Top Financial Advisors in San Francisco, California

FinanceHQ’s team of experts conducted thorough research on financial advisors in San Francisco. Below are some of the top financial advisors based on reputation, reviews, assets, and partnership status. We review a broad range of financial planners, wealth managers, investment advisors, and more. Our selection of the best financial advisors in San Francisco range from $97M to $14B in AUM, and have an average of 26 years of experience.

Reviewed by: Amanda Cox, Chief Operating Officer of FinanceHQLearn more about our process
Home/Financial Advisors/San Francisco
Last Updated: November 29, 2023
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Jordan Park Group

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About Jordan Park Group

San Francisco, CAInvestment Advisor Firm
Assets Managed: $13,733,377,380Total Number of Advisors: 62Number of Accounts: 3,757In Business Since: 2017

Jordan Park Group is a top financial advisor in San Francisco, CA due to their dedication to empowering clients to achieve optimal outcomes and their diverse network of expertise. They specialize in Investment Management, Financial Advice, Wealth Stewardship, Vision Development, and Values-Based Investing. With a focus on operational excellence, they strive to serve clients attentively and comprehensively, ensuring that wealth is invested in alignment with goals.

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Baker Street Advisors

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About Baker Street Advisors

San Francisco, CAInvestment Advisor Firm
Assets Managed: $13,106,000,000Total Number of Advisors: 12Number of Accounts: 4,100In Business Since: 2003

Baker Street Advisors is a top financial advisor in San Francisco, CA because of their extensive experience and personalized approach to wealth management. Founded in 2003 and headquartered in San Francisco, they work closely with clients in the area, offering expertise in financial planning, retirement planning, and tax optimization. With over $10 billion under advisement and a team of seasoned professionals, Baker Street provides exceptional service and customized solutions to help clients navigate their financial challenges.

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Churchill Management Group

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About Churchill Management Group

San Francisco, CAInvestment Advisor Firm
Assets Managed: $7,150,126,857Total Number of Advisors: 43Number of Accounts: 19,055In Business Since: 1963

Churchill Management Group is a top financial advisor in San Francisco, CA due to their extensive experience and commitment to customization. Founded in 1963, they have been helping clients achieve their financial goals for decades. With specialties in wealth management, retirement planning, financial planning, and tactical strategies, they offer a diverse menu of options to meet each client's specific needs and objectives.

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Wetherby Asset Management

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About Wetherby Asset Management

San Francisco, CAInvestment Advisor Firm
Assets Managed: $6,531,453,415Total Number of Advisors: 47Number of Accounts: 3,790In Business Since: 1990

Wetherby Asset Management is a top financial advisor in San Francisco, CA due to their extensive experience and expertise in wealth planning, investment advice, financial counsel, and investment recommendations. Founded in 1990, they revolutionized the industry by separating fees from investment recommendations, setting a new standard for independent advice. Their commitment to exceptional service is demonstrated through their high client retention rate and numerous referrals, while their ownership mindset ensures a passionate and engaged team dedicated to building strong client relationships.

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Hanke & Co. Wealth Management, LLC

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About Hanke & Co. Wealth Management, LLC

San Francisco, CAInvestment Advisor Firm
Assets Managed: $96,598,913Total Number of Advisors: 2Number of Accounts: 83In Business Since: 2017

Hanke & Co. Wealth Management, LLC is a top financial advisor in San Francisco, CA due to their client-centered approach, personalized plans, and long-standing client relationships. Founded in 2017 and headquartered in San Francisco, they specialize in financial planning, retirement planning, and investment management. As an independent and fee-based firm, they prioritize their clients' interests above all else and are committed to providing comprehensive, conflict-free advice.

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Frequently Asked Questions

Are there advisors in San Francisco, CA that specialize in wealth management?

Yes, there are advisors in San Francisco, CA who specialize in wealth management. FinanceHQ connects you with experienced professionals adept at optimizing your financial portfolio, addressing investment strategies, and aligning your wealth goals with a tailored plan. Explore the expertise of local advisors to enhance and safeguard your financial well-being.

Are there fee-only financial advisors in San Francisco, CA?

Yes, there are fee-only financial advisors in San Francisco, CA. FinanceHQ connects you with advisors who operate on a fee-only basis, providing transparent and unbiased financial guidance tailored to your needs. Explore these professionals to receive objective advice aligned with your financial goals.

Are there any recommended boutique wealth management firms in San Francisco, CA?

In San Francisco, CA, explore top-tier boutique wealth management firms through FinanceHQ. Our carefully curated selection ensures you access personalized and expert services tailored to your unique financial goals. Visit FinanceHQ to connect with recommended wealth management firms and begin your journey toward securing a sound financial future.

What common services do financial advisors in San Francisco, CA typically provide?

Financial advisors in San Francisco, CA typically offer a range of common services, including personalized investment strategies, retirement planning, tax optimization, estate planning, and comprehensive financial analysis. These professionals on our platform in San Francisco can guide you through wealth management, risk assessment, and provide ongoing financial advice to help you achieve your financial goals. Explore FinanceHQ to connect with advisors offering a spectrum of services tailored to your needs in the vibrant city of San Francisco.

Why is it important to choose a San Francisco, CA financial advisor with a Certified Financial Planner (CFP) designation?

Selecting a San Francisco, CA financial advisor with a Certified Financial Planner (CFP) designation is crucial because it signifies a commitment to the highest standards of professionalism and ethical conduct. CFPs undergo rigorous training, adhere to a strict code of ethics, and demonstrate comprehensive knowledge in financial planning. Choosing an advisor with a CFP designation ensures you receive expert guidance, tailored solutions, and a commitment to your financial well-being in the dynamic landscape of San Francisco.

Methodology

The FinanceHQ platform features a premium, nationwide network of rigorously vetted financial planners and registered investment advisors (RIAs) that are uniquely suited to help you achieve financial success.

We feature firms that are current FinanceHQ network members, and firms that our expert team identifies through firm research. Our research is based on firm reputation, publicly available ADV data, reviews, and assets.

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** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.

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