Top 10 advisors in San Francisco
We’ve curated a list of the best financial advisors in San Francisco, take a look at it below
Find an advisor in San Francisco| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $321,296,858,596 | 295 advisors | ||
| 2 | $106,195,904,500 | 1165 advisors | ||
| 3 | $103,120,740,320 | 607 advisors | ||
| 4 | $75,341,200,000 | 110 advisors | ||
| 5 | $61,459,425,682 | 452 advisors | ||
| 6 | $44,429,541,243 | 106 advisors | ||
| 7 | $41,941,560,955 | 116 advisors | ||
| 8 | $41,248,942,000 | 210 advisors | ||
| 9 | $40,895,320,206 | 66 advisors | ||
| 10 | $24,600,536,413 | 74 advisors |
How we came up with this list
To generate our top financial advisors list in San Francisco, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case San Francisco. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Dodge & Cox
Assets under management
$321,296,858,596
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)
2. J.p. Morgan Private Wealth Advisors LLC
Assets under management
$106,195,904,500
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
3. Vista Equity Partners Management, LLC
Assets under management
$103,120,740,320
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
4. Hellman & Friedman LLC
Assets under management
$75,341,200,000
Fee structure
A percentage of assets under your management
CARRIED INTEREST; PROFITS INTEREST
Services offered
Portfolio Management For Pooled Investment Vehicles
5. Iconiq Capital, LLC
Assets under management
$61,459,425,682
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
6. Svb Asset Management
Assets under management
$44,429,541,243
Fee structure
A percentage of assets under your management
MONEY MARKET FUND REVENUE SHARING FEES
Services offered
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Publication Of Periodicals Or Newsletters
- Not sure which one to choose?Use our smart matching tool
7. Francisco Partners
Assets under management
$41,941,560,955
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
8. Farallon Capital Management, L.l.c.
Assets under management
$41,248,942,000
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
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)
9. Parnassus Investments, LLC
Assets under management
$40,895,320,206
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)
- Not sure which one to choose?Use our smart matching tool
10. Parallax Volatility Advisers, L.p.
Assets under management
$24,600,536,413
Fee structure
A percentage of assets under your management
PERFORMANCE-BASED ALLOCATIONS
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.