Top 10 financial advisors in San Francisco, CA
We’ve curated a list of the best financial advisors in San Francisco, take a look at it below
Find an advisor in San Francisco| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $321,296,858,596 | 295 advisors | ||
| 2 | $106,195,904,500 | 1165 advisors | ||
| 3 | $103,120,740,320 | 607 advisors | ||
| 4 | $75,341,200,000 | 110 advisors | ||
| 5 | $61,459,425,682 | 452 advisors | ||
| 6 | $44,429,541,243 | 106 advisors | ||
| 7 | $41,941,560,955 | 116 advisors | ||
| 8 | $41,248,942,000 | 210 advisors | ||
| 9 | $40,895,320,206 | 66 advisors | ||
| 10 | $24,600,536,413 | 74 advisors |
How we came up with this list
To generate our top financial advisors list in San Francisco, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case San Francisco. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Dodge & Cox
Dodge & Cox is a financial advisory firm based in San Francisco, California. It currently has approximately $321,296,858,596 of assets under management and employs about 295 people. Dodge & Cox uses a fee structure of and a percentage of assets under your management.
Assets under management
$321,296,858,596
Headcount
295 advisors
Fee structure
A percentage of assets under your management
SEC number
801-1895
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
J.p. Morgan Private Wealth Advisors LLC
J.p. Morgan Private Wealth Advisors LLC is a financial advisory firm based in San Francisco, California. It currently has approximately $106,195,904,500 of assets under management and employs about 1165 people. J.p. Morgan Private Wealth Advisors LLC uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and portfolio consulting / flat fee.
Assets under management
$106,195,904,500
Headcount
1165 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
PORTFOLIO CONSULTING / FLAT FEE
SEC number
801-56293
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Vista Equity Partners Management, LLC
Vista Equity Partners Management, LLC is a financial advisory firm based in San Francisco, California. It currently has approximately $103,120,740,320 of assets under management and employs about 607 people. Vista Equity Partners Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$103,120,740,320
Headcount
607 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-73726
Services offered
Portfolio Management For Pooled Investment Vehicles
Hellman & Friedman LLC
Hellman & Friedman LLC is a financial advisory firm based in San Francisco, California. It currently has approximately $75,341,200,000 of assets under management and employs about 110 people. Hellman & Friedman LLC uses a fee structure of a percentage of assets under your management and carried interest; profits interest.
Assets under management
$75,341,200,000
Headcount
110 advisors
Fee structure
A percentage of assets under your management
CARRIED INTEREST; PROFITS INTEREST
SEC number
801-73341
Services offered
Portfolio Management For Pooled Investment Vehicles
Iconiq Capital, LLC
Iconiq Capital, LLC is a financial advisory firm based in San Francisco, California. It currently has approximately $61,459,425,682 of assets under management and employs about 452 people. Iconiq Capital, LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Assets under management
$61,459,425,682
Headcount
452 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
SEC number
801-72878
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
Portfolio Managment For Private Foundations
Svb Asset Management
Svb Asset Management is a financial advisory firm based in San Francisco, California. It currently has approximately $44,429,541,243 of assets under management and employs about 106 people. Svb Asset Management uses a fee structure of a percentage of assets under your management and money market fund revenue sharing fees.
Assets under management
$44,429,541,243
Headcount
106 advisors
Fee structure
A percentage of assets under your management
MONEY MARKET FUND REVENUE SHARING FEES
SEC number
801-61674
Services offered
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Publication Of Periodicals Or Newsletters
- Not sure which one to choose?Use our smart matching tool
Francisco Partners
Francisco Partners is a financial advisory firm based in San Francisco, California. It currently has approximately $41,941,560,955 of assets under management and employs about 116 people. Francisco Partners uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$41,941,560,955
Headcount
116 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-73955
Services offered
Portfolio Management For Pooled Investment Vehicles
See full profileMeet the advisor
One Letterman Drive,
Building C - Suite 410,
San Francisco,
California,
94129 Farallon Capital Management, L.l.c.
Farallon Capital Management, L.l.c. is a financial advisory firm based in San Francisco, California. It currently has approximately $41,248,942,000 of assets under management and employs about 210 people. Farallon Capital Management, L.l.c. uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$41,248,942,000
Headcount
210 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-51763
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Parnassus Investments, LLC
Parnassus Investments, LLC is a financial advisory firm based in San Francisco, California. It currently has approximately $40,895,320,206 of assets under management and employs about 66 people. Parnassus Investments, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$40,895,320,206
Headcount
66 advisors
Fee structure
A percentage of assets under your management
SEC number
801-122618
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
Parallax Volatility Advisers, L.p.
Parallax Volatility Advisers, L.p. is a financial advisory firm based in San Francisco, California. It currently has approximately $24,600,536,413 of assets under management and employs about 74 people. Parallax Volatility Advisers, L.p. uses a fee structure of a percentage of assets under your management and performance-based allocations.
Assets under management
$24,600,536,413
Headcount
74 advisors
Fee structure
A percentage of assets under your management
PERFORMANCE-BASED ALLOCATIONS
SEC number
801-73683
Services offered
Portfolio Management For Pooled Investment Vehicles
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