Find Top Financial Advisors in San Francisco, California

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in San Francisco, California

Last Updated - 28-May-2023

San Francisco has 6 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 383 non-vetted advisors in your local area. These financial advisors in San Francisco , California have an average of 26 years of experience.

NOTE: The list of vetted financial advisors in San Francisco , California mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in San Francisco, California.

Qualified Financial Advisors in San Francisco, California

Financial Advisor Experience AUM Minimum Assets Fee Structure
Vision Capital Investment Management
3450 Geary Blvd, Ste 203,
San Francisco, CA 94118
Not Disclosed Not Specified $0 Fee-Based
David Roggenkamp
700 Larkspur Landing Circle, Suite 199,
Larkspur, CA 94939
31 Years Not Specified Not Specified Fee-Based
David Bobrowsky
CFP®, Chartered SRI Counselor, ChFC®
1261 Locust St.,
Suite #60,
Walnut Creek, CA 94596
21 Years Not Specified $500,000 Fee-Based
Janet Wan
7077 Koll Center Parkway,
Suite 120,
Pleasanton, CA 94566
Not Disclosed Not Specified $1,000,000 Fee-Only
Allworth Financial
1550 The Alameda, Suite 125,
San Jose, CA 95126
644 North Santa Cruz Ave Suite 4,
Los Gatos, CA 95030
Not Disclosed $10,000,000,000 Not Specified Fee-Based

Are you a Financial Advisor in San Francisco?

Active investors submitted requests in your area. Do you qualify to be in our network and get matched?

Information on Qualified Financial Advisors in San Francisco, California

Qualifications Firm CRD# 136806

Compensation/Fee Fee-Based, Based on Assets

Office Location 3450 Geary Blvd, Ste 203,
San Francisco,
Phone Number 800-366-8700

About Vision Capital Investment Management

Vision Capital Investment Management is a Registered Investment Advisor that has been providing investment advice and management services for over fifteen years. We serve investors all over the country; however, most of clients come from the San Francisco Bay Area, California and the west coast. We manage investment portfolios of individuals, families, non-profits, and businesses in a customized way that takes into account each client's financial needs and goals, risk tolerance levels, and life-value goals. We work with clients to incorporate financial planning into the overall mix of the investment management plan. Our focus is to provide a highly competitive financial return, help clients achieve financial goals, practice with a high standard of ethics that inspires trust, and provide a high quality personalized customer relationships. We use a disciplined approach to investing with a style that blends value and growth. We focus on research and portfolio management, risk management to reduce risk, understanding of each client's specific situation and needs, and communicating with clients in a regular and highly personalized way. We also have years of experience working with clients who want to practice socially responsible investing to fit their values, whether for environmental-sustainability or corporate governance reasons.

Qualifications CRD# 1934091
Firm CRD# 8032
Series 7, 63

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Office Location 700 Larkspur Landing Circle, Suite 199,
Phone Number 415-785-4540

David Roggenkamp has been in the investment advisory business for 31 years. His practice is focused on investment management for individuals and small businesses, including retirement plans. David also provides fee-based consulting guidance on retirement plan investments, education, fiduciary obligations for various types of trusts and qualified plans. He holds FINRA Series 7, 63 securities registrations through Commonwealth Financial Network® and is a certified Chartered Financial Consultant (ChfC). David was appointed Chartered Financial Consultant® (ChFC®) in 2000 from the American College in Bryn Mawr, Pennsylvania. The ChFC certification is a nationally recognized accreditation, demonstrating proficiency eight key areas of practice: investment analysis, capital markets, retirement planning, financial planning, investment risk management and succession planning for business owners and professionals, income tax law, and estate planning. The certification is a recognized standard for investment proficiency and fiduciary ethics in financial planning.David is involved in on-going education to affirm his ChFC certification as well as broker/dealer and regulatory agency education requirements. His immediate prior affiliations include: John Hancock Inc., Transamerica Investment Advisors Inc. David is a 1987 graduate of Kenyon College. David works and lives in Marin County, California, and has resided with his family in the San Francisco Bay area since 1988. References furnished upon request.

About Commonwealth Financial Network

Commonwealth Financial Network

Commonwealth wants you to succeed! Working with us will help you achieve financial independence. Together, we'll implement and monitor a comprehensive process for managing assets and can advise you on most other aspects of your financial life. We typically establish lifelong client relationships. Client references furnished upon request. https://www.davidroggenkamp.com/

Qualifications CRD# 4261724
Firm CRD# 39543
Series 7, 66

Compensation/Fee Fee-Based, Hourly, Commissions, Based on Assets

Office Location 1261 Locust St.,
Suite #60,
Walnut Creek,
Phone Number 925-322-0799

David has been directly advising clients as a financial planner for 21 years. David joined Gateway Financial Advisors, Inc. and became affiliated with Cambridge Investment Research, Inc. as a Registered Representative and Investment Advisor Representative in 2014 in order to be able to offer completely independent advice to his clients. David has been a Certified Financial Planner practitioner since 2004. He earned the Chartered Life Underwriter® designation in 2005 and the Chartered Financial Consultant® designation in 2010, both through the American College of Bryn Mawr, PA. Recently, David completed additional training in 2020 to become a Chartered Socially Responsible Investing Counselor (CSRIC") to better serve the needs of my clients desiring to incorporate their values in their portfolios with sustainable, responsible, and impact investments.David is a member of the Financial Planning Association and the Northern California Planned Giving Council. David is a graduate of UCLA with a B.A. in Political Science, and also holds a M.A. and M.Phil. in Politics from NYU, where he pursued and published doctoral research on the causes and impact of the social investing movement.

About Gateway Financial Advisors, Inc.

Gateway Financial Advisors, Inc.

David specializes in helping successful professionals review their current tax and investment situations to plan for retirement and help efficiently transfer their assets to their children, grandchildren and charitable beneficiaries. Helping others get the unbiased information they need to make sense of their options, designing a roadmap that reflects the specific concerns he hears from his clients, and supporting them to make tough but educated decisions to help gain control over their financial lives has been David's mission since he began his career in financial planning in 2000. As a Certified Financial Planner (TM) professional, David develops comprehensive financial planning strategies to help address client goals, and then help clients implement those strategies, often in coordination with clients' other professional advisors. To learn more about David's fee based financial planning process, call to set up a complimentary initial consultation.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Qualifications CRD# 4537792
Firm CRD# 131738
Series 65

Compensation/Fee Fee-Only, Flat Fee, Based on Assets

Office Location 7077 Koll Center Parkway,
Suite 120,
Phone Number 925-223-8868

Janet is the founder and the president of Sierra Pacific Financial Advisors, LLC (SPFA), an independent fee-only Register Investment Advisory (RIA) that focuses on financial planning, wealth management and corporate retirement planning. Janet oversees operations, client relations, business development and strategic planning for SPFA. She leads the investment committee at SPFA to define comprehensive planning strategies and sophisticated investment solutions for clients. She is also responsible for advanced employer retirement planning for small-to-mid size companies.

About Sierra Pacific Financial Advisors

Sierra Pacific Financial Advisors

Sierra Pacific Financial Advisors, LLC (SPFA) is an independent, SEC- Registered Investment Advisory (RIA) firm with offices in Pleasanton, Cupertino and Oakland, California. We are fee-only financial advisors with over 110 years of experience helping clients navigate the complexities of managing their finances. We offer financial planning, investment and corporate retirement planning for individuals, families and corporate clients. At SPFA, we take time to listen carefully and identify your life goals, needs and priorities. We then develop a comprehensive financial plan that helps you address your important objectives for retirement, college planning, investment, tax minimization, equity reward strategies, wealth transfer, and other financial objectives. We provide recommendations for plan implementation, continuously work with our clients to identify gaps in the plan as their lives evolve. We demonstrate our distinct expertise in the following areas: " Retirement Distribution Planning with Tax Optimization Strategies for Pre-and-Post Retirees " Tax-aware Strategies of Diversifying Concentrated Stock Positions for Corporate Executives " Core-and-Satellite Investment Strategy for High-Net-Worth Individuals " Tax-advantaged Corporate Retirement Planning for Business Owners and Doctors with Private Practices Serving as fiduciaries, SPFA provides unbiased financial advice with a singular focus on serving clients best interests. Our mission is clear: guide clients to live the life of their dreams through prudent planning and management of their financial resources.

Qualifications Firm CRD# 111167

Compensation/Fee Fee-Based

Office Location 1550 The Alameda, Suite 125,
San Jose,
Phone Number 888-242-6766

Office Location 644 North Santa Cruz Ave Suite 4,
Los Gatos,CA 95030
Phone Number 888-242-6766

About Allworth Financial

Allworth Financial

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts

Customer Reviews

Top Financial Advisor Firms in San Francisco, California (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
211 Main Street, San Francisco, CA 94105
886 250485 $700,818,097,648
A percentage of AUM, Fixed fees, Other (COSTS)
505 Howard Street, 3rd Floor, San Francisco, CA 94105
88 652 $85,475,283,656
211 Main Street, Sf211mn-08-150, San Francisco, CA 94105
26 466516 $70,678,515,492
101 Mission Street, Suite 1400, San Francisco, CA 94105
14 85 $4,383,101,109
A percentage of AUM
101 Montgomery Street, Suite 2800, San Francisco, CA 94104
37 282 $1,736,052,960
A percentage of AUM, Fixed fees, Performance Based, Other (DUE DILIGENCE FEES)
235 Pine St., Suite 1200, San Francisco, CA 94104
9 1016 $705,534,441
A percentage of AUM
One Market-Steuart Tower, Suite 1440, San Francisco, CA 94105
6 221 $517,583,358
A percentage of AUM
50 California Street, Suite 1500, San Francisco, CA 94111
7 408 $512,901,108
A percentage of AUM, Fixed fees
235 Montgomery St., Suite 1230, San Francisco, CA 94104
1 2 $421,398,849
A percentage of AUM, Performance Based, Other (PERFORMANCE-BASED ALLOCATIONS)
450 Sansome Street, Suite 1000, San Francisco, CA 94111
11 6 $417,015,588
A percentage of AUM, Fixed fees, Other (EXPENSE REIMBURSEMENTS)
1 Letterman Drive, Building A, Suite 4900-A, San Francisco, CA 94129
15 8 $352,428,322
A percentage of AUM, Performance Based
4171 24th Street, Suite 101, San Francisco, CA 94114
3 593 $185,326,169
A percentage of AUM
22 Battery Street, Suite 426, San Francisco, CA 94111
4 327 $114,154,284
A percentage of AUM, Hourly charges, Fixed fees
4630 Geary Blvd #304, San Francisco, CA 94118
5 0 $0
Hourly charges, Fixed fees
655 Montgomery Street, Suite 1910, San Francisco, CA 94111
119 0 $0
Fixed fees

    List of Additional Advisors in San Francisco, California*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    555 California Street, 14th, Fl, San Francisco, CA  94104 650-234-5938
    101 California St 23rd, Fl, San Francisco, CA  94111 415-693-6067
    101 California St 23rd, Fl, San Francisco, CA  94111 415-693-6222
    555 California Street, 35th Floor, San Francisco, CA  94104 415-955-1596
    555 California St, 35th, Floor, San Francisco, CA  94104 415-984-6022
    1 Letterman Drive, Suite C3-027, San Francisco, CA  94129 888-472-5553
    44 Montgomery St, Ste 3100, San Francisco, CA  94104 415-288-7320
    555 California Street, 14th, Fl, San Francisco, CA  94104 415-576-2134
    555 California St, 35th, Floor, San Francisco, CA  94104 415-984-6520
    555 California Street, 14th, Fl, San Francisco, CA  94104 650-234-5924

      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?