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Find The Best Financial Advisors in San Francisco, California

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

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How To Find The Best Financial Advisors in San Francisco, California

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in San Francisco, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 9 vetted financial advisors and non-vetted financial advisors in San Francisco, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in San Francisco, California have an average of 24 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in San Francisco, California

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David Roggenkamp

Commonwealth Financial Network

415-785-4540

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David Bobrowsky

Gateway Financial Advisors, Inc.

925-322-0799

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Mark Sikich

Edelman Financial Engines, LLC

916-462-5218

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John Cordeiro

Vintage Wealth Advisors

707-492-5100

Top Financial Advisor Firms in San Francisco, California (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
BLACKROCK FUND ADVISORS
400 Howard Street,
San Francisco, CA, 94105
105247 $2,406,691,634,676 481 A Percentage of AUM
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
211 Main Street,
San Francisco, CA, 94105
106753 $782,620,910,160 242041 A Percentage of AUM, Fixed Fees, Other (COSTS)
DODGE & COX
555 California Street, 40th Floor
San Francisco, CA, 94104
104596 $322,933,193,102 762 A Percentage of AUM
KKR CREDIT ADVISORS (US) LLC
555 California Street, 50th Floor
San Francisco, CA, 94104
146629 $176,015,975,844 179 A Percentage of AUM, Performance Based, Other (MANAGEMENT FEES)
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC
111, Pine Street
San Francisco, CA, 94111-5602
108559 $139,511,326,231 84774 A Percentage of AUM, Fixed Fees, Performance Based, Other (PORTFOLIO CONSULTING / FLAT FEE)
VISTA EQUITY PARTNERS MANAGEMENT, LLC
Four Embarcadero Center, 20th Floor
San Francisco, CA, 94111
156973 $103,800,616,740 125 A Percentage of AUM, Performance Based
ICONIQ CAPITAL, LLC
50 Beale St., Ste 2300
San Francisco, CA, 94105
159198 $77,239,703,492 1416 A Percentage of AUM, Fixed Fees, Performance Based
HELLMAN & FRIEDMAN LLC
415 Mission Street, Suite 5700
San Francisco, CA, 94105
158614 $75,341,200,000 32 A Percentage of AUM, Other (CARRIED INTEREST; PROFITS INTEREST)
CHARLES SCHWAB INVESTMENT ADVISORY, INC
211 Main Street, Sf211mn-08-150
San Francisco, CA, 94105
151739 $66,080,242,938 495347 Other (COSTS PLUS)
PANTHEON
555 California Street, Suite 3450
San Francisco, CA, 94104
153425 $54,085,991,054 104 A Percentage of AUM, Fixed Fees, Performance Based
HALL CAPITAL PARTNERS LLC
One Maritime Plaza, 6th Floor
San Francisco, CA, 94111
106759 $46,675,760,307 187 A Percentage of AUM, Fixed Fees, Performance Based
SVB ASSET MANAGEMENT
505 Howard Street, 3rd Floor
San Francisco, CA, 94105
124567 $44,429,541,243 588 A Percentage of AUM, Other (MONEY MARKET FUND REVENUE SHARING FEES)
FRANCISCO PARTNERS
One Letterman Drive, Building C - Suite 410
San Francisco, CA, 94129
160272 $41,941,560,955 47 A Percentage of AUM, Performance Based
FARALLON CAPITAL MANAGEMENT, L.L.C.
One Maritime Plaza, Suite 2100
San Francisco, CA, 94111
107322 $41,248,942,000 72 A Percentage of AUM, Performance Based
PARNASSUS INVESTMENTS, LLC
1 Market Street, Suite 1600
San Francisco, CA, 94105
316904 $40,895,320,206 22 A Percentage of AUM

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