B.o.l. Global
“I've worked with Ling and Simon for over a decade, and they have helped me out of years of back taxes filing.”
Best Financial Advisors in San Francisco, CA
11 firms listed · 10 in San Francisco · 1 open weekends · 10 rated 4.5+ · 2 show a license
Data verified October 21, 2026
Sunnyhill Financial
“John Maguire is really good in communication and helped us out from the start till closing!”
RHS Financial
“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.”
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Financial Zen
“I can't thank Rick enough for helping us make sense of our ever changing financial opportunities and I highly recommend him to anyone looking to get more control and peace of mind over where they are going financially!”
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The Advisory Group of San Francisco - Financial Advisors
Monroe Wealth Management
“He's friendly, responsive, and has been instrumental in helping me diversify my company stock and strategize investments to minimize taxes.”
The 11 firms listed for San Francisco, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: San Francisco, CA
Of the 11 firms we list here, 10 are in San Francisco itself and 1 comes from Oakland (13 mi). The firms on this page are rated from 4.4 to 5.0 across 499 reviews; 1 has 50 or more reviews and 10 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (82%) and quality (68%). 1 is open on weekends. 2 show a license on their websites and 1 has a BBB rating of A or A+. 8 have ten or more years of experience, the longest 30 years. 1 offers remote or virtual consultations; 2 offer payment plans and 2 offer a free initial consultation. We have a website on file for all 11 of the firms on this page; 10 publish a contact page; 9 list a public email and 5 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for San Francisco offer a free first meeting?
2 of the 11 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Citrine Capital
“The team has helped us establish a financial foundation that makes me feel confident about our family's future - from goal setting to budgets to investing to estate planning, we feel so much more knowledgeable and empowered from their guidance.”
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True Root Financial
“She meets with us individually and helps guide us with our short term and long term goals, breaking down the daunting task of comprehensive financial planning into manageable steps.”
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Hanke & Company Wealth Management
“Sold some stock recently, with the help of these guys, and I actually feel confident that it was a wise financial move.”
NWK Group
In Touch Financial Services
“Weathersby's senior-oriented specialist training and incredible patience and understanding, as well as her untiring dedication and indomitable positivity enabled us to achieve a great outcome.”
Why these companies made our list
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