AdvisorRanked

Best Financial Advisors in SAN FRANCISCO, California

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

296
Registered Firms
0.95%
Median Fee
of assets/year
$1.3B
Median AUM
296
Firms Listed
in our database

Top-Ranked Advisors in SAN FRANCISCO

#1
100

DODGE & COX

SAN FRANCISCO, CA · Since 1959

$466.6B AUM100 clientsFee: 0%
FiduciaryFee-Only
#2
100

OSTERWEIS CAPITAL MANAGEMENT

SAN FRANCISCO, CA · Since 1983

$439M AUM14 clientsFee: 0%
FiduciaryFee-Only
#3
100

PORTFOLIO MANAGEMENT TECHNOLOGY

SAN FRANCISCO, CA · Since 1996

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#4
100

CALLAN

SAN FRANCISCO, CA · Since 1973

$41.9B AUM164 clientsFee: 0%
FiduciaryFee-Only
#5
100

OSTERWEIS CAPITAL MANAGEMENT

SAN FRANCISCO, CA · Since 1997

$7.5B AUM14 clientsFee: 0%
FiduciaryFee-Only
#6
100

BLACK HILL CAPITAL PARTNERS, LLC

SAN FRANCISCO, CA · Since 2020

$68M AUM1 clientsFee: 0%
FiduciaryFee-Only
#7
100

PAUL CAPITAL

SAN FRANCISCO, CA · Since 2002

$521M AUM7 clientsFee: 0%
FiduciaryFee-Only
#8
100

SVB ASSET MANAGEMENT

SAN FRANCISCO, CA · Since 2003

$32.3B AUM24 clientsFee: 0%
FiduciaryFee-Only
#9
100

GARHWAL, CHAN & WILLIAMS INC.

SAN FRANCISCO, CA · Since 2025

$134M AUM2 clientsFee: 0%
FiduciaryFee-Only
#10
100

ALBOURNE AMERICA LLC

SAN FRANCISCO, CA · Since 2006

$0 AUM70 clientsFee: 0%
FiduciaryFee-Only
#11
100

LEGATO CAPITAL MANAGEMENT, LLC

SAN FRANCISCO, CA · Since 2005

$1.3B AUM4 clientsFee: 0%
FiduciaryFee-Only
#12
100

GOLDEN GATE PERSONAL FINANCIAL PLANNING

SAN FRANCISCO, CA · Since 2022

$196M AUM1 clientsFee: 0%
FiduciaryFee-Only
#13
100

KB FINANCIAL ADVISORS LLC

SAN FRANCISCO, CA · Since 2026

$115M AUM3 clientsFee: 0%
FiduciaryFee-Only
#14
100

PASSPORT CAPITAL, LLC

SAN FRANCISCO, CA · Since 2006

$532M AUM5 clientsFee: 0%
FiduciaryFee-Only
#15
100

BENNINGFIELD FINANCIAL ADVISORS, LLC

SAN FRANCISCO, CA · Since 2014

$284M AUM3 clientsFee: 0%
FiduciaryFee-Only
#16
100

DOUBLE BAY MANAGEMENT & PLANNING

SAN FRANCISCO, CA · Since 2015

$127M AUM1 clientsFee: 0%
FiduciaryFee-Only
#17
100

LEADING EDGE INVESTMENT ADVISORS,LLC

SAN FRANCISCO, CA · Since 2007

$5.2B AUM8 clientsFee: 0%
FiduciaryFee-Only
#18
100

WESTERLY CAPITAL MANAGEMENT LLC

SAN FRANCISCO, CA · Since 2022

$489M AUM2 clientsFee: 0%
FiduciaryFee-Only
#19
100

EMBARCADERO FINANCIAL GROUP

SAN FRANCISCO, CA · Since 2020

$170M AUM2 clientsFee: 0%
FiduciaryFee-Only
#20
100

PFM HEALTH SCIENCES, LP

SAN FRANCISCO, CA · Since 2008

$1.3B AUM7 clientsFee: 0%
FiduciaryFee-Only
#21
100

IMPACT INVESTMENT ADVISER LLC

SAN FRANCISCO, CA · Since 2009

$559M AUM8 clientsFee: 0%
FiduciaryFee-Only
#22
100

UNISON INVESTMENT MANAGEMENT, LLC

SAN FRANCISCO, CA · Since 2017

$1.6B AUM12 clientsFee: 0%
FiduciaryFee-Only
#23
100

MISSION CREEK CAPITAL PARTNERS, INC.

SAN FRANCISCO, CA · Since 2018

$742M AUM10 clientsFee: 0%
FiduciaryFee-Only
#24
100

ASSET DEDICATION, LLC

SAN FRANCISCO, CA · Since 2010

$2.9B AUM5 clientsFee: 0%
FiduciaryFee-Only
#25
100

PANTHEON

SAN FRANCISCO, CA · Since 2010

$87.7B AUM56 clientsFee: 0%
FiduciaryFee-Only
#26
100

SAXON SECURITIES LLC

SAN FRANCISCO, CA · Since 2014

$95M AUM1 clientsFee: 0%
FiduciaryFee-Only
#27
100

IGP INDUSTRIES, LLC

SAN FRANCISCO, CA · Since 2012

$1.9B AUM22 clientsFee: 0%
FiduciaryFee-Only
#28
100

ENCORE CONSUMER CAPITAL, LP

SAN FRANCISCO, CA · Since 2012

$786M AUM10 clientsFee: 0%
FiduciaryFee-Only
#29
100

ORBIS INVESTMENT MANAGEMENT (U.S.), L.P.

SAN FRANCISCO, CA · Since 2019

$405M AUM9 clientsFee: 0%
FiduciaryFee-Only
#30
100

BAY HILLS CAPITAL MANAGEMENT, LLC

SAN FRANCISCO, CA · Since 2012

$570M AUM5 clientsFee: 0%
FiduciaryFee-Only
#31
100

OPEN DOOR INVESTMENT MANAGEMENT LTD.

SAN FRANCISCO, CA · Since 2011

$183M AUM10 clientsFee: 0%
FiduciaryFee-Only
#32
100

TENZING GLOBAL

SAN FRANCISCO, CA · Since 2019

$228M AUM3 clientsFee: 0%
FiduciaryFee-Only
#33
100

FRANCISCO PARTNERS

SAN FRANCISCO, CA · Since 2012

$47.1B AUM93 clientsFee: 0%
FiduciaryFee-Only
#34
100

REGIS METRO ASSOCIATES, INC.

SAN FRANCISCO, CA · Since 2012

$618M AUM2 clientsFee: 0%
FiduciaryFee-Only
#35
100

FLORIN PENSIONS LLC

SAN FRANCISCO, CA · Since 2012

$0 AUM4 clientsFee: 0%
FiduciaryFee-Only
#36
100

YIHENG CAPITAL MANAGEMENT, L.P.

SAN FRANCISCO, CA · Since 2013

$676M AUM3 clientsFee: 0%
FiduciaryFee-Only
#37
100

ACCORD EQUITY ADVISORS LLC

SAN FRANCISCO, CA · Since 2023

$189M AUM5 clientsFee: 0%
FiduciaryFee-Only
#38
100

DEDICATED CAPITAL ADVISORS, LLC

SAN FRANCISCO, CA · Since 2013

$162M AUM2 clientsFee: 0%
FiduciaryFee-Only
#39
100

ACME

SAN FRANCISCO, CA · Since 2017

$767M AUM5 clientsFee: 0%
FiduciaryFee-Only
#40
100

CABLE CAR CAPITAL, LP

SAN FRANCISCO, CA · Since 2023

$548M AUM3 clientsFee: 0%
FiduciaryFee-Only
#41
100

ALTA PARK CAPITAL, LP

SAN FRANCISCO, CA · Since 2017

$1.8B AUM10 clientsFee: 0%
FiduciaryFee-Only
#42
100

OCTAVEWEALTH

SAN FRANCISCO, CA · Since 2014

$30M AUM2 clientsFee: 0%
FiduciaryFee-Only
#43
100

VECTOR CAPITAL MANAGEMENT, L.P.

SAN FRANCISCO, CA · Since 2014

$3.8B AUM32 clientsFee: 0%
FiduciaryFee-Only
#44
100

STRATTAM CAPITAL MANAGEMENT, LLC

SAN FRANCISCO, CA · Since 2014

$939M AUM9 clientsFee: 0%
FiduciaryFee-Only
#45
100

CORDILLERA INVESTMENT PARTNERS, L.P.

SAN FRANCISCO, CA · Since 2018

$1.6B AUM6 clientsFee: 0%
FiduciaryFee-Only
#46
100

HOMESTEAD CAPITAL USA, LLC

SAN FRANCISCO, CA · Since 2015

$1.6B AUM17 clientsFee: 0%
FiduciaryFee-Only
#47
100

SPYGLASS CAPITAL MANAGEMENT, LLC

SAN FRANCISCO, CA · Since 2017

$2.0B AUM5 clientsFee: 0%
FiduciaryFee-Only
#48
100

MAIN MANAGEMENT FUND ADVISORS, LLC

SAN FRANCISCO, CA · Since 2015

$1.0B AUM25 clientsFee: 0%
FiduciaryFee-Only
#49
100

BACKER

SAN FRANCISCO, CA · Since 2015

$63M AUM1 clientsFee: 0%
FiduciaryFee-Only
#50
100

TRUE LINK FINANCIAL ADVISORS

SAN FRANCISCO, CA · Since 2018

$1.9B AUM5 clientsFee: 0%
FiduciaryFee-Only
#51
100

TORONADO PARTNERS LLC

SAN FRANCISCO, CA · Since 2019

$254M AUM2 clientsFee: 0%
FiduciaryFee-Only
#52
100

POLYCHAIN CAPITAL LP

SAN FRANCISCO, CA · Since 2018

$2.9B AUM14 clientsFee: 0%
FiduciaryFee-Only
#53
100

HANKE & APOLONIO WEALTH ADVISORS LLC

SAN FRANCISCO, CA · Since 2025

$167M AUM2 clientsFee: 0%
FiduciaryFee-Only
#54
100

1SHARPE CAPITAL LLC

SAN FRANCISCO, CA · Since 2017

$2.7B AUM15 clientsFee: 0%
FiduciaryFee-Only
#55
100

SAS FINANCIAL ADVISORS, LLC.

SAN FRANCISCO, CA · Since 2022

$167M AUM5 clientsFee: 0%
FiduciaryFee-Only
#56
100

CRESCENT COVE ADVISORS, LP

SAN FRANCISCO, CA · Since 2021

$1.1B AUM3 clientsFee: 0%
FiduciaryFee-Only
#57
100

MAIN MANAGEMENT ETF ADVISORS, LLC

SAN FRANCISCO, CA · Since 2017

$2.8B AUM25 clientsFee: 0%
FiduciaryFee-Only
#58
100

AMITY VENTURES

SAN FRANCISCO, CA · Since 2022

$1.7B AUM9 clientsFee: 0%
FiduciaryFee-Only
#59
100

BANNEKER PARTNERS LLC

SAN FRANCISCO, CA · Since 2020

$3.4B AUM26 clientsFee: 0%
FiduciaryFee-Only
#60
100

HUMAN CAPITAL

SAN FRANCISCO, CA · Since 2020

$4.4B AUM15 clientsFee: 0%
FiduciaryFee-Only
#61
100

FIN CAPITAL

SAN FRANCISCO, CA · Since 2022

$1.4B AUM22 clientsFee: 0%
FiduciaryFee-Only
#62
100

WE FINANCIAL GROUP

SAN FRANCISCO, CA · Since 2025

$127M AUM4 clientsFee: 0%
FiduciaryFee-Only
#63
100

PARADIGM OPERATIONS LP

SAN FRANCISCO, CA · Since 2019

$11.9B AUM13 clientsFee: 0%
FiduciaryFee-Only
#64
100

NO STREET GP LP

SAN FRANCISCO, CA · Since 2018

$2.5B AUM5 clientsFee: 0%
FiduciaryFee-Only
#65
100

DRAGONFLY DIGITAL MANAGEMENT, LLC

SAN FRANCISCO, CA · Since 2022

$3.4B AUM9 clientsFee: 0%
FiduciaryFee-Only
#66
100

FARTHER

SAN FRANCISCO, CA · Since 2019

$16.0B AUM252 clientsFee: 0%
FiduciaryFee-Only
#67
100

TERRA FIRMA ASSET MANAGEMENT

SAN FRANCISCO, CA · Since 2020

$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#68
100

VILA, LLC

SAN FRANCISCO, CA · Since 2020

$287M AUM4 clientsFee: 0%
FiduciaryFee-Only
#69
100

AMARA FINANCIAL, LLC

SAN FRANCISCO, CA · Since 2020

$250M AUM2 clientsFee: 0%
FiduciaryFee-Only
#70
100

MERCURY ADVISORY, LLC

SAN FRANCISCO, CA · Since 2020

$17.9B AUM4 clientsFee: 0%
FiduciaryFee-Only
#71
100

INCLUSIVE CAPITAL PARTNERS, L.P.

SAN FRANCISCO, CA · Since 2020

$591M AUM3 clientsFee: 0%
FiduciaryFee-Only
#72
100

FLIGHT DECK CAPITAL, LP

SAN FRANCISCO, CA · Since 2021

$359M AUM2 clientsFee: 0%
FiduciaryFee-Only
#73
100

SIDEPOCKET INCORPORATED

SAN FRANCISCO, CA · Since 2020

$915K AUM3 clientsFee: 0%
FiduciaryFee-Only
#74
100

ANDRA CAPITAL LLC

SAN FRANCISCO, CA · Since 2026

$477M AUM5 clientsFee: 0%
FiduciaryFee-Only
#75
100

ARCHITECT CAPITAL CORP.

SAN FRANCISCO, CA · Since 2023

$1.2B AUM6 clientsFee: 0%
FiduciaryFee-Only
#76
100

LAVELLE CAPITAL

SAN FRANCISCO, CA · Since 2021

$410M AUM3 clientsFee: 0%
FiduciaryFee-Only
#77
100

PARNASSUS INVESTMENTS, LLC

SAN FRANCISCO, CA · Since 2021

$41.1B AUM28 clientsFee: 0%
FiduciaryFee-Only
#78
100

BLOOM INVESTMENT ADVISORS, LLC

SAN FRANCISCO, CA · Since 2021

$18M AUM1 clientsFee: 0%
FiduciaryFee-Only
#79
100

L2 POINT MANAGEMENT LLC

SAN FRANCISCO, CA · Since 2023

$622M AUM7 clientsFee: 0%
FiduciaryFee-Only
#80
100

LI ENTERPRISES

SAN FRANCISCO, CA · Since 2023

$0 AUM0 clientsFee: 0%
FiduciaryFee-Only
#81
100

KURV INVESTMENT MANAGEMENT LLC

SAN FRANCISCO, CA · Since 2023

$279M AUM2 clientsFee: 0%
FiduciaryFee-Only
#82
100

KILONOVA CAPITAL

SAN FRANCISCO, CA · Since 2023

$91M AUM8 clientsFee: 0%
FiduciaryFee-Only
#83
100

CHECKPOINT CAPITAL L.P.

SAN FRANCISCO, CA · Since 2025

$334M AUM2 clientsFee: 0%
FiduciaryFee-Only
#84
100

BPM WEALTH ADVISORS, LLC

SAN FRANCISCO, CA · Since 2023

$268M AUM3 clientsFee: 0%
FiduciaryFee-Only
#85
100

FREC

SAN FRANCISCO, CA · Since 2023

$567M AUM1 clientsFee: 0%
FiduciaryFee-Only
#86
100

STRATEGIC WEALTH CAPITAL

SAN FRANCISCO, CA · Since 2023

$238M AUM2 clientsFee: 0%
FiduciaryFee-Only
#87
100

SENTINEL GLOBAL

SAN FRANCISCO, CA · Since 2025

$210M AUM2 clientsFee: 0%
FiduciaryFee-Only
#88
100

JUST FUTURES

SAN FRANCISCO, CA · Since 2026

$47M AUM4 clientsFee: 0%
FiduciaryFee-Only
#89
100

HERON FINANCE

SAN FRANCISCO, CA · Since 2023

$38M AUM2 clientsFee: 0%
FiduciaryFee-Only
#90
100

IVY INVEST CORPORATION

SAN FRANCISCO, CA · Since 2024

$13M AUM1 clientsFee: 0%
FiduciaryFee-Only
#91
100

FINVEST

SAN FRANCISCO, CA · Since 2024

$4M AUM1 clientsFee: 0%
FiduciaryFee-Only
#92
100

SYNTHETICFI LLC

SAN FRANCISCO, CA · Since 2024

$993M AUM7 clientsFee: 0%
FiduciaryFee-Only
#93
100

ARC ADVISORY LLC

SAN FRANCISCO, CA · Since 2024

$708M AUM8 clientsFee: 0%
FiduciaryFee-Only
#94
100

ATOMIC VAULTS ADVISORS LLC

SAN FRANCISCO, CA · Since 2024

$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#95
100

COGENUITY PARTNERS, LLC

SAN FRANCISCO, CA · Since 2025

$694M AUM14 clientsFee: 0%
FiduciaryFee-Only
#96
100

BALANCE CASH MANAGEMENT INC.

SAN FRANCISCO, CA · Since 2025

$12M AUM2 clientsFee: 0%
FiduciaryFee-Only
#97
100

VERITA STRATEGIC WEALTH PARTNERS, LLC

SAN FRANCISCO, CA · Since 2025

$1.0B AUM5 clientsFee: 0%
FiduciaryFee-Only
#98
100

AFT US CAPITAL LLC

SAN FRANCISCO, CA · Since 2025

$214 AUM0 clientsFee: 0%
FiduciaryFee-Only
#99
100

ENRICH FINANCE LLC

SAN FRANCISCO, CA · Since 2025

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#100
100

CORGI STRATEGIES, LLC

SAN FRANCISCO, CA · Since 2025

$10M AUM1 clientsFee: 0%
FiduciaryFee-Only
#101
100

PRELUDE INVESTMENT SERVICES

SAN FRANCISCO, CA · Since 2025

$0 AUM4 clientsFee: 0%
FiduciaryFee-Only
#102
100

CATTON CAPITAL PARTNERS, LLC

SAN FRANCISCO, CA · Since 2025

$40M AUM2 clientsFee: 0%
FiduciaryFee-Only
#103
100

ULTRA CAPITAL MANAGEMENT LLC

SAN FRANCISCO, CA · Since 2026

$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#104
100

YOSHI ADVISORY

SAN FRANCISCO, CA · Since 2026

$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#105
100

ORION PARTNERS, LLC

SAN FRANCISCO, CA · Since 2026

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#106
100

BELVERON REAL ESTATE PARTNERS, LLC

SAN FRANCISCO, CA · Since 2016

$1.3B AUM25 clientsFee: 0%
FiduciaryFee-Only
#107
100

PANTHEON INFRA ADVISORS, LLC

SAN FRANCISCO, CA · Since 2025

$27M AUM4 clientsFee: 0%
FiduciaryFee-Only
#108
100

INTERMEDE GLOBAL PARTNERS INC

SAN FRANCISCO, CA · Since 2017

$2.1B AUM4 clientsFee: 0%
FiduciaryFee-Only
#109
100

BRETTON CAPITAL MANAGEMENT

SAN FRANCISCO, CA · Since 2010

$123M AUM2 clientsFee: 0%
FiduciaryFee-Only
#110
100

LEGALIST

SAN FRANCISCO, CA · Since 2019

$1.0B AUM16 clientsFee: 0%
FiduciaryFee-Only
#111
100

BUNKER

SAN FRANCISCO, CA · Since 2022

$29M AUM2 clientsFee: 0%
FiduciaryFee-Only
#112
100

SLW MANAGEMENT COMPANY

SAN FRANCISCO, CA · Since 2024

$1.4B AUM8 clientsFee: 0%
FiduciaryFee-Only
#113
100

POWERLAW FUND ADVISER, LLC

SAN FRANCISCO, CA · Since 2025

$496M AUM7 clientsFee: 0%
FiduciaryFee-Only
#114
100

BARK SECURITIES, LLC

SAN FRANCISCO, CA · Since 2025

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#115
100

VOLT EQUITY LLC

SAN FRANCISCO, CA · Since 2020

$10M AUM1 clientsFee: 0%
FiduciaryFee-Only
#116
100

ROUTE ONE INVESTMENT COMPANY, L.P.

SAN FRANCISCO, CA · Since 2011

$4.7B AUM8 clientsFee: 0%
FiduciaryFee-Only
#117
100

WESTCAP MANAGEMENT, LLC

SAN FRANCISCO, CA · Since 2020

$7.4B AUM15 clientsFee: 0%
FiduciaryFee-Only
#118
100

PACIFIC HEIGHTS ASSET MANAGEMENT, LLC

SAN FRANCISCO, CA · Since 2003

$7.3B AUM2 clientsFee: 0%
FiduciaryFee-Only
#119
95

BRISTOL GROUP INC

SAN FRANCISCO, CA · Since 1981

$2.0B AUM4 clientsFee: 0%
FiduciaryFee-Only
#120
95

ROSENBLUM SILVERMAN SUTTON SF INC

SAN FRANCISCO, CA · Since 1984

$487M AUM3 clientsFee: 0%
FiduciaryFee-Only
#121
95

MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLC

SAN FRANCISCO, CA · Since 1996

$6.6B AUM22 clientsFee: 0%
FiduciaryFee-Only
#122
95

VAN STRUM & TOWNE INC

SAN FRANCISCO, CA · Since 1976

$483M AUM3 clientsFee: 0%
FiduciaryFee-Only
#123
95

ROOF EIDAM MAYCOCK PERALTA LLC

SAN FRANCISCO, CA · Since 1996

$805M AUM5 clientsFee: 0%
FiduciaryFee-Only
#124
95

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

SAN FRANCISCO, CA · Since 1990

$1721.0B AUM175 clientsFee: 0%
FiduciaryFee-Only
#125
95

FARALLON CAPITAL MANAGEMENT, L.L.C.

SAN FRANCISCO, CA · Since 1996

$52.1B AUM129 clientsFee: 0%
FiduciaryFee-Only
#126
95

JACOBS & COMPANY, LLC

SAN FRANCISCO, CA · Since 1976

$1.2B AUM3 clientsFee: 0%
FiduciaryFee-Only
#127
95

AVALON GLOBAL ASSET MANAGEMENT LLC

SAN FRANCISCO, CA · Since 1999

$554M AUM3 clientsFee: 0%
FiduciaryFee-Only
#128
95

OSBORNE PARTNERS

SAN FRANCISCO, CA · Since 1999

$2.7B AUM14 clientsFee: 0%
FiduciaryFee-Only
#129
95

THE ADVISORY GROUP OF SAN FRANCISCO, LLC

SAN FRANCISCO, CA · Since 1999

$810M AUM5 clientsFee: 0%
FiduciaryFee-Only
#130
95

SNYDER CAPITAL MANAGEMENT LP

SAN FRANCISCO, CA · Since 1997

$6.1B AUM8 clientsFee: 0%
FiduciaryFee-Only
#131
95

SKBA CAPITAL MANAGEMENT, LLC

SAN FRANCISCO, CA · Since 1999

$732M AUM5 clientsFee: 0%
FiduciaryFee-Only
#132
95

IRONWOOD CAPITAL MANAGEMENT CORP

SAN FRANCISCO, CA · Since 1999

$8.2B AUM9 clientsFee: 0%
FiduciaryFee-Only
#133
95

PANTHEON

SAN FRANCISCO, CA · Since 1988

$11 AUM0 clientsFee: 0%
FiduciaryFee-Only
#134
95

HORSLEY BRIDGE PARTNERS LLC

SAN FRANCISCO, CA · Since 1997

$23.6B AUM10 clientsFee: 0%
FiduciaryFee-Only
#135
95

UNION SQUARE GLOBAL WEALTH MANAGEMENT

SAN FRANCISCO, CA · Since 1998

$361M AUM5 clientsFee: 0%
FiduciaryFee-Only
#136
95

MCMORGAN & COMPANY LLC

SAN FRANCISCO, CA · Since 2001

$7.6B AUM14 clientsFee: 0%
FiduciaryFee-Only
#137
95

NEWPORT ASIA LLC

SAN FRANCISCO, CA · Since 2002

$120M AUM5 clientsFee: 0%
FiduciaryFee-Only
#138
95

MAIN MANAGEMENT, LLC

SAN FRANCISCO, CA · Since 2002

$1.9B AUM25 clientsFee: 0%
FiduciaryFee-Only
#139
95

NWK GROUP

SAN FRANCISCO, CA · Since 2002

$485M AUM4 clientsFee: 0%
FiduciaryFee-Only
#140
95

ALGERT GLOBAL LLC

SAN FRANCISCO, CA · Since 2003

$10.2B AUM11 clientsFee: 0%
FiduciaryFee-Only
#141
95

POTRERO CAPITAL RESEARCH, LLC

SAN FRANCISCO, CA · Since 2016

$420M AUM3 clientsFee: 0%
FiduciaryFee-Only
#142
95

ATLAS CAPITAL ADVISORS INC.

SAN FRANCISCO, CA · Since 2006

$1.1B AUM4 clientsFee: 0%
FiduciaryFee-Only
#143
95

CAMELOTTA ADVISORS

SAN FRANCISCO, CA · Since 2017

$235M AUM2 clientsFee: 0%
FiduciaryFee-Only
#144
95

BAKER STREET ADVISORS, LLC

SAN FRANCISCO, CA · Since 2003

$20.8B AUM15 clientsFee: 0%
FiduciaryFee-Only
#145
95

PERIGON WEALTH MANAGEMENT, LLC

SAN FRANCISCO, CA · Since 2004

$11.3B AUM92 clientsFee: 0%
FiduciaryFee-Only
#146
95

PHILADELPHIA FINANCIAL

SAN FRANCISCO, CA · Since 2005

$730M AUM7 clientsFee: 0%
FiduciaryFee-Only
#147
95

BAKERAVENUE

SAN FRANCISCO, CA · Since 2004

$5.1B AUM29 clientsFee: 0%
FiduciaryFee-Only
#148
95

GENERATION INVESTMENT MANAGEMENT US LLP

SAN FRANCISCO, CA · Since 2004

$10.5B AUM10 clientsFee: 0%
FiduciaryFee-Only
#149
95

BIVIUM CAPITAL PARTNERS, LLC

SAN FRANCISCO, CA · Since 2005

$6.7B AUM10 clientsFee: 0%
FiduciaryFee-Only
#150
95

PARALLEL ADVISORS, LLC

SAN FRANCISCO, CA · Since 2007

$10.3B AUM61 clientsFee: 0%
FiduciaryFee-Only
#151
95

CARDINAL POINT CAPITAL LLC

SAN FRANCISCO, CA · Since 2012

$100M AUM3 clientsFee: 0%
FiduciaryFee-Only
#152
95

ASIA ALTERNATIVES MANAGEMENT LLC

SAN FRANCISCO, CA · Since 2006

$13.2B AUM22 clientsFee: 0%
FiduciaryFee-Only
#153
95

MERITAGE GROUP LP

SAN FRANCISCO, CA · Since 2007

$14.1B AUM27 clientsFee: 0%
FiduciaryFee-Only
#154
95

REDMILE GROUP

SAN FRANCISCO, CA · Since 2007

$4.7B AUM15 clientsFee: 0%
FiduciaryFee-Only
#155
95

TOP TIER CAPITAL PARTNERS, LLC

SAN FRANCISCO, CA · Since 2007

$7.3B AUM21 clientsFee: 0%
FiduciaryFee-Only
#156
95

FORT POINT CAPITAL PARTNERS LLC

SAN FRANCISCO, CA · Since 2008

$2.9B AUM17 clientsFee: 0%
FiduciaryFee-Only
#157
95

PROSPETTIVA FINANCIAL

SAN FRANCISCO, CA · Since 2022

$129M AUM3 clientsFee: 0%
FiduciaryFee-Only
#158
95

STOCKBRIDGE CAPITAL GROUP, LLC

SAN FRANCISCO, CA · Since 2009

$21.5B AUM27 clientsFee: 0%
FiduciaryFee-Only
#159
95

DIVISAR CAPITAL MANAGEMENT, LLC

SAN FRANCISCO, CA · Since 2016

$813M AUM3 clientsFee: 0%
FiduciaryFee-Only
#160
95

RHS FINANCIAL, LLC

SAN FRANCISCO, CA · Since 2018

$220M AUM2 clientsFee: 0%
FiduciaryFee-Only
#161
95

DELTA INVESTMENT MANAGEMENT, LLC

SAN FRANCISCO, CA · Since 2018

$857M AUM25 clientsFee: 0%
FiduciaryFee-Only
#162
95

WHITE OAK GLOBAL ADVISORS, LLC

SAN FRANCISCO, CA · Since 2009

$5.1B AUM32 clientsFee: 0%
FiduciaryFee-Only
#163
95

BLUEPRINT INVESTING LLC

SAN FRANCISCO, CA · Since 2021

$436M AUM2 clientsFee: 0%
FiduciaryFee-Only
#164
95

VALUEACT CAPITAL MANAGEMENT, L.P.

SAN FRANCISCO, CA · Since 2010

$11.3B AUM12 clientsFee: 0%
FiduciaryFee-Only
#165
95

CORE AND VALUE ADVISORS, LLC

SAN FRANCISCO, CA · Since 2011

$21.2B AUM77 clientsFee: 0%
FiduciaryFee-Only
#166
95

BVF PARTNERS L.P.

SAN FRANCISCO, CA · Since 2012

$6.1B AUM10 clientsFee: 0%
FiduciaryFee-Only
#167
95

DIVCO WEST REAL ESTATE SERVICES, LLC

SAN FRANCISCO, CA · Since 2012

$16.3B AUM67 clientsFee: 0%
FiduciaryFee-Only
#168
95

GENSTAR CAPITAL

SAN FRANCISCO, CA · Since 2012

$51.3B AUM28 clientsFee: 0%
FiduciaryFee-Only
#169
95

VISTA EQUITY PARTNERS MANAGEMENT, LLC

SAN FRANCISCO, CA · Since 2012

$106.0B AUM159 clientsFee: 0%
FiduciaryFee-Only
#170
95

FFL

SAN FRANCISCO, CA · Since 2012

$4.1B AUM34 clientsFee: 0%
FiduciaryFee-Only
#171
95

ALPINE INVESTORS

SAN FRANCISCO, CA · Since 2012

$18.9B AUM73 clientsFee: 0%
FiduciaryFee-Only
#172
95

GOLDEN GATE CAPITAL

SAN FRANCISCO, CA · Since 2012

$11.2B AUM50 clientsFee: 0%
FiduciaryFee-Only
#173
95

PARTHENON CAPITAL PARTNERS

SAN FRANCISCO, CA · Since 2012

$13.4B AUM36 clientsFee: 0%
FiduciaryFee-Only
#174
95

SEVEN POST INVESTMENT OFFICE LP

SAN FRANCISCO, CA · Since 2011

$9.6B AUM14 clientsFee: 0%
FiduciaryFee-Only
#175
95

HOUSATONIC PARTNERS

SAN FRANCISCO, CA · Since 2012

$1.7B AUM11 clientsFee: 0%
FiduciaryFee-Only
#176
95

PARK WEST ASSET MANAGEMENT LLC

SAN FRANCISCO, CA · Since 2012

$2.9B AUM13 clientsFee: 0%
FiduciaryFee-Only
#177
95

VMG PARTNERS II, LLC

SAN FRANCISCO, CA · Since 2012

$3.2B AUM30 clientsFee: 0%
FiduciaryFee-Only
#178
95

CALERA CAPITAL ADVISORS, LP

SAN FRANCISCO, CA · Since 2012

$3.1B AUM15 clientsFee: 0%
FiduciaryFee-Only
#179
95

REFLOW SERVICES, LLC

SAN FRANCISCO, CA · Since 2017

$521M AUM2 clientsFee: 0%
FiduciaryFee-Only
#180
95

FIGURE INVESTMENT ADVISORS, LLC

SAN FRANCISCO, CA · Since 2012

$442M AUM2 clientsFee: 0%
FiduciaryFee-Only
#181
95

HELLMAN & FRIEDMAN LLC

SAN FRANCISCO, CA · Since 2012

$110.4B AUM60 clientsFee: 0%
FiduciaryFee-Only
#182
95

SIGFIG WEALTH MANAGEMENT LLC

SAN FRANCISCO, CA · Since 2011

$3.6B AUM6 clientsFee: 0%
FiduciaryFee-Only
#183
95

ICONIQ CAPITAL, LLC

SAN FRANCISCO, CA · Since 2011

$117.5B AUM158 clientsFee: 0%
FiduciaryFee-Only
#184
95

SONEN CAPITAL LLC

SAN FRANCISCO, CA · Since 2011

$1.1B AUM12 clientsFee: 0%
FiduciaryFee-Only
#185
95

FTV CAPITAL

SAN FRANCISCO, CA · Since 2026

$11.9B AUM66 clientsFee: 0%
FiduciaryFee-Only
#186
95

PRIME FINANCE ADVISOR, L.P.

SAN FRANCISCO, CA · Since 2012

$22.2B AUM91 clientsFee: 0%
FiduciaryFee-Only
#187
95

GRYPHON ADVISORS, LLC

SAN FRANCISCO, CA · Since 2012

$9.3B AUM64 clientsFee: 0%
FiduciaryFee-Only
#188
95

SERENT CAPITAL MANAGEMENT COMPANY, L.L.C.

SAN FRANCISCO, CA · Since 2012

$5.1B AUM72 clientsFee: 0%
FiduciaryFee-Only
#189
95

5AM VENTURES

SAN FRANCISCO, CA · Since 2021

$1.1B AUM18 clientsFee: 0%
FiduciaryFee-Only
#190
95

CARMEL PARTNERS

SAN FRANCISCO, CA · Since 2012

$8.0B AUM11 clientsFee: 0%
FiduciaryFee-Only
#191
95

CRCM L.P.

SAN FRANCISCO, CA · Since 2012

$747M AUM4 clientsFee: 0%
FiduciaryFee-Only
#192
95

DRAGONEER INVESTMENT GROUP, LLC

SAN FRANCISCO, CA · Since 2012

$37.0B AUM22 clientsFee: 0%
FiduciaryFee-Only
#193
95

H. BARTON ASSET MANAGEMENT, LLC

SAN FRANCISCO, CA · Since 2015

$1.5B AUM1 clientsFee: 0%
FiduciaryFee-Only
#194
95

137 VENTURES MANAGEMENT, LLC

SAN FRANCISCO, CA · Since 2015

$11.8B AUM9 clientsFee: 0%
FiduciaryFee-Only
#195
95

SF EQUITY PARTNERS MANAGEMENT, LLC

SAN FRANCISCO, CA · Since 2019

$556M AUM6 clientsFee: 0%
FiduciaryFee-Only
#196
95

MONTCALM TCR LLC

SAN FRANCISCO, CA · Since 2012

$238M AUM3 clientsFee: 0%
FiduciaryFee-Only
#197
95

NEW FORESTS INC.

SAN FRANCISCO, CA · Since 2019

$982M AUM13 clientsFee: 0%
FiduciaryFee-Only
#198
95

CENDANA CAPITAL

SAN FRANCISCO, CA · Since 2015

$2.4B AUM7 clientsFee: 0%
FiduciaryFee-Only
#199
95

OGBORNE CAPITAL MANAGEMENT, LLC.

SAN FRANCISCO, CA · Since 2021

$410M AUM2 clientsFee: 0%
FiduciaryFee-Only
#200
95

TURN/RIVER MANAGEMENT, L.P.

SAN FRANCISCO, CA · Since 2018

$6.6B AUM87 clientsFee: 0%
FiduciaryFee-Only
#201
95

CARRICK CAPITAL PARTNERS

SAN FRANCISCO, CA · Since 2020

$2.1B AUM15 clientsFee: 0%
FiduciaryFee-Only
#202
95

COBURN BARRETT, LLC

SAN FRANCISCO, CA · Since 2013

$113M AUM4 clientsFee: 0%
FiduciaryFee-Only
#203
95

VERNAL POINT ADVISORS, LLC

SAN FRANCISCO, CA · Since 2015

$3.9B AUM8 clientsFee: 0%
FiduciaryFee-Only
#204
95

ECOR1 CAPITAL, LLC

SAN FRANCISCO, CA · Since 2015

$3.4B AUM9 clientsFee: 0%
FiduciaryFee-Only
#205
95

PIER 88 INVESTMENT PARTNERS, LLC

SAN FRANCISCO, CA · Since 2016

$568M AUM5 clientsFee: 0%
FiduciaryFee-Only
#206
95

THINK INVESTMENTS

SAN FRANCISCO, CA · Since 2013

$4.3B AUM12 clientsFee: 0%
FiduciaryFee-Only
#207
95

PINEGROVE OPPORTUNITY PARTNERS, LLC

SAN FRANCISCO, CA · Since 2014

$2.9B AUM12 clientsFee: 0%
FiduciaryFee-Only
#208
95

ONE WEALTH ADVISORS, LLC

SAN FRANCISCO, CA · Since 2014

$1.3B AUM11 clientsFee: 0%
FiduciaryFee-Only
#209
95

CITRINE CAPITAL

SAN FRANCISCO, CA · Since 2021

$347M AUM6 clientsFee: 0%
FiduciaryFee-Only
#210
95

OWL VENTURES

SAN FRANCISCO, CA · Since 2026

$2.5B AUM10 clientsFee: 0%
FiduciaryFee-Only
#211
95

MAIN POST PARTNERS

SAN FRANCISCO, CA · Since 2016

$3.5B AUM18 clientsFee: 0%
FiduciaryFee-Only
#212
95

INTELLECTUS PARTNERS, LLC

SAN FRANCISCO, CA · Since 2015

$1.6B AUM6 clientsFee: 0%
FiduciaryFee-Only
#213
95

TREE LINE CAPITAL PARTNERS, LLC

SAN FRANCISCO, CA · Since 2015

$3.8B AUM20 clientsFee: 0%
FiduciaryFee-Only
#214
95

SENTRY ADVISORS, LLC

SAN FRANCISCO, CA · Since 2015

$2.4B AUM4 clientsFee: 0%
FiduciaryFee-Only
#215
95

COMMUNITY INVESTMENT MANAGEMENT LLC

SAN FRANCISCO, CA · Since 2019

$1.5B AUM31 clientsFee: 0%
FiduciaryFee-Only
#216
95

CHEQUERS FINANCIAL MANAGEMENT LLC

SAN FRANCISCO, CA · Since 2016

$1.3B AUM13 clientsFee: 0%
FiduciaryFee-Only
#217
95

JANUARY CAPITAL ADVISORS LLC

SAN FRANCISCO, CA · Since 2017

$193M AUM2 clientsFee: 0%
FiduciaryFee-Only
#218
95

SIGNALFIRE

SAN FRANCISCO, CA · Since 2020

$4.5B AUM18 clientsFee: 0%
FiduciaryFee-Only
#219
95

COTA CAPITAL MANAGEMENT, LLC

SAN FRANCISCO, CA · Since 2018

$1.2B AUM8 clientsFee: 0%
FiduciaryFee-Only
#220
95

LUMINATE CAPITAL PARTNERS

SAN FRANCISCO, CA · Since 2018

$3.8B AUM5 clientsFee: 0%
FiduciaryFee-Only
#221
95

HUMAN INTEREST ADVISORS LLC

SAN FRANCISCO, CA · Since 2015

$8.1B AUM2 clientsFee: 0%
FiduciaryFee-Only
#222
95

TRUE WIND CAPITAL MANAGEMENT, L.P.

SAN FRANCISCO, CA · Since 2016

$2.1B AUM17 clientsFee: 0%
FiduciaryFee-Only
#223
95

GUSTO INVESTMENT SERVICES, LLC

SAN FRANCISCO, CA · Since 2015

$12.0B AUM2 clientsFee: 0%
FiduciaryFee-Only
#224
95

NUMERAI

SAN FRANCISCO, CA · Since 2022

$1.9B AUM9 clientsFee: 0%
FiduciaryFee-Only
#225
95

BLOCKCHAIN CAPITAL, LLC

SAN FRANCISCO, CA · Since 2021

$2.9B AUM11 clientsFee: 0%
FiduciaryFee-Only
#226
95

SOMA EQUITY PARTNERS, LP

SAN FRANCISCO, CA · Since 2016

$1.9B AUM4 clientsFee: 0%
FiduciaryFee-Only
#227
95

TELESCOPE PARTNERS LLC

SAN FRANCISCO, CA · Since 2025

$934M AUM7 clientsFee: 0%
FiduciaryFee-Only
#228
95

TRINITY ALPS CAPITAL

SAN FRANCISCO, CA · Since 2019

$1.1B AUM6 clientsFee: 0%
FiduciaryFee-Only
#229
95

JORDAN PARK GROUP LLC

SAN FRANCISCO, CA · Since 2017

$23.3B AUM99 clientsFee: 0%
FiduciaryFee-Only
#230
95

QVR ADVISORS

SAN FRANCISCO, CA · Since 2017

$1.1B AUM5 clientsFee: 0%
FiduciaryFee-Only
#231
95

HANWHA ASSET MANAGEMENT (USA) LTD.

SAN FRANCISCO, CA · Since 2017

$4.0B AUM15 clientsFee: 0%
FiduciaryFee-Only
#232
95

MEDLEY PARTNERS MANAGEMENT LLC

SAN FRANCISCO, CA · Since 2018

$7.0B AUM8 clientsFee: 0%
FiduciaryFee-Only
#233
95

BRIO FINANCIAL GROUP

SAN FRANCISCO, CA · Since 2017

$1.1B AUM13 clientsFee: 0%
FiduciaryFee-Only
#234
95

ROBERTSON STEPHENS

SAN FRANCISCO, CA · Since 2017

$8.8B AUM67 clientsFee: 0%
FiduciaryFee-Only
#235
95

EMPROS CAPITAL LLC

SAN FRANCISCO, CA · Since 2022

$2.3B AUM9 clientsFee: 0%
FiduciaryFee-Only
#236
95

JACKSON SQUARE CAPITAL, LLC

SAN FRANCISCO, CA · Since 2019

$564M AUM5 clientsFee: 0%
FiduciaryFee-Only
#237
95

RESOLUTE PARTNERS GROUP

SAN FRANCISCO, CA · Since 2019

$1.9B AUM5 clientsFee: 0%
FiduciaryFee-Only
#238
95

SELDON CAPITAL LP

SAN FRANCISCO, CA · Since 2019

$518M AUM5 clientsFee: 0%
FiduciaryFee-Only
#239
95

WOODLINE PARTNERS LP

SAN FRANCISCO, CA · Since 2019

$36.7B AUM48 clientsFee: 0%
FiduciaryFee-Only
#240
95

POINT OLEMA CAPITAL PARTNERS, L.P.

SAN FRANCISCO, CA · Since 2019

$2.9B AUM4 clientsFee: 0%
FiduciaryFee-Only
#241
95

LOGOS GLOBAL MANAGEMENT, L.P.

SAN FRANCISCO, CA · Since 2019

$2.3B AUM5 clientsFee: 0%
FiduciaryFee-Only
#242
95

FAIRLIGHT ADVISORS

SAN FRANCISCO, CA · Since 2026

$109M AUM2 clientsFee: 0%
FiduciaryFee-Only
#243
95

KNOX LANE LP

SAN FRANCISCO, CA · Since 2020

$3.4B AUM16 clientsFee: 0%
FiduciaryFee-Only
#244
95

ERA PARTNERS LLC

SAN FRANCISCO, CA · Since 2020

$1.6B AUM11 clientsFee: 0%
FiduciaryFee-Only
#245
95

GOODFINCH MANAGEMENT, LLC

SAN FRANCISCO, CA · Since 2021

$1.6B AUM14 clientsFee: 0%
FiduciaryFee-Only
#246
95

THE ROXBOROUGH GROUP

SAN FRANCISCO, CA · Since 2021

$636M AUM12 clientsFee: 0%
FiduciaryFee-Only
#247
95

CHROME ADVISORS

SAN FRANCISCO, CA · Since 2024

$152M AUM2 clientsFee: 0%
FiduciaryFee-Only
#248
95

BRAESWOOD CARBON MANAGEMENT, LLC

SAN FRANCISCO, CA · Since 2024

$387M AUM3 clientsFee: 0%
FiduciaryFee-Only
#249
95

PERCHERON CAPITAL

SAN FRANCISCO, CA · Since 2021

$5.1B AUM63 clientsFee: 0%
FiduciaryFee-Only
#250
95

BARRIER CAPITAL MANAGEMENT, LLC

SAN FRANCISCO, CA · Since 2021

$136M AUM1 clientsFee: 0%
FiduciaryFee-Only
#251
95

FRAMEWORK VENTURES

SAN FRANCISCO, CA · Since 2021

$1.3B AUM7 clientsFee: 0%
FiduciaryFee-Only
#252
95

GALVANIZE CLIMATE SOLUTIONS LLC

SAN FRANCISCO, CA · Since 2021

$7.0B AUM39 clientsFee: 0%
FiduciaryFee-Only
#253
95

VALEAS CAPITAL PARTNERS

SAN FRANCISCO, CA · Since 2022

$2.4B AUM15 clientsFee: 0%
FiduciaryFee-Only
#254
95

BITWISE INVESTMENT MANAGER, LLC

SAN FRANCISCO, CA · Since 2022

$501M AUM8 clientsFee: 0%
FiduciaryFee-Only
#255
95

VERSO PARTNERS

SAN FRANCISCO, CA · Since 2022

$522M AUM4 clientsFee: 0%
FiduciaryFee-Only
#256
95

GENERATE CAPITAL ADVISORS, PB LLC

SAN FRANCISCO, CA · Since 2023

$737M AUM11 clientsFee: 0%
FiduciaryFee-Only
#257
95

SYON CAPITAL LLC

SAN FRANCISCO, CA · Since 2022

$4.4B AUM5 clientsFee: 0%
FiduciaryFee-Only
#258
95

CACHE ADVISORS LLC

SAN FRANCISCO, CA · Since 2022

$962M AUM5 clientsFee: 0%
FiduciaryFee-Only
#259
95

ABRA CAPITAL MANAGEMENT, LP

SAN FRANCISCO, CA · Since 2024

$335M AUM5 clientsFee: 0%
FiduciaryFee-Only
#260
95

FARTHER ASSET MANAGEMENT, LLC

SAN FRANCISCO, CA · Since 2023

$2.9B AUM5 clientsFee: 0%
FiduciaryFee-Only
#261
95

YOSEMITE MANAGEMENT, LLC

SAN FRANCISCO, CA · Since 2023

$1.1B AUM9 clientsFee: 0%
FiduciaryFee-Only
#262
95

FREESTONE GROVE PARTNERS LP

SAN FRANCISCO, CA · Since 2024

$16.5B AUM105 clientsFee: 0%
FiduciaryFee-Only
#263
95

SHORENSTEIN INVESTMENT ADVISERS LLC

SAN FRANCISCO, CA · Since 2024

$788M AUM33 clientsFee: 0%
FiduciaryFee-Only
#264
95

BINGHAM PRIVATE WEALTH, LLC

SAN FRANCISCO, CA · Since 2024

$232M AUM3 clientsFee: 0%
FiduciaryFee-Only
#265
95

FOREWORD CAPITAL, LP

SAN FRANCISCO, CA · Since 2025

$431M AUM5 clientsFee: 0%
FiduciaryFee-Only
#266
95

MESON QUANTITATIVE MANAGEMENT LLC

SAN FRANCISCO, CA · Since 2026

$1.1B AUM11 clientsFee: 0%
FiduciaryFee-Only
#267
95

MOMENT PARTNERS, LLC

SAN FRANCISCO, CA · Since 2024

$1.2B AUM5 clientsFee: 0%
FiduciaryFee-Only
#268
95

INFLECTION CAPITAL MANAGEMENT, LLC

SAN FRANCISCO, CA · Since 2024

$366M AUM8 clientsFee: 0%
FiduciaryFee-Only
#269
95

KARL KAPITAL

SAN FRANCISCO, CA · Since 2024

$268M AUM5 clientsFee: 0%
FiduciaryFee-Only
#270
95

COASTLANDS CAPITAL LP

SAN FRANCISCO, CA · Since 2025

$785M AUM3 clientsFee: 0%
FiduciaryFee-Only
#271
95

APHIAS CAPITAL, L.P.

SAN FRANCISCO, CA · Since 2025

$542M AUM11 clientsFee: 0%
FiduciaryFee-Only
#272
95

FATHOM POINT CAPITAL LLC

SAN FRANCISCO, CA · Since 2026

$280M AUM2 clientsFee: 0%
FiduciaryFee-Only
#273
95

INNOVIUS CAPITAL MANAGEMENT, LLC

SAN FRANCISCO, CA · Since 2023

$365M AUM6 clientsFee: 0%
FiduciaryFee-Only
#274
95

PARK PRESIDIO CAPITAL LLC

SAN FRANCISCO, CA · Since 2013

$1.6B AUM6 clientsFee: 0%
FiduciaryFee-Only
#275
95

ONE FIN CAPITAL MANAGEMENT LP

SAN FRANCISCO, CA · Since 2018

$831M AUM4 clientsFee: 0%
FiduciaryFee-Only
#276
95

AKKADIAN VENTURES, INC.

SAN FRANCISCO, CA · Since 2017

$841M AUM7 clientsFee: 0%
FiduciaryFee-Only
#277
95

SITUATIONAL AWARENESS LP

SAN FRANCISCO, CA · Since 2025

$9.3B AUM4 clientsFee: 0%
FiduciaryFee-Only
#278
95

PANTERA CAPITAL

SAN FRANCISCO, CA · Since 2018

$4.0B AUM15 clientsFee: 0%
FiduciaryFee-Only
#279
95

NEXA EQUITY LLC

SAN FRANCISCO, CA · Since 2022

$1.1B AUM10 clientsFee: 0%
FiduciaryFee-Only
#280
95

FIVESPAN PARTNERS, LP

SAN FRANCISCO, CA · Since 2024

$1.0B AUM5 clientsFee: 0%
FiduciaryFee-Only
#281
95

SEA CLIFF PARTNERS MANAGEMENT, LP

SAN FRANCISCO, CA · Since 2024

$239M AUM4 clientsFee: 0%
FiduciaryFee-Only
#282
95

VALIANT CAPITAL MANAGEMENT, L.P.

SAN FRANCISCO, CA · Since 2012

$3.8B AUM14 clientsFee: 0%
FiduciaryFee-Only
#283
95

QUIET CAPITAL MANAGEMENT, LLC

SAN FRANCISCO, CA · Since 2020

$5.4B AUM9 clientsFee: 0%
FiduciaryFee-Only
#284
95

STEADVIEW CAPITAL MANAGEMENT LLC

SAN FRANCISCO, CA · Since 2012

$2.6B AUM13 clientsFee: 0%
FiduciaryFee-Only
#285
95

HMI CAPITAL MANAGEMENT, L.P.

SAN FRANCISCO, CA · Since 2012

$2.2B AUM8 clientsFee: 0%
FiduciaryFee-Only
#286
95

FACTORIAL FUNDS MANAGEMENT LLC

SAN FRANCISCO, CA · Since 2025

$967M AUM3 clientsFee: 0%
FiduciaryFee-Only
#287
92

BLACKROCK FUND ADVISORS

SAN FRANCISCO, CA · Since 1984

$4282.2B AUM122 clientsFee: 0%
FiduciaryFee-Only1 complaint
#288
90

INDUSTRY VENTURES

SAN FRANCISCO, CA · Since 2012

$9.1B AUM26 clientsFee: 0%
FiduciaryFee-Only
#289
90

GARRISON POINT CAPITAL, LLC

SAN FRANCISCO, CA · Since 2012

$316M AUM3 clientsFee: 0%
FiduciaryFee-Only
#290
90

SOFI WEALTH LLC

SAN FRANCISCO, CA · Since 2013

$2.0B AUM15 clientsFee: 0%
FiduciaryFee-Only
#291
87

KKR CREDIT ADVISORS (US) LLC

SAN FRANCISCO, CA · Since 2008

$270.9B AUM181 clientsFee: 0%
FiduciaryFee-Only1 complaint
#292
87

PARALLAX VOLATILITY ADVISERS, L.P.

SAN FRANCISCO, CA · Since 2012

$6.0B AUM19 clientsFee: 0%
FiduciaryFee-Only1 complaint
#293
87

RIGHT SIDE CAPITAL MANAGEMENT, LLC

SAN FRANCISCO, CA · Since 2023

$347M AUM3 clientsFee: 0%
FiduciaryFee-Only1 complaint
#294
85

SCHWAB WEALTH ADVISORY, INC.

SAN FRANCISCO, CA · Since 2011

$0 AUM1375 clientsFee: 0%
FiduciaryFee-Only
#295
35

FORGE GLOBAL ADVISORS LLC

SAN FRANCISCO, CA · Since 2019

$2.5B AUM5 clientsFee: 0%
FiduciaryFee-Only5 complaints
#296
30

CHARLES SCHWAB & CO., INC.

SAN FRANCISCO, CA · Since 1987

$0 AUM4127 clientsFee: 0%
Broker-Dealer5 complaints

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

What's the average financial advisor fee in SAN FRANCISCO?

The median advisory fee in SAN FRANCISCO, CA is 0.95% of assets under management per year, based on Form ADV filings from 296 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.