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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!

We understand your financial needs are not always the same! Choosing the right financial advisor in San Francisco is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in San Francisco & pick the one as per your needs

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 10 vetted financial advisors and 291 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

advisor

David Roggenkamp

Commonwealth Financial Network

call415-785-4540

advisor

Parker O'Sullivan

Farther Finance, LLC

call310-697-6795

advisor

David Bobrowsky

Gateway Financial Advisors, Inc.

call925-322-0799

advisor

John Cordeiro

Vintage Wealth Advisors

call707-492-5100

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 $3,047,294,350,591 522 A percentage of AUM
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
211 Main Street,
San Francisco, CA, 94105
106753 $1,098,805,397,188 304509 A percentage of AUM, Fixed fees, Other (COSTS)
DODGE & COX
555 California Street, 40th Floor
San Francisco, CA, 94104
104596 $362,992,567,571 746 A percentage of AUM
KKR CREDIT ADVISORS (US) LLC
555 California Street, 50th Floor
San Francisco, CA, 94104
146629 $205,116,297,686 187 A percentage of AUM, Performance Based, Other (MANAGEMENT FEES)
HELLMAN & FRIEDMAN LLC
415 Mission Street, Suite 5700
San Francisco, CA, 94105
158614 $105,674,000,000 42 A percentage of AUM, Other (CARRIED INTEREST; PROFITS INTEREST)
VISTA EQUITY PARTNERS MANAGEMENT, LLC
Four Embarcadero Center, 20th Floor
San Francisco, CA, 94111
156973 $100,968,246,570 109 A percentage of AUM, Performance Based
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC
1, Front Street
San Francisco, CA, 94111-5602
108559 $86,270,585,130 56585 A percentage of AUM, Fixed fees, Performance Based, Other (PORTFOLIO CONSULTING / FLAT FEE)
ICONIQ CAPITAL, LLC
50 Beale St., Ste 2300
San Francisco, CA, 94105
159198 $84,187,372,139 1477 A percentage of AUM, Fixed fees, Performance Based
PANTHEON
555 California Street, Suite 3450
San Francisco, CA, 94104
153425 $71,532,004,176 115 A percentage of AUM, Fixed fees, Performance Based
HALL CAPITAL PARTNERS LLC
One Maritime Plaza, Suite 650
San Francisco, CA, 94111
106759 $50,302,951,631 186 A percentage of AUM, Fixed fees, Performance Based
GENSTAR CAPITAL
Four Embarcadero, Suite 1900
San Francisco, CA, 94111-4191
156932 $48,648,549,452 32 A percentage of AUM, Other (CARRIED INTEREST)
PARNASSUS INVESTMENTS, LLC
1 Market Street, Suite 1600
San Francisco, CA, 94105
316904 $46,521,005,302 24 A percentage of AUM
FRANCISCO PARTNERS
One Letterman Drive, Building C - Suite 410
San Francisco, CA, 94129
160272 $45,013,320,973 49 A percentage of AUM, Performance Based
FARALLON CAPITAL MANAGEMENT, L.L.C.
One Maritime Plaza, Suite 2100
San Francisco, CA, 94111
107322 $42,649,319,000 73 A percentage of AUM, Performance Based
CALLAN
One Bush Street, Suite 700
San Francisco, CA, 94104
107687 $34,232,897,326 26 A percentage of AUM, Hourly charges, Fixed fees, Other (A PERCENTAGE OF ASSETS ON WHICH WE CONSULT)

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