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Best Financial Advisors near San Francisco, California


To help Americans find the best financial advisors in San Francisco, California, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in San Francisco, California.


1. Mercer Global Advisors
   (888) 565-1681
90 New Montgomery Street Suite 1250, San Francisco, California

Mercer Global Advisors, registered in 2008, manages $15.8 billion for 10,134 clients.

2. Rational Investment Management
   (415) 379-0749
1700 California ST, Suite 330. San Francisco, CA

Rational Investment Management, registered in 2012, manages $225.5 million for 72 clients.

3. Private Ocean
   (415) 788-1952
140 Geary Street 6th Floor, San Francisco, California

Private Ocean, registered in 1984, manages $2.3 billion for 1,021 clients.

4. The Advisory Group of San Francisco
   (415) 977-1200
44 Montgomery ST. Suite 2410 San Francisco, CA

The Advisory Group of San Francisco, registered in 1999, manages $946.0 million for 164 clients.

5. Waypoint Wealth Partners
   (877) 768-4802
595 Market Street, Suite 2550. San Francisco, CA

Waypoint Wealth Partners, registered in 2008, manages $566.8 million for 141 clients.

6. Figure Investment Advisors
   (628) 236-5823
650 California Street, Suite 2700. San Francisco, CA

Figure Investment Advisors, registered in 2012, manages $6.1 million for 1 clients.

7. Brighton Jones
   (415) 673-3632
445 Bush Street 6th Floor, San Francisco, California

Brighton Jones, registered in 2000, manages $6.8 billion for 1,994 clients.

8. Seven Post Investment Office
   (415) 341-9300
One Montgomery Street, Suite 3150. San Francisco, CA

Seven Post Investment Office, registered in 2011, manages $5.2 billion for 43 clients.

9. ForUsAll
   (844) 401-2253
665 3rd ST., Ste. 400. San Francisco, CA

ForUsAll, registered in 2013, manages $1.1 billion for 46,391 clients.

10. Dodge & Cox
   (415) 981-1710
555 California Street, 40th Floor. San Francisco, CA

Dodge & Cox, registered in 1959, manages $326.7 billion for 799 clients.

11. Lowery Thomas
   (415) 227-9800
220 Montgomery Street, Suite 1072. San Francisco, CA

Lowery Thomas, registered in 2000, manages $216.0 million for 172 clients.

12. Clearrock Capital
   (415) 501-9192
235 Montgomery Street Suite 1020, San Francisco, California

Clearrock Capital, registered in 2007, manages $553.5 million for 276 clients.

13. Stewart & Patten Co
   (415) 421-4932
1 Post Street, Suite 850 San Francisco, CA

Stewart & Patten Co, registered in 1998, manages $969.2 million for 350 clients.

14. Sand Hill Global Advisors
   (650) 854-9150
44 Montgomery Street Suite 3030, San Francisco, California

Sand Hill Global Advisors, registered in 2000, manages $2.7 billion for 386 clients.

15. The Humphreys Group
   (415) 928-0401
111 Sutter Street, Suite 525. San Francisco, CA

The Humphreys Group, registered in 2004, manages $223.7 million for 118 clients.

16. Rosenblum Silverman Sutton SF
   (415) 771-4500
1388 Sutter ST Ste 725 San Francisco, CA

Rosenblum Silverman Sutton SF, registered in 1984, manages $361.2 million for 173 clients.

17. Peninsula Wealth
   (415) 678-5360
350 Townsend Street, Suite 411 San Francisco, CA

Peninsula Wealth, registered in 2010, manages $403.3 million for 112 clients.

18. Asset Dedication
   (866) 535-0897
220 Montgomery Street, Suite 865 San Francisco, CA

Asset Dedication, registered in 2010, manages $1.2 billion for 1,363 clients.

19. Mission Wealth Management
   (415) 825-0058
1 Sansome Street Suite 3500, San Francisco, California

Mission Wealth Management, registered in 2002, manages $2.6 billion for 1,230 clients.

20. Mission Wealth Management
   (415) 825-0058
Multiple Locations

Mission Wealth Management, registered in 2002, manages $2.6 billion for 1,230 clients.



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Dowling & Yahnke
   (858) 509-9500

Dowling & Yahnke, registered in 1987, manages $4.7 billion for 1,271 clients.

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Summit Portfolio Management
   (702) 838-9999

Summit Portfolio Management, registered in 1994, manages $112.2 million for 111 clients.

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Heron Wealth
   (347) 580-5280

Heron Wealth, registered in 2008, manages $342.4 million for 162 clients.

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Corda Investment Management
   (713) 439-0665

Corda Investment Management, registered in 1999, manages $1.2 billion for 1,236 clients.

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Top Cities for California


Alameda, California Albany, California Belvedere Tiburon, California Berkeley, California Emeryville, California Inglewood, California Oakland, California Piedmont, California San Francisco, California Sausalito, California

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