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Find Retirement Advisors for Retirement Planning in San Francisco, California
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in San Francisco, California
Last Updated - April 11, 2025San Francisco has 10 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 291 non-vetted advisors in your local area. These retirement advisors in San Francisco, California have an average of 24 years of experience.
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List of Qualified Retirement Planning Advisors in San Francisco, California
VERIFIEDThe Peregrine Private Client Group of Oppenheimer & Co. Inc.
CFP®, CIMA®, AIF®
Qualifications
Firm CRD# 249
Series 7, 8, 63, 65, 66
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDDavid Roggenkamp
ChFC®
Commonwealth Financial Network
Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDParker O'Sullivan
CRPS®
Farther Finance, LLC
Qualifications
CRD# 5923601
Firm CRD# 302050
Series 7, 63, 65
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDDavid Bobrowsky
CFP®, CLU®, Chartered SRI Counselor, ChFC®
Gateway Financial Advisors, Inc.
Qualifications
CRD# 4261724
Firm CRD# 39543
Series 7, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Commissions, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDHetal Saki
CFP®
AMC Wealth
Qualifications
CRD# 5403110
Firm CRD# 308157
Series 7 SIE
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Fee-Only, Hourly, Based on Assets
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDJohn Cordeiro
Vintage Wealth Advisors
Qualifications
CRD# 2319931
Firm CRD# 151298
Series 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in San Francisco, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 400 Howard Street, San Francisco, CA, 94105 | $3,047,294,350,591 | 522 | 700 | A percentage of AUM |
| 2 | 211 Main Street, San Francisco, CA, 94105 | $1,098,805,397,188 | 304509 | 857 | A percentage of AUM, Fixed fees, Other (COSTS) |
| 3 | 555 California Street, 40th Floor San Francisco, CA, 94104 | $362,992,567,571 | 746 | 306 | A percentage of AUM |
| 4 | 555 California Street, 50th Floor San Francisco, CA, 94104 | $205,116,297,686 | 187 | 470 | A percentage of AUM, Performance Based, Other (MANAGEMENT FEES) |
| 5 | 415 Mission Street, Suite 5700 San Francisco, CA, 94105 | $105,674,000,000 | 42 | 120 | A percentage of AUM, Other (CARRIED INTEREST; PROFITS INTEREST) |
| 6 | Four Embarcadero Center, 20th Floor San Francisco, CA, 94111 | $100,968,246,570 | 109 | 666 | A percentage of AUM, Performance Based |
| 7 | 1, Front Street San Francisco, CA, 94111-5602 | $86,270,585,130 | 56585 | 690 | A percentage of AUM, Fixed fees, Performance Based, Other (PORTFOLIO CONSULTING / FLAT FEE) |
| 8 | 50 Beale St., Ste 2300 San Francisco, CA, 94105 | $84,187,372,139 | 1477 | 451 | A percentage of AUM, Fixed fees, Performance Based |
| 9 | 555 California Street, Suite 3450 San Francisco, CA, 94104 | $71,532,004,176 | 115 | 110 | A percentage of AUM, Fixed fees, Performance Based |
| 10 | One Maritime Plaza, Suite 650 San Francisco, CA, 94111 | $50,302,951,631 | 186 | 175 | A percentage of AUM, Fixed fees, Performance Based |
| 11 | Four Embarcadero, Suite 1900 San Francisco, CA, 94111-4191 | $48,648,549,452 | 32 | 47 | A percentage of AUM, Other (CARRIED INTEREST) |
| 12 | 1 Market Street, Suite 1600 San Francisco, CA, 94105 | $46,521,005,302 | 24 | 70 | A percentage of AUM |
| 13 | One Letterman Drive, Building C - Suite 410 San Francisco, CA, 94129 | $45,013,320,973 | 49 | 125 | A percentage of AUM, Performance Based |
| 14 | One Maritime Plaza, Suite 2100 San Francisco, CA, 94111 | $42,649,319,000 | 73 | 239 | A percentage of AUM, Performance Based |
| 15 | One Bush Street, Suite 700 San Francisco, CA, 94104 | $34,232,897,326 | 26 | 201 | A percentage of AUM, Hourly charges, Fixed fees, Other (A PERCENTAGE OF ASSETS ON WHICH WE CONSULT) |
Information on Top Retirement Planning firms in San Francisco, California
QualificationsFirm CRD# 105247
Assets Under Management $3,047,294,350,591
No. Of Clients522
Clients Per Financial Advisor1
BLACKROCK FUND ADVISORS is a financial advisory firm situated in San Francisco, California. With a nearly $3T assets under management, the firm specializes in crafting personalized retirement planning solutions for 522 clients. The team consists of 700 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 106753
Assets Under Management $1,098,805,397,188
No. Of Clients304509
Clients Per Financial Advisor355
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC is a financial advisory firm situated in San Francisco, California. With a nearly $1T assets under management, the firm specializes in crafting personalized retirement planning solutions for 304509 clients. The team consists of 857 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (COSTS)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 104596
Assets Under Management $362,992,567,571
No. Of Clients746
Clients Per Financial Advisor2
DODGE & COX is a financial advisory firm situated in San Francisco, California. With a nearly $363B assets under management, the firm specializes in crafting personalized retirement planning solutions for 746 clients. The team consists of 306 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 146629
Assets Under Management $205,116,297,686
No. Of Clients187
Clients Per Financial Advisor0
KKR CREDIT ADVISORS (US) LLC is a financial advisory firm situated in San Francisco, California. With a nearly $205B assets under management, the firm specializes in crafting personalized retirement planning solutions for 187 clients. The team consists of 470 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (MANAGEMENT FEES)
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
QualificationsFirm CRD# 158614
Assets Under Management $105,674,000,000
No. Of Clients42
Clients Per Financial Advisor0
HELLMAN & FRIEDMAN LLC is a financial advisory firm situated in San Francisco, California. With a nearly $106B assets under management, the firm specializes in crafting personalized retirement planning solutions for 42 clients. The team consists of 120 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (CARRIED INTEREST; PROFITS INTEREST)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 156973
Assets Under Management $100,968,246,570
No. Of Clients109
Clients Per Financial Advisor0
VISTA EQUITY PARTNERS MANAGEMENT, LLC is a financial advisory firm situated in San Francisco, California. With a nearly $101B assets under management, the firm specializes in crafting personalized retirement planning solutions for 109 clients. The team consists of 666 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 108559
Assets Under Management $86,270,585,130
No. Of Clients56585
Clients Per Financial Advisor82
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC is a financial advisory firm situated in San Francisco, California. With a nearly $86B assets under management, the firm specializes in crafting personalized retirement planning solutions for 56585 clients. The team consists of 690 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
- Other (PORTFOLIO CONSULTING / FLAT FEE)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 159198
Assets Under Management $84,187,372,139
No. Of Clients1477
Clients Per Financial Advisor3
ICONIQ CAPITAL, LLC is a financial advisory firm situated in San Francisco, California. With a nearly $84B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1477 clients. The team consists of 451 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
- Other (PORTFOLIO MANAGMENT FOR PRIVATE FOUNDATIONS)
QualificationsFirm CRD# 153425
Assets Under Management $71,532,004,176
No. Of Clients115
Clients Per Financial Advisor1
PANTHEON is a financial advisory firm situated in San Francisco, California. With a nearly $72B assets under management, the firm specializes in crafting personalized retirement planning solutions for 115 clients. The team consists of 110 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 106759
Assets Under Management $50,302,951,631
No. Of Clients186
Clients Per Financial Advisor1
HALL CAPITAL PARTNERS LLC is a financial advisory firm situated in San Francisco, California. With a nearly $50B assets under management, the firm specializes in crafting personalized retirement planning solutions for 186 clients. The team consists of 175 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 156932
Assets Under Management $48,648,549,452
No. Of Clients32
Clients Per Financial Advisor1
GENSTAR CAPITAL is a financial advisory firm situated in San Francisco, California. With a nearly $49B assets under management, the firm specializes in crafting personalized retirement planning solutions for 32 clients. The team consists of 47 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (CARRIED INTEREST)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 316904
Assets Under Management $46,521,005,302
No. Of Clients24
Clients Per Financial Advisor0
PARNASSUS INVESTMENTS, LLC is a financial advisory firm situated in San Francisco, California. With a nearly $47B assets under management, the firm specializes in crafting personalized retirement planning solutions for 24 clients. The team consists of 70 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 160272
Assets Under Management $45,013,320,973
No. Of Clients49
Clients Per Financial Advisor0
FRANCISCO PARTNERS is a financial advisory firm situated in San Francisco, California. With a nearly $45B assets under management, the firm specializes in crafting personalized retirement planning solutions for 49 clients. The team consists of 125 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 107322
Assets Under Management $42,649,319,000
No. Of Clients73
Clients Per Financial Advisor0
FARALLON CAPITAL MANAGEMENT, L.L.C. is a financial advisory firm situated in San Francisco, California. With a nearly $43B assets under management, the firm specializes in crafting personalized retirement planning solutions for 73 clients. The team consists of 239 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 107687
Assets Under Management $34,232,897,326
No. Of Clients26
Clients Per Financial Advisor0
CALLAN is a financial advisory firm situated in San Francisco, California. With a nearly $34B assets under management, the firm specializes in crafting personalized retirement planning solutions for 26 clients. The team consists of 201 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (A PERCENTAGE OF ASSETS ON WHICH WE CONSULT)
Financial Planning Services
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (ASSET OWNER CONSULTING AND EDUCATION)
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