Find a Financial Advisor in San Francisco, CA

 

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We did the hard work of finding trustworthy partners in San Francisco, CA.

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We Only Work With The Best San Francisco Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in San Francisco, CA


  • Financial Advisor Close to San Francisco, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in San Francisco, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near San Francisco, CA

We evaluated over 13,000 RIA firms to bring you the best of the best San Francisco financial advisors.
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How Retirement-Friendly is San Francisco, CA?

  • Population: 874,961
  • % of Population 62 Years and Over: 18.8%
  • Average Home Value: $1118,200
  • Average Monthly Housing Cost: $2,081
  • Average Household Income: $160,396
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)



The Top Financial Advisor Firms in San Francisco, CA

 

ROOF, EIDAM & MAYCOCK, LLC

Website

(415) 788-4600

235 Pine St.
Suite 1200
San Francisco, CA 94104

SEC#: 801-53480
Years in Business: 24 years

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Website

(415) 667-9200

211 Main Street

San Francisco, CA 94105

SEC#: 801-35905
Years in Business: 31 years

SNYDER CAPITAL MANAGEMENT LP

Website

(415) 392-3900

101 Mission Street
Suite 1400
San Francisco, CA 94105

SEC#: 801-54641
Years in Business: 24 years

GRAND JEAN CAPITAL MANAGEMENT INC.

Website

(415) 512-5430

One Market-Steuart Tower
Suite 1440
San Francisco, CA 94105

SEC#: 801-36610
Years in Business: 31 years

SVB ASSET MANAGEMENT

Website

(866) 719-9117

505 Howard Street
3rd Floor
San Francisco, CA 94105

SEC#: 801-61674
Years in Business: 18 years

RHS FINANCIAL, LLC

Website

(415) 495-2900

930 Montgomery Street
Suite 600
San Francisco, CA 94133

SEC#: 801-112686
Years in Business: 3 years

PENINSULA WEALTH, LLC

Website

(415) 678-5360

350 Townsend Street, Suite 411

San Francisco, CA 94107

SEC#: 801-71025
Years in Business: 11 years

CEREBELLUM CAPITAL

Website

(415) 963-4401

425 California Street
Suite 1350
San Francisco, CA 94104

SEC#: 801-76821
Years in Business: 9 years

ALPINE INVESTORS

Website

(415) 392-9100

One California Street, Suite 2900

San Francisco, CA 94111

SEC#: 801-73159
Years in Business: 9 years

 


San Francisco, CA Financial Advisor FAQs

Financial advisors typically charge anywhere from $150 to $200 an hour. Higher rates are usually billed by advisers with extra skills or expertise-including helping you build and maintain a long-term investment plan, assembling tax strategies for various levels of income, crafting tailored estate plans.
There are a lot of variable to take into account when determining how financial advisors get paid. Factors such as the type of investment chosen, frequency of check-ins, and the amount advising services to include only build up a small part of what determines an advisor's pay.
Always consider looking at his/her credentials, length of experience, and history of client reviews.
If you work with a financial advisor, they can calculate what to invest in and how much risk you should be taking for the long term cash flow of retirement funds and other investments.