Best Financial
Advisors in San

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored financial advisors on more than 25 variables across five categories, and analysed the results to give you a hand-picked list of the best financial advisors in San Francisco, CA.

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Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

    Masters of their craft, based on years of practical experience and education.

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

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Altum Wealth Advisors

Altum Wealth Advisors is a financial planning service in San Francisco that welcomes professional and entrepreneurs. The firm has been enjoying the trust of individuals, couples, and families for more than 20 years, and the focus areas include income strategies, investment portfolio design, risk management, and concentrated equity positions. Altum Wealth Advisors has another office in Chico.

San Francisco, CA(415) 373-5442


Boom Planning

Boom Planning is a financial advisor in San Francisco. The owner is a Certified Financial Planner with more than 25 years of professional experience, and she rejects cookie-cutter approaches to attaining financial goals. Boom Planning helps clients with investment strategies, risk management, and similar matters, and the team members’ credentials appear in the FINRA BrokerCheck list.

San Francisco, CA(415) 677-9500


Curtis Financial Planning

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.

Oakland, CA(510) 451-3528


Dan Goldie Financial Services

Dan Goldie Financial Services is a provider of sound investment advice in Palo Alto that has been part of the industry since 1991. The firm manages more than $700 million for hundreds of clients, and it welcomes individuals, couples, families, and organizations from anywhere in the United States. The owner and company namesake is a former professional tennis player, and he authored the New York Times best-seller The Investment Answer. Dan Goldie Financial Services does not charge for the consultation.

Palo Alto, CA(650) 566-1121


Fitch Financial Advisors

Fitch Financial Advisors is a provider of asset management and protection services in San Francisco. The firm has been part of the industry since 1985, and it helps individuals and families with a range of financial concerns, including tax counseling. Fitch Financial Advisors is a registered investment advisor, and the status of its business appears in the California Secretary of State’s website.

San Francisco, CA(415) 928-3499


Gateway Financial Advisors

Gateway Financial Advisors is a wealth protection consultancy firm in San Ramon. The company commits to providing “industry-best service,” and it uses proven methods and the latest tools to help clients achieve economic stability. Gateway Financial Advisors has the license to sell securities and insurance products throughout the United States, and its team members appear in the Financial Industry Regulatory Authority’s BrokerCheck platform.

San Ramon, CA(858) 428-3929


HC Financial Advisors

HC Financial Advisors is a retirement planning and wealth management consulting company in Lafayette. The team caters to individuals, couples, families, and businesses within and outside of the San Francisco Bay Area, and its aim is to help clients navigate their financial life with success. HC Financial Advisors is a member of the National Association of Personal Financial Advisors, Certified Financial Planner Board, Chartered Financial Analyst Institute, and Financial Planning Association.

Lafayette, CA(925) 299-1800


KB Financial Advisors

KB Financial Advisors is a fee-only wealth management and financial planning firm in San Francisco that serves technology industry professionals who have stock options. The company has been part of the vibrant community since 2002, and the areas of focus include investments, insurance, taxes, and gifts. KB Financial Advisors provides in-person and virtual meetings to accommodate the clients’ busy schedule.

San Francisco, CA(415) 905-5449


Larkspur Financial Advisors

Larkspur Financial Advisors is an asset protection and management service in Corte Madera. The firm has been around for more than 40 years, and it helps individuals, families, and business owners reach economic goals for themselves and their loved ones. Larkspur Financial Advisors is a company under LFA Holdings, and its background information appears on the FINRA BrokerCheck platform.

Corte Madera, CA(415) 924-6703


Morling Financial Advisors

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.

San Francisco, CA(800) 607-5800


Mosaic Financial Partners

Mosaic Financial Partners is a wealth management consulting firm in San Francisco. The company has been part of the Bay Area’s industry for more than 30 years, and it remains a trusted guide in attaining the clients’ vision of economic success. Mosaic Financial Partners shares free resources through its website, and the articles include “Take the Financial Fitness Challenge” and “What Do You Gain and Lose with a 15-Year Mortgage?”

San Francisco, CA(415) 788-1952


One Wealth Advisors

One Wealth Advisors is a financial consulting firm in San Francisco. The team offers comprehensive planning services to people and organizations “that have attained significant levels of wealth,” and it takes a transparent and professional approach to helping clients achieve their financial goals. One Wealth Advisors posts interesting articles on its website.

San Francisco, CA(415) 729-1770


Personal Financial Consultants

Personal Financial Consultants is a registered investment advisory firm in Lafayette. The company commits to “guiding families to and through life’s transitions,” and it helps clients get rid of anxiety and enjoy the lifestyle they have worked hard for to gain. Personal Financial Consultants is a fee-only provider that does not sell products to earn a commission, and it is a green business that observes an eco-smart policy.

Lafayette, CA(888) 557-3272


Pillar6 Advisors

Pillar6 Advisors is a registered investment advisor in San Francisco. The company guides clients through their journey to financial independence, and it does not intend to offer them any products to earn a commission. Pillar6 Advisors consults on wealth management and protection, and it welcomes individuals of any age. The firm’s website contains disclosures and other important documents.

San Francisco, CA(877) 745-5276


Satori Financial

Satori Financial is a wealth management advisory firm in San Francisco that caters to modern women. The company is a fee-only establishment that does not sell products to earn a commission, and it helps single and married clients organize and simplify the financial aspects of their life. Satori Financial gives a free consultation, and it offers “Leaving Your Financial Past Behind,” a complimentary e-mail series for people seeking to plan for a brighter economic future.

San Francisco, CA(206) 320-9263


Summit Financial Advisors

Summit Financial Advisors is a wealth management consulting firm in San Mateo. The company offers personalized services for individuals and couples, and it combines industry knowledge, professional experience, and state-of-the-art automation tools to deliver exceptional results. Summit Financial Advisors welcomes requests for a confidential, no-cost, no-obligation consultation.

San Mateo, CA(800) 518-6686


Tessara Financial Advisors

Tessara Financial Advisors is an investment management firm in Larkspur with nearly 40 years of experience and maturity. Tessara Financial Advisors sets itself apart when investing by ensuring that each investment account is separately managed by the company utilizing individual securities. Each portfolio is customized for each client’s uniqueness so that no two clients have the same portfolio holdings - Tessara doesn't believe in a “cookie-cutter” approach. Tessara Financial Advisors is a concierge-style firm that can make home and/or business visits within 100 miles from San Francisco. Their professional team has credentials appearing in the FINRA BrokerCheck system.

Larkspur, CA(415) 925-1100


The Advisory Group San Francisco

The Advisory Group San Francisco is a provider of personal wealth guidance and objective fiduciary support in San Francisco. The firm has an “interdisciplinary team of experts” in the industry, and the owner holds an MBA from the University of California Berkeley - Haas School of Business and has more than 20 years of professional experience. The Advisory Group San Francisco caters to individuals, couples, and families, and it also handles trusts, endowments, and similar client types.

San Francisco, CA(415) 977-1200


Twin Peaks Wealth Advisors

Twin Peaks Wealth Advisors is a financial services provider in San Francisco. The company helps people pursue the lifestyle and financial future they seek and have strived for, and it guides them through making sound decisions. Twin Peaks Wealth Advisors assists clients with retirement plans, investments, and similar concerns.

San Francisco, CA(408) 489-3980


Union Financial Partners

Union Financial Partners is a provider of comprehensive wealth and investment management services in San Francisco. The firm handles transactions in “a very personal, individualized manner,” and it is a fee-only company that does not pressure clients into buying products. Union Financial Partners caters to entrepreneurs and professionals, including National Football League athletes, and its website features valuable resources, such as the NFL Retirement Report.

San Francisco, CA(415) 563-3000


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