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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 you 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 registrations check. 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 14, 2024

San Francisco has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 294 non-vetted advisors in your local area. These retirement advisors in San Francisco, California have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in San Francisco, California

advisor-photo
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Kristie Cahill
CFP®, CEP®
Haven Wealth Management

Qualifications
CRD# 4439727
Firm CRD# 281213
Series 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

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David 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

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David 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

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Paul Stanley
CPM, CFP®
Granite Bay Wealth Management LLC

Qualifications
CRD# 2753911
Firm CRD# 174765
Series 66

Minimum Assets Required
$100,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

advisor-photo

Qualifications
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$25,000

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

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

advisor-photo
vector.svg VERIFIED

John Cordeiro
Vintage Wealth Advisors

Qualifications
CRD# 2319931
Firm CRD# 151298
Series 6, 7, 63, 65

Minimum Assets Required
Not Specified

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, Insurance Products & Annuities.

Compensation/Fee

Fee-Based

Top 15 Retirement Planning firms in San Francisco, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
BLACKROCK FUND ADVISORS
400 Howard Street,
San Francisco, CA, 94105
$2,406,691,634,676481754
A Percentage of AUM
2
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
211 Main Street,
San Francisco, CA, 94105
$782,620,910,1602420411007
A Percentage of AUM, Fixed Fees, Other (COSTS)
3
DODGE & COX
555 California Street, 40th Floor
San Francisco, CA, 94104
$322,933,193,102762295
A Percentage of AUM
4
KKR CREDIT ADVISORS (US) LLC
555 California Street, 50th Floor
San Francisco, CA, 94104
$176,015,975,844179470
A Percentage of AUM, Performance Based, Other (MANAGEMENT FEES)
5
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC
111, Pine Street
San Francisco, CA, 94111-5602
$139,511,326,231847741165
A Percentage of AUM, Fixed Fees, Performance Based, Other (PORTFOLIO CONSULTING / FLAT FEE)
6
VISTA EQUITY PARTNERS MANAGEMENT, LLC
Four Embarcadero Center, 20th Floor
San Francisco, CA, 94111
$103,800,616,740125607
A Percentage of AUM, Performance Based
7
ICONIQ CAPITAL, LLC
50 Beale St., Ste 2300
San Francisco, CA, 94105
$77,239,703,4921416452
A Percentage of AUM, Fixed Fees, Performance Based
8
HELLMAN & FRIEDMAN LLC
415 Mission Street, Suite 5700
San Francisco, CA, 94105
$75,341,200,00032110
A Percentage of AUM, Other (CARRIED INTEREST; PROFITS INTEREST)
9
CHARLES SCHWAB INVESTMENT ADVISORY, INC
211 Main Street, Sf211mn-08-150
San Francisco, CA, 94105
$66,080,242,93849534726
Other (COSTS PLUS)
10
PANTHEON
555 California Street, Suite 3450
San Francisco, CA, 94104
$54,085,991,054104110
A Percentage of AUM, Fixed Fees, Performance Based
11
HALL CAPITAL PARTNERS LLC
One Maritime Plaza, 6th Floor
San Francisco, CA, 94111
$46,675,760,307187203
A Percentage of AUM, Fixed Fees, Performance Based
12
SVB ASSET MANAGEMENT
505 Howard Street, 3rd Floor
San Francisco, CA, 94105
$44,429,541,243588106
A Percentage of AUM, Other (MONEY MARKET FUND REVENUE SHARING FEES)
13
FRANCISCO PARTNERS
One Letterman Drive, Building C - Suite 410
San Francisco, CA, 94129
$41,941,560,95547116
A Percentage of AUM, Performance Based
14
FARALLON CAPITAL MANAGEMENT, L.L.C.
One Maritime Plaza, Suite 2100
San Francisco, CA, 94111
$41,248,942,00072210
A Percentage of AUM, Performance Based
15
PARNASSUS INVESTMENTS, LLC
1 Market Street, Suite 1600
San Francisco, CA, 94105
$40,895,320,2062266
A Percentage of AUM

Information on Top Retirement Planning firms in San Francisco, California

QualificationsFirm CRD# 105247

Assets Under Management $2,406,691,634,676

No. Of Clients481

Clients Per Financial Advisor1

BLACKROCK FUND ADVISORS is a financial advisory firm situated in San Francisco, California. With a nearly $2T assets under management, the firm specializes in crafting personalized retirement planning solutions for 481 clients. The team consists of 754 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
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 106753

Assets Under Management $782,620,910,160

No. Of Clients242041

Clients Per Financial Advisor240

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC is a financial advisory firm situated in San Francisco, California. With a nearly $783B assets under management, the firm specializes in crafting personalized retirement planning solutions for 242041 clients. The team consists of 1007 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
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 104596

Assets Under Management $322,933,193,102

No. Of Clients762

Clients Per Financial Advisor3

DODGE & COX is a financial advisory firm situated in San Francisco, California. With a nearly $323B assets under management, the firm specializes in crafting personalized retirement planning solutions for 762 clients. The team consists of 295 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
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 146629

Assets Under Management $176,015,975,844

No. Of Clients179

Clients Per Financial Advisor0

KKR CREDIT ADVISORS (US) LLC is a financial advisory firm situated in San Francisco, California. With a nearly $176B assets under management, the firm specializes in crafting personalized retirement planning solutions for 179 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
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Publication of periodicals or Newsleters
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QualificationsFirm CRD# 108559

Assets Under Management $139,511,326,231

No. Of Clients84774

Clients Per Financial Advisor73

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC is a financial advisory firm situated in San Francisco, California. With a nearly $140B assets under management, the firm specializes in crafting personalized retirement planning solutions for 84774 clients. The team consists of 1165 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
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 156973

Assets Under Management $103,800,616,740

No. Of Clients125

Clients Per Financial Advisor0

VISTA EQUITY PARTNERS MANAGEMENT, LLC is a financial advisory firm situated in San Francisco, California. With a nearly $104B assets under management, the firm specializes in crafting personalized retirement planning solutions for 125 clients. The team consists of 607 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
View Full Profile

QualificationsFirm CRD# 159198

Assets Under Management $77,239,703,492

No. Of Clients1416

Clients Per Financial Advisor3

ICONIQ CAPITAL, LLC is a financial advisory firm situated in San Francisco, California. With a nearly $77B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1416 clients. The team consists of 452 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
  • Portfolio Management for pooled Investment
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 158614

Assets Under Management $75,341,200,000

No. Of Clients32

Clients Per Financial Advisor0

HELLMAN & FRIEDMAN LLC is a financial advisory firm situated in San Francisco, California. With a nearly $75B assets under management, the firm specializes in crafting personalized retirement planning solutions for 32 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
  • Other (CARRIED INTEREST; PROFITS INTEREST)

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 151739

Assets Under Management $66,080,242,938

No. Of Clients495347

Clients Per Financial Advisor19052

CHARLES SCHWAB INVESTMENT ADVISORY, INC is a financial advisory firm situated in San Francisco, California. With a nearly $66B assets under management, the firm specializes in crafting personalized retirement planning solutions for 495347 clients. The team consists of 26 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Other (COSTS PLUS)

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 153425

Assets Under Management $54,085,991,054

No. Of Clients104

Clients Per Financial Advisor1

PANTHEON is a financial advisory firm situated in San Francisco, California. With a nearly $54B assets under management, the firm specializes in crafting personalized retirement planning solutions for 104 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
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 106759

Assets Under Management $46,675,760,307

No. Of Clients187

Clients Per Financial Advisor1

HALL CAPITAL PARTNERS 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 187 clients. The team consists of 203 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
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 124567

Assets Under Management $44,429,541,243

No. Of Clients588

Clients Per Financial Advisor6

SVB ASSET MANAGEMENT is a financial advisory firm situated in San Francisco, California. With a nearly $44B assets under management, the firm specializes in crafting personalized retirement planning solutions for 588 clients. The team consists of 106 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Other (MONEY MARKET FUND REVENUE SHARING FEES)

Financial Planning Services

  • Portfolio Management for Business
  • Publication of periodicals or Newsleters
View Full Profile

QualificationsFirm CRD# 160272

Assets Under Management $41,941,560,955

No. Of Clients47

Clients Per Financial Advisor0

FRANCISCO PARTNERS is a financial advisory firm situated in San Francisco, California. With a nearly $42B assets under management, the firm specializes in crafting personalized retirement planning solutions for 47 clients. The team consists of 116 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
View Full Profile

QualificationsFirm CRD# 107322

Assets Under Management $41,248,942,000

No. Of Clients72

Clients Per Financial Advisor0

FARALLON CAPITAL MANAGEMENT, L.L.C. is a financial advisory firm situated in San Francisco, California. With a nearly $41B assets under management, the firm specializes in crafting personalized retirement planning solutions for 72 clients. The team consists of 210 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
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 316904

Assets Under Management $40,895,320,206

No. Of Clients22

Clients Per Financial Advisor0

PARNASSUS INVESTMENTS, LLC is a financial advisory firm situated in San Francisco, California. With a nearly $41B assets under management, the firm specializes in crafting personalized retirement planning solutions for 22 clients. The team consists of 66 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
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

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