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Portfolio Size of 100K and
above
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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
San Francisco, California, a global hub for technology, finance, and innovation, is home to a thriving economy and a high standard of living. While the city's opportunities are vast, so are its financial complexities-ranging from high real estate prices to unique tax considerations. Whether you're a tech professional, entrepreneur, or planning for retirement, working with an experienced financial advisor in San Francisco can help you navigate these challenges and attain your financial goals.
With over 1,000+ top financial planners in San Francisco to choose from, making a decision as to which advisor is the best fit for you may be a tough decision. WiserAdvisor simplifies the process by connecting you with 2-3 vetted financial advisors who best match your needs. Every advisor in our network is screened for experience and maintains clean records with FINRA and SEC.
For over two decades, we have maintained a trusted directory of fiduciary advisors who meet strict industry standards. Let us help you find the right financial advisor who specializes in financial planning and wealth management in San Francisco. Having a financial advisor who can understand your specific financial situation, and has the relevant financial qualifications in San Francisco, California can go a long way toward securing your financial future with confidence.
San Francisco
has
10
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
San Francisco,
California
have an average of
24
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.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
The Peregrine Private Client Group of Oppenheimer & Co. Inc.
CFP®, CIMA®, AIF® 580 California St #2300, San Francisco, CA 94104 |
Not Disclosed | Not Specified | Not Specified | Fee-Based |
|
David Roggenkamp
ChFC® COMMONWEALTH FINANCIAL NETWORK 700 Larkspur Landing Circle, Suite 199, Larkspur, CA 94939 |
31 Years | Not Specified | Not Specified | Fee-Based |
| Not Disclosed | Not Specified | $0 | Fee-Only | |
| Not Disclosed | $300,000,000,000 | Not Specified | Fee-Only | |
|
David Bobrowsky
CFP®, CLU®, Chartered SRI Counselor, ChFC® GATEWAY FINANCIAL ADVISORS, INC. 1990 N California Blvd, 8th floor, Suite #867, Walnut Creek, CA 94596 |
25 Years | Not Specified | $500,000 | Fee-Based |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| 15 Years | Not Specified | $0 | Fee-Only | |
| 20 Years | $193,000,000 | $25,000 | Fee-Based | |
| Not Disclosed | $205,600,000,000 | Not Specified | Fee-Only | |
| 31 Years | Not Specified | Not Specified | Fee-Based |
Qualifications
Firm CRD# 249
Series 7, 8, 63, 65, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
580 California St #2300,
San Francisco,
CA
94104
Phone Number
415-438-2926
The Peregrine Private Client Group of Oppenheimer & Co. Inc. has over 100 years of combined wealth management experience helping our clients and their families build long-term financial security. Three members of our Group hold the Certified Financial Planner designation from the Certified Financial Planner Boards of Standards, Inc., one member holds the Certified Investment Management Analysis designation from the Investment & Wealth Institute, one member holds the Certified Private Wealth Advisor designation from the Investment & Wealth Institute and in addition two members hold the Accredited Investment Fiduciary designation from the Center for Fiduciary Studies. We strive to be a technical resource for our clients and stay on top of changes in the Financial Services industry.
The Peregrine Private Client Group of Oppenheimer & Co. Inc. has over 100 years of combined wealth management experience helping our clients and their families build long-term financial security. Not only do we focus on the technical aspects of our work, we also love what we do! We are passionate about providing you with objective advice, tailored specifically to your financial needs. Whether you are planning for a liquidity event, looking to grow your investment portfolio, or transitioning wealth to the next generation, we will help build and manage your financial plan so that you can focus on life, family, and the things that matter most to you. Forbes/SHOOK Best-In-State Wealth Management Teams for 2023 & 2024 Award Award Criteria (Openheimer.com)
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, Insurance Products & Annuities
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,
Larkspur,
CA
94939
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.
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# 5923601
Firm CRD# 302050
Series 7, 63, 65
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
600 Moraga Rd,
Moraga,
CA
94556
Phone Number
310-697-6795
With over 15 years of industry experience, Parker is a fee-only financial advisor specializing in wealth management, financial planning, and investment management for high-net-worth individuals, executives, business owners, doctors, dentists, and retirees. He provides objective, holistic, comprehensive financial planning, investment, and retirement plan solutions that enable his clients to achieve their short and long-term financial goals. Before Farther, Parker was most recently a wealth advisor at independent RIAs. Prior to joining the RIA side, he worked for Nuveen and Kayne Anderson in Los Angeles and Cambridge Associates in Boston. Parker holds the Chartered Retirement Plans Specialist (CRPS®) designation from the College of Financial Planning. He is currently working on his CFP® coursework at UC Berkley. Parker graduated from the University of California Santa Barbara. A former ski instructor for Vail Resorts, Parker has a passion for skiing and loves spending time in the mountains. He lives in Moraga, CA, with his wife and daughter.
Farther is a new kind of financial institution, combining expert advisors and cutting-edge technology to deliver a comprehensive, personalized client experience. Backed by Lightspeed Venture Partners, Bessemer Venture Partners, Context Ventures, Cota Capital, Khosla Ventures, MassMutual Ventures, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
3950 Civic Center Drive Suite 315,
San Rafael,
CA
94903
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 4261724
Firm CRD# 39543
Series 7, 66
Compensation/Fee Fee-Based, Hourly, Commissions, Based on Assets
Office Location
1990 N California Blvd, 8th floor,
Suite #867,
Walnut Creek,
CA
94596
Phone Number
925-322-0799
David has been directly advising clients as a financial planner for 25 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.
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 objective 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™ 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
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
2175 North California Boulevard,
Suite 800,
Walnut Creek,
CA
94596
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 5403110
Firm CRD# 308157
Series 7 SIE
Compensation/Fee Fee-Only, Hourly, Based on Assets
Office Location
Serving San Francisco-Oakland-San Jose,
Fremont,
CA
94555
Phone Number
408-420-2270
Hetal Saki is a Certified Financial Planner with over a decade of experience working with clients in helping them meet their financial goals. Hetal currently holds a Master's in Business Administration and Completed her CFP® in 2015. Hetal has worked with clients from various walks of life and understands the complexities that need to be addressed in order to fulfill lifelong financial goals. Originally from the Midwest, she has been living in the Bay Area, CA since 2000 with her husband and son. In her spare time, she enjoys the various hiking trails and outdoor activities that living in the sunny state has to offer. She also enjoys being a part of various organizations that dedicate their time to giving back to the people of her community.
AMC Wealth Management, LLC is a fee-only financial advisory firm providing hourly financial planning & tax-efficient wealth management. We help clients achieve their goals through our financial planning process and tax-efficient investment strategies.
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
Qualifications
Firm CRD# 6413
Series 7, 66
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
1855 Gateway Blvd,
Ste 570,
Concord,
CA
94520
Phone Number
925-575-8881
We help you understand the opportunities and potential rewards available when you proactively approach your financial situation. Enhancing your understanding of financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
3945 Freedom Circle,
Suite 450,
Santa Clara,
CA
95054
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 2319931
Firm CRD# 151298
Series 7, 63, 65
Compensation/Fee Fee-Based
Office Location
513 Lincoln Avenue,
Napa,
CA
94558
Phone Number
707-492-5100
John Cordeiro is the CEO/President of Vintage Wealth Advisors where he provides clients with invaluable financial guidance as a wealth advisor. He has over 20 years of experience working with individuals, families and small to mid-sized companies in the Napa Valley. John considers himself a life advisor who specializes in money. His goal is to create a legacy for every client he has the opportunity to work with. Education: John received his Bachelor of Science in Finance from California State University, Sacramento in 1993. He holds his Series 6, 7 and 63 with LPL Financial and Series 65 with Financial Advocates Investment Management. He also has his California Life and Health insurance license #OB26203. Interests: John is very active in his local community. He is a member of the Sunrise Rotary Club, a board member at the Queen of the Valley hospital and the Napa Boys and Girls Club. He also volunteers with several other non-profit organizations. John enjoys spending time with his wife Donna and two children.
Vintage Wealth Advisors is an independent, full-service financial planning firm committed to supporting the goals of individuals and business owners in the Napa Valley. As registered representatives of LPL Financial and Investment Advisor Representatives of Financial Advocates Investment Management, the team at Vintage Wealth Advisors provides fee-based advice and a wide array of services that include: comprehensive financial planning, proactive investment management, customized retirement strategies, estate planning, and insurance and annuities.
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, Insurance Products & Annuities
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 700 | 522 | $3,047,294,350,591 | A percentage of AUM |
|
| 857 | 304509 | $1,098,805,397,188 | A percentage of AUM, Fixed fees, Other (COSTS) |
|
| 306 | 746 | $362,992,567,571 | A percentage of AUM |
|
| 470 | 187 | $205,116,297,686 | A percentage of AUM, Performance Based, Other (MANAGEMENT FEES) |
|
| 120 | 42 | $105,674,000,000 | A percentage of AUM, Other (CARRIED INTEREST; PROFITS INTEREST) |
|
| 666 | 109 | $100,968,246,570 | A percentage of AUM, Performance Based |
|
| 690 | 56585 | $86,270,585,130 | A percentage of AUM, Fixed fees, Performance Based, Other (PORTFOLIO CONSULTING / FLAT FEE) |
|
| 451 | 1477 | $84,187,372,139 | A percentage of AUM, Fixed fees, Performance Based |
|
| 110 | 115 | $71,532,004,176 | A percentage of AUM, Fixed fees, Performance Based |
|
| 175 | 186 | $50,302,951,631 | A percentage of AUM, Fixed fees, Performance Based |
|
| 47 | 32 | $48,648,549,452 | A percentage of AUM, Other (CARRIED INTEREST) |
|
| 70 | 24 | $46,521,005,302 | A percentage of AUM |
|
| 125 | 49 | $45,013,320,973 | A percentage of AUM, Performance Based |
|
| 239 | 73 | $42,649,319,000 | A percentage of AUM, Performance Based |
|
| 201 | 26 | $34,232,897,326 | A percentage of AUM, Hourly charges, Fixed fees, Other (A PERCENTAGE OF ASSETS ON WHICH WE CONSULT) |
To find the best financial advisors in the Bay area, start by identifying your financial needs-whether it's retirement planning, investment management, or tax management. Once you have identified your needs, the next step is to look for a qualified financial advisor.
A quick and effective way to find a qualified advisor is by using WiserAdvisor's free match tool. This tool connects you with vetted financial advisors who meet your specific needs. All advisors in WiserAdvisor's network are pre-screened for experience and hold clean records with FINRA and the SEC.
WiserAdvisor has maintained a trusted directory of financial advisors who meet strict industry standards. Simply provide details about your financial goals, and WiserAdvisor's match tool will connect you with 2-3 financial advisors in your area-eliminating the hassle of searching on your own.
Choosing a financial advisor requires careful consideration of your financial goals, advisor credentials, and service offerings. First, determine whether you need help with retirement planning, investment management, tax strategies, or comprehensive financial planning. Next, check the advisor's credentials like CFP®(Certified Financial Planner), CFA (Chartered Financial Analyst), or CPA (Certified Public Accountant) for specialized expertise.
Once you have verified the advisor's credentials, find out how your financial advisor is compensated. Some advisors are fee-based, while others earn commissions from the financial products they sell. Fee-only financial advisors are typically compensated directly by their clients. They may charge an hourly rate, a flat annual fee, or a percentage of the assets they manage for you.
On the other hand, financial advisors who work on commission are paid based on the financial products they recommend to you, such as stocks, mutual funds, or insurance policies. However, in this case, they may recommend products that are more profitable for them than they are for you. Make sure to consider this factor when making a choice.
After assessing an advisor's compensation models, you may use WiserAdvisor's free match tool to get matched with pre-screened, qualified financial advisors in San Francisco who align with your needs.
When choosing a top financial planner in San Francisco, look for qualifications that demonstrate expertise and ethical standards.
The fees for hiring a financial advisor vary based on the compensation model they use. Here are the common fee structures:
Before hiring a financial advisor, request a detailed fee breakdown to ensure transparency and avoid unexpected costs. Understanding these fees helps you choose an advisor that aligns with your budget and financial goals.
Your first meeting with an advisor will lay the foundation of your relationship with them (should you choose to hire them). Be open and discuss your financial goals and current financial situation. This includes your income, expenses, debts, investments, and retirement plans to understand your financial landscape. They may also inquire about your risk tolerance and time horizon to tailor advice for your needs.
On your part, you need to inquire about the advisor's services, fee structure, and how they can help you achieve your goals. It's also a chance to assess if their approach aligns with your preferences. Be prepared to share documents such as tax returns, account statements, and insurance details.
This meeting sets the foundation for a long-term relationship, so ensure clear communication, ask questions about their qualifications, and verify their fiduciary duty to act in your best interests.
To verify the credentials of a financial advisor in San Francisco, start by checking if they are registered with regulatory authorities such as the Securities and Exchange Commission (SEC) or FINRA (Financial Industry Regulatory Authority). You can use BrokerCheck to verify the advisor's employment history, qualifications, and any disciplinary actions taken against them. Also, ensure they hold recognized certifications such as the Certified Financial Planner (CFP®) designation, which requires passing rigorous examinations and adhering to ethical standards.
In addition to the advisor's credentials, you should also confirm if they are a fiduciary, meaning they are legally required to act in your best interest. This can be checked by asking directly or reviewing their Form ADV, a disclosure document filed with the SEC that provides insight into their business practices, fees, and potential conflicts of interest.
The frequency of meetings with your financial advisor depends on your needs and goals. Generally, it's recommended to meet at least once a year for a comprehensive review of your financial situation, investments, and long-term goals. However, if you experience significant life changes, such as a job change, marriage, or a major financial decision, you may want to schedule an additional meeting.
How often you meet your advisor should be based on your evolving financial needs and goals. It is advised to have an open conversation with your advisor about the optimal meeting schedule for your specific situation and goals.
To prepare for your first consultation with a financial planner, gather essential financial documents like tax returns, investment statements, and details about any debts or insurance policies you have. Doing so will help the advisor gain a complete picture of your financial situation.
In addition, come prepared with a list of your financial goals such as retirement planning, saving for college, or buying a home. Also, consider your risk tolerance, investment preferences, and timeline for financial goals, so the advisor can tailor their recommendations to your needs.
Ask about their fee structure, services offered, and how they can help you achieve your specific goals. Do inquire about their qualifications and experience.
Lastly, establish clear expectations for the relationship and ask how frequently you will meet to review your progress. Doing so will help you establish a strong foundation for your financial planning journey.
