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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 - January 9, 2025San 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 26 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
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
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED 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
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 | BLACKROCK FUND ADVISORS 400 Howard Street, San Francisco, CA, 94105 | $2,406,691,634,676 | 481 | 754 | A Percentage of AUM |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street, San Francisco, CA, 94105 | $782,620,910,160 | 242041 | 1007 | A Percentage of AUM, Fixed Fees, Other (COSTS) |
| 3 | DODGE & COX 555 California Street, 40th Floor San Francisco, CA, 94104 | $322,933,193,102 | 762 | 295 | A Percentage of AUM |
| 4 | KKR CREDIT ADVISORS (US) LLC 555 California Street, 50th Floor San Francisco, CA, 94104 | $176,015,975,844 | 179 | 470 | 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 | $139,511,326,231 | 84774 | 1165 | 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 | $103,800,616,740 | 125 | 607 | A Percentage of AUM, Performance Based |
| 7 | ICONIQ CAPITAL, LLC 50 Beale St., Ste 2300 San Francisco, CA, 94105 | $77,239,703,492 | 1416 | 452 | A Percentage of AUM, Fixed Fees, Performance Based |
| 8 | HELLMAN & FRIEDMAN LLC 415 Mission Street, Suite 5700 San Francisco, CA, 94105 | $75,341,200,000 | 32 | 110 | 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 | $66,080,242,938 | 495347 | 26 | Other (COSTS PLUS) |
| 10 | PANTHEON 555 California Street, Suite 3450 San Francisco, CA, 94104 | $54,085,991,054 | 104 | 110 | A Percentage of AUM, Fixed Fees, Performance Based |
| 11 | HALL CAPITAL PARTNERS LLC One Maritime Plaza, 6th Floor San Francisco, CA, 94111 | $46,675,760,307 | 187 | 203 | A Percentage of AUM, Fixed Fees, Performance Based |
| 12 | SVB ASSET MANAGEMENT 505 Howard Street, 3rd Floor San Francisco, CA, 94105 | $44,429,541,243 | 588 | 106 | 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 | $41,941,560,955 | 47 | 116 | A Percentage of AUM, Performance Based |
| 14 | FARALLON CAPITAL MANAGEMENT, L.L.C. One Maritime Plaza, Suite 2100 San Francisco, CA, 94111 | $41,248,942,000 | 72 | 210 | A Percentage of AUM, Performance Based |
| 15 | PARNASSUS INVESTMENTS, LLC 1 Market Street, Suite 1600 San Francisco, CA, 94105 | $40,895,320,206 | 22 | 66 | 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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