RANKING & REVIEWS
BEST FINANCIAL ADVISORS IN THE SAN FRANCISCO BAY AREA
Finding the Top Financial Advisors in San Francisco, Oakland, Madera, & Across the Bay Area
Whether you have already entered retirement or are just starting to save, having a good financial advisor by your side can be the difference between financial success and financial hardship.
The question is: which are the best financial advisors in San Francisco, Corte Madera, or Oakland, California? The sheer number of financial advisors in San Francisco and the Bay Area makes this a daunting task.
Award Emblem: Top 11 Best San Francisco Bay Area Financial Advisors
However, by developing a clear idea of the services you desire and doing proper research, the answers to the following questions will soon become clear:
- Where can I find the best financial planning, wealth management, and investment management services in San Francisco?
- Where should I go for additional services like estate planning, tax management, and risk management?
- What types of fees do financial planners in San Francisco charge, and which financial advisor is best for me?
While the final decision rests in your hands, we have compiled a list of the top financial advisors in San Francisco, California, to help give you a jump start on your way to financial success.
Top 11 Financial Advisors in San Francisco, Oakland, & Corte Madera | Brief Comparison & Ranking
Top Financial Advisors in San Francisco
|B|O|S||Financial services for attorneys|
|Bell Investment Advisors||Career and Life Coaching services available|
|Ensemble Capital Management||Expertise in philanthropic planning|
|Financial Connections Group, Inc.||Financial planning for LGBTQ, unmarried, & non-traditional families|
|Morling Financial Advisors||Clear investment philosophy|
|Mosaic Financial Partners, Inc.||Holistic financial planning & investment management|
|Rand & Associates||Tactical Growth Portfolio|
|Tiedemann Wealth Management||Comprehensive wealth planning services|
|Wetherby Asset Management||Impact investing|
|Yeske Buie||Focus on lifelong financial health|
|Wescott Financial Advisory Group LLC||Financial advice for foundations & endowments|
Table: 11 Best California Financial Advisors in San Francisco | Above list is sorted by rating
Fee-Based vs Fee-Only California Financial Advisors in San Francisco
When it comes to evaluating financial advisors in San Francisco and the Bay Area, there are typically two types of firms to consider: fee-only and fee-based.
How do you know which type of San Francisco financial planner is right for you?
Below, we’ll provide you with a brief overview of everything you need to know about fee-based and fee-only San Francisco financial advisors.
Fee-Only Pricing Structure
When an investment firm or a financial advisor in San Francisco says that they are “fee-only,” this means that they do not accept commissions or third-party referral payments.
Because an advisor’s only source of income comes from the client, a fee-only pricing structure minimizes the inherent conflicts of interest that come along with recommending and selling investment products.
In short, a fee-only financial planner in San Francisco is in a better position to act solely in the interest of their clients.
Fee-Based Pricing Structure
Fee-based firms will receive some direct compensation from clients but are free to accept commissions from the companies who provide their financial products.
While a fee-based structure does create some potential conflict, many fee-based wealth management firms in San Francisco are also fiduciaries, which often counteracts the potential for conflict.
Financial advisors in California that take on a fiduciary responsibility are legally responsible to fully disclose any conflicts of interest and advisors are required to put the interests of their clients ahead of their own, regardless of their pricing structure.
Top California Financial Advisors in San Francisco
AdvisoryHQ’s Selection Methodology
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Detailed Review – Best San Francisco Bay Area Wealth Management Firms
Below, please find the detailed review of each firm on our list of the best Bay Area wealth management firms. We have highlighted some of the factors that allowed these San Francisco financial advisors to score so high in our selection ranking.
- Bell Investment Advisors
- Ensemble Capital Management
- Financial Connections
- Morling Financial Advisors
- Mosaic Financial Partners, Inc.
- Rand & Associates
- Tiedemann Wealth Management
- Wescott Financial Advisory Group LLC
- Wetherby Asset Management
- Yeske Buie
Click below for previous years’ rankings:
- 2016 Review: Top 11 Financial Advisors in San Francisco
- 2017 Review: Best Rated 11 Best Financial Advisors in San Francisco
Bell Investment Advisors Review
One of the top San Francisco Bay Area financial advisors, Bell Investment Advisors excels because of the firm’s commitment to its clients and community of Oakland, California.
As a fee-only Oakland financial advisor, Bell Investment Advisors’ goal is to help each client turn his or her dreams into a cohesive, financially-driven action plan.
Key Factors That Enabled Bell Investment Advisors to Rank as a Top Oakland Wealth Management Firm
Career & Life Coaching
Uniquely, Bell Investment Advisors believes that a career is a client’s most important financial asset and should be actively managed as such.
With career and life coaching, this Oakland wealth management firm can provide the perspectives, tools, and support clients need when they feel stuck, providing clients with services for:
- Personal and professional development
- Choices, changes, and decisions
- Interpersonal communication challenges
- Resume writing and editing
- Planning/transforming retirement
The Women’s Roundtable
As women grow increasingly successful in their careers and wealth management, the need for financial services that focus on women also rises.
The Women’s Roundtable is this Oakland wealth management firm’s initiative to aid women in the creation of a supportive community of like-minded, financially literate partners.
The goal of the roundtable is to deliver thoughtful commentary and to be a source of timely financial news and information through a series of educational seminars and quarterly wine and cheese gatherings.
Bell Investment Advisors
As one of the best Oakland financial advisors, Bell Investment Advisors has helped countless people with their investment management and financial planning.
Uniquely, their career and life coaching needs and the Women’s Roundtable provide valuable services that other firms tend to neglect, making Bell Investment Advisors stand out from competing Bay Area financial advisors.
With a fee-only structure, a down-to-earth approach, and uniquely comprehensive services, Bell Investment Advisors is one of the top Oakland wealth management firms to consider partnering with this year.
Founded as Bingham, Osborn & Scarborough, B|O|S has spent over 30 years creating long-term relationships based on integrity, fiduciary responsibility, and personalized service.
As a fee-only wealth management firm in San Francisco, B|O|S uses an all-inclusive advisory approach, gaining comprehensive knowledge of each client’s unique goals, concerns, and financial situation.
Key Factors That Enabled B|O|S to Rank as One of the Best Financial Advisors in San Francisco
Focus on Fundamental Principals
As a top San Francisco financial planner, B|O|S forms client relationships and provides financial advice based on the following principles:
- No Bias or Conflict of Interest: These San Francisco financial advisors charge a percentage of assets under management as their sole source of compensation.
- The Advisory Relationship & Integrated Approach: Financial planning is integrated with wealth management to ensure clients can protect and grow their wealth simultaneously.
- Modern Portfolio Theory & Efficient Markets: This San Francisco wealth management firm places emphasis on managing risk and diversification, rather than trying to time the market and making risky investments.
Financial Services for Attorneys
To meet the growing financial needs of Bay Area lawyers, B|O|S offers sophisticated planning and investment advice catered around the unique needs and demanding career aspects that attorneys often face.
Financial services for attorneys are:
- Fiduciary—Both attorneys and B|O|S apply the fiduciary commitment to work in the best interest of their clients
- Gimmick-Free—Realistic financial roadmaps are created using straightforward, jargon-free advice
- Timely—Attorneys often have strenuous schedules and little free time, leaving B|O|S ready to deliver timely, thoughtful input
B|O|S also provides a PDF to introduce the common financial challenges and solutions that attorneys face, making them a great San Francisco financial planner for lawyers and attorneys to consider.
B|O|S – San Francisco Financial Advisors
With a fee-only structure and a fiduciary commitment, B|O|S offers their clients the golden standard in a financial planning relationship—clients can trust that all advice is given free from bias and made solely in their best interest.
The unique focus on financial services for attorneys increases the value of the firm’s fundamental approach, integrated services, and a wide array of industry recognition, solidifying B|O|S as one of the best financial advisors in San Francisco.
Ensemble Capital Management Review
Located halfway between San Francisco and Silicon Valley, the Bay Area financial advisors at Ensemble Capital Management provide custom-tailored portfolio management, advising, and excellent customer service to families, individuals, trusts, foundations, and nonprofits.
Ensemble is a fee-only financial advisor in California, as they do not accept sales commissions on investment products or earn compensation from referrals.
Key Factors That Enabled Ensemble Capital Management to Rank as a Top San Francisco Bay Area Wealth Management Firm
Wealth Management Process
Ensemble has a clearly defined wealth management process centered around client relations and customization. The process is as follows:
- Define the Planning Relationship—This step helps clients understand the planning process and determine their objectives.
- Refine Goals & Collect Data—Goals are discussed, and data is collected for the creation of the plan.
- Analyze Financial Situation—These Bay Area financial advisors perform an in-depth analysis of the client’s current situation.
- Present Recommendations—Ensemble creates a series of recommendations to help clients better their financial situations.
- Implement Recommendations—Actions are taken by Ensemble’s expert Bay Area wealth management team and other professionals such as accountants, attorneys or insurance agents.
- Monitor Progress—Ensemble monitors each client’s progress, taking into account life events that may alter the client’s situation or goals.
Ensemble utilizes technology to make each client’s life easier, like communicating through online meetings, text and email correspondence, secure online document sharing, and social media interaction.
On the other hand, if a client would rather meet in person and receive their quarterly reports in the mail, Ensemble can accommodate those needs as well.
This type of flexibility demonstrates a unique focus on customer service, which is particularly important when navigating the often-complex waters of Bay Area wealth management.
Best Financial Advisors in San Francisco & the Bay Area
As one of the best Bay Area wealth management firms, Ensemble Capital Management provides intrinsic value for their clients, offering a wide range of financial capabilities based on a client-centric foundation of service.
With a fee-only structure, expert investment management, financial planning, and a unique focus on serving philanthropic clients, Ensemble Capital Management is one of the best Bay Area financial advisors to consider partnering with this year.
Financial Connections Group, Inc. Review
Based in Corte Madera, Financial Connections Group, Inc. is a fee-only financial company with a mission to help its clients integrate their financial resources with their visions for the future.
As one of the best financial advisors in San Francisco and the surrounding Bay Area, Financial Connections operates on a culture that values respect, trust, open communication, and high levels of service.
Key Factors That Enabled Financial Connections Group, Inc. to Rank as a Top San Francisco Bay Area Wealth Management Firm
Financial Planning for LGBTQ, Singles, & Non-Traditional Families
Integral to everything that Financial Connections does is providing Bay Area wealth management and financial planning that is both inclusive and accessible to a wide range of clients.
Financial Connections offers three segments of financial planning to serve the unique—and often underserved—wealth management needs of same-sex couples, singles, and non-traditional families:
- LGBTQ Clients—Whether married or in a domestic partnership, Financial Connections will create a financial plan that supports your goals and how you decide to create your family
- Unmarried Clients—Singles are often left out of the financial planning process, and this section of Bay Area wealth management can identify who should be involved in healthcare decisions and estate planning, regardless of who you identify as your family
- Non-Traditional Families—People adopt their own family model, and Financial Connections is well-equipped to align financial goals with long-term support
Sustainable and Responsible Investing
Financial Connections offers the ability to help clients engage in SRI, or sustainable and responsible investing. With SRI, this San Francisco financial advisor can help socially and environmentally conscious clients design portfolios that adhere to their beliefs and values.
Criteria for such portfolios can include anything from pro-choice to environmentally responsible investments. Other SRI portfolio options include investments in companies that are:
- Non-discriminatory based on gender, race, and lifestyle
- Supportive of community involvement
- Pro-product safety
- Pro-positive employee and workplace policies
Along with a supportive atmosphere and a refreshingly open approach to good financial health, Financial Connections offers a full suite of investment management and financial planning services, providing a one-stop-shop for each client’s long-term needs.
With a unique focus on including a client base that is often underserved and underrepresented, expert SRI capabilities, a fee-only structure, and a fiduciary commitment, Financial Connections Group, Inc. is one of the best financial advisors in the San Francisco Bay Area to consider partnering with this year.
Popular Article: Best Financial Advisors in D.C., Maryland, and Virginia (Tri-State)
Morling Financial Advisors Review
Morling Financial Advisors, LLC is a San Francisco financial advisor that has been serving the financial needs of families, individuals, and businesses since 1999.
Morling Financial Advisors is a fee-based financial advisor in San Francisco. We have included them on our list, however, for their independence, fiduciary commitment, and wide range of services they provide.
Key Factors That Enabled Morling Financial Advisors to Rank as a Top San Francisco Financial Advisor
Clear Investment Philosophy
Morling implements a clear investment philosophy when it comes to advising its clients on where to allocate their assets. The philosophy is comprised of four factors:
- Risk Management—Although investors must take on risk to generate returns, monitoring and creating the optimal balance between risk and return is essential.
- Intelligent Implementation—This San Francisco wealth management firm evaluates and monitors each asset class according to market conditions to determine the best choice.
- Tax-Awareness—The firm considers both short and long-term tax concerns.
- Cost-Awareness—These San Francisco financial advisors understand that cost is an important factor in the determination of net return.
The team at Morling Financial Advisors collaborates to offer the knowledge and experience clients need to make the best financial decisions. The resulting advice touches on a broad range of topics, including taxes, investments, real estate and insurance.
The San Francisco financial advisors at Morling act as personal CFOs to many of their clients with the goal of simplifying clients’ lives and providing clarity.
The firm also works closely with Morling & Company so that mutual clients can take advantage of the smooth collaboration that comes from their long-term partnership.
Morling Financial Advisors
Morling Financial Advisors prides itself on being a boutique firm built through the cultivation of long-term relationships with its clients, earning recognition as one of the best San Francisco financial planners.
With a fiduciary commitment, a comprehensive process, and an in-depth approach to provide tailored financial solutions, Morling Financial Advisors is one of the best San Francisco wealth management firms to partner with this year.
Mosaic Financial Partners, Inc. Review
Founded in 1987 as Boone & Associates, Mosaic Financial Partners, Inc. is an independent, fee-only San Francisco financial advisor.
Mosaic strives to help each client assemble the various pieces of their financial and personal lives into one whole, cohesive unit.
Key Factors That Enabled Mosaic Financial Partners, Inc. to Rank as a Top Financial Advisor in San Francisco
Mosaic Women’s Circles
Built to empower women through financial literacy and community, Mosaic Women’s Circles are discussions that help women make educated financial decisions.
Topics range from pragmatic to behavioral and include activities like writing prompts and talking points. Through this initiative, the San Francisco financial planners at Mosaic hope to help women:
- Build confidence
- Reflect deeply
- Get unstuck
- Make meaningful connections
- Learn to make wise decisions, even in uncertainty
- Become empowered to act boldly and purposefully
- Understand money-related emotions
RETIRES Financial Planning
As a top financial advisor in San Francisco, Mosaic acts as a lifelong coach and thought partner to keep clients on track and accountable towards their financial goals.
While every client has their own unique picture of what financial planning entails, Mosaic uses the acronym RETIRES to highlight their core financial planning services:
- Risk Management
- Employee and Government Benefits
- Tax Planning
- Retirement Planning
- Estate Planning
- Saving, Budgeting and Debt Management
Mosaic Financial Partners
As one of the best financial advisors in San Francisco, Mosaic Financial Partners puts a strong emphasis on the client experience, striving to provide advice that is truly personalized and valuable.
With a fee-only structure and a fiduciary commitment, clients receive the additional benefits of trust and transparency, solidifying the firm’s ranking as one of the best San Francisco financial advisors.
Rand & Associates Review
An Independent Registered Investment Advisor and wealth manager in San Francisco, Rand & Associates provides ongoing, collaborative wealth management and financial planning services for families and retirees.
The firm does not explicitly say whether they are a fee-only or fee-based financial advisor in San Francisco, though their ADV does state that they do not earn commissions on investment products.
As always, we advise readers to verify the compensation structure of any financial planner in San Francisco before starting a working relationship.
Key Factors That Enabled Rand & Associates to Rank as a Top San Francisco Financial Advisor
Integrated Wealth Management
Rand & Associates understands that every family needs ongoing financial planning. The firm’s established process is customized to meet clients’ financial goals and needs as they change over time.
The firm individually evaluates and analyzes all facets of each client’s comprehensive wealth management profile, considering factors like estate planning, retirement planning, insurance needs, education funding, charitable giving, and investment management.
Afterwards, this San Francisco wealth management firm reviews alternative investment opportunities and other ways that it can help clients thrive. Ultimately, teamwork and client service are key to this integrated wealth management approach.
Intelligent Investment Management
Rand & Associates’ methodical analysis and investment process guarantees that every piece of the client’s life is effortlessly integrated into a personalized plan.
For investment clients, this top San Francisco wealth management firm has a few portfolio options:
- Tactical Opportunity Portfolio—Designed to provide above-average diversification with low costs
- Dividend Growth Portfolio—Seeks to invest in long-term stocks with a focus and drive to sustain future dividend growth
- Dimensional Funds Portfolio—Invests in thousands of companies across the globe for broad diversification
Rand & Associates also provides customized portfolios, creating unique investment mixes for each client through their global perspective and disciplined process.
As a top financial advisor in San Francisco, Rand & Associates prides itself in the delivery of unbiased guidance and comprehensive advice.
Their integrated wealth management process, intelligent investment management approach, and commitment to client communication and trust earns Rand & Associates a spot on our list of the best San Francisco financial planners to consider partnering with this year.
Tiedemann Wealth Management Review
Founded in 1999, Tiedemann Wealth Management is a fee-only, independent San Francisco financial advisor that prides itself on creativity, independence, and an active approach to investment and wealth management.
Key Factors That Enabled Tiedemann Wealth Management to Rank as a Top San Francisco Financial Advisor
Strong Investment Process
Tiedemann Wealth Management’s process guarantees that each client has a portfolio that is custom-tailored to their specific preferences and risk tolerance.
The four tenets of Tiedemann’s Investment Process are:
- Macro Strategy: Comprehensive, top-down annual forecasts of global macroeconomic trends and valuation level trends create an in-depth economic outlook.
- Manager Research: Qualitative and quantitative research identifies and evaluates managers based on unique portfolio targets, management experience, and business stability.
- Portfolio Construction: Asset allocation is outlined for each portfolio based on unique client’s goals.
- Client Risk Tolerance: Portfolios are also tailored for each client using agreed-upon risk tolerance and return objectives.
Comprehensive Wealth Planning Services
While investment management may be their largest focal point, Tiedemann understands the importance of comprehensive wealth management to position clients for success.
As such, this San Francisco financial advisor extends their services to provide all-inclusive wealth planning, including (but not limited to):
- Reviewing and analyzing estate and succession plans
- Developing a comprehensive timeline for all financial goals
- Overseeing tax compliance issues
- Reviewing budget and income-expense analyses
- Managing liquidity and spending goals
- Coordinating and managing family meetings
As a top San Francisco financial advisor, Tiedemann Wealth Management prioritizes flexibility, expertise, and comprehensiveness in each segment of service provided.
The firm also places strong emphasis on placing client interests first, providing truly objective advice and earning Tiedemann Wealth Management recognition as one of the best financial advisors in San Francisco to partner with this year.
Wescott Financial Advisory Group LLC Review
Wescott Financial Advisory Group is a wealth management firm in San Francisco, California, serving individuals, families, trust, foundations, pensions, and more.
As a fee-only financial planner in San Francisco, Wescott Financial Advisory Group aims to be a source of strength and guidance for their clients in both good and bad economic times.
Key Factors That Enabled Wescott Financial Advisory Group LLC to Rank as One of the Top Wealth Management Firms in San Francisco
Proactive Wealth Management
Both life and the markets are unpredictable, but proper wealth management and planning can ensure individuals are not completely unprepared for sudden changes.
These financial advisors in San Francisco focus is on providing a personalized, strategic, and interactive wealth management experience through:
- Customized, strategic asset allocation
- Ongoing investment manager selection
- Monitoring and performance measurement
- Performance and transaction analysis
- Market research, perspectives, and reports on strategic investment topics
Life-Minded WealthTM Approach
Since proper wealth management and financial planning requires a comprehensive understanding of a client’s financial picture, Westcott has developed the Life-Minded Wealth™ Approach.
By using a comprehensive approach that considers a client’s unique financial circumstances and mindset, these San Francisco financial planners can combine financial and life expertise into a single advisory service.
Clients and non-clients alike can take the Life-Minded Quiz to identify whether their financial assets and their financial mindset are properly balanced for success.
Wescott Financial Advisory Group
By offering independent, fee-only San Francisco wealth management, Wescott Financial Advisory Group provides clients with the peace of mind that their investment management services will be transparent and free from bias.
Compared to competing financial advisors in San Francisco, however, Wescott falls short in communicating the breadth of their services. For example, while PerfectScore can help clients create and manage a financial plan, it’s unclear as to whether this includes common elements like budgeting, college savings, retirement planning, and so on.
By clearly identifying the segments of financial planning offered by the firm, Wescott could easily improve both their value proposition to new clients and their rating as one of the best financial advisors in San Francisco.
Wetherby Asset Management Review
With a strong emphasis on trust and objectivity within client relationships, Wetherby Asset Management is one of the best financial advisors in San Francisco to consider partnering with this year.
Key Factors That Enabled Wetherby Asset Management to Rank as One of the Top Wealth Management Firms in San Francisco
Wide Range of Services
As a top San Francisco financial planner, Wetherby focuses on two primary areas of service: portfolio management and wealth planning.
Within these broad categories, the San Francisco financial advisors at Wetherby are poised to address an impressive range of specific financial challenges, including:
- Asset Allocation
- Manager Selection
- Cash Flow Analysis
- Tax & Estate Planning
- Intergenerational Wealth Transfer
- Impact Investing
- Retirement Planning
- Philanthropic Planning
- Education Funding
- Insurance Analysis
- Equity Ownership & Stock Option Advice
- Asset Allocation & Tax Efficiency
Many investors want to put their money in companies that are in line with their values. This San Francisco financial advisor helps clients combine social responsibility and sustainability through mission-driven investment strategies while still receiving competitive returns, achieving impact investing goals through addressing:
- What—Companies, organizations, and funds with the intention to generate social and environmental impact along with returns
- Why—The opportunity to advance social or economical goals while enhancing returns
- Who—Best for both institutional and individual investors with a diverse set of impact goals and expectations for returns
- How—Identifies a wide range of opportunities to use social and environmental solutions to generate returns
Wetherby Asset Management
With a wide range of financial planning and investment services, Wetherby Asset Management helps position clients for success through long-term capabilities, providing diverse solutions as needs and goals change.
Yeske Buie Review
As a member of NAPFA, Yeske Buie is a fee-only San Francisco financial advisor offering expert investment management and financial planning services to clients in California and across the country.
Key Factors That Enabled Yeske Buie to Rank as a Top Financial Planner in San Francisco
Financial Planning Evangelists℠
Giving a friend or family member a referral to a San Francisco financial advisor—or visiting one for the first time—can be intimidating.
To alleviate reservations about meeting with a financial planner in San Francisco, the advisors at Yeske Buie pride themselves in being Financial Planning Evangelists℠, welcoming anyone who is referred to them for an introductory session.
If the firm is not a good fit, Yeske Buie is committed to finding a financial advisor in San Francisco that is, demonstrating their commitment to helping everyone attain great financial health.
Yeske Buie believes that successful wealth management comes from the development of unique strategies that give its clients an edge over the market.
This San Francisco wealth management firm’s knowledge and expertise is called upon by colleagues and clients across the country and is founded on disciplined research and time-tested facts.
The firm views wealth management as a process that spans a lifetime, providing clients with the creativity and wisdom needed to make the most of their life journeys.
This holistic view is both unique and inspiring, contributing to Yeske Buie’s inclusion on this list of the top San Francisco financial advisors.
Yeske Buie – Financial Advisors SF
As a top financial advisor in San Francisco, Yeske Buie exhibits a unique approachability and down-to-earth attitude, making the firm a great choice for clients that are partnering with a San Francisco financial advisor for the first time.
With a wide range of financial services, a fee-only structure, and a genuine desire to provide clients with expert, valuable financial resources, Yeske Buie is a great financial advisor in San Francisco to consider partnering with this year.
Conclusion – Top 10 Best Financial Advisors in San Francisco, Oakland, & Corte Madera, CA
Now that you have read a list of the top financial advisors in San Francisco, California, you should be better prepared to answer these questions:
- Where can I find the best financial planning, wealth management, and investment management services in San Francisco?
- Where should I go for additional services like estate planning, tax management, and risk management?
- What types of fees do financial planners in San Francisco charge?
- Which Bay Area financial advisor is right for me?
The next step is to choose three to five San Francisco financial advisor from the list that suit your needs and set up an introductory appointment.
Afterwards, you will have all the information you need to make an informed decision and take yet another step toward your financial target by selecting the best financial advisor in San Francisco for your unique needs.
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