Falists

California · 760 advisers

Financial Advisors in San Francisco, California

Looking for a financial advisor in San Francisco, California? Falists indexes 760 SEC-registered and state-registered investment advisers in San Francisco — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 669 firms list a website you can visit directly. Firms in this directory manage up to $4.28T in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

760

With website

669

Largest AUM

$4.28T

Financial planning

106

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth346Planning106Trusts137Retirement65Institutional137

Top advisors in San Francisco

Ranked by AUM · Fees, team & specialties at a glance

View all 760 →

DODGE & COX

San Francisco, CA

AUM

$466.56B

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

100 advisors

Clients

—

Fees

Percentage of AUM; % OF ASSETS BEING MANAGED BY REFERENCE TO A MODEL PORTFOLIO

415-981-1710

Full profileVisit site →

PANTHEON

San Francisco, CA

AUM

$87.69B

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

56 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

415-249-6200

Full profileVisit site →

CALLAN

San Francisco, CA

AUM

$41.94B

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

164 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +2 more

415-974-5060

Full profileVisit site →
View all 760 advisors in San Francisco

More cities in California

Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)Santa Barbara (56)

Common questions

How many financial advisors are in San Francisco, California?
760 registered investment advisers are listed in our San Francisco directory, sourced from public SEC filings.
What types of advisors are in San Francisco?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in San Francisco?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.