Financial Planners in San Francisco, CA — 75 Firms (2026)
75 financial planners in San Francisco, California meet our listing bar — a website plus a public review record. They average 3.49★ across 75 rated firms, and 19 are rated 4.5★ or higher. The highest-rated is RHS Financial at 5.0★ across 43 Google reviews.
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RF
RHS Financial✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning. Rated 5.0★ across 43 Google reviews.
MW
Monroe Wealth Management✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning, and advisory. Rated 5.0★ across 40 Google reviews.
FZ
Financial Zen✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning, and advisory. Rated 5.0★ across 31 Google reviews.
DW
Dogpatch Wealth✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning. Rated 5.0★ across 23 Google reviews.
TR
True Root Financial✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning. Rated 5.0★ across 23 Google reviews.
WF
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning, and advisory. Rated 5.0★ across 22 Google reviews.
WS
Wealth Script Advisors LLC✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning, and advisory. Rated 5.0★ across 21 Google reviews.
NM
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning. Rated 5.0★ across 14 Google reviews.
DR
Decker Retirement Planning, Inc.✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning. Rated 5.0★ across 12 Google reviews.
BW
Babylon Wealth Management✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning, and advisory. Rated 5.0★ across 11 Google reviews.
FR
First Republic Bank✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning. Rated 5.0★ across 9 Google reviews.
SF
Simplify Financial Planning✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning. Rated 5.0★ across 8 Google reviews.
★5.0 (8)
IL
ImpactAdvisor LLC✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning, and advisory. Rated 5.0★ across 7 Google reviews.
AW
Aspiriant Wealth Management✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning, and advisory. Rated 5.0★ across 6 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning, and advisory. Rated 4.9★ across 91 Google reviews.
SC
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning. Rated 4.6★ across 22 Google reviews.
HA
Hanke & Apolonio Wealth Advisors LLC✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning. Rated 4.5★ across 15 Google reviews.
HI
Heffernan Insurance Brokers✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning. Rated 4.4★ across 7 Google reviews.
RC
Redwood Credit Union✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning. Rated 4.2★ across 83 Google reviews.
FR
First Republic Bank✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning. Rated 4.2★ across 6 Google reviews.
FT
Forge Trust✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning. Rated 4.1★ across 168 Google reviews.
FR
First Republic Bank✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning. Rated 4.0★ across 13 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning, and advisory. Rated 3.9★ across 21 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning, and advisory. Rated 3.8★ across 40 Google reviews.
FR
First Republic Bank✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning. Rated 3.8★ across 19 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning, and advisory. Rated 3.7★ across 29 Google reviews.
FI
Fidelity Investments✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning. Rated 3.6★ across 32 Google reviews.
FR
First Republic Bank✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning. Rated 3.6★ across 11 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning, and advisory. Rated 3.5★ across 18 Google reviews.
TA
TD Ameritrade✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning, and advisory. Rated 3.5★ across 13 Google reviews.
FR
First Republic Bank✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning. Rated 3.4★ across 11 Google reviews.
TC
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning. Rated 3.4★ across 10 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering advisory. Rated 3.4★ across 8 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning, and advisory. Rated 3.3★ across 93 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning, and advisory. Rated 3.3★ across 18 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning, and advisory. Rated 3.3★ across 17 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering advisory. Rated 3.3★ across 12 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning, and advisory. Rated 3.1★ across 111 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning, and advisory. Rated 3.1★ across 24 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning, and advisory. Rated 3.1★ across 18 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning, and advisory. Rated 3.0★ across 47 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering advisory. Rated 3.0★ across 26 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering advisory. Rated 3.0★ across 11 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering advisory. Rated 3.0★ across 9 Google reviews.
SV
Silicon Valley Bank✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning. Rated 3.0★ across 9 Google reviews.
NY
New York Life Insurance✓ Verified
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning. Rated 3.0★ across 8 Google reviews.
FG
Financial PlanningSan Francisco, CA
Financial Planning in San Francisco, California offering financial planning.
Top financial planners in San Francisco
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | RHS Financial✓ | Financial Planning | ★ 5.0 | 43 |
| 2 | Monroe Wealth Management✓ | Financial Planning | ★ 5.0 | 40 |
| 3 | Financial Zen✓ | Financial Planning | ★ 5.0 | 31 |
| 4 | Dogpatch Wealth✓ | Financial Planning | ★ 5.0 | 23 |
| 5 | True Root Financial✓ | Financial Planning | ★ 5.0 | 23 |
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.