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 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

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

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

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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