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 May 2026, RatingsNearMe ranks 20 financial advisors in San Francisco, CA by verified customer ratings and review volume. The highest-rated is RHS Financial with a 5.0-star rating from 42 verified reviews. 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 May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
5★
Avg rating
13
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Monroe Wealth Management
1160 Battery St suite 100, San Francisco, CA 94111, USA
Dogpatch Wealth
555 20th St Suite 2 & 3, San Francisco, CA 94107, USA
Financial 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 | Morgan Stanley Financial Advisors555 California St 35th Floor, San Francisco, CA 94104, USA | 5.0★ | 1 |
| #5 | Northwestern Mutual Wealth Management - Jeff Y. Wong, Financial AdvisorSuite 1600, Transamerica Pyramid, 600 Montgomery St #1600, San Francisco, CA 94111, USA | 5.0★ | 14 |
| #6 | Treehouse Wealth Advisors220 Montgomery St Suite 1850, San Francisco, CA 94104, USA | 5.0★ | 1 |
| #7 | Citrine Capital535 Mission St 14th floor, San Francisco, CA 94105, USA | 5.0★ | 17 |
| #8 | Wang Wealth Advisors LLC672 Corbett Ave APT C, San Francisco, CA 94114, USA | 5.0★ | 1 |
| #9 | True Root Financial3445 Scott St, San Francisco, CA 94123, USA | 5.0★ | 23 |
| #10 | Babylon Wealth Management100 Pine St #1250, San Francisco, CA 94111, USA | 5.0★ | 11 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in San Francisco
Morgan Stanley Financial Advisors
555 California St 35th Floor, San Francisco, CA 94104, USA
Northwestern Mutual Wealth Management - Jeff Y. Wong, Financial Advisor
Suite 1600, Transamerica Pyramid, 600 Montgomery St #1600, San Francisco, CA 94111, USA
Treehouse Wealth Advisors
220 Montgomery St Suite 1850, San Francisco, CA 94104, USA
Citrine Capital
535 Mission St 14th floor, San Francisco, CA 94105, USA
Wang Wealth Advisors LLC
672 Corbett Ave APT C, San Francisco, CA 94114, USA
True Root Financial
3445 Scott St, San Francisco, CA 94123, USA
Babylon Wealth Management
100 Pine St #1250, San Francisco, CA 94111, USA
Union Square Advisors Llc
600 Montgomery St, San Francisco, CA 94111, USA
The Advisory Group of San Francisco
44 Montgomery St Suite 2410, San Francisco, CA 94104, USA
Hanke & Apolonio Wealth Advisors LLC
177 Post St # 800, San Francisco, CA 94108, USA
Edward Jones - Financial Advisor: Mark T Hegland, ChFC®
1601 Dolores St, San Francisco, CA 94110, USA
Wealth Script Advisors LLC
605 Market St Suite 509, San Francisco, CA 94105, USA
Mercer Advisors - San Francisco
100 Pine St #2150, San Francisco, CA 94111, USA
Aspiriant Wealth Management
50 California St #2600, San Francisco, CA 94111, USA
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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: May 17, 2026.
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