Discover the top financial advisory firms in San Francisco. We've compiled a list of the top 10 most reputable financial advisors, along with their fees, investment strategies, services, and more.
Reviews that the firm
Firms manage at least
$100 million in assets
Firms provide financialplanning and investment services
Firms are fee-only
|Financial Advisor||Assets Managed|
|1. Edelman Financial Engines||$181,300,000,000|
|2. Fisher Investments||$123,000,000,000|
|3. Hall Capital Partners LLC||$41,599,805,285|
|4. Aperio Group||$23,817,171,327|
|5. Veritable LP||$16,000,000,000|
|6. Buckingham Strategic Wealth||$15,588,232,820|
|7. Personal Capital Advisors Corporation||$12,200,000,000|
|8. Jordan Park Group LLC||$11,683,637,375|
|9. Bingham, Osborn, and Scarborough||$4,700,000,000|
|10. Parallel Advisors LLC||$3,168,592,443|
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.
4040 Civic Center Drive , Suite 200
San Rafael, CA 94903
Edelman Financial Engines has over 30 years’ experience in the financial sector 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. They also offer fiduciary services, and are legally and ethically required to put client interests before their own.
Edelman Financial Engine’s call-in radio program, “The Ric Edelman Show,” airs in markets across the US. The financial advisory firm is seen as a leader in the financial space and is known for catering financial portfolios and plans based on their clients’ unique financial goals and needs.
In 2018, Financial Engines merged with Edelman Financial Services. Financial Engines remains the brand in the company’s workplace business, and is the largest independent registered investment advisor in the nation today, serving over 1 million people with over $150 Billion assets under management. In addition to the San Rafael location, there is also a Sunnyvale office.
Founded in 1996
Retirement Planning, Portfolio Management, Investment Advisory
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.
1450 Fashion Island Boulevard
San Mateo, CA 94404
Fisher Investments has managed portfolios for tens of thousands of investors and offers competitive, transparent fees. Their founder, Ken Fisher, believes the first step of successful investment management is putting clients’ interests first. He designed the firm with one vision in mind: “putting clients at the forefront and building an investment management firm to support long-term investments objectives.”
True to Fisher’s vision, the independent money-management firm has been enjoying the trust of businesses, individuals, couples and families for more than 35 years and manages over $100 billion in assets for individual investors and institutional investors across North America and Europe. Fisher Investments serves over 50,000 private clients and global investing expertise.
Founded in 1979
Annuity Evaluation, Financial Planning, Portfolio Management
Generally works with clients who have at least $500,000 in investable assets, though they may accept smaller accounts at the advisor’s discretion. The firm has a lower expected minimum for its WealthBuilder account. For these accounts, Fisher Investments seeks a minimum of $200,000 in investable assets.
One Maritime Plaza Sixth Floor
San Francisco, CA 94111
Hall Capital focuses exclusively on investment management for families, individuals, and institutions. They manage global portfolios based on fundamental research, global reach, and risk-assessment.
They are high conviction investors accountable for all aspects of their client’s portfolio construction and performance. They believe that accountability is essential to investment success.
Founded in 1994
Investment Management, Risk Management, Portfolio Management
Three Harbor Drive, Suite 204
Sausalito, CA 94965
Aperio Group, LLC provides investment management services, with an emphasis on tax management and portfolio rebalancing. The financial advisory firm has a diverse client base, but most of the assets under their management belong to their high-net-worth clients.
Aperio Group offers a consultative approach to bring clarity, experience and comprehensive investment management through a disciplined, yet flexible approach to indexing. They offer a combination of financial analyst, investment and performance measurement expertise, and design and manage portfolios that reflect the client’s preferred risk profile and values, while also considering tax costs and fees.
Because separate account management is at the core of Aperio Group’s services, most clients will pay the below annual management fees. Aperio Group offerings are focused mainly around investment management for different phases of life.
Founded in 1999
Annuity Evaluation, Financial Planning, Portfolio Management, Institutional Investing, Life Planning
Minimum annual fee of $3,500. Annual rate will be divided up into four separate fees that are charged on a quarterly basis throughout the year: Domestic Indexes (0.35% fee), Foreign/Global (0.40% fee), U.S. Index Socially Responsible Indexing (0.45% fee), Foreign/Global Index Socially Responsible Indexing (0.50% fee)
San Francisco, CA
Veritable LP is one of the largest and oldest independent investment advisors, operating as a multi-family office, serving over 200 families and managing $15 Billion. Prior to 1986, Veritable LP was compensated for their financial advice to clients, and because they did such a great job, they were encouraged to form a new financial advisement company.
Their mission for the past 30 years has been to provide “unbiased, comprehensive investment advice based on client advocacy, not salesmanship” and they seem to be succeeding as they have a loyal and growing client-base and happy employees. Veritable LP’s individual client experience consists of a consultation, investment advice, curation strategies for unique portfolios, transparent discussions about finances with benchmarking to track performance, and the protection of assets.
Veritable LP focuses on low risk, income-producing portfolios that are dominated by the analysis of client-specific inputs, rather than interest rate and economic forecasting. Higher risk market allocations are built on a capital market weighted platform that is adjusted to reflect client and market considerations. Typically, Veritable LP work with high-income clients and have a long-term approach to investing.
Founded in 1986
Financial Consulting, Investment Management, Tax Management, Estate Planning, Portfolio Management
With our trusted network of advisors, we’ll connect you with up to three established planners in your area.
2445 Faber Place, Suite 250
Palo Alto, CA 94303
Buckingham Strategic Wealth federally registered in 2007 and provides investment advisory services for 7,315 clients. They offer an Investment Policy Committee, which is a full-time team made up of advisors, researchers and financial specialists who continuously study, evaluate and apply the latest peer-reviewed financial research to ensure their firm recommendations live up to their fiduciary standards.
They diligently help clients find ideal ways to balance risk while providing protection against inflation with the right balance to fit unique needs. The firm uses a transparent fee-only model with their clients as well as a trusted custodian.
The annual asset-based fee at Buckingham Strategic Wealth is between 0.40% and 1.25% per year of assets under management.
Founded in 2007
Financial Planning, Investment Management, Portfolio Management, Wealth Management, Tax Planning
$500,000 minimum investment required to initiate services as a new client.
250 Montgomery Street, Suite 700
San Francisco, CA 94104
Personal Capital Advisors Corporation federally registered in 2011 and focuses on helping clients create a holistic financial plan based on individual investment needs that evolves with life events, such as buying a home or planning for retirement. The Personal Capital automated investment platform is one of the largest and most comprehensive robo-advisors available today.
Personal Capital offers services in 50 states and uses modern portfolio theory which works on the idea that clients can maximize returns and minimize risk by investing in a diversified portfolio, across multiple asset classes. The company uses six asset classes to diversify client investments and rebalances portfolios frequently to ensure clients stay on track for specific financial goals. All investments are done with ETFs at Personal Capital. Individual stocks are not used in portfolios.
While Personal Capital has a high minimum payment and targets investors with a high net worth, the financial firm also offers many free tools, such as financial calculators and organization spreadsheets that investors of any level can use to monitor their financial health.
Founded in 2011
Financial Planning, Wealth Management, Retirement Planning, Estate Planning, Tax Management
$100,000 account minimum for financial advisory services, but no minimum to create an account. They charge a blended rate between 0.89% and 0.49% for ongoing portfolio management services, depending on the size of the portfolio.
101 California Street, Suite 1200
San Francisco, CA 94111
Jordan Park LLC provides investment management and financial advice to individuals, families, and institutions. The clients that they work with have made contributions to businesses, philanthropy, government, and society.
Jordan Park LLC provides investment advice to high-net-worth individuals, to the tune of around $50 million in investable assets. Clients include charitable organizations, business entities, and more. To work with Jordan Park LLC, there is a performance-based fee associated with the vehicles the firm manages. The firm does not earn a commission when selling financial products.
Founded in 2017
Tax Planning, Estate Planning, Retirement Planning, Wealth Management
345 California St Suite 1100
San Francisco, CA 94104
Bingham, Osborn & Scarborough, LLC, known as BOS, is a fee-only firm that provides comprehensive wealth management services, including financial planning and investment management, to individuals, endowments, and non-profits. Individuals must have at least $3 million in investable assets. BOS has been ranked as one of the nation’s top Registered Investment Advisors (RIA).
BOS builds long-terms portfolios that can succeed in a variety of market environments. It invests its clients’ assets in a diverse mix of markets based on research and data. They prefer low-cost investment vehicles.
Founded in 1985
Trust Planning, Estate Planning, Wealth Management, Financial Planning
Individuals must have at least $3 million in investable assets.
150 Spear St.Suite 950
San Francisco, CA 94105
Parallel Advisors are registered investment advisors and have a fiduciary responsibility to work in their clients’ best interests. They have the freedom to choose investments and resources that best meet their clients’ objectives. As a principal-owned firm, our interests and opportunities are aligned with their clients’.
They work with low- and high- net worth individuals and provide financial planning, investment management, and portfolio management services. Parallel Advisors work with accountants, estate planning lawyers, and other professionals to ensure all finances are aligned with future goals. They also recommend trusted experts for complex estate and intergenerational wealth transfer issues.
Founded in 2006
Financial Planning, Investment Management, Portfolio Management
It’s important to do your homework when choosing a financial advisor. Advisors should be able to directly answer your questions with detailed, documented proof of their fee structure, standards, code of ethics and policies.
This list of top financial advisor firms in San Francisco can help you find an advisor who not only meets your unique needs, but also gives you financial confidence for a successful future. Remember that your retirement portfolio and assets are one of the most important investments you’ll ever make, so you want to choose a financial advisor who is right for you and your financial goals.
*Criteria: Compiled FINRA data and public advisory firm data for financial advisory firms who: