Financial advisors in San Francisco, CA

465 match · page 1 of 16

Virgilio Cristobal
Financial advisor at Chrome Advisors
Chrome Advisors · $152M AUM
CFP®VerifiedFinancial planningAnswers messages here
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Aaron Hattenbach
Financial advisor at Rapport Financial, LLC
Rapport Financial, LLC · $51.2M AUM
CFP®VerifiedFinancial planning
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Aaron Sisk
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Aaron Waxman
Financial advisor at Cerity Partners LLC
Cerity Partners LLC · $161.68B AUM
CFP®VerifiedFinancial planning
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Abraham Martinez
Financial advisor at Amara Financial, LLC
Amara Financial, LLC · $250.5M AUM
CFP®VerifiedFinancial planning
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Adam Durfee
Financial advisor at Iconiq Capital, LLC
Iconiq Capital, LLC · $117.53B AUM
CFP®Verified
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Adrianne Yamaki
Financial advisor at Strategic Wealth Capital
Strategic Wealth Capital · $238.4M AUM
CFP®VerifiedFinancial planning
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Aimee Karol
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Alana Yokoyama
Financial advisor at Cresset Asset Management, LLC
Cresset Asset Management, LLC · $78.94B AUM
CFP®VerifiedFinancial planning
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Aleea McGuire
Financial advisor at Sandro Wealth Management LLC
Sandro Wealth Management LLC · $227.6M AUM
CFP®Verified
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Alex Scheel
Financial advisor at J.p. Morgan Securities LLC
Citizens Private Wealth · $16.63B AUM
CFP®VerifiedFinancial planning
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Alex West
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
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Alexander Flagg
Financial advisor at Sentry Advisors, LLC
Sentry Advisors, LLC · $2.41B AUM
CFP®VerifiedFinancial planning
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Alexander Schmitz
Financial advisor at One Wealth Advisors, LLC
One Wealth Advisors, LLC · $1.25B AUM
CFP®VerifiedFinancial planning
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Alexandra Sandberg
Financial advisor at Osborne Partners
Osborne Partners · $2.65B AUM
CFP®VerifiedFinancial planning
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Alexey Bulankov
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Alexey Caswell-Yatsenko
Financial advisor at Wealth Script Advisors
Wealth Script Advisors · $121.4M AUM
CFP®VerifiedFinancial planning
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Alicia Denton
Financial advisor at Robertson Stephens
Robertson Stephens · $8.76B AUM
CFP®VerifiedFinancial planning
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Allison Malcolm
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
CFP®VerifiedFinancial planning
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Amanda Bearden
Financial advisor at Financial Zen
Financial Zen · $167.6M AUM
CFP®VerifiedFinancial planning
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Amy Barker
Financial advisor at Parallel Advisors, LLC
Parallel Advisors, LLC · $10.31B AUM
CFP®VerifiedFinancial planning
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Andrea Hamilton
Financial advisor at Perigon Wealth Management, LLC
Perigon Wealth Management, LLC · $11.29B AUM
CFP®VerifiedFinancial planning
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Andrew Burns
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
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Andrew Hendricks
Financial advisor at Farther
Farther · $16.01B AUM
CFP®VerifiedFinancial planning
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Andrew Karasyk
Financial advisor at Farther
Farther · $16.01B AUM
CFP®VerifiedFinancial planning
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Andrew Rand
Financial advisor at 1919 Investment Counsel, LLC
1919 Investment Counsel, LLC · $26.04B AUM
CFP®VerifiedFinancial planning
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Anibal Martinez Rodriguez
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
CFP®VerifiedFinancial planning
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Ann Lucchesi
Financial advisor at Svb Wealth
Svb Wealth · $3.1B AUM
CFP®VerifiedFinancial planning
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Anthony Garibaldi
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
CFP®VerifiedFinancial planning
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Anthony Han
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in San Francisco, CA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in San Francisco, CA.

How this list works

Before you hire an advisor in San Francisco, CA