JORDAN PARK GROUP LLC
San Francisco, CA
AUM
$23.26B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
99 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
(415) 417-3000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CA, SAN FRANCISCO
106 advisers found
BAKER STREET ADVISORS, LLC
San Francisco, CA
AUM
$20.77B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
415-344-6180
FARTHER
San Francisco, CA
AUM
$16.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
252 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
628-246-8004
PERIGON WEALTH MANAGEMENT, LLC
San Francisco, CA
AUM
$11.29B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
92 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(877) 977-2555
PARALLEL ADVISORS, LLC
San Francisco, CA
AUM
$10.31B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
61 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
866-627-6984
SEVEN POST INVESTMENT OFFICE LP
San Francisco, CA
AUM
$9.61B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
(415) 341-9300
ROBERTSON STEPHENS
San Francisco, CA
AUM
$8.76B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
67 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
415-500-6810
OSTERWEIS CAPITAL MANAGEMENT
San Francisco, CA
AUM
$7.50B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
415-434-4441
BAKERAVENUE
San Francisco, CA
AUM
$5.09B
Financial PlanningWealth MgmtTrusts & Estates
Team
29 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
415-986-1110
VERNAL POINT ADVISORS, LLC
San Francisco, CA
AUM
$3.94B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
415-237-3530
ASSET DEDICATION, LLC
San Francisco, CA
AUM
$2.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
More than 500
Fees
Percentage of AUM
866-535-0897
POINT OLEMA CAPITAL PARTNERS, L.P.
San Francisco, CA
AUM
$2.91B
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
415-851-0411
FORT POINT CAPITAL PARTNERS LLC
San Francisco, CA
AUM
$2.89B
Financial PlanningWealth MgmtTrusts & Estates
Team
17 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
(415) 449-0570
OSBORNE PARTNERS
San Francisco, CA
AUM
$2.65B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
101-250
Fees
Percentage of AUM; Performance-based fees
415-362-5637
SENTRY ADVISORS, LLC
San Francisco, CA
AUM
$2.41B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM
415-229-9070
SOFI WEALTH LLC
San Francisco, CA
AUM
$2.05B
Financial PlanningWealth MgmtTrusts & Estates
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM
855-525-7634
INTELLECTUS PARTNERS, LLC
San Francisco, CA
AUM
$1.57B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
415-795-7830
CHEQUERS FINANCIAL MANAGEMENT LLC
San Francisco, CA
AUM
$1.31B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
415-964-5001
ONE WEALTH ADVISORS, LLC
San Francisco, CA
AUM
$1.25B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(415) 729-1770
MOMENT PARTNERS, LLC
San Francisco, CA
AUM
$1.19B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
415-523-6868
ATLAS CAPITAL ADVISORS INC.
San Francisco, CA
AUM
$1.15B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
415-354-2400
BRIO FINANCIAL GROUP
San Francisco, CA
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
415-623-2450
VERITA STRATEGIC WEALTH PARTNERS, LLC
San Francisco, CA
AUM
$1.01B
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
4155204345
DELTA INVESTMENT MANAGEMENT, LLC
San Francisco, CA
AUM
$856.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
25 advisors
Clients
11-25
Fees
Percentage of AUM
(415) 249-6337
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