Best Financial Advisors in San Francisco

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 204 130 19

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

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


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 94610


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


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


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 94583


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


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


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


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 94549


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


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 94401


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 94104


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