Top Financial Advisors in San Francisco, California
Finding the right financial advisor in San Francisco is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in San Francisco, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in San Francisco, CA.
Find the Best Financial Advisor Firms in San Francisco:
JORDAN PARK GROUP LLC
CRD#: 287755
Address: 100 Pine Street Suite 2600, San Francisco, CA 94111
AUM: $ 18.1B
BAKER STREET ADVISORS, LLC
CRD#: 128066
Address: 575 Market Street Suite 600, San Francisco, CA 94105
AUM: $ 17.8B
PARALLEL ADVISORS, LLC
CRD#: 140800
Address: 150 Spear Street Suite 1600, San Francisco, CA 94105
Clients: 2,756
Average Clients per Advisor: 43
AUM: $ 8.7B
PERIGON WEALTH MANAGEMENT, LLC
CRD#: 131037
Address: 201 Mission Street Suite 1825, San Francisco, CA 94105
Clients: 4,229
Average Clients per Advisor: 51
AUM: $ 8.7B
SEVEN POST INVESTMENT OFFICE LP
CRD#: 157435
Address: One Montgomery Street Suite 3150, San Francisco, CA 94104-4505
Clients: 7
Average Clients per Advisor: 0
AUM: $ 8.4B
OSTERWEIS CAPITAL MANAGEMENT
CRD#: 109580
Address: One Maritime Plaza, Suite 800, San Francisco, CA 94111
Clients: 2
Average Clients per Advisor: 0
AUM: $ 7.6B
How We Chose the Top Financial Advisors in San Francisco, California
To create this list of top financial advisor firms in San Francisco, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors San Francisco has to offer.
Search Financial Advisors in San Francisco, California
John Israel
Ashkahn Moayedi
Jason Michael Cooke
Scott J Kockos
Michael Scott Jankiewicz
Gary Raczkowski
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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