Fiduciary advisors in San Francisco, CA

281 registered advisers

Tech equity compensation is the defining financial planning challenge in San Francisco, where IPO lockups and RSU vesting schedules drive demand for fiduciary advisors who understand concentrated stock positions. 281 SEC-registered firms operate in the city, and 279 are fee-only. Advisory minimums here tend to be higher than the national average, reflecting both the cost of doing business and the asset levels of a typical Bay Area client.

137 VENTURES MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #162351
Typical Fee--
AUM$5.6B
Minimum--
Clients37

1SHARPE CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #285866
Typical Fee--
AUM$2.1B
Minimum--
Clients7

3 MANAGEMENT CO, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #324187
Typical Fee--
AUM$177M
Minimum--
Clients3

5AM VENTURES

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #160395
Typical Fee2.50%
AUM$1.3B
Minimum--
Clients14

ABRA CAPITAL MANAGEMENT, LP

Fee-Only, No Conflicts
San Francisco, CaliforniaCRD #323353
Typical Fee--
AUM$701M
Minimum--
Clients87

ACCORD EQUITY ADVISORS LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #166977
Typical Fee--
AUM$186M
Minimum--
Clients6

ACME

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #168736
Typical Fee--
AUM$689M
Minimum--
Clients19

ACORE CAPITAL, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #175054
Typical Fee--
AUM$19.1B
Minimum--
Clients31

AKKADIAN CEF MANAGER, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #338152
Typical Fee--
AUM$417M
Minimum--
Clients1

AKKADIAN VENTURES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #171036
Typical Fee--
AUM$833M
Minimum--
Clients17

ALBOURNE AMERICA LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #126582
Typical Fee--
AUM--
Minimum--
Clients--

ALGERT GLOBAL LLC

Fee-OnlyAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #125523
Typical Fee--
AUM$7.6B
Minimum--
Clients20

ALPINE INVESTORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #157255
Typical Fee--
AUM$18.0B
Minimum--
Clients16

ALTA PARK CAPITAL, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #169422
Typical Fee--
AUM$1.4B
Minimum--
Clients9

AMARA FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #308290
Typical Fee--
AUM$200M
Minimum--
Clients572

AMITY VENTURES

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #290313
Typical Fee--
AUM$1.3B
Minimum--
Clients32

APHIAS CAPITAL, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #336255
Typical Fee--
AUM$350M
Minimum--
Clients2

ARC ADVISORY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #330258
Typical Fee--
AUM$440M
Minimum--
Clients216

ARCHITECT CAPITAL CORP.

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #315010
Typical Fee--
AUM$511M
Minimum--
Clients15

ASIA ALTERNATIVES MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #141481
Typical Fee--
AUM$14.1B
Minimum--
Clients147

ASSET DEDICATION, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #151988
Typical Fee--
AUM$2.6B
Minimum--
Clients2,002

ATLAS CAPITAL ADVISORS INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #127036
Typical Fee1.00%
AUM$1.1B
Minimum--
Clients481

ATOMIC VAULTS ADVISORS LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #330278
Typical Fee--
AUM--
Minimum--
Clients--

AVALON GLOBAL ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #107785
Typical Fee--
AUM$444M
Minimum--
Clients4

BACKER

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #281813
Typical Fee--
AUM$48M
Minimum--
Clients11,885

BAKER STREET ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #128066
Typical Fee--
AUM$17.8B
Minimum--
Clients535

BAKERAVENUE

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #132657
Typical Fee--
AUM$3.8B
Minimum--
Clients3,138

BALANCE CASH MANAGEMENT INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #333867
Typical Fee--
AUM$13M
Minimum--
Clients88

BANNEKER PARTNERS LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #296624
Typical Fee--
AUM$2.2B
Minimum--
Clients9

BARRIER CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #312294
Typical Fee1.50%
AUM$125M
Minimum--
Clients2

BAY HILLS CAPITAL MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #158603
Typical Fee--
AUM$874M
Minimum--
Clients14

BELVERON REAL ESTATE PARTNERS, LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #282072
Typical Fee--
AUM$1.3B
Minimum--
Clients39

BENNINGFIELD FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #134950
Typical Fee--
AUM$284M
Minimum--
Clients322

BINGHAM PRIVATE WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #330598
Typical Fee--
AUM$232M
Minimum--
Clients570

BITWISE INVESTMENT MANAGER, LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #317943
Typical Fee--
AUM$68M
Minimum--
Clients7

BIVIUM CAPITAL PARTNERS, LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #134529
Typical Fee--
AUM$5.1B
Minimum--
Clients28

BLACK HILL CAPITAL PARTNERS, LLC

Fee-OnlyAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #118291
Typical Fee--
AUM$52M
Minimum--
Clients3

BLACKROCK FUND ADVISORS

Fee-Only, No Conflicts
San Francisco, CaliforniaCRD #105247
Typical Fee--
AUM$3.5T
Minimum--
Clients541

BLOCKCHAIN CAPITAL, LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #283610
Typical Fee2.50%
AUM$2.8B
Minimum--
Clients15

BLOOM INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #317405
Typical Fee--
AUM$12M
Minimum--
Clients60,212

BLUEPRINT INVESTING LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #151422
Typical Fee--
AUM$436M
Minimum--
Clients287

BPM WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #325909
Typical Fee--
AUM$268M
Minimum--
Clients128

BRAESWOOD CARBON MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #311686
Typical Fee--
AUM$288M
Minimum--
Clients2

BRETTON CAPITAL MANAGEMENT

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #154344
Typical Fee--
AUM$104M
Minimum--
Clients1

BRIO FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #289889
Typical Fee--
AUM$843M
Minimum--
Clients3,082

BRISTOL GROUP INC

Fee-Only, No Conflicts
San Francisco, CaliforniaCRD #105087
Typical Fee--
AUM$2.4B
Minimum--
Clients6

BUENA CAPITAL ADVISORS D/B/A IVY INVEST

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #328122
Typical Fee--
AUM$7M
Minimum--
Clients1

BUNKER

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #319690
Typical Fee--
AUM$20M
Minimum--
Clients88

BVF PARTNERS L.P.

Fee-Only, No Conflicts
San Francisco, CaliforniaCRD #156149
Typical Fee--
AUM$5.6B
Minimum--
Clients7

CABLE CAR CAPITAL, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #169234
Typical Fee--
AUM$255M
Minimum--
Clients18

CACHE ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #323063
Typical Fee--
AUM$962M
Minimum--
Clients7

CALERA CAPITAL ADVISORS, LP

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #158050
Typical Fee--
AUM$2.9B
Minimum--
Clients13

CALLAN

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #107687
Typical Fee--
AUM$37.8B
Minimum--
Clients25

CAMELOTTA ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #128053
Typical Fee--
AUM$201M
Minimum--
Clients283

CARDINAL POINT CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #141166
Typical Fee--
AUM$104M
Minimum--
Clients3

CARMEL PARTNERS

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #160892
Typical Fee--
AUM$7.5B
Minimum--
Clients8

CARRICK CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #165915
Typical Fee--
AUM$1.6B
Minimum--
Clients30

CENDANA CAPITAL

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #165555
Typical Fee--
AUM$1.7B
Minimum--
Clients13

CHEQUERS FINANCIAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #175209
Typical Fee--
AUM$1.1B
Minimum--
Clients1,272

CHROME ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #311539
Typical Fee--
AUM$128M
Minimum--
Clients364

CITRINE CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #171735
Typical Fee--
AUM$278M
Minimum--
Clients580

COASTLANDS CAPITAL LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #335329
Typical Fee--
AUM$409M
Minimum--
Clients1

COBURN BARRETT, LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #166464
Typical Fee--
AUM$113M
Minimum--
Clients1

COGENUITY PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #332474
Typical Fee--
AUM$554M
Minimum--
Clients4

COMMUNITY INVESTMENT MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #174204
Typical Fee--
AUM$1.1B
Minimum--
Clients3

CORDILLERA INVESTMENT PARTNERS, L.P.

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #277036
Typical Fee--
AUM$1.6B
Minimum--
Clients25

CORE AND VALUE ADVISORS, LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #156093
Typical Fee--
AUM$20.5B
Minimum--
Clients20

COTA CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #226750
Typical Fee--
AUM$1.1B
Minimum--
Clients15

CRCM L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #160976
Typical Fee--
AUM$802M
Minimum--
Clients15

CRESCENT COVE ADVISORS, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #288111
Typical Fee--
AUM$630M
Minimum--
Clients21

DEDICATED CAPITAL ADVISORS, LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #168132
Typical Fee--
AUM$119M
Minimum--
Clients104

DELTA INVESTMENT MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #149596
Typical Fee--
AUM$771M
Minimum--
Clients2,625

DIVCO WEST REAL ESTATE SERVICES, LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #156762
Typical Fee--
AUM$15.7B
Minimum--
Clients31

DIVISAR CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #149091
Typical Fee--
AUM$988M
Minimum--
Clients2

DODGE & COX

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #104596
Typical Fee--
AUM$400.3B
Minimum--
Clients735

DOUBLE BAY MANAGEMENT & PLANNING

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #136373
Typical Fee--
AUM$111M
Minimum--
Clients81

DRAGONEER INVESTMENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #161443
Typical Fee--
AUM$25.6B
Minimum--
Clients34

DRAGONFLY DIGITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #300750
Typical Fee--
AUM$4.1B
Minimum--
Clients13

ECOR1 CAPITAL, LLC

Fee-Only, No Conflicts
San Francisco, CaliforniaCRD #167121
Typical Fee--
AUM$3.9B
Minimum--
Clients5

EMBARCADERO FINANCIAL GROUP

Clean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #140929
Typical Fee--
AUM$160M
Minimum--
Clients196

ENCORE CONSUMER CAPITAL, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #157228
Typical Fee--
AUM$723M
Minimum--
Clients4

ENRICH FINANCE LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #337784
Typical Fee--
AUM--
Minimum--
Clients--

ERA PARTNERS LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #307400
Typical Fee--
AUM$1.0B
Minimum--
Clients9

FARALLON CAPITAL MANAGEMENT, L.L.C.

Fee-OnlyAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #107322
Typical Fee--
AUM$48.3B
Minimum--
Clients70

FARTHER

Fee-OnlyAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #302050
Typical Fee--
AUM$7.5B
Minimum--
Clients24,245

FARTHER ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #325807
Typical Fee--
AUM$291M
Minimum--
Clients1,016

FFL

Fee-OnlyAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #156980
Typical Fee--
AUM$3.6B
Minimum--
Clients28

FIGURE INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #158307
Typical Fee--
AUM$136M
Minimum--
Clients5

FIN CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #298492
Typical Fee--
AUM$1.3B
Minimum--
Clients21

FINVEST

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #329172
Typical Fee--
AUM$4M
Minimum--
Clients534

FIVESPAN PARTNERS, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #332551
Typical Fee--
AUM$629M
Minimum--
Clients6

FLIGHT DECK CAPITAL, LP

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #311353
Typical Fee--
AUM$235M
Minimum--
Clients1

FLORIN PENSIONS LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #161038
Typical Fee--
AUM--
Minimum--
Clients--

FOREWORD CAPITAL, LP

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #332205
Typical Fee--
AUM$352M
Minimum--
Clients3

FORGE GLOBAL ADVISORS LLC

Fee-OnlyAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #284722
Typical Fee--
AUM$988M
Minimum--
Clients97

FORT POINT CAPITAL PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #146759
Typical Fee--
AUM$2.0B
Minimum--
Clients1,413

FRAMEWORK VENTURES

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #314038
Typical Fee--
AUM$1.5B
Minimum--
Clients9

FRANCISCO PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #160272
Typical Fee--
AUM$45.1B
Minimum--
Clients50

FREC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #325982
Typical Fee--
AUM$119M
Minimum--
Clients820

FREESTONE GROVE PARTNERS LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #328089
Typical Fee--
AUM$11.6B
Minimum--
Clients6

FTV CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #159568
Typical Fee--
AUM$11.9B
Minimum--
Clients18

GALVANIZE CLIMATE SOLUTIONS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #316994
Typical Fee--
AUM$6.8B
Minimum--
Clients14

GARHWAL, CHAN & WILLIAMS INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #125484
Typical Fee--
AUM$134M
Minimum--
Clients75

GARRISON POINT CAPITAL, LLC

Fee-OnlyAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #165590
Typical Fee--
AUM$338M
Minimum--
Clients34

GENERATE CAPITAL ADVISORS, PB LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #318680
Typical Fee--
AUM$755M
Minimum--
Clients7

GENERATION INVESTMENT MANAGEMENT US LLP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #132728
Typical Fee--
AUM$13.3B
Minimum--
Clients16

GENSTAR CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #156932
Typical Fee--
AUM$50.4B
Minimum--
Clients32

GOLDEN GATE CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #157379
Typical Fee--
AUM$11.1B
Minimum--
Clients19

GOLDEN GATE PERSONAL FINANCIAL PLANNING

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #132264
Typical Fee--
AUM$196M
Minimum--
Clients175

GOODFINCH MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #309789
Typical Fee--
AUM$1.5B
Minimum--
Clients10

GRYPHON ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #160185
Typical Fee--
AUM$9.3B
Minimum--
Clients24

H. BARTON ASSET MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #161955
Typical Fee--
AUM$1.3B
Minimum--
Clients13

HANKE & APOLONIO WEALTH ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #285315
Typical Fee--
AUM$145M
Minimum--
Clients256

HANWHA ASSET MANAGEMENT (USA) LTD.

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #288464
Typical Fee--
AUM$2.1B
Minimum--
Clients3

HELLMAN & FRIEDMAN LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #158614
Typical Fee--
AUM$107.5B
Minimum--
Clients45

HERON FINANCE

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #327608
Typical Fee--
AUM$15M
Minimum--
Clients201

HMI CAPITAL MANAGEMENT, L.P.

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #160850
Typical Fee--
AUM$3.2B
Minimum--
Clients3

HOMESTEAD CAPITAL USA, LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #281186
Typical Fee--
AUM$1.6B
Minimum--
Clients6

HORSLEY BRIDGE PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #110877
Typical Fee--
AUM$22.3B
Minimum--
Clients46

HOUSATONIC PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #157618
Typical Fee--
AUM$1.5B
Minimum--
Clients13

HUMAN CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #296844
Typical Fee--
AUM$2.7B
Minimum--
Clients38

HUMAN INTEREST ADVISORS LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #269875
Typical Fee--
AUM$8.1B
Minimum--
Clients762,032

ICONIQ CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #159198
Typical Fee--
AUM$95.1B
Minimum--
Clients1,537

IGP INDUSTRIES, LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #157214
Typical Fee--
AUM$1.5B
Minimum--
Clients5

IMPACT INVESTMENT ADVISER LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #149929
Typical Fee--
AUM$742M
Minimum--
Clients9

IMPACT INVESTORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #289028
Typical Fee--
AUM$283M
Minimum--
Clients770

INCLUSIVE CAPITAL PARTNERS, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #309419
Typical Fee--
AUM$662M
Minimum--
Clients9

INDUSTRY VENTURES, L.L.C.

Fee-OnlyAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #156213
Typical Fee--
AUM$8.4B
Minimum--
Clients37

INFLECTION CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #333157
Typical Fee--
AUM$188M
Minimum--
Clients9

INNOVIUS CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #311568
Typical Fee--
AUM$365M
Minimum--
Clients6

INTELLECTUS PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #173140
Typical Fee--
AUM$1.3B
Minimum--
Clients881

INTERMEDE GLOBAL PARTNERS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #288616
Typical Fee--
AUM$3.2B
Minimum--
Clients1

IRONWOOD CAPITAL MANAGEMENT CORP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #109330
Typical Fee--
AUM$7.3B
Minimum--
Clients8

JACKSON SQUARE CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #300314
Typical Fee--
AUM$489M
Minimum--
Clients524

JACOBS & COMPANY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #107674
Typical Fee--
AUM$1.2B
Minimum--
Clients809

JANUARY CAPITAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #177514
Typical Fee0.95%
AUM$186M
Minimum$500,000
Clients550

JORDAN PARK GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #287755
Typical Fee--
AUM$18.1B
Minimum--
Clients4,261

KARL KAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #333558
Typical Fee--
AUM$179M
Minimum--
Clients5

KB FINANCIAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #134374
Typical Fee--
AUM$115M
Minimum--
Clients386

KILONOVA CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #323293
Typical Fee--
AUM$91M
Minimum--
Clients3

KKR CREDIT ADVISORS (US) LLC

Fee-OnlyAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #146629
Typical Fee--
AUM$230.1B
Minimum--
Clients221

KNOX LANE LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #306657
Typical Fee--
AUM$3.1B
Minimum--
Clients20

KURV INVESTMENT MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #323149
Typical Fee--
AUM$39M
Minimum--
Clients1

L2 POINT MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #317924
Typical Fee--
AUM$590M
Minimum--
Clients5

LAVELLE CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #316754
Typical Fee--
AUM$305M
Minimum--
Clients113

LEADING EDGE INVESTMENT ADVISORS,LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #136476
Typical Fee--
AUM$5.2B
Minimum--
Clients12

LEGALIST

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #297876
Typical Fee--
AUM$1.0B
Minimum--
Clients15

LEGATO CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #131704
Typical Fee--
AUM$1.0B
Minimum--
Clients9

LI ENTERPRISES

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #322864
Typical Fee--
AUM--
Minimum--
Clients--

LOGOS GLOBAL MANAGEMENT, L.P.

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #305162
Typical Fee--
AUM$1.4B
Minimum--
Clients6

LUMINATE CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #269873
Typical Fee--
AUM$3.3B
Minimum--
Clients10

MAIN MANAGEMENT ETF ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #288558
Typical Fee--
AUM$2.2B
Minimum--
Clients3

MAIN MANAGEMENT FUND ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #281689
Typical Fee--
AUM$582M
Minimum--
Clients1

MAIN MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #120361
Typical Fee1.00%
AUM$1.6B
Minimum--
Clients314

MAIN POST PARTNERS

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #172703
Typical Fee--
AUM$3.6B
Minimum--
Clients7

MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #106054
Typical Fee--
AUM$6.9B
Minimum--
Clients45

MCMORGAN & COMPANY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #115060
Typical Fee--
AUM$7.4B
Minimum--
Clients238

MEDLEY PARTNERS MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #289836
Typical Fee--
AUM$6.8B
Minimum--
Clients18

MERCURY ADVISORY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #308960
Typical Fee--
AUM$15.4B
Minimum--
Clients8,879

MERITAGE GROUP LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #142622
Typical Fee--
AUM$14.6B
Minimum--
Clients12

MISSION CREEK CAPITAL PARTNERS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #151514
Typical Fee--
AUM$630M
Minimum--
Clients1,343

MOMENT PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #332691
Typical Fee1.75%
AUM$1.1B
Minimum--
Clients1,345

MONTCALM TCR LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #164521
Typical Fee--
AUM$223M
Minimum--
Clients930

NEW FORESTS INC.

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #165267
Typical Fee--
AUM$982M
Minimum--
Clients4

NEWPORT ASIA LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #118682
Typical Fee--
AUM$165M
Minimum--
Clients4

NEXA EQUITY LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #317201
Typical Fee--
AUM$773M
Minimum--
Clients8

NO STREET GP LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #299240
Typical Fee--
AUM$2.2B
Minimum--
Clients6

NUMERAI

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #282851
Typical Fee--
AUM$839M
Minimum--
Clients7

NWK GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #124186
Typical Fee--
AUM$571M
Minimum--
Clients464

OCTAVEWEALTH

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #170975
Typical Fee--
AUM$22M
Minimum--
Clients7,700

OGBORNE CAPITAL MANAGEMENT, LLC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #165833
Typical Fee--
AUM$423M
Minimum--
Clients3

ONE FIN CAPITAL MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #283490
Typical Fee--
AUM$868M
Minimum--
Clients3

ONE WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #170910
Typical Fee--
AUM$1.3B
Minimum--
Clients2,183

OPEN DOOR INVESTMENT MANAGEMENT LTD.

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #159123
Typical Fee--
AUM$152M
Minimum--
Clients2

ORBIS INVESTMENT MANAGEMENT (U.S.), L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #158511
Typical Fee--
AUM$125M
Minimum--
Clients1

OSBORNE PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #108100
Typical Fee--
AUM$2.4B
Minimum--
Clients2,015

OSTERWEIS CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #105421
Typical Fee--
AUM$452M
Minimum--
Clients39

OSTERWEIS CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #109580
Typical Fee--
AUM$7.6B
Minimum--
Clients323

OWL VENTURES

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #172513
Typical Fee--
AUM$2.3B
Minimum--
Clients19

P4G CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #300645
Typical Fee--
AUM$479M
Minimum--
Clients9

PACIFIC HEIGHTS ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #124365
Typical Fee--
AUM$7.3B
Minimum--
Clients4

PANTERA CAPITAL

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #284342
Typical Fee--
AUM$5.6B
Minimum--
Clients16

PANTHEON

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #110091
Typical Fee--
AUM$11
Minimum--
Clients10

PANTHEON

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #153425
Typical Fee--
AUM$75.3B
Minimum--
Clients151

PANTHEON INFRA ADVISORS, LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #335463
Typical Fee--
AUM--
Minimum--
Clients--

PARADIGM OPERATIONS LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #299210
Typical Fee--
AUM$12.7B
Minimum--
Clients8

PARALLAX VOLATILITY ADVISERS, L.P.

Fee-OnlyAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #158143
Typical Fee--
AUM$8.9B
Minimum--
Clients3

PARALLEL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #140800
Typical Fee--
AUM$8.7B
Minimum--
Clients14,928

PARK PRESIDIO CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #168954
Typical Fee--
AUM$781M
Minimum--
Clients6

PARK WEST ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #157660
Typical Fee--
AUM$2.5B
Minimum--
Clients9

PARNASSUS INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #316904
Typical Fee--
AUM$45.7B
Minimum--
Clients30

PARTHENON CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #157398
Typical Fee--
AUM$13.8B
Minimum--
Clients14

PASSPORT CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #134484
Typical Fee--
AUM$346M
Minimum--
Clients14

PAUL CAPITAL

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #121168
Typical Fee--
AUM$539M
Minimum--
Clients7

PERCHERON CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #312004
Typical Fee--
AUM$3.6B
Minimum--
Clients13

PERIGON WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #131037
Typical Fee--
AUM$8.7B
Minimum--
Clients15,456

PFM HEALTH SCIENCES, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #146747
Typical Fee--
AUM$2.0B
Minimum--
Clients8

PHILADELPHIA FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #131413
Typical Fee--
AUM$748M
Minimum--
Clients3

PIER 88 INVESTMENT PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #169316
Typical Fee--
AUM$665M
Minimum--
Clients13

PINEGROVE ADVISER LLC

Fee-OnlyAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #170811
Typical Fee--
AUM$2.0B
Minimum--
Clients5

POINT OLEMA CAPITAL PARTNERS, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #304303
Typical Fee0.65%
AUM$2.0B
Minimum--
Clients27

POLYCHAIN CAPITAL LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #285022
Typical Fee--
AUM$5.6B
Minimum--
Clients19

PORTFOLIO MANAGEMENT TECHNOLOGY

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #106135
Typical Fee--
AUM--
Minimum--
Clients--

POTRERO CAPITAL RESEARCH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #125909
Typical Fee--
AUM$382M
Minimum--
Clients4

PRIME FINANCE ADVISOR, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #159971
Typical Fee--
AUM$20.5B
Minimum--
Clients72

PROSPETTIVA FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #148760
Typical Fee--
AUM$116M
Minimum--
Clients292

QUIET CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #287484
Typical Fee--
AUM$2.5B
Minimum--
Clients63

QVR ADVISORS

Fee-OnlyAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #288357
Typical Fee--
AUM$391M
Minimum--
Clients6

REDMILE GROUP

Fee-OnlyAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #143606
Typical Fee--
AUM$4.8B
Minimum--
Clients26

REFLOW SERVICES, LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #158301
Typical Fee--
AUM$334M
Minimum--
Clients1

REGIS METRO ASSOCIATES, INC.

Clean RecordAlso Compensated via Insurance
San Francisco, CaliforniaCRD #160859
Typical Fee--
AUM$708M
Minimum--
Clients36

RESOLUTE PARTNERS GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #300326
Typical Fee--
AUM$1.8B
Minimum--
Clients176

RHS FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #149435
Typical Fee--
AUM$234M
Minimum--
Clients173

RIGHT SIDE CAPITAL MANAGEMENT, LLC

Fee-Only, No Conflicts
San Francisco, CaliforniaCRD #166062
Typical Fee--
AUM$321M
Minimum--
Clients8

ROBERTSON STEPHENS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #289977
Typical Fee--
AUM$7.1B
Minimum--
Clients7,419

ROOF EIDAM MAYCOCK PERALTA LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #106696
Typical Fee--
AUM$805M
Minimum--
Clients1,011

ROSENBLUM SILVERMAN SUTTON SF INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #105774
Typical Fee1.00%
AUM$487M
Minimum--
Clients160

ROUTE ONE INVESTMENT COMPANY, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #156398
Typical Fee--
AUM$5.0B
Minimum--
Clients4

SAS FINANCIAL ADVISORS, LLC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #288015
Typical Fee--
AUM$150M
Minimum--
Clients576

SAXON SECURITIES LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #155168
Typical Fee--
AUM$137M
Minimum--
Clients151

SEA CLIFF PARTNERS MANAGEMENT, LP

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #316909
Typical Fee--
AUM$239M
Minimum--
Clients3

SELDON CAPITAL LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #300755
Typical Fee--
AUM$536M
Minimum--
Clients6

SENTINEL GLOBAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #326444
Typical Fee--
AUM$211M
Minimum--
Clients2

SENTRY ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #174042
Typical Fee--
AUM$2.5B
Minimum--
Clients621

SERENT CAPITAL MANAGEMENT COMPANY, L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #160292
Typical Fee--
AUM$5.2B
Minimum--
Clients11

SEVEN POST INVESTMENT OFFICE LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #157435
Typical Fee--
AUM$8.4B
Minimum--
Clients231

SF EQUITY PARTNERS MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #162396
Typical Fee--
AUM$575M
Minimum--
Clients6

SHORENSTEIN INVESTMENT ADVISERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #328584
Typical Fee--
AUM$852M
Minimum--
Clients3

SIDEPOCKET INCORPORATED

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #312031
Typical Fee--
AUM$492K
Minimum--
Clients123

SIGFIG WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #158823
Typical Fee--
AUM$3.6B
Minimum--
Clients106,361

SIGNALFIRE

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #194512
Typical Fee--
AUM$4.0B
Minimum--
Clients48

SITUATIONAL AWARENESS LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #333011
Typical Fee--
AUM$383M
Minimum--
Clients2

SKBA CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #108542
Typical Fee--
AUM$662M
Minimum--
Clients25

SLW MANAGEMENT COMPANY

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #329215
Typical Fee--
AUM$1.4B
Minimum--
Clients5

SNYDER CAPITAL MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #108518
Typical Fee--
AUM$5.3B
Minimum--
Clients80

SOFI WEALTH LLC

Fee-OnlyAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #167958
Typical Fee0.25%
AUM$1.5B
Minimum$1M
Clients279,216

SOMA EQUITY PARTNERS, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #283613
Typical Fee--
AUM$2.1B
Minimum--
Clients4

SONEN CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #159461
Typical Fee--
AUM$1.0B
Minimum--
Clients41

SPYGLASS CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #281266
Typical Fee--
AUM$1.8B
Minimum--
Clients80

STEADVIEW CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #164661
Typical Fee--
AUM$3.0B
Minimum--
Clients11

STOCKBRIDGE CAPITAL GROUP, LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #149002
Typical Fee--
AUM$19.9B
Minimum--
Clients22

STOCKPILE INVESTMENT ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #332799
Typical Fee--
AUM$289K
Minimum$1M
Clients2,433

STRATEGIC WEALTH CAPITAL

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #326299
Typical Fee--
AUM$206M
Minimum--
Clients303

STRATTAM CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #171845
Typical Fee--
AUM$1.0B
Minimum--
Clients16

SVB ASSET MANAGEMENT

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #124567
Typical Fee--
AUM$33.0B
Minimum--
Clients523

SYNTHETICFI LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #330200
Typical Fee--
AUM$153M
Minimum--
Clients147

SYON CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #322776
Typical Fee--
AUM$2.9B
Minimum--
Clients869

TELESCOPE PARTNERS LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #286637
Typical Fee--
AUM$820M
Minimum--
Clients10

TENZING GLOBAL

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #159696
Typical Fee--
AUM$236M
Minimum--
Clients2

TERRA FIRMA ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #306765
Typical Fee--
AUM--
Minimum--
Clients--

THE ADVISORY GROUP OF SAN FRANCISCO, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #108110
Typical Fee--
AUM$825M
Minimum--
Clients50

THE ROXBOROUGH GROUP

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #310949
Typical Fee--
AUM$627M
Minimum--
Clients5

THINK INVESTMENTS

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #169347
Typical Fee--
AUM$4.1B
Minimum--
Clients6

TOP TIER CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #144546
Typical Fee--
AUM$7.0B
Minimum--
Clients42

TORONADO PARTNERS LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #283612
Typical Fee--
AUM$333M
Minimum--
Clients2

TREE LINE CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #173784
Typical Fee--
AUM$3.0B
Minimum--
Clients14

TRINITY ALPS CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #287741
Typical Fee--
AUM$1.1B
Minimum--
Clients18

TRUE LINK FINANCIAL ADVISORS

Fee-OnlyAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #281870
Typical Fee--
AUM$1.3B
Minimum--
Clients1,065

TRUE WIND CAPITAL MANAGEMENT, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #281109
Typical Fee--
AUM$2.2B
Minimum--
Clients12

TURN/RIVER MANAGEMENT, L.P.

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #165897
Typical Fee--
AUM$4.9B
Minimum--
Clients20

UNION SQUARE GLOBAL WEALTH MANAGEMENT

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #111776
Typical Fee--
AUM$357M
Minimum--
Clients26

UNISON INVESTMENT MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #150893
Typical Fee--
AUM$1.7B
Minimum--
Clients3

VALEAS CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #317369
Typical Fee--
AUM$1.3B
Minimum--
Clients6

VALIANT CAPITAL MANAGEMENT, L.P.

Fee-OnlyAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #158071
Typical Fee--
AUM$2.7B
Minimum--
Clients15

VALUEACT CAPITAL MANAGEMENT, L.P.

Fee-OnlyAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #154249
Typical Fee--
AUM$11.4B
Minimum--
Clients17

VAN STRUM & TOWNE INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #106228
Typical Fee--
AUM$430M
Minimum--
Clients267

VECTOR CAPITAL MANAGEMENT, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #171172
Typical Fee--
AUM$4.2B
Minimum--
Clients10

VERNAL POINT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #166587
Typical Fee--
AUM$2.7B
Minimum--
Clients217

VERSO PARTNERS

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #318319
Typical Fee--
AUM$522M
Minimum--
Clients3

VILA, LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #307186
Typical Fee--
AUM$299M
Minimum--
Clients2

VISTA EQUITY PARTNERS MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #156973
Typical Fee--
AUM$100.1B
Minimum--
Clients120

VMG PARTNERS II, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #157720
Typical Fee--
AUM$3.4B
Minimum--
Clients30

VOLT EQUITY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #310402
Typical Fee--
AUM$10M
Minimum--
Clients1

WE FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #298549
Typical Fee--
AUM$127M
Minimum--
Clients648

WESTCAP MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #301822
Typical Fee--
AUM$8.8B
Minimum--
Clients56

WESTERLY CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #140089
Typical Fee--
AUM$288M
Minimum--
Clients2

WHITE OAK GLOBAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #149659
Typical Fee--
AUM$5.4B
Minimum--
Clients63

WOODLINE PARTNERS LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #301480
Typical Fee--
AUM$22.7B
Minimum--
Clients6

WP ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #118268
Typical Fee--
AUM$506M
Minimum--
Clients877

YIHENG CAPITAL MANAGEMENT, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #163812
Typical Fee--
AUM$1.2B
Minimum--
Clients2

YOSEMITE MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #326764
Typical Fee--
AUM$866M
Minimum--
Clients5
Fiduciary Advisors in San Francisco, California | FiduciaryListings