Top 10 Financial Advisors in San Francisco, CA

Updated on Nov 14 2018


We strategically compiled top financial advisory firms in the San Francisco area to not only save you time, but also help you find a knowledgeable, local financial advisor.

These top financial advisory firms in San Francisco were carefully selected based on the firms who manage the most, and largest, client accounts — known as assets under management (AUM) — and also the firms who have the most recommendations and highest reviews.

Top Financial Advisors in San Francisco

This list of top financial advisors in San Francisco can help you narrow your search and give you peace of mind that you’re hiring a capable, reputable financial professional.

Top San Francisco Financial Advisory Firms Avg. Account AUM Total AUM
1. Financial Engines Advisors $136,038 $169,000,000,000
2. Fisher Investments $2,240,430 96,031,566,281
3. Aperio Group $5,551,788 $23,817,171,327
4. Jasper Ridge Partners $448,164,428 $18,374,741,527
5. Veritable LP $5,032,885 $15,632,140,415
6. Tiedemann Wealth Management $27,215,939 $12,301,604,643
7. Buckingham Strategic Wealth $498,777 $12,282,889,291
8. Brownson, Rehmus & Foxworth, Inc. $24,071,544 $11,241,411,000
9. Mercer Global Advisors Inc. $454,670 $11,053,472,525
10. Evercore Wealth Management, LLC $2,763,808 $7,329,619,694

*See Data Source below

Financial Firms Overview

The help of an expert financial advisor can help you not only get organized, but also get prepared for your future. Read each firms description below to discern whether their advisors might be the right fit. Once you narrow your list, here are top questions to ask a financial advisor before hiring.

Financial Engines Advisors

Financial Engines has been in the financial space for over twenty years and has helped many people manage their monetary assets, from everyday Americans to hundreds of Fortune 500 companies. They provide objective, fee-based advice and asset management with an aim to help you build a better financial future.

Today, Financial Engines is the largest independent registered investment advisor in the nation, serving over 1 million people with over $150B assets under management1.

  • Number of Advisors - 939
  • Time in Business - Founded in 1996
  • Offers Fiduciary Services - Yes
  • Specialties - Retirement Planning, Portfolio Management, Investment Advisory
  • Advisor Minimums - Requires a $50,000 minimum investment and charges a blended rate between 1.50% and 0.90% for ongoing portfolio management services, depending on the size of the portfolio.
  • Website - FinancialEngines.com

*Criteria: SeniorFinanceAdvisor compiled FINRA data, public advisory firm data and internal company account data for financial advisory firms who meet the following - qualified 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

1Investment News RIA Data Center, 2017: http://data.investmentnews.com/ria/

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