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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 24, 2025

San 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

advisor

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

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advisor
vector.svg VERIFIED

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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advisor
vector.svg VERIFIED

Parker 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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

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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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

Hetal 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

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advisor

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

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advisor
vector.svg VERIFIED

John 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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

400 Howard Street,
San Francisco, CA, 94105
$3,047,294,350,591522700
A percentage of AUM
2

211 Main Street,
San Francisco, CA, 94105
$1,098,805,397,188304509857
A percentage of AUM, Fixed fees, Other (COSTS)
3

555 California Street, 40th Floor
San Francisco, CA, 94104
$362,992,567,571746306
A percentage of AUM
4

555 California Street, 50th Floor
San Francisco, CA, 94104
$205,116,297,686187470
A percentage of AUM, Performance Based, Other (MANAGEMENT FEES)
5

415 Mission Street, Suite 5700
San Francisco, CA, 94105
$105,674,000,00042120
A percentage of AUM, Other (CARRIED INTEREST; PROFITS INTEREST)
6

Four Embarcadero Center, 20th Floor
San Francisco, CA, 94111
$100,968,246,570109666
A percentage of AUM, Performance Based
7

1, Front Street
San Francisco, CA, 94111-5602
$86,270,585,13056585690
A percentage of AUM, Fixed fees, Performance Based, Other (PORTFOLIO CONSULTING / FLAT FEE)
8

50 Beale St., Ste 2300
San Francisco, CA, 94105
$84,187,372,1391477451
A percentage of AUM, Fixed fees, Performance Based
9

555 California Street, Suite 3450
San Francisco, CA, 94104
$71,532,004,176115110
A percentage of AUM, Fixed fees, Performance Based
10

One Maritime Plaza, Suite 650
San Francisco, CA, 94111
$50,302,951,631186175
A percentage of AUM, Fixed fees, Performance Based
11

Four Embarcadero, Suite 1900
San Francisco, CA, 94111-4191
$48,648,549,4523247
A percentage of AUM, Other (CARRIED INTEREST)
12

1 Market Street, Suite 1600
San Francisco, CA, 94105
$46,521,005,3022470
A percentage of AUM
13

One Letterman Drive, Building C - Suite 410
San Francisco, CA, 94129
$45,013,320,97349125
A percentage of AUM, Performance Based
14

One Maritime Plaza, Suite 2100
San Francisco, CA, 94111
$42,649,319,00073239
A percentage of AUM, Performance Based
15

One Bush Street, Suite 700
San Francisco, CA, 94104
$34,232,897,32626201
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
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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
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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
View Full Profile

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
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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
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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
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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
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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)
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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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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)
View Full Profile

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