Top 10 financial advisors in San Francisco, CA

We've curated a list of the best financial advisors in San Francisco, take a look at it below.

#	Company	Assets under management	Number of advisors
1	Assets under management $321,296,858,596 Number of advisors 295 advisors	$321,296,858,596	295 advisors
2	Assets under management $106,195,904,500 Number of advisors 1165 advisors	$106,195,904,500	1165 advisors
3	Assets under management $61,459,425,682 Number of advisors 452 advisors	$61,459,425,682	452 advisors
4	Assets under management $40,895,320,206 Number of advisors 66 advisors	$40,895,320,206	66 advisors
5	Assets under management $20,520,006,431 Number of advisors 203 advisors	$20,520,006,431	203 advisors
6	Assets under management $13,733,377,380 Number of advisors 121 advisors	$13,733,377,380	121 advisors
7	Assets under management $13,106,000,000 Number of advisors 56 advisors	$13,106,000,000	56 advisors
8	Assets under management $6,589,361,186 Number of advisors 31 advisors	$6,589,361,186	31 advisors
9	Assets under management $6,437,627,338 Number of advisors 21 advisors	$6,437,627,338	21 advisors
10	Assets under management $6,364,889,342 Number of advisors 51 advisors	$6,364,889,342	51 advisors

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We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.

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Methodology

To find the top financial advisors in San Francisco, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.

Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.

Dodge & Cox
Dodge & Cox is a financial advisory firm based in San Francisco, California. It currently has approximately $321,296,858,596 of assets under management and employs about 295 people. Dodge & Cox uses a fee structure of and a percentage of assets under your management.
$321,296,858,596 under management
295 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
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J.p. Morgan Private Wealth Advisors LLC
J.p. Morgan Private Wealth Advisors LLC is a financial advisory firm based in San Francisco, California. It currently has approximately $106,195,904,500 of assets under management and employs about 1165 people. J.p. Morgan Private Wealth Advisors LLC uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and portfolio consulting / flat fee.
$106,195,904,500 under management
1165 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
PORTFOLIO CONSULTING / FLAT FEE
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
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Iconiq Capital, LLC
Iconiq Capital, LLC is a financial advisory firm based in San Francisco, California. It currently has approximately $61,459,425,682 of assets under management and employs about 452 people. Iconiq Capital, LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
$61,459,425,682 under management
452 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
Portfolio Managment For Private Foundations
See full profile
Parnassus Investments, LLC
Parnassus Investments, LLC is a financial advisory firm based in San Francisco, California. It currently has approximately $40,895,320,206 of assets under management and employs about 66 people. Parnassus Investments, LLC uses a fee structure of and a percentage of assets under your management.
$40,895,320,206 under management
66 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
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Hall Capital Partners LLC
Hall Capital Partners LLC is a financial advisory firm based in San Francisco, California. It currently has approximately $20,520,006,431 of assets under management and employs about 203 people. Hall Capital Partners LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
$20,520,006,431 under management
203 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
See full profile
Jordan Park Group LLC
Jordan Park Group LLC is a financial advisory firm based in San Francisco, California. It currently has approximately $13,733,377,380 of assets under management and employs about 121 people. Jordan Park Group LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
$13,733,377,380 under management
121 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
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Baker Street Advisors, LLC
Baker Street Advisors, LLC, located in San Francisco, CA, is a team of experienced financial advisors dedicated to providing comprehensive investment services. The firm's team includes Jeffrey M. Bardini, Jeffrey W. Colin, Adam T. Elegant, Alexander G. Gannon, James E. Milligan, Ryan E. Murray, Heather L. Pelant, Annie E. Roth, Wendy A. Umphrey, Michael van den Akker, and Christopher J. Wilkens. Each advisor has a strong educational background and extensive business experience in the financial industry. The firm emphasizes the importance of knowledge in economic and financial principles, modern portfolio theory, and optimization techniques. Investment recommendations are collaboratively agreed upon and overseen by the Baker Street Investment Committee, ensuring a comprehensive approach to managing client portfolios. Clients can expect personalized investment strategies tailored to their financial goals and risk tolerance. The advisors at Baker Street Advisors do not have any legal or disciplinary events that would impact their evaluation. The firm operates with transparency and acts in the best interests of its clients. For more information or to request additional documents, clients can contact the Chief Compliance Officer at the provided number.
$13,106,000,000 under management
56 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
See full profile
Mcmorgan & Company LLC
Mcmorgan & Company LLC is a financial advisory firm based in San Francisco, California. It currently has approximately $6,589,361,186 of assets under management and employs about 31 people. Mcmorgan & Company LLC uses a fee structure of a percentage of assets under your management, performance-based fees and service fees.
$6,589,361,186 under management
31 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SERVICE FEES
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
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Seven Post Investment Office Lp
Seven Post Investment Office Lp is a financial advisory firm based in San Francisco, California. It currently has approximately $6,437,627,338 of assets under management and employs about 21 people. Seven Post Investment Office Lp uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
$6,437,627,338 under management
21 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Educational Seminars/workshops
Investment Consulting Services
See full profile
White Oak Global Advisors, LLC
White Oak Global Advisors, LLC is a financial advisory firm based in San Francisco, California. It currently has approximately $6,364,889,342 of assets under management and employs about 51 people. White Oak Global Advisors, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$6,364,889,342 under management
51 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
See full profile

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Methodology

Top advisors in California

Alameda Alamo Aliso Viejo Anaheim Auburn Bakersfield Berkeley Beverly Hills Brea Burbank Burlingame Calabasas Camarillo Campbell Carlsbad Carmel Century City Chico Claremont Clayton Concord Corona Corona Del Mar Coronado Corte Madera Costa Mesa Culver City Cupertino Cypress Daly City Dana Point Danville Davis Del Mar Diamond Bar East Palo Alto El Dorado Hills El Segundo Encinitas Escondido Fairfield Folsom Foster City Fremont Fresno Fullerton Glendale Goleta Granite Bay Grass Valley Huntington Beach Indian Wells Irvine Lafayette Laguna Beach Laguna Hills Laguna Niguel Lake Forest La Mesa Larkspur Livermore Lodi Long Beach Los Altos Los Angeles Los Gatos Manhattan Beach Marina Del Rey Menlo Park Mill Valley Modesto Montecito Monterey Moorpark Morgan Hill Mountain View Murrieta Napa Newport Beach North Hollywood Novato Oakland Ontario Orange Orinda Palm Desert Palo Alto Palos Verdes Estates Pasadena Petaluma Piedmont Placentia Playa Vista Pleasant Hill Pleasanton Point Richmond Portola Valley Rancho Santa Fe Redding Redlands Redondo Beach Redwood City Redwood Shores Ripon Riverside Rocklin Rolling Hills Rolling Hills Est.Roseville Sacramento Sam Ramon San Bernardino San Clemente San Diego San Jose San Juan Capistrano San Luis Obispo San Marino San Mateo San Rafael San Ramon Santa Ana Santa Barbara Santa Clara Santa Monica Santa Rosa Saratoga Sausalito Seal Beach Sebastopol Sherman Oaks Simi Valley Solana Beach Sonoma South Coast Metro South Pasadena South San Francisco Stockton Studio City Temecula Thousand Oaks Tiburon Torrance Tustin Walnut Creek Watsonville West Hollywood Westlake Village Whittier Woodland Hills Yorba Linda

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