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Find 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 Best Financial Advisors & Planners in San Francisco?

Looking for a qualified financial advisor in San Francisco? We can help you by narrowing down your options & listing the best financial advisors in San Francisco as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in San Francisco near you with the list of certified and vetted San Francisco financial advisors.

List of Qualified Financial Advisors in San Francisco, California

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Personal Capital

Personal Capital

250 Montgomery Street
Suite 700

San Francisco, CA 94104

855-855-8005

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Personal Capital

Personal Capital

250 Montgomery Street
Suite 700

San Francisco, CA 94104

650-556-1310

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Vision Capital Investment Management

Vision Capital Investment Management

3450 Geary Blvd, Ste 203

San Francisco, CA 94118

800-366-8700

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David Roggenkamp

Commonwealth Financial Network

700 Larkspur Landing Circle, Suite 199

Larkspur, CA 94939

415-785-4540

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Cynthia Leal

Edelman Financial Engines, LLC

3950 Civic Center Drive,
Suite 315

San Rafael, CA 94903

415-941-4905

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Personal Capital

Personal Capital

3 Lagoon Drive
Suite 200

Redwood City, CA 94065

650-556-1310

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David Bobrowsky

Gateway Financial Advisors, Inc.

1261 Locust St.
Suite #60

Walnut Creek, CA 94596

925-322-0799

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Ken Sakamoto

Edelman Financial Engines, LLC

2175 North California Boulevard
Suite 800

Walnut Creek, CA 94596

925-660-4720

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Value Monitoring Inc.

Value Monitoring Inc.

250 Oak Grove Ave
2nd Floor Suite A

Menlo Park, CA 94025

650-451-3410

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Ken Sakamoto

Edelman Financial Engines, LLC

4301 Hacienda Drive, Suite 100

Pleasanton, CA 94588

925-660-4720

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Janet Wan

Sierra Pacific Financial Advisors

7077 Koll Center Parkway
Suite 120

Pleasanton, CA 94566

925-223-8868

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Eddie Lee

Edelman Financial Engines, LLC

3945 Freedom Circle, Suite 950

Santa Clara, CA 95054

408-565-8572

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Andrew Kessler

Allworth Financial

1550 The Alameda, Suite 125

San Jose, CA 95126

888-242-6766

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Allegra Swan

Allworth Financial

644 North Santa Cruz Ave Suite 4

Los Gatos, CA 95030

888-242-6766

Top Financial Advisor Firms in California (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
211 Main Street, San Francisco, CA 94105
106753 $700,818,097,648 250485 A percentage of AUM
Fixed fees
Other (COSTS)
SVB ASSET MANAGEMENT
505 Howard Street, 3rd Floor San Francisco, CA 94105
124567 $85,475,283,656 652 A percentage of AUM
Other (MONEY MARKET FUND REVENUE SHARING FEES)
CHARLES SCHWAB INVESTMENT ADVISORY, INC
211 Main Street, Sf211mn-08-150 San Francisco, CA 94105
151739 $70,678,515,492 466516 Other (COSTS PLUS)
SNYDER CAPITAL MANAGEMENT LP
101 Mission Street, Suite 1400 San Francisco, CA 94105
108518 $4,383,101,109 85 A percentage of AUM
TRUE CAPITAL MANAGEMENT
101 Montgomery Street, Suite 2800 San Francisco, CA 94104
142962 $1,736,052,960 282 A percentage of AUM
Fixed fees
Performance Based
Other (DUE DILIGENCE FEES)
ROOF EIDAM MAYCOCK PERALTA LLC
235 Pine St., Suite 1200 San Francisco, CA 94104
106696 $705,534,441 1016 A percentage of AUM
GRAND JEAN CAPITAL MANAGEMENT INC.
One Market-Steuart Tower, Suite 1440 San Francisco, CA 94105
111738 $517,583,358 221 A percentage of AUM
NWK GROUP
50 California Street, Suite 1500 San Francisco, CA 94111
124186 $512,901,108 408 A percentage of AUM
Fixed fees
BUENA VISTA FUND MANAGEMENT, LLC.
235 Montgomery St., Suite 1230 San Francisco, CA 94104
124537 $421,398,849 2 A percentage of AUM
Performance Based
Other (PERFORMANCE-BASED ALLOCATIONS)
IMPACT INVESTMENT ADVISER LLC
450 Sansome Street, Suite 1000 San Francisco, CA 94111
149929 $417,015,588 6 A percentage of AUM
Fixed fees
Other (EXPENSE REIMBURSEMENTS)
PASSPORT CAPITAL, LLC
1 Letterman Drive, Building A, Suite 4900-A San Francisco, CA 94129
134484 $352,428,322 8 A percentage of AUM
Performance Based
RHS FINANCIAL, LLC
4171 24th Street, Suite 101 San Francisco, CA 94114
149435 $185,326,169 593 A percentage of AUM
PROSPETTIVA FINANCIAL
22 Battery Street, Suite 426 San Francisco, CA 94111
148760 $114,154,284 327 A percentage of AUM
Hourly charges
Fixed fees
PORTFOLIO MANAGEMENT TECHNOLOGY
4630 Geary Blvd #304, San Francisco, CA 94118
106135 $0 0 Hourly charges
Fixed fees
ALBOURNE AMERICA LLC
655 Montgomery Street, Suite 1910 San Francisco, CA 94111
126582 $0 0 Fixed fees

Additional Financial Advisors in California

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Andy Lee
Inquire with Andy
555 California Street, 14th, Fl San Francisco, CA 94104 650-234-5938
Alex Pulido
Inquire with Alex
101 California St 23rd, Fl San Francisco, CA 94111 415-693-6067
Ariya Pejouhesh
Inquire with Ariya
101 California St 23rd, Fl San Francisco, CA 94111 415-693-6222
Andrew Gall
Inquire with Andrew
555 California Street, 35th Floor San Francisco, CA 94104 415-955-1596
Anthony Quao
Inquire with Anthony
555 California St, 35th, Floor San Francisco, CA 94104 415-984-6022
Bespoke Wealth Advisors
Inquire with Bespoke
1 Letterman Drive, Suite C3-027 San Francisco, CA 94129 888-472-5553
Ben Bernstein
Inquire with Ben
44 Montgomery St, Ste 3100 San Francisco, CA 94104 415-288-7320
Anthony Jones
Inquire with Anthony
555 California Street, 14th, Fl San Francisco, CA 94104 415-576-2134
Andre Coudsi
Inquire with Andre
555 California St, 35th, Floor San Francisco, CA 94104 415-984-6520
Anthony G Schmidt
Inquire with Anthony
555 California Street, 14th, Fl San Francisco, CA 94104 650-234-5924

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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