Best Financial Advisors in San Francisco

Altum Wealth Advisors is an investment advisory firm serving San Francisco clients. It assists individuals in various areas, including wealth management, retirement planning, sustainable investing, and asset management. A second opinion service is also available, which includes a portfolio review. The firm's managing director, Steve Cliadakis, is a Certified Financial Planner who has been establishing and managing companies for more than 20 years. He relates to business owners and entrepreneurs about financial goals as he co-founds various technology companies.

Founded in Palo Alto, Bay Street is a black-owned, local business that has a team of financial advisors, wealth managers, and financial planners that has been serving individuals and families in San Francisco for 14 years. The company is focused on keeping the total risk and volatility of its clients' investments rather than maximizing returns. One of Investopedia's "Top 100 Financial Advisors for 2021," Bay Street Capital Holdings is an accredited investment fiduciary with a team of CFA®, CFP®, AIF®, and AAMS® designation holders.

Berkeley Investment Advisors serves clients in Daly City. It provides financial advice to individuals on areas like risk management. The company counsels investors through the process of allocating capital for commercial real estate. It incorporates various factors, including risk tolerance and returns goals, to create customized portfolios for clients. The company has been operating for over 15 years, and its chief investment officer, Ray Meadows, served as a quantitative analyst for the New York-based investment bank Salomon Smith Barney.

Blomberg & Tolson Financial Planning and Insurance Services offers its services to clients in San Francisco and its nearby metros. Founded in 1992, the company provides business, personal, and corporate insurance, as well as financial strategies for a broad range of clients. Some of its services include retirement planning, life insurance, disability income insurance, estate and wealth preservation, long-term care, and college education plans. The company's finance professional, Sarah Tolson Kim, is a Certified Financial Planner who has served on the Board of Directors for the Financial Women’s Association of San Francisco.

Curtis Financial Planning is a fee-only wealth management consultancy firm in Oakland that caters to “savvy women and their families.” The company delivers excellent services with integrity, transparency, and respect for privacy, and the owner is a Certified Financial Planner and a member of the National Association of Personal Financial Advisors. Curtis Financial Planning offers a no-obligation introductory meeting, and it gives away copies of the eGuide, The Happiness Spreadsheet through its website.

EP Wealth Advisors is a registered investment advisory firm that serves individuals, families, and businesses in San Francisco and the nearby areas. The firm provides a variety of services, including customized investment advice, integrated tax preparation, estate planning, and financial health assessment that helps clients meet their financial goals. It also offers planning services to prepare for charitable giving, life transitions, divorces, or starting their own businesses. EP Wealth Advisors has been featured in several media platforms, such as Forbes, Financial Times, CNBC, and MarketWatch.

Gateway Financial Advisors, Inc., provides services to clients in San Francisco. It specializes in short-term and long-term financial planning to help business owners, parents, and individuals secure their income and protect their future. It also offers portfolio analysis, asset management, and Quality Life Plan™ services. The company has been operating for over 20 years and is also available for investments, employee benefits, and insurance plans. Its CEO, Shane Westhoelter, has been in the industry since 1988.

HC Financial Advisors is an independent retirement planning and wealth management consulting firm that serves San Francisco and the surrounding areas. Since its establishment in 1986, the company has been providing financial guidance to individuals, families, and businesses in the metro. The company provides financial planning and investment management services, helping clients prepare financially for the various transitions and stages in their life. HC Financial Advisors is a member of the National Association of Personal Financial Advisors.

KB Financial Advisors has been serving tech industry professionals in San Francisco and the surrounding metros since 2002. Its financial advisors help clients with comprehensive wealth management services, financial planning for young professionals, and IPO planning. It also offers stock option analysis service and stock option strategies for tax return preparation and updates on strategic plans. In 2015, KB Financial Advisors merged with Cumberland Wealth Planners, expanding the company to have an office in Nashville, Tennessee. Company principal Jackie Kleinman is a Certified Financial Planner.

Marin Wealth Advisors LLC is a wealth management company that serves clients in San Francisco. It provides a wide range of services that include financial planning, retirement planning, stock compensation, and investment management. The firm also uses modern financial planning software and interactive tools to develop customized financial planning services that suit clients' financial needs and goals. Principal and founder, Robert Hunter, has more than 30 years of experience in handling investment accounts for individuals, families, non-profit organizations, and businesses.

Morling Financial Advisors is a wealth management consulting firm in San Francisco. The company has been part of the community since 1999, and it serves individuals, families, and businesses throughout the Bay Area. Morling Financial Advisors offers a free mobile app that enables clients to check on their investments anytime, from anywhere.

One Wealth Advisors provides tailored financial solutions to the residents of San Francisco. Its professionals guide clients on the technical details of their financial life plans and help them achieve both long- and short-term life goals through various techniques, including portfolio management, asset allocation, and concentrated stock strategies. Their services also cover retirement planning, cash flow analysis, insurance, and estate planning. David Steele, the company founder and managing partner, has nearly 30 years of entrepreneurial and finance experience.

Osborne Partners Capital Management, LLC, is a privately held wealth management and financial advisory firm serving families and institutions in San Francisco. It provides investment management services handled by an in-house team of CFA® charterholders, who use securities that are managed over seven asset classes to reduce fees and add tax efficiency. On the financial planning side, a Certified Financial Planner™ with at least 10 years of experience work with clients in creating and managing customized financial plans. Osborne Partners was established in 1937.

Rapport Financial is an investment advisor that specializes in financial planning for technology professionals and physicians in San Francisco. Its financial planning services include the construction of personalized financial plans, discretionary investment management, and phone and email access to a certified financial planner. It also employs a holistic approach to customer relationships and wealth management to help clients meet their investment goals. Founder Aaron L. Hattenbach has more than 10 years of industry experience and has managed over $500 million in client assets.

RHS Financial is a wealth management firm that has been operating in San Francisco for a decade. Bringing over 28 years of experience in the financial sector, it offers various services, including financial planning, investing, and wealth planning for tech professionals. Their clients come to them for help with equity compensation, highly appreciated and concentrated investments, and real estate investing. RHS Financial employees hold the Certified Financial Planner, Chartered Financial Analyst, and the Certified Private Wealth Advisor designations.

TAN Wealth Management offers comprehensive financial advice to individuals and families in San Francisco, assisting them in achieving their objectives. Its services include financial planning, asset management, and risk management. The firm's team collaborates closely with clients, learning about their specific financial goals, assessing their current financial situation, and developing strategies to meet their needs and priorities. Tan Phan, the CEO and Certified Financial Planner, can also accommodate in-person or webinar presentations that provide attendees with actionable personal finance steps.

Twin Peaks Wealth Advisors is a financial and wealth management company that serves clients in San Francisco. It offers a broad range of financial planning services, including wealth management, pre-exit and post-exit planning, tax planning, and investment. A team of financial advisors supervises the company and provides clients with advice and strategies in investment planning and cash management to help them reach their financial goals. Twin Peaks Wealth Advisors also offers insurance and estate planning assistance.