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 $103,120,740,320 Number of advisors 607 advisors	$103,120,740,320	607 advisors
4	Assets under management $75,341,200,000 Number of advisors 110 advisors	$75,341,200,000	110 advisors
5	Assets under management $61,459,425,682 Number of advisors 452 advisors	$61,459,425,682	452 advisors
6	Assets under management $44,429,541,243 Number of advisors 106 advisors	$44,429,541,243	106 advisors
7	Assets under management $41,941,560,955 Number of advisors 116 advisors	$41,941,560,955	116 advisors
8	Assets under management $41,248,942,000 Number of advisors 210 advisors	$41,248,942,000	210 advisors
9	Assets under management $40,895,320,206 Number of advisors 66 advisors	$40,895,320,206	66 advisors
10	Assets under management $24,600,536,413 Number of advisors 74 advisors	$24,600,536,413	74 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 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.

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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Vista Equity Partners Management, LLC
Vista Equity Partners Management, LLC is a financial advisory firm based in San Francisco, California. It currently has approximately $103,120,740,320 of assets under management and employs about 607 people. Vista Equity Partners Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$103,120,740,320 under management
607 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
See full profile
Hellman & Friedman LLC
Hellman & Friedman LLC is a financial advisory firm based in San Francisco, California. It currently has approximately $75,341,200,000 of assets under management and employs about 110 people. Hellman & Friedman LLC uses a fee structure of a percentage of assets under your management and carried interest; profits interest.
$75,341,200,000 under management
110 advisors
Fee structure
A percentage of assets under your management
CARRIED INTEREST; PROFITS INTEREST
Services offered
Portfolio Management For Pooled Investment Vehicles
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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
Svb Asset Management
SVB Asset Management is an investment adviser registered with the SEC, established in April 2002 and specializing in serving companies in the technology and life science/healthcare industries. The firm offers discretionary investment management services for clients, managing portfolios based on individual investment policies and objectives. Clients' investments include government securities, money market instruments, corporate and municipal bonds, and more. SVB Asset Management primarily utilizes the Corporate Cash Management Strategy, Total Return Strategy, and SAM Access Strategy. The firm requires a minimum investment balance of $10 million or $30 million, which may be waived at its discretion. Management fees are based on assets under management and do not exceed 25 basis points. The firm does not charge performance-based fees and acts as a fiduciary. SVB Asset Management's investment strategies involve top-down and bottom-up approaches, with a focus on capital preservation, liquidity management, and competitive returns. The firm's Code of Ethics ensures ethical conduct, and it does not engage in soft-dollar arrangements. Client accounts are reviewed periodically, and the firm has custody arrangements with third-party custodians. SVB Asset Management has discretion over client investments and may vote on proxies received. The firm does not accept prepayment of fees and has no financial conditions likely to impair meeting client commitments.
$44,429,541,243 under management
106 advisors
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
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Francisco Partners
Francisco Partners is a financial advisory firm based in San Francisco, California. It currently has approximately $41,941,560,955 of assets under management and employs about 116 people. Francisco Partners uses a fee structure of a percentage of assets under your management and performance-based fees.
$41,941,560,955 under management
116 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
See full profile
Farallon Capital Management, L.l.c.
Farallon Capital Management, L.l.c. is a financial advisory firm based in San Francisco, California. It currently has approximately $41,248,942,000 of assets under management and employs about 210 people. Farallon Capital Management, L.l.c. uses a fee structure of a percentage of assets under your management and performance-based fees.
$41,248,942,000 under management
210 advisors
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)
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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)
See full profile
Parallax Volatility Advisers, L.p.
Parallax Volatility Advisers, L.P. is a California limited partnership established in 1996, specializing in managing assets on a discretionary basis. The firm's managing principals are S. Daniel Hutchison, William Bartlett, and Jill Armstrong. Parallax Core, the firm's single fund family, includes Parallax Master Fund, L.P., Parallax Fund, L.P., and Parallax Offshore Investors Fund Ltd. The Master Fund employs an equity volatility relative value strategy focusing on US and non-US options contracts and other securities instruments. The firm charges a management fee of 1.65% per year for Parallax Core and performance allocations based on net profits. Clients are required to invest a minimum of $2,000,000, with the firm having full investment discretion. Parallax Volatility Advisers, L.P. is a fiduciary acting in the best interests of its clients. The firm has a Code of Ethics in place and is registered with the CFTC and a member of the National Futures Association. Clients receive monthly reports and annual financial statements. The firm does not compensate for client referrals and maintains strict privacy and data security measures. For California residents, the firm complies with the California Consumer Privacy Act, offering rights to access, delete, and correct Personal Information.
$24,600,536,413 under management
74 advisors
Fee structure
A percentage of assets under your management
PERFORMANCE-BASED ALLOCATIONS
Services offered
Portfolio Management For Pooled Investment Vehicles
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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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