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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 8 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 25 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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Top Financial Advisor Firms in San Francisco, California (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee 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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