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

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Top Rated Established Verified296 firms shown

Top-Ranked Advisors in SAN FRANCISCO

Page 1 of 12 · 296 firms

#1
95

CALLAN

SAN FRANCISCO, CA · Since 1973

$41.9B AUM164 clientsFee: 0%
FiduciaryFee-Only
#2
93

DODGE & COX

SAN FRANCISCO, CA · Since 1959

$466.6B AUM100 clientsFee: 0%
FiduciaryFee-Only
#3
93

SVB ASSET MANAGEMENT

SAN FRANCISCO, CA · Since 2003

$32.3B AUM24 clientsFee: 0%
FiduciaryFee-Only
#4
93

LEADING EDGE INVESTMENT ADVISORS,LLC

SAN FRANCISCO, CA · Since 2007

$5.2B AUM8 clientsFee: 0%
FiduciaryFee-Only
#5
93

PANTHEON

SAN FRANCISCO, CA · Since 2010

$87.7B AUM56 clientsFee: 0%
FiduciaryFee-Only
#6
93

FRANCISCO PARTNERS

SAN FRANCISCO, CA · Since 2012

$47.1B AUM93 clientsFee: 0%
FiduciaryFee-Only
#7
93

FARTHER

SAN FRANCISCO, CA · Since 2019

$16.0B AUM252 clientsFee: 0%
FiduciaryFee-Only
#8
93

PACIFIC HEIGHTS ASSET MANAGEMENT, LLC

SAN FRANCISCO, CA · Since 2003

$7.3B AUM2 clientsFee: 0%
FiduciaryFee-Only
#9
92

OSTERWEIS CAPITAL MANAGEMENT

SAN FRANCISCO, CA · Since 1997

$7.5B AUM14 clientsFee: 0%
FiduciaryFee-Only
#10
92

IGP INDUSTRIES, LLC

SAN FRANCISCO, CA · Since 2012

$1.9B AUM22 clientsFee: 0%
FiduciaryFee-Only
#11
92

ROUTE ONE INVESTMENT COMPANY, L.P.

SAN FRANCISCO, CA · Since 2011

$4.7B AUM8 clientsFee: 0%
FiduciaryFee-Only
#12
91

LEGATO CAPITAL MANAGEMENT, LLC

SAN FRANCISCO, CA · Since 2005

$1.3B AUM4 clientsFee: 0%
FiduciaryFee-Only
#13
91

ASSET DEDICATION, LLC

SAN FRANCISCO, CA · Since 2010

$2.9B AUM5 clientsFee: 0%
FiduciaryFee-Only
#14
91

VECTOR CAPITAL MANAGEMENT, L.P.

SAN FRANCISCO, CA · Since 2014

$3.8B AUM32 clientsFee: 0%
FiduciaryFee-Only
#15
91

POLYCHAIN CAPITAL LP

SAN FRANCISCO, CA · Since 2018

$2.9B AUM14 clientsFee: 0%
FiduciaryFee-Only
#16
91

1SHARPE CAPITAL LLC

SAN FRANCISCO, CA · Since 2017

$2.7B AUM15 clientsFee: 0%
FiduciaryFee-Only
#17
91

NO STREET GP LP

SAN FRANCISCO, CA · Since 2018

$2.5B AUM5 clientsFee: 0%
FiduciaryFee-Only
#18
91

INTERMEDE GLOBAL PARTNERS INC

SAN FRANCISCO, CA · Since 2017

$2.1B AUM4 clientsFee: 0%
FiduciaryFee-Only
#19
90

PFM HEALTH SCIENCES, LP

SAN FRANCISCO, CA · Since 2008

$1.3B AUM7 clientsFee: 0%
FiduciaryFee-Only
#20
90

HOMESTEAD CAPITAL USA, LLC

SAN FRANCISCO, CA · Since 2015

$1.6B AUM17 clientsFee: 0%
FiduciaryFee-Only
#21
90

SPYGLASS CAPITAL MANAGEMENT, LLC

SAN FRANCISCO, CA · Since 2017

$2.0B AUM5 clientsFee: 0%
FiduciaryFee-Only
#22
90

MAIN MANAGEMENT ETF ADVISORS, LLC

SAN FRANCISCO, CA · Since 2017

$2.8B AUM25 clientsFee: 0%
FiduciaryFee-Only
#23
90

HUMAN CAPITAL

SAN FRANCISCO, CA · Since 2020

$4.4B AUM15 clientsFee: 0%
FiduciaryFee-Only
#24
90

PARADIGM OPERATIONS LP

SAN FRANCISCO, CA · Since 2019

$11.9B AUM13 clientsFee: 0%
FiduciaryFee-Only
#25
90

WESTCAP MANAGEMENT, LLC

SAN FRANCISCO, CA · Since 2020

$7.4B AUM15 clientsFee: 0%
FiduciaryFee-Only
…

Frequently Asked Questions

How are advisors ranked?

We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.

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.