SEC-registered financial advisors in San Francisco, CA
Common fee types
- 96%Percentage of assets
- 60%Fixed or flat fee
- 24%Performance-based
Showing 24 of 100
- Abra Capital Management, LP$100M to $500MSEC recordPercentage of assets
- Amara Financial, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Asset Dedication, LLC$1B or moreSEC recordPercentage of assets
- Atlas Capital Advisors Inc.$1B or moreSEC recordPercentage of assetsPerformance-based
- Backer$25M to $100MSEC recordFixed or flat fee
- Baker Street Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Bakeravenue$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Benningfield Financial Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Bingham Private Wealth, LLC$100M to $500MSEC recordPercentage of assets
- Black Hill Capital Partners, LLC$25M to $100MSEC recordPercentage of assets
- Bloom Investment Advisors, LLCUnder $25MSEC recordNewsletter subscriptions
- Blueprint Investing LLC$100M to $500MSEC recordPercentage of assets
- BPM Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Brio Financial Group$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Bunker$25M to $100MSEC recordPercentage of assetsFixed or flat fee
- Cable Car Capital, LP$500M to $1BSEC recordPercentage of assetsPerformance-based
- Camelotta Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Charles Schwab Investment Management, Inc$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Chequers Financial Management LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Chrome Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Citrine Capital$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- CRCM L.P.$500M to $1BSEC recordPercentage of assetsOther
- Dedicated Capital Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Delta Investment Management, LLC$500M to $1BSEC recordPercentage of assets
- Dodge & Cox$1B or moreSEC recordPercentage of assetsOther
- Double Bay Management & Planning$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Embarcadero Financial Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Fairlight Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Farther$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Farther Asset Management, LLC$1B or moreSEC recordPercentage of assets
- Financial Zen$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- FinnUnder $25MSEC recordPercentage of assets
- Fire Capital Management, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Fort Point Capital Partners LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Frec$500M to $1BSEC recordPercentage of assets
- Garhwal, Chan & Williams Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Garrison Point Capital, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Golden Gate Personal Financial Planning$100M to $500MSEC recordFixed or flat fee
- Green Ocean Global Advisors LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Hanke & Apolonio Wealth Advisors LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Heron Finance$25M to $100MSEC recordPercentage of assets
- Human Interest Advisors LLC$1B or moreSEC recordPercentage of assets
- Iconiq Capital, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Inflection Capital Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Intellectus Partners, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Jackson Square Capital, LLC$500M to $1BSEC recordPercentage of assets
- Jacobs & Company, LLC$1B or moreSEC recordPercentage of assets
- January Capital Advisors LLC$100M to $500MSEC recordPercentage of assets
- Jordan Park Group LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Just Futures$25M to $100MSEC recordPercentage of assetsHourlyOther
- KB Financial Advisors LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Lavelle Capital$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Main Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- McMorgan & Company LLC$1B or moreSEC recordPercentage of assetsPerformance-basedOther
- Mercury Advisory, LLC$1B or moreSEC recordPercentage of assets
- Mission Creek Capital Partners, Inc.$500M to $1BSEC recordPercentage of assetsHourlyPerformance-based
- Moment Partners, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Montcalm TCR LLC$100M to $500MSEC recordPercentage of assetsHourly
- NWK Group$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Octavewealth$25M to $100MSEC recordPercentage of assetsFixed or flat fee
- One Wealth Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Osborne Partners$1B or moreSEC recordPercentage of assetsPerformance-based
- Osterweis Capital Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Osterweis Capital Management$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Parallel Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Parnassus Investments, LLC$1B or moreSEC recordPercentage of assets
- Perigon Wealth Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Pier 88 Investment Partners, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-based
- Point Olema Capital Partners, L.P.$1B or moreSEC recordPercentage of assetsPerformance-based
- Prospettiva Financial$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Regis Metro Associates, Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-based
- Resolute Partners Group$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- RHS Financial, LLC$100M to $500MSEC recordPercentage of assets
- Robertson Stephens$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Roof Eidam Maycock Peralta LLC$500M to $1BSEC recordPercentage of assets
- Rosenblum Silverman Sutton SF Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Sas Financial Advisors, LLC.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Saxon Securities LLC$25M to $100MSEC recordPercentage of assets
- Seldon Capital LP$500M to $1BSEC recordPercentage of assetsPerformance-based
- Sentry Advisors, LLC$1B or moreSEC recordPercentage of assets
- Seven Post Investment Office LP$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Sidepocket IncorporatedUnder $25MSEC recordPercentage of assetsFixed or flat fee
- Sigfig Wealth Management LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Skba Capital Management, LLC$500M to $1BSEC recordPercentage of assetsOther
- Snyder Capital Management LP$1B or moreSEC recordPercentage of assets
- SoFi Wealth LLC$1B or moreSEC recordPercentage of assets
- Sonen Capital LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Strategic Wealth Capital$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Syntheticfi LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Syon Capital LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- The Advisory Group of San Francisco, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat feeOther
- Trinity Alps Capital$1B or moreSEC recordPercentage of assetsPerformance-based
- True Link Financial Advisors$1B or moreSEC recordPercentage of assets
- Union Square Global Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Van Strum & Towne Inc$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Verita Strategic Wealth Partners, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Vernal Point Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- We Financial Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Wealth Script Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Zero Labs Inc.Under $25MSEC recordNewsletter subscriptions
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.