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Best Financial Advisors in San Francisco, CA

Handpicked from 115 vetted & reviewed Financial Planning & Wealth Management firms in the San Francisco area, discover the top 5 elite providers among the selected group of 24 finalists.

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Dogpatch Wealth

Dogpatch Wealth

(16)
  • Marriage
  • Financial
  • Planning
“He has been able to advise us on standard investing both inside and out of our retirement, give advice on 401k investments that are not with him, and found other financial products that have proved to be quite lucrative.”
In Business Since 2023
555 20th St Suite 2 & 3, San Francisco, CA
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George Dimov CPA

George Dimov CPA

(45)
Real Estate, Individual Tax, Audit
“Dhara completed my taxes and an amendment to them, which was due to an error with my employer, super quickly and kindly explained everything while answering all of my questions.”
In Business Since 2017
Licensed, BBB Accredited
795 Folsom St, San Francisco, CA
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Bridgewater Certified Public Accountants

Bridgewater Certified Public Accountants

(23)
Strategic Business Planning, Business Services, New Business Formation
“They respond quickly, are honest about what they know and what they need to check up upon, engage appropriately with the right set of questions, and ultimately have recommendations which are practical, cost effective, and realistic.”
In Business Since 2003
Transparent Fees & Pricing
Accepts All Major Credit Cards
Offers Financing Options
1299 4th St Suite 500, San Rafael, CA
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B.o.l. Global

B.o.l. Global

(37)
Bank Financing, Business Services, Succession Planning
“He has been very knowledgeable, dedicated and trustworthy; and has done an excellent job preparing my taxes throughout my time working with him and his accounting firm.”
In Business Since 2002
Offers Financing Options
Transparent Fees & Pricing
Free Initial Consultation
2830 Geary Blvd, San Francisco, CA
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Sunnyhill Financial

Sunnyhill Financial

(47)
  • Loan Officer
  • Refinance
  • Broker
“It was a long and complicated process but Jim was with us every step of the way -providing clarification, moral support and anything else we needed to close the deal.”
In Business Since 2017
Offers Financing Options
DRE # 02058287
600 California St Suite 15-007, San Francisco, CA
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
99.4 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Gale Ranch Notary, Apostille and Financial Services

Gale Ranch Notary, Apostille and Financial Services

(33)
  • Price
“Govind is very experienced notory and his rates are very reasonable for the kind of service he provides , I would recommend Govind highly for any notory job , he is very accessible and always ready for the help even in early times”
In Business Since 2016
Emergency Services
6156 W Branch Rd, San Ramon, CA
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RHS Financial

RHS Financial

(33)
  • Understand
  • Team
  • Market
“If you're looking for a financial advisor who's knowledgeable, innovative, truly cares about you as a client, and your long-term success, I can't recommend Alex at RHS Financial enough.”
In Business Since 2010
Transparent Fees & Pricing
4171 24th St # 101, San Francisco, CA
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Imax Credit Repair Firm

Imax Credit Repair Firm

(23)
Credit Repair Programs, Credit Repair Goals
“I recently reached back out to him to inquire regarding a potential lawsuit that my friend is undergoing, and he took the time to answer a couple of questions.”
In Business Since 2007
Free Initial Consultation
Transparent Fees & Pricing
Licensed, BBB Accredited
100 Pine St #1250, San Francisco, CA
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David D Tobkin, CPA

David D Tobkin, CPA

(1)
Services For Individuals, Services For Quickbooks, Tax Services
“Did great work for us in a difficult tax situation.”
In Business Since 1982
Transparent Fees & Pricing
Accepts All Major Credit Cards
Offers Financing Options
2397 Forest Ave A, San Jose, CA
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Financial Zen

Financial Zen

(27)
  • Management
  • Team
  • Tax
“He's been there for us at each stage of our lives to help us reach our goals, be it saving for a trip, buying a home, protecting our young family with a trust, college savings, retirement planning and overall financial well being.”
In Business Since 2007
600 California St, San Francisco, CA
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Sunshine Pro Accounting and Tax

Sunshine Pro Accounting and Tax

(21)
  • Questions
  • Tax Services
  • Accountant
“He took the time to learn about my financials in detail, including personal and real estate income, walked me through options, prepared all the documents, and reviewed them with me in detail.”
In Business Since 2014
Transparent Fees & Pricing
Serving San Francisco Area
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Duan Wei-Maynez CPA

Duan Wei-Maynez CPA

“While we provide appointment-only services at our conveniently-located offices in downtown San Francisco, Burlingame (next to the new Oculus campus), and Hermosa Beach, our secure web portal ensures that clients are able to share documents with the u...”
In Business Since 2009
Transparent Fees & Pricing
Licensed, BBB Rating: A+
870 Market St #723, San Francisco, CA
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The Advisory Group of San Francisco - Financial Advisors

The Advisory Group of San Francisco - Financial Advisors

Personal Wealth Management, Endowment Planning, Retirement Plan Services
“We know life can get complicated. Every success unlocks new opportunities, challenges, and questions. At The Advisory Group, we take a holistic approach to financial planning and investing that has one goal in mind: helping you create the life you wa...”
In Business Since 1997
Licensed, BBB Rating: A
44 Montgomery St Suite 2410, San Francisco, CA
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Steve Rabin CPA

Steve Rabin CPA

(8)
Tax Services, Services For Individuals, Services For Businesses
“Those colleagues' matters have included a sophisticated executive with business transition issues, a case with a 10-year shoebox of IRS paperwork left by a faux-accountant, and review of a complex founders' stock issue.”
In Business Since 2009
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
100 Pine St #1250, San Francisco, CA
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Ami Shah CPA

Ami Shah CPA

(18)
Ovdp, Tax, Business Management
“I recently had the pleasure of working with Ami Shah CPA firm on foreign disclosure matters, and I couldn't be more satisfied with their expertise and service.”
In Business Since 2006
CPA Certified
2570 N First St St 200, San Jose, CA
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Monroe Wealth Management

Monroe Wealth Management

(28)
Business Owners, Investment Management, Tech Employees
“I had invested money with another company and only by working with Glen did I realize that I had been sold products that were costing me on-going fees and not meeting my goals.”
In Business Since 2019
1160 Battery St suite 100, San Francisco, CA
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Perotti and Carrade

Perotti and Carrade

(2)
Electronic Filing; Audits
“Perotti & Carrade, and specifically Kat, have been our CPA and tax preparer for the last 5 years.”
In Business Since 2002
Accepts Check, No credit cards
Licensed, BBB Rating: A
1 McInnis Pkwy Suite 200, San Rafael, CA
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Books IN Balance

Books IN Balance

(8)
Accounting & Bookkeeping, Restaurant Solutions, Startups
“They literally took the entire back end of the office and reworked everything from overseeing a server installation, installation of new accounting software and utilities to manage my resources better.”
In Business Since 2008
Licensed, BBB Rating: A+
BOOKS IN BALANCE, 4040 Civic Center Dr, San Rafael, CA
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Focusyou

Focusyou

(1)
Financial Planning and Coaching, Investment Management
“No matter what your situation is like they will assist in getting you together.”
In Business Since 2015
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
1670 S Amphlett Blvd suite 214-49, San Mateo, CA
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Citrine Capital

Citrine Capital

(12)
Wealth Managagement, Asset Protection and Risk Management, Comprehensive Financial Planning
“I appreciate that they share their honest opinions and let us know what they consider the best course of action, but they are also willing to listen if we say that doesn't fit what we're thinking.”
In Business Since 2015
Remote Consultations Available
Transparent Fees & Pricing
535 Mission St 14th floor, San Francisco, CA
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True Root Financial

True Root Financial

(11)
Comprehensive Financial + Investment Planning, Investment Management
“For a complete novice to the financial world and to investing like myself, Roshani has been remarkable in her tailored approach to financial advice, answering all of my questions about risk and return, allaying my concerns, and helping me understand ...”
In Business Since 2020
Free Initial Consultation
766 Sutter St, San Francisco, CA
Featured

As a tech professional, it’s natural to focus on upcoming technologies and the future. But it’s equally crucial to think about your own future. That’s where retirement savings come in. There are various options available, each with its own rules and benefits. Knowing about them can help secure your financial stability down the road.

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Sfbay Financial

Sfbay Financial

(5)
Bookeeping Services, Accounting Advisory Services, Controller Services
“I have worked with SF Bay Financial for several years and have had nothing but positive experiences from the every day book keeping to an IRS audit that they assisted in helping me get organized for.”
In Business Since 2006
Family Business
Free Initial Consultation
201 Spear St # 1100, San Francisco, CA
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Jocelyn Pension Consulting

Jocelyn Pension Consulting

(15)
  • Team
  • Company
  • Employees
“When I had an issue, but was struggling to connect with them - THEY REACHED OUT TO ME instead of starting what could have been a continuous game of telephone tag.”
In Business Since 2008
100 Smith Ranch Rd ste 329, San Rafael, CA
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Insight Capital Management

Insight Capital Management

(15)
  • Market
  • Team
  • Accounts
“Insight Capital Management was recommended to us by a friend and we have thoroughly appreciated their thoughtful, careful and friendly way of helping us make decisions that will impact our financial well-being for years to come.”
In Business Since 2014
2001 Crow Canyon Rd #150, San Ramon, CA
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Retirement Planning and Investment Management Services in San Francisco, CA Cost Estimates

Minimum cost
$1246
Maximum cost
$10585
National Average
$3736
Avg Per Hour Rates
$374
$2491
$6849
Fair price range is based on 450 cost profiles
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Average Cost $3736
Minimum cost $1246
Maximum cost $10585
Avg Per Hour Rates $374

Fair range $2491 to $6849 is based on 450 cost profiles.

Why these companies made our list

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