Best Financial Advisors in San Francisco

Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.

For San Francisco residents working in Technology, Finance, Tourism, consider advisors with specific experience in your industry's unique compensation and benefit structures.

Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.

Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.

Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.

San Francisco's tech-heavy economy risks volatility; housing market bubbles are a concern. Prepare for earthquakes and diversify investments across sectors.