# 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/8

## 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 8 of 36, 351 to 400 of 1,779, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Catamount Ventures](https://advisorcensus.com/firm/catamount-ventures-san-francisco-ca-162037) ([md](https://advisorcensus.com/firm/catamount-ventures-san-francisco-ca-162037.md)) | 162037 | San Francisco, CA | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [Category Ventures Management Company, LLC](https://advisorcensus.com/firm/category-ventures-management-company-llc-san-francisco-ca-334355) ([md](https://advisorcensus.com/firm/category-ventures-management-company-llc-san-francisco-ca-334355.md)) | 334355 | San Francisco, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Catton Capital Partners, LLC](https://advisorcensus.com/firm/catton-capital-partners-llc-san-francisco-ca-339336) ([md](https://advisorcensus.com/firm/catton-capital-partners-llc-san-francisco-ca-339336.md)) | 339336 | San Francisco, CA | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Hourly, Fixed fee |
| [Cavalry Management Group](https://advisorcensus.com/firm/cavalry-management-group-san-francisco-ca-167937) ([md](https://advisorcensus.com/firm/cavalry-management-group-san-francisco-ca-167937.md)) | 167937 | San Francisco, CA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Cavalry Management Group 2, LLC](https://advisorcensus.com/firm/cavalry-management-group-2-llc-san-francisco-ca-336850) ([md](https://advisorcensus.com/firm/cavalry-management-group-2-llc-san-francisco-ca-336850.md)) | 336850 | San Francisco, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Cavu Wealth Advisors, LLC](https://advisorcensus.com/firm/cavu-wealth-advisors-llc-walnut-creek-ca-340677) ([md](https://advisorcensus.com/firm/cavu-wealth-advisors-llc-walnut-creek-ca-340677.md)) | 340677 | Walnut Creek, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Cayman Capital Management, Inc.](https://advisorcensus.com/firm/cayman-capital-management-inc-san-rafael-ca-299894) ([md](https://advisorcensus.com/firm/cayman-capital-management-inc-san-rafael-ca-299894.md)) | 299894 | San Rafael, CA | State-registered investment adviser | Not reported | 7 | Fixed fee |
| [CE Fintech Corporation](https://advisorcensus.com/firm/ce-fintech-corporation-san-francisco-ca-300963) ([md](https://advisorcensus.com/firm/ce-fintech-corporation-san-francisco-ca-300963.md)) | 300963 | San Francisco, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Celesta](https://advisorcensus.com/firm/celesta-san-mateo-ca-310575) ([md](https://advisorcensus.com/firm/celesta-san-mateo-ca-310575.md)) | 310575 | San Mateo, CA | Exempt reporting adviser | Not reported | 6 | Not reported |
| [Celtic House Asia Partners Health, LLC](https://advisorcensus.com/firm/celtic-house-asia-partners-health-llc-fremont-ca-322299) ([md](https://advisorcensus.com/firm/celtic-house-asia-partners-health-llc-fremont-ca-322299.md)) | 322299 | Fremont, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Cendana Capital](https://advisorcensus.com/firm/cendana-capital-san-francisco-ca-165555) ([md](https://advisorcensus.com/firm/cendana-capital-san-francisco-ca-165555.md)) | 165555 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Fixed fee, Performance fee |
| [Center Pillar Wealth Management LLC](https://advisorcensus.com/firm/center-pillar-wealth-management-llc-newark-ca-313243) ([md](https://advisorcensus.com/firm/center-pillar-wealth-management-llc-newark-ca-313243.md)) | 313243 | Newark, CA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Centerview Capital Technology Management, L.P.](https://advisorcensus.com/firm/centerview-capital-technology-management-l-p-menlo-park-ca-167775) ([md](https://advisorcensus.com/firm/centerview-capital-technology-management-l-p-menlo-park-ca-167775.md)) | 167775 | Menlo Park, CA | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [Centoic](https://advisorcensus.com/firm/centoic-san-francisco-ca-330482) ([md](https://advisorcensus.com/firm/centoic-san-francisco-ca-330482.md)) | 330482 | San Francisco, CA | State-registered investment adviser | Not reported | 2 | Hourly, Other |
| [Certified Planners, Inc.](https://advisorcensus.com/firm/certified-planners-inc-san-ramon-ca-105364) ([md](https://advisorcensus.com/firm/certified-planners-inc-san-ramon-ca-105364.md)) | 105364 | San Ramon, CA | SEC-registered investment adviser | $100 million to $500 million | 37 | % of assets, Hourly |
| [Chamaeleon](https://advisorcensus.com/firm/chamaeleon-san-mateo-ca-317539) ([md](https://advisorcensus.com/firm/chamaeleon-san-mateo-ca-317539.md)) | 317539 | San Mateo, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Chaotica, LLC](https://advisorcensus.com/firm/chaotica-llc-san-francisco-ca-339246) ([md](https://advisorcensus.com/firm/chaotica-llc-san-francisco-ca-339246.md)) | 339246 | San Francisco, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Charles Schwab & Co., Inc.](https://advisorcensus.com/firm/charles-schwab-and-co-inc-san-francisco-ca-5393) ([md](https://advisorcensus.com/firm/charles-schwab-and-co-inc-san-francisco-ca-5393.md)) | 5393 | San Francisco, CA | SEC-registered investment adviser | Not reported | 39 | Fixed fee, Other |
| [Charles Schwab Investment Management, Inc](https://advisorcensus.com/firm/charles-schwab-investment-management-inc-san-francisco-ca-106753) ([md](https://advisorcensus.com/firm/charles-schwab-investment-management-inc-san-francisco-ca-106753.md)) | 106753 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 36 | % of assets, Fixed fee, Performance fee, Other |
| [Checkpoint Capital L.P.](https://advisorcensus.com/firm/checkpoint-capital-l-p-san-francisco-ca-325763) ([md](https://advisorcensus.com/firm/checkpoint-capital-l-p-san-francisco-ca-325763.md)) | 325763 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Performance fee |
| [Chemistry Ventures Management, LLC](https://advisorcensus.com/firm/chemistry-ventures-management-llc-san-francisco-ca-334360) ([md](https://advisorcensus.com/firm/chemistry-ventures-management-llc-san-francisco-ca-334360.md)) | 334360 | San Francisco, CA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Chen Financial Group, LLC](https://advisorcensus.com/firm/chen-financial-group-llc-san-mateo-ca-133336) ([md](https://advisorcensus.com/firm/chen-financial-group-llc-san-mateo-ca-133336.md)) | 133336 | San Mateo, CA | State-registered investment adviser | Not reported | 17 | Hourly, Fixed fee |
| [Chequers Financial Management LLC](https://advisorcensus.com/firm/chequers-financial-management-llc-san-francisco-ca-175209) ([md](https://advisorcensus.com/firm/chequers-financial-management-llc-san-francisco-ca-175209.md)) | 175209 | San Francisco, CA | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Hourly, Fixed fee |
| [Cherryrock Capital](https://advisorcensus.com/firm/cherryrock-capital-san-francisco-ca-328891) ([md](https://advisorcensus.com/firm/cherryrock-capital-san-francisco-ca-328891.md)) | 328891 | San Francisco, CA | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Chou Capital Management, LLC](https://advisorcensus.com/firm/chou-capital-management-llc-lafayette-ca-335110) ([md](https://advisorcensus.com/firm/chou-capital-management-llc-lafayette-ca-335110.md)) | 335110 | Lafayette, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Christmas Corporation](https://advisorcensus.com/firm/christmas-corporation-berkeley-ca-282245) ([md](https://advisorcensus.com/firm/christmas-corporation-berkeley-ca-282245.md)) | 282245 | Berkeley, CA | SEC-registered investment adviser | Under $25 million | 10 | % of assets, Subscription, Performance fee |
| [Chrome Advisors](https://advisorcensus.com/firm/chrome-advisors-san-francisco-ca-311539) ([md](https://advisorcensus.com/firm/chrome-advisors-san-francisco-ca-311539.md)) | 311539 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Chrysadia Financial, LLC](https://advisorcensus.com/firm/chrysadia-financial-llc-newark-ca-326813) ([md](https://advisorcensus.com/firm/chrysadia-financial-llc-newark-ca-326813.md)) | 326813 | Newark, CA | State-registered investment adviser | Not reported | 3 | % of assets, Hourly, Fixed fee |
| [CI Global Investments Inc.](https://advisorcensus.com/firm/ci-global-investments-inc-oakland-ca-156752) ([md](https://advisorcensus.com/firm/ci-global-investments-inc-oakland-ca-156752.md)) | 156752 | Oakland, CA | SEC-registered investment adviser | Over $5 billion | 15 | Other |
| [Circuit Wealth LLC](https://advisorcensus.com/firm/circuit-wealth-llc-burlingame-ca-335718) ([md](https://advisorcensus.com/firm/circuit-wealth-llc-burlingame-ca-335718.md)) | 335718 | Burlingame, CA | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Citrine Capital](https://advisorcensus.com/firm/citrine-capital-san-francisco-ca-171735) ([md](https://advisorcensus.com/firm/citrine-capital-san-francisco-ca-171735.md)) | 171735 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee, Other |
| [Civilization Ventures Management, LLC](https://advisorcensus.com/firm/civilization-ventures-management-llc-tiburon-ca-314911) ([md](https://advisorcensus.com/firm/civilization-ventures-management-llc-tiburon-ca-314911.md)) | 314911 | Tiburon, CA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Claremont Creek Ventures](https://advisorcensus.com/firm/claremont-creek-ventures-oakland-ca-162803) ([md](https://advisorcensus.com/firm/claremont-creek-ventures-oakland-ca-162803.md)) | 162803 | Oakland, CA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Clayton Partners LLC](https://advisorcensus.com/firm/clayton-partners-llc-berkeley-ca-127546) ([md](https://advisorcensus.com/firm/clayton-partners-llc-berkeley-ca-127546.md)) | 127546 | Berkeley, CA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Performance fee |
| [Clbi Investments Inc](https://advisorcensus.com/firm/clbi-investments-inc-walnut-creek-ca-105703) ([md](https://advisorcensus.com/firm/clbi-investments-inc-walnut-creek-ca-105703.md)) | 105703 | Walnut Creek, CA | State-registered investment adviser | Under $25 million | 14 | % of assets |
| [Clear Retirement Advice LLC](https://advisorcensus.com/firm/clear-retirement-advice-llc-san-mateo-ca-292667) ([md](https://advisorcensus.com/firm/clear-retirement-advice-llc-san-mateo-ca-292667.md)) | 292667 | San Mateo, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | Fixed fee |
| [Clearpath Capital Partners LLC](https://advisorcensus.com/firm/clearpath-capital-partners-llc-menlo-park-ca-111756) ([md](https://advisorcensus.com/firm/clearpath-capital-partners-llc-menlo-park-ca-111756.md)) | 111756 | Menlo Park, CA | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee, Performance fee |
| [Clearvision Ventures Management, LLC](https://advisorcensus.com/firm/clearvision-ventures-management-llc-menlo-park-ca-290751) ([md](https://advisorcensus.com/firm/clearvision-ventures-management-llc-menlo-park-ca-290751.md)) | 290751 | Menlo Park, CA | Exempt reporting adviser | Not reported | 8 | Not reported |
| [Climactic Management, LLC](https://advisorcensus.com/firm/climactic-management-llc-mill-valley-ca-322367) ([md](https://advisorcensus.com/firm/climactic-management-llc-mill-valley-ca-322367.md)) | 322367 | Mill Valley, CA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Cloud Apps Capital Partners](https://advisorcensus.com/firm/cloud-apps-capital-partners-menlo-park-ca-172001) ([md](https://advisorcensus.com/firm/cloud-apps-capital-partners-menlo-park-ca-172001.md)) | 172001 | Menlo Park, CA | Exempt reporting adviser | Not reported | 12 | Not reported |
| [Cloudstone Capital Management, LLC](https://advisorcensus.com/firm/cloudstone-capital-management-llc-redwood-city-ca-288322) ([md](https://advisorcensus.com/firm/cloudstone-capital-management-llc-redwood-city-ca-288322.md)) | 288322 | Redwood City, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Clover Capital Advisors LLC](https://advisorcensus.com/firm/clover-capital-advisors-llc-redwood-city-ca-340395) ([md](https://advisorcensus.com/firm/clover-capital-advisors-llc-redwood-city-ca-340395.md)) | 340395 | Redwood City, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Cluain-Eraird Equity Investors, LLC](https://advisorcensus.com/firm/cluain-eraird-equity-investors-llc-portola-valley-ca-136234) ([md](https://advisorcensus.com/firm/cluain-eraird-equity-investors-llc-portola-valley-ca-136234.md)) | 136234 | Portola Valley, CA | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [CMF Advisory LLC](https://advisorcensus.com/firm/cmf-advisory-llc-burlingame-ca-300173) ([md](https://advisorcensus.com/firm/cmf-advisory-llc-burlingame-ca-300173.md)) | 300173 | Burlingame, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Coastlands Capital LP](https://advisorcensus.com/firm/coastlands-capital-lp-san-francisco-ca-335329) ([md](https://advisorcensus.com/firm/coastlands-capital-lp-san-francisco-ca-335329.md)) | 335329 | San Francisco, CA | SEC-registered investment adviser | $500 million to $1 billion | 1 | % of assets, Performance fee |
| [Coburn Barrett, LLC](https://advisorcensus.com/firm/coburn-barrett-llc-san-francisco-ca-166464) ([md](https://advisorcensus.com/firm/coburn-barrett-llc-san-francisco-ca-166464.md)) | 166464 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets |
| [Cogent Investment Advisors LLC](https://advisorcensus.com/firm/cogent-investment-advisors-llc-san-francisco-ca-287773) ([md](https://advisorcensus.com/firm/cogent-investment-advisors-llc-san-francisco-ca-287773.md)) | 287773 | San Francisco, CA | State-registered investment adviser | Under $25 million | 9 | % of assets, Fixed fee |
| [Cogenuity Partners, LLC](https://advisorcensus.com/firm/cogenuity-partners-llc-san-francisco-ca-332474) ([md](https://advisorcensus.com/firm/cogenuity-partners-llc-san-francisco-ca-332474.md)) | 332474 | San Francisco, CA | SEC-registered investment adviser | $500 million to $1 billion | 1 | % of assets, Performance fee |
| [Cogitas Capital Management LLC](https://advisorcensus.com/firm/cogitas-capital-management-llc-larkspur-ca-336021) ([md](https://advisorcensus.com/firm/cogitas-capital-management-llc-larkspur-ca-336021.md)) | 336021 | Larkspur, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Cohen Capital Management Inc](https://advisorcensus.com/firm/cohen-capital-management-inc-corte-madera-ca-107903) ([md](https://advisorcensus.com/firm/cohen-capital-management-inc-corte-madera-ca-107903.md)) | 107903 | Corte Madera, CA | SEC-registered investment adviser | $1 billion to $5 billion | 31 | % of assets, Other |

- Previous page: https://advisorcensus.com/advisors/ca/san-francisco/page/7.md
- Next page: https://advisorcensus.com/advisors/ca/san-francisco/page/9.md

## 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.

## Related pages

- [Financial advisors in California](https://advisorcensus.com/advisors/ca) (https://advisorcensus.com/advisors/ca.md)
- [Financial advisors in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco) (https://advisorcensus.com/advisors/ca/san-francisco.md)
- [Fee-only financial advisors in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/fee-only) (https://advisorcensus.com/advisors/ca/san-francisco/fee-only.md)
- [Flat-fee financial advisors in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/flat-fee) (https://advisorcensus.com/advisors/ca/san-francisco/flat-fee.md)
- [Hourly financial advisors in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/hourly) (https://advisorcensus.com/advisors/ca/san-francisco/hourly.md)
- [Financial advisors for dentists in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/dentists) (https://advisorcensus.com/advisors/ca/san-francisco/dentists.md)
- [Financial advisors for expats and Americans abroad in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/expats-and-americans-abroad) (https://advisorcensus.com/advisors/ca/san-francisco/expats-and-americans-abroad.md)
- [Financial advisors for financial independence and early retirement in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/financial-independence-and-early-retirement) (https://advisorcensus.com/advisors/ca/san-francisco/financial-independence-and-early-retirement.md)
- [Financial advisors for physicians in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/physicians) (https://advisorcensus.com/advisors/ca/san-francisco/physicians.md)
- [Financial advisors for sustainable and impact investing in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/sustainable-and-impact-investing) (https://advisorcensus.com/advisors/ca/san-francisco/sustainable-and-impact-investing.md)
- [Financial advisors in Menlo Park, CA](https://advisorcensus.com/advisors/ca/san-francisco/menlo-park) (https://advisorcensus.com/advisors/ca/san-francisco/menlo-park.md)
- [Financial advisors in San Mateo, CA](https://advisorcensus.com/advisors/ca/san-francisco/san-mateo) (https://advisorcensus.com/advisors/ca/san-francisco/san-mateo.md)
- [Financial advisors in Walnut Creek, CA](https://advisorcensus.com/advisors/ca/san-francisco/walnut-creek) (https://advisorcensus.com/advisors/ca/san-francisco/walnut-creek.md)
- [Financial advisors in Oakland, CA](https://advisorcensus.com/advisors/ca/san-francisco/oakland) (https://advisorcensus.com/advisors/ca/san-francisco/oakland.md)
- [Financial advisors in Mill Valley, CA](https://advisorcensus.com/advisors/ca/san-francisco/mill-valley) (https://advisorcensus.com/advisors/ca/san-francisco/mill-valley.md)
- [Financial advisors in San Rafael, CA](https://advisorcensus.com/advisors/ca/san-francisco/san-rafael) (https://advisorcensus.com/advisors/ca/san-francisco/san-rafael.md)
- [Financial advisors in Burlingame, CA](https://advisorcensus.com/advisors/ca/san-francisco/burlingame) (https://advisorcensus.com/advisors/ca/san-francisco/burlingame.md)
- [Financial advisors in Berkeley, CA](https://advisorcensus.com/advisors/ca/san-francisco/berkeley) (https://advisorcensus.com/advisors/ca/san-francisco/berkeley.md)
- [Financial advisors in Larkspur, CA](https://advisorcensus.com/advisors/ca/san-francisco/larkspur) (https://advisorcensus.com/advisors/ca/san-francisco/larkspur.md)
- [Financial advisors in Lafayette, CA](https://advisorcensus.com/advisors/ca/san-francisco/lafayette) (https://advisorcensus.com/advisors/ca/san-francisco/lafayette.md)
- [Financial advisors in San Ramon, CA](https://advisorcensus.com/advisors/ca/san-francisco/san-ramon) (https://advisorcensus.com/advisors/ca/san-francisco/san-ramon.md)
- [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.