California · 9 advisers
Financial Advisors in South San Francisco, California
Looking for a financial advisor in South San Francisco, California? Falists indexes 9 SEC-registered and state-registered investment advisers in South San Francisco — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $751.9M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
9
With website
6
Largest AUM
$751.9M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in South San Francisco
Ranked by AUM · Fees, team & specialties at a glance
BANYAN ALPHA INVESTMENT L.P.
South San Francisco, CA
AUM
$751.9M
Team
4 advisors
Clients
—
Fees
Performance-based fees; ANNUALLY NEGOTIATED MANAGEMENT FEE
650-254-6608
ALPHA SOLUTIONS INVESTMENT ADVISORS
South San Francisco, CA
AUM
$397.1M
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
415-882-7088
BEYOND WEALTH ADVISORY LLC
South San Francisco, CA
AUM
$74.8M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
650-300-2089
BLUE LION GLOBAL MANAGEMENT, L.P.
South San Francisco, CA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
415-308-0982
ORSO PARTNERS, LP
South San Francisco, CA
AUM
$387.5M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-801-4620
PREMISE VENTURE PARTNERS, LLC
South San Francisco, CA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
(415) 690-7340
More cities in California
Common questions
- How many financial advisors are in South San Francisco, California?
- 9 registered investment advisers are listed in our South San Francisco directory, sourced from public SEC filings.
- What types of advisors are in South 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 South 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.