-ca-110152", "city": "San Ramon", "state": "CA", "years_registered": 28, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107687, "name": "Callan", "name_as_filed": "CALLAN", "url": "https://advisorcensus.com/firm/callan-san-francisco-ca-107687", "city": "San Francisco", "state": "CA", "years_registered": 53, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 291953, "name": "Cambrian Asset Management, Inc.", "name_as_filed": "CAMBRIAN ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/cambrian-asset-management-inc-mill-valley-ca-291953", "city": "Mill Valley", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 128053, "name": "Camelotta Advisors", "name_as_filed": "CAMELOTTA ADVISORS", "url": "https://advisorcensus.com/firm/camelotta-advisors-san-francisco-ca-128053", "city": "San Francisco", "state": "CA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 308320, "name": "Camford Capital Management, LLC", "name_as_filed": "CAMFORD CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/camford-capital-management-llc-menlo-park-ca-308320", "city": "Menlo Park", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 288085, "name": "Campton Private Equity Advisors", "name_as_filed": "CAMPTON PRIVATE EQUITY ADVISORS", "url": "https://advisorcensus.com/firm/campton-private-equity-advisors-san-francisco-ca-288085", "city": "San Francisco", "state": "CA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 286086, "name": "Candide Group", "name_as_filed": "CANDIDE GROUP", "url": "https://advisorcensus.com/firm/candide-group-oakland-ca-286086", "city": "Oakland", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 317809, "name": "Candou Ventures Fund 2 LLC", "name_as_filed": "CANDOU VENTURES FUND 2 LLC", "url": "https://advisorcensus.com/firm/candou-ventures-fund-2-llc-menlo-park-ca-317809", "city": "Menlo Park", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 140959, "name": "Cannon Beach Financial Advisors", "name_as_filed": "CANNON BEACH FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/cannon-beach-financial-advisors-san-ramon-ca-140959", "city": "San Ramon", "state": "CA", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 321213, "name": "Canonical Crypto Management, LLC", "name_as_filed": "CANONICAL CRYPTO MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/canonical-crypto-management-llc-oakland-ca-321213", "city": "Oakland", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 312922, "name": "Cantos Ventures, LLC", "name_as_filed": "CANTOS VENTURES, LLC", "url": "https://advisorcensus.com/firm/cantos-ventures-llc-san-francisco-ca-312922", "city": "San Francisco", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 108985, "name": "Capital Advantage, Inc.", "name_as_filed": "CAPITAL ADVANTAGE, INC.", "url": "https://advisorcensus.com/firm/capital-advantage-inc-walnut-creek-ca-108985", "city": "Walnut Creek", "state": "CA", "years_registered": 28, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335378, "name": "Capital F Partners, LLC", "name_as_filed": "CAPITAL F PARTNERS, LLC", "url": "https://advisorcensus.com/firm/capital-f-partners-llc-mill-valley-ca-335378", "city": "Mill Valley", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 304617, "name": "Capital Management Advisor Group, LLC", "name_as_filed": "CAPITAL MANAGEMENT ADVISOR GROUP, LLC", "url": "https://advisorcensus.com/firm/capital-management-advisor-group-llc-walnut-creek-ca-304617", "city": "Walnut Creek", "state": "CA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 134174, "name": "Capital Trust Advisors", "name_as_filed": "CAPITAL TRUST ADVISORS", "url": "https://advisorcensus.com/firm/capital-trust-advisors-san-rafael-ca-134174", "city": "San Rafael", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327225, "name": "Capitalize", "name_as_filed": "CAPITALIZE", "url": "https://advisorcensus.com/firm/capitalize-san-francisco-ca-327225", "city": "San Francisco", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 338657, "name": "Capra Ventures Management, LLC", "name_as_filed": "CAPRA VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/capra-ventures-management-llc-san-francisco-ca-338657", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 310129, "name": "Carbon Collective Investing, LLC", "name_as_filed": "CARBON COLLECTIVE INVESTING, LLC", "url": "https://advisorcensus.com/firm/carbon-collective-investing-llc-oakland-ca-310129", "city": "Oakland", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 338052, "name": "Carbon Removal Partners (USA) LLC", "name_as_filed": "CARBON REMOVAL PARTNERS (USA) LLC", "url": "https://advisorcensus.com/firm/carbon-removal-partners-usa-llc-san-francisco-ca-338052", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 141166, "name": "Cardinal Point Capital LLC", "name_as_filed": "CARDINAL POINT CAPITAL LLC", "url": "https://advisorcensus.com/firm/cardinal-point-capital-llc-san-francisco-ca-141166", "city": "San Francisco", "state": "CA", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 315313, "name": "Caregen Wealth Management", "name_as_filed": "CAREGEN WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/caregen-wealth-management-san-mateo-ca-315313", "city": "San Mateo", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 173885, "name": "Carey Wealth Management", "name_as_filed": "CAREY WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/carey-wealth-management-san-ramon-ca-173885", "city": "San Ramon", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 120866, "name": "Carion Doty Advisors LLC", "name_as_filed": "CARION DOTY ADVISORS LLC", "url": "https://advisorcensus.com/firm/carion-doty-advisors-llc-san-francisco-ca-120866", "city": "San Francisco", "state": "CA", "years_registered": 24, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 284777, "name": "Caritas Investment Advisors LLC", "name_as_filed": "CARITAS INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/caritas-investment-advisors-llc-san-francisco-ca-284777", "city": "San Francisco", "state": "CA", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 160892, "name": "Carmel Partners", "name_as_filed": "CARMEL PARTNERS", "url": "https://advisorcensus.com/firm/carmel-partners-san-francisco-ca-160892", "city": "San Francisco", "state": "CA", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 165915, "name": "Carrick Capital Partners", "name_as_filed": "CARRICK CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/carrick-capital-partners-san-francisco-ca-165915", "city": "San Francisco", "state": "CA", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 304948, "name": "Carte Verte Management LLC", "name_as_filed": "CARTE VERTE MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/carte-verte-management-llc-san-francisco-ca-304948", "city": "San Francisco", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 173152, "name": "Casilio Leitch Investments", "name_as_filed": "CASILIO LEITCH INVESTMENTS", "url": "https://advisorcensus.com/firm/casilio-leitch-investments-walnut-creek-ca-173152", "city": "Walnut Creek", "state": "CA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 289495, "name": "Castle Analytics LLC", "name_as_filed": "CASTLE ANALYTICS LLC", "url": "https://advisorcensus.com/firm/castle-analytics-llc-lafayette-ca-289495", "city": "Lafayette", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 321741, "name": "Castle Creek Launchpad", "name_as_filed": "CASTLE CREEK LAUNCHPAD", "url": "https://advisorcensus.com/firm/castle-creek-launchpad-oakland-ca-321741", "city": "Oakland", 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