Best Financial Advisors near South San Francisco, CA

We have 2 firms in South San Francisco on file, but only the highest-rated make our list, and none of them made it; the 10 here come from San Francisco (9, 7 mi) and San Mateo (1, 9 mi).

1 open weekends · 9 rated 4.5+ · 1 shows a license

Data verified October 18, 2026

B.o.l. Global

B.o.l. Global

4.6 37 reviews
“Ling Lin at BOL Global made doing expat taxes for the first time so easy.”
Free consultationSince 2000FinancingPrices online
San Francisco, CA · 7 mi from South San Francisco
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Sunnyhill Financial

Sunnyhill Financial

4.9 47 reviews
“Had the pleasure of working with Robert Coffey who got us pre approved within an hour and helped us close within 3 weeks!”
California license #02058287Serves Alabama, Arizona +23Since 2017Financing
San Francisco, CA · 7 mi from South San Francisco
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RHS Financial

RHS Financial

5.0 33 reviews
“If you are looking for oversight, guidance, management and support with anything financial, connect with Alex.”
Free phone consultationServes San Francisco Bay Area, worldwideSince 2010Prices online
San Francisco, CA · 7 mi from South San Francisco
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Book onlineBook
Financial Zen

Financial Zen

5.0 27 reviews
“I'm so thankful my colleague found Rick, who at every turn puts in extra attention to ensure his clients not only prosper financially but as whole people.”
Since 2007
San Francisco, CA · 7 mi from South San Francisco
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Book onlineBook
The Advisory Group of San Francisco - Financial Advisors

The Advisory Group of San Francisco - Financial Advisors

BBB ASince 1996
San Francisco, CA · 7 mi from South San Francisco
i
Focusyou

Focusyou

5.0 1 review
“No matter what your situation is like they will assist in getting you together.”
Virtual consultationsBBB accreditedSince 2014
San Mateo, CA · 9 mi from South San Francisco
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The 10 firms listed for South 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: South San Francisco, CA

The 10 firms on this page are rated from 4.4 to 5.0 across 465 reviews; 1 has 50 or more reviews and 9 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (81%) and quality (69%). 1 is open on weekends. 1 shows a license on its website and 2 have 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 10 of the firms on this page; 9 publish a contact page; 9 list a public email and 6 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 South San Francisco offer a free first meeting?

2 of the 10 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

Citrine Capital

5.0 12 reviews
“Jirayr and the team at Citrine Capital are the most professional, reliable and knowledgeable financial planning office I have encountered in my 20+ years of working in the insurance and financial planning industry.”
Responds within 24 hoursSince 2015Virtual consultationsPrices online
San Francisco, CA · 7 mi from South San Francisco
i
Book onlineBook
True Root Financial

True Root Financial

5.0 11 reviews
“On the business front, I have relied on Roshani to be my resource when I need to find a good CPA or to get a line of credit or to bounce off new investment and business ideas.”
Serves globalFree consultationSince 2020
San Francisco, CA · 7 mi from South San Francisco
i
Book onlineBook
Hanke & Company Wealth Management

Hanke & Company Wealth Management

4.4 12 reviews
“One of the best decisions I've made was speaking with Manny and taking an honest look at my finances.”
Free phone consultationSince 2005
San Francisco, CA · 7 mi from South San Francisco
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NWK Group

NWK Group

5.0 1 review
Since 2002Prices online
San Francisco, CA · 7 mi from South San Francisco
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HomeWealth Management AdvisorsCaliforniaSouth San Francisco, CA

Why these companies made our list

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