Pricing Guide · San Francisco
Financial Advisors Cost in San Francisco, CA — 2026 Price Guide
What should you pay for financial advisors in San Francisco? See real 2026 price ranges from local pros and get free quotes to compare.
As of July 2026, RatingsNearMe ranks 20 financial advisors in San Francisco, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is RHS Financial with a 5.0-star rating from 42 Google reviews and an RNM Score of 90/100. Also in the top tier: Monroe Wealth Management and Dogpatch Wealth. The average rating across all listed financial advisors in San Francisco is 5 stars from 13 reviews per business on average.
Financial advisors in San Francisco typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Citrine Capital
Citrine Capital stands out for its personalized, high-touch wealth management approach tailored to San Francisco's entrepreneurial and tech-driven clientele.
Most Reviewed
Morgan Stanley Financial Advisors
A high review count reflects broad client experience and established trust, which can help new clients gauge service consistency.
When choosing a financial advisor in San Francisco, prioritize fiduciaries who align with your specific goals and investment style. Consider interviewing multiple firms to compare fee structures, expertise, and client rapport.
Local Market Snapshot
20
Businesses listed
5★
Avg rating
13
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Exceptional 5.0-star rating from over 40 reviews by San Francisco clients.
4171 24th St # 101, San Francisco, CA 94114, USATop-rated San Francisco financial advisor with a perfect 5.0 rating from 40 Google reviews.
1160 Battery St suite 100, San Francisco, CA 94111, USATop-rated San Francisco financial advisor with a perfect 5.0★ from 23 reviews.
555 20th St Suite 2 & 3, San Francisco, CA 94107, USAFinancial Advisors Rankings in San Francisco, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | RHS Financial4171 24th St # 101, San Francisco, CA 94114, USA | 5.0★ | 42 |
| #2 | Monroe Wealth Management1160 Battery St suite 100, San Francisco, CA 94111, USA | 5.0★ | 40 |
| #3 | Dogpatch Wealth555 20th St Suite 2 & 3, San Francisco, CA 94107, USA | 5.0★ | 23 |
| #4 | Financial Zen600 California St, San Francisco, CA 94108, USA | 5.0★ | 30 |
| #5 | KB FINANCIAL ADVISORS595 Market St, San Francisco, CA 94105, USA | 4.7★ | 15 |
| #6 | Hanke & Apolonio Wealth Advisors LLC177 Post St # 800, San Francisco, CA 94108, USA | 4.5★ | 15 |
| #7 | Union Square Advisors Llc600 Montgomery St, San Francisco, CA 94111, USA | 5.0★ | 1 |
| #8 | Aspiriant Wealth Management50 California St #2600, San Francisco, CA 94111, USA | 5.0★ | 6 |
| #9 | Jackson Square Financial48 Gold St, San Francisco, CA 94133, USA | 5.0★ | 1 |
| #10 | Mercer Advisors - San Francisco100 Pine St #2150, San Francisco, CA 94111, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in San Francisco
Holds an exceptional 5.0-star rating across dozens of Google reviews.
600 California St, San Francisco, CA 94108, USA
Trusted by clients with a 4.7-star rating from 15 reviews in San Francisco.
595 Market St, San Francisco, CA 94105, USA
Trusted by clients with a strong 4.5-star rating from dozens of reviews.
177 Post St # 800, San Francisco, CA 94108, USA
Trusted San Francisco financial advisor with a perfect 5.0-star rating from initial clients.
600 Montgomery St, San Francisco, CA 94111, USA
Trusted San Francisco financial advisor with a perfect 5.0 rating from 6 reviews.
50 California St #2600, San Francisco, CA 94111, USA
5.0 stars from local clients, reflecting strong satisfaction with financial guidance.
48 Gold St, San Francisco, CA 94133, USA
San Francisco financial advisor with a perfect 5.0 rating from one review.
100 Pine St #2150, San Francisco, CA 94111, USA
Consistently rated 5.0 stars across 11 Google reviews.
100 Pine St #1250, San Francisco, CA 94111, USA
Rated 5.0 stars from a small number of Google reviews in San Francisco.
44 Montgomery St Suite 2410, San Francisco, CA 94104, USA
Rated 5.0 stars from a handful of Google reviews in San Francisco.
672 Corbett Ave APT C, San Francisco, CA 94114, USA
Rated 5.0 stars from 23 Google reviews, this San Francisco financial advisor is highly trusted.
3445 Scott St, San Francisco, CA 94123, USA
Trusted by clients with a perfect 5.0-star rating across 17 reviews.
535 Mission St 14th floor, San Francisco, CA 94105, USA
Top-rated financial advisor with a perfect 5.0-star rating from 14 reviews.
Suite 1600, Transamerica Pyramid, 600 Montgomery St #1600, San Francisco, CA 94111, USA
Consistently earns perfect 5.0-star ratings from its clients.
220 Montgomery St Suite 1850, San Francisco, CA 94104, USA
Top-rated San Francisco financial advisor with a flawless 5.0-star rating.
555 California St 35th Floor, San Francisco, CA 94104, USA
Trusted by clients with a perfect 5.0-star rating from 21 reviews in San Francisco.
605 Market St Suite 509, San Francisco, CA 94105, USA
Top-rated financial advisor in San Francisco with a perfect 5.0-star rating from clients.
1601 Dolores St, San Francisco, CA 94110, USA
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Financial Advisors in San Francisco, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | RHS Financial | 90/100 | 5.0 ★ | 42 |
| 2 | Monroe Wealth Management | 90/100 | 5.0 ★ | 40 |
| 3 | Dogpatch Wealth | 87/100 | 5.0 ★ | 23 |
| 4 | Financial Zen | 80/100 | 5.0 ★ | 30 |
| 5 | KB FINANCIAL ADVISORS | 72/100 | 4.7 ★ | 15 |
| 6 | Hanke & Apolonio Wealth Advisors LLC | 77/100 | 4.5 ★ | 15 |
| 7 | Union Square Advisors Llc | 74/100 | 5.0 ★ | 1 |
| 8 | Aspiriant Wealth Management | 72/100 | 5.0 ★ | 6 |
| 9 | Jackson Square Financial | 74/100 | 5.0 ★ | 1 |
| 10 | Mercer Advisors - San Francisco | 74/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in San Francisco
What is a fiduciary financial advisor and why does it matter in San Francisco?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in San Francisco, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in San Francisco?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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