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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 385 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 22 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
Paul Stanley
Granite Bay Wealth Management LLC
22 Deer Street, Suite 200 Portsmouth, NH 03801
Serving San Francisco Bay Area
415-598-0876
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 | $2,757,348,004,181 | 471 | A percentage of AUM |
| 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) |
| ALLSPRING GLOBAL INVESTMENTS, LLC 525 Market St, 12th Floor San Francisco, CA, 94105 | 104973 | $473,065,765,991 | 4071 | A percentage of AUM, Fixed fees, Performance Based |
| DODGE & COX 555 California Street, 40th Floor San Francisco, CA, 94104 | 104596 | $371,276,993,898 | 772 | A percentage of AUM |
| ALLSPRING FUNDS MANAGEMENT, LLC 525 Market Street 12th Floor, 12th Floor San Francisco, CA, 94105 | 110841 | $299,693,277,123 | 7174 | A percentage of AUM, Performance Based |
| KKR CREDIT ADVISORS (US) LLC 555 California Street, 50th Floor San Francisco, CA, 94104 | 146629 | $174,332,763,000 | 155 | A percentage of AUM, Performance Based, Other (MANAGEMENT FEES) |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 111, Pine Street San Francisco, CA, 94111-5602 | 108559 | $136,818,578,467 | 66919 | 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 | $96,967,930,943 | 110 | A percentage of AUM, Performance Based |
| ICONIQ CAPITAL, LLC 394 Pacific Avenue, 2nd Floor San Francisco, CA, 94111 | 159198 | $89,112,612,606 | 1276 | A percentage of AUM, Fixed fees, Performance Based |
| HELLMAN & FRIEDMAN LLC 415 Mission Street, Suite 5700 San Francisco, CA, 94105 | 158614 | $86,653,000,000 | 36 | A percentage of AUM, Other (CARRIED INTEREST; PROFITS INTEREST) |
| 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) |
| HALL CAPITAL PARTNERS LLC One Maritime Plaza, 6th Floor San Francisco, CA, 94111 | 106759 | $55,707,371,841 | 185 | A percentage of AUM, Fixed fees, Performance Based |
| PARNASSUS INVESTMENTS, LLC 1 Market Street, Suite 1600 San Francisco, CA, 94105 | 316904 | $53,353,455,400 | 18 | A percentage of AUM |
| PANTHEON 555 California Street, Suite 3450 San Francisco, CA, 94104 | 153425 | $45,900,535,817 | 89 | A percentage of AUM, Fixed fees, Performance Based |
Additional Financial Advisors in San Francisco, 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 |
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