Laurels

Best Financial Advisors in San Francisco
2022

Why These Financial Advisors?

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

Reviewed Curated Top Picks 209 135 24

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

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

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Buckingham Strategic Wealth

  • Certified Financial Planner (CFP)

Buckingham Strategic Wealth is a financial management firm that serves clients in San Francisco. Its team of financial planners offers guidance in planning for investment, retirement, estate and trust, tax, and education. They also help clients in health and insurance planning and charitable giving. Wendy Hartman, the president of the firm, has over a decade of experience in the industry. Some of its team members have shared financial knowledge on various platforms, including TheStreet, The New York Times, Barron's, and The Wall Street Journal.

2409 Park Boulevard
Palo Alto, CA 94306

Website

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 94108

Website

Osborne Partners Capital Management, LLC

  • Certified Financial Planner (CFP)

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.

580 California Street Suite 1900
San Francisco, CA 94104

Website

Satori Financial

  • Certified Financial Planner (CFP)

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 94105

Website

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