Find a Financial Advisor in San Francisco County, CA

 

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

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We Only Work With The Best San Francisco County 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 County, CA


  • Financial Advisor Close to San Francisco County, 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 County, 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 County, CA

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

Financial advisors are individuals that advise clients with their finances. They often specialize in different areas of personal finance - this includes things like retirement planning, college savings, portfolio management, and so on. They work to build financial plans based on each client's needs and budget.
Financial advisors are trained in investment planning, which is an important part of retirement planning. They can help establish your savings targets, then work with you to create a strategy that incorporates diversification and the proper allocation of assets.
A financial advisor provides clients with a framework to set and reach their financial goals. Goals may also include investment planning or life planning markets such as long term care insurance which covers costs associated health care services due to chronic illness or age-related conditions.
It is important to have a financial advisor who provides straightforward and unbiased advice, takes the time to explain all of your options, isn't pushy or high-pressure, and coordinates with other professionals in your life (e.g. attorney, accountant).