Laurels

Best Financial Advisors in San Francisco
2021

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 207 133 22

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

Brighton Jones - San Francisco FEATURED Expertise.com

Brighton Jones is a financial advisory firm that serves clients in San Francisco. The firm specializes in providing short- and long-term wealth management services. It guides clients in integrating their financial resources and acts as their personal chief financial officer. Its team of financial advisors also provides assistance in proactive and estate planning, risk management, and withdrawal strategy. Founded in 2000, Brighton Jones has been featured in various publications, including The Economist, Financial Times, The Wall Street Journal, and Barron's.

445 Bush Street
San Francisco, CA 94108

Website

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 94111

Website

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 94306

Website

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 94123

Website

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 94549

Website

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 94925

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

Rapport Financial

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.

315 Montgomery Street
San Francisco, CA 94104

Website

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 94105

Website

Wrong city? Here are some nearby places: