Best Financial Advisors in SOUTH SAN FRANCISCO, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
3
Registered Firms
0.95%
Median Fee
of assets/year
$397M
Median AUM
3
Firms Listed
in our database
Top-Ranked Advisors in SOUTH SAN FRANCISCO
#1
100
ALPHA SOLUTIONS INVESTMENT ADVISORS
SOUTH SAN FRANCISCO, CA · Since 2022
$397M AUM4 clientsFee: 0%
FiduciaryFee-Only
#2
100
ORSO PARTNERS, LP
SOUTH SAN FRANCISCO, CA · Since 2021
$387M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
100
BANYAN ALPHA INVESTMENT L.P.
SOUTH SAN FRANCISCO, CA · Since 2021
$752M AUM4 clientsFee: 0%
FiduciaryFee-Only
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 SOUTH SAN FRANCISCO?
The median advisory fee in SOUTH SAN FRANCISCO, CA is 0.95% of assets under management per year, based on Form ADV filings from 3 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.