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.
Showing 50 of 75 · sorted by Google rating
1.
RHS Financial
★★★★★★★★★★5.0(43 Google reviews)✓ Verified on Google
Financial Planning · 4171 24th St #101, San Francisco, CA 94114
2.
Monroe Wealth Management
★★★★★★★★★★5.0(40 Google reviews)✓ Verified on Google
Financial Planning · 1160 Battery St suite 100, San Francisco, CA 94111
Services: advisory
3.
Financial Zen
★★★★★★★★★★5.0(31 Google reviews)✓ Verified on Google
Financial Planning · 600 California St, San Francisco, CA 94108
Services: advisory
4.
Dogpatch Wealth
★★★★★★★★★★5.0(23 Google reviews)✓ Verified on Google
Financial Planning · 555 20th St Ste 2 & 3, San Francisco, CA 94107
5.
True Root Financial
★★★★★★★★★★5.0(23 Google reviews)✓ Verified on Google
Financial Planning · 3445 Scott St, San Francisco, CA 94123
6.
WealthQuant Financial Services & Insurance Solutions
★★★★★★★★★★5.0(22 Google reviews)✓ Verified on Google
Financial Planning · One Sansome Street, Sansome St 14th Floor, San Francisco, CA 94105
Services: advisory
7.
Wealth Script Advisors LLC
★★★★★★★★★★5.0(21 Google reviews)✓ Verified on Google
Financial Planning · 605 Market St Suite 509, San Francisco, CA 94105
Services: advisory
8.
Northwestern Mutual Wealth Management - Jeff Y. Wong, Financial Advisor
★★★★★★★★★★5.0(14 Google reviews)✓ Verified on Google
Financial Planning · Transamerica Pyramid, 600 Montgomery St #1600, San Francisco, CA 94111
9.
Decker Retirement Planning, Inc.
★★★★★★★★★★5.0(12 Google reviews)✓ Verified on Google
Financial Planning · 50 California St #1500, San Francisco, CA 94111
10.
Babylon Wealth Management
★★★★★★★★★★5.0(11 Google reviews)✓ Verified on Google
Financial Planning · 100 Pine St #1250, San Francisco, CA 94111
Services: advisory
11.
First Republic Bank
★★★★★★★★★★5.0(9 Google reviews)✓ Verified on Google
Financial Planning · 6001 Geary Blvd, San Francisco, CA 94121
12.
Simplify Financial Planning
★★★★★★★★★★5.0(8 Google reviews)✓ Verified on Google
Financial Planning · 115 Sansome St Ste 200, San Francisco, CA 94104
13.
ImpactAdvisor LLC
★★★★★★★★★★5.0(7 Google reviews)✓ Verified on Google
Financial Planning · 655 Montgomery St 7th floor, San Francisco, CA 94111
Services: advisory
14.
Aspiriant Wealth Management
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Financial Planning · 50 California St #2600, San Francisco, CA 94111
Services: advisory
15.
Finvisor
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Financial Planning · 48 2nd St 4th Floor, San Francisco, CA 94105
Services: advisory
16.
Cresset
★★★★★★★★★★5.0(1 Google review)✓ Verified on GoogleIRS PTIN
Financial Planning · 101 California St #4200, San Francisco, CA 94111
17.
Bank of America Financial Center
★★★★★★★★★★4.9(91 Google reviews)✓ Verified on Google
Financial Planning · 1335 4th St, San Francisco, CA 94158
Services: advisory
18.
Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth
★★★★★★★★★★4.6(22 Google reviews)✓ Verified on Google
Financial Planning · 1550 Noriega St Ste 100, San Francisco, CA 94122
19.
Hanke & Apolonio Wealth Advisors LLC
★★★★★★★★★★4.5(15 Google reviews)✓ Verified on Google
Financial Planning · 177 Post St #800, San Francisco, CA 94108
20.
Heffernan Insurance Brokers
★★★★★★★★★★4.4(7 Google reviews)✓ Verified on Google
Financial Planning · 300 California St Ste 450, San Francisco, CA 94104
21.
Redwood Credit Union
★★★★★★★★★★4.2(83 Google reviews)✓ Verified on Google
Financial Planning · 1390 Market St, San Francisco, CA 94102
22.
First Republic Bank
★★★★★★★★★★4.2(6 Google reviews)✓ Verified on Google
Financial Planning · 653 Irving St, San Francisco, CA 94122
23.
Forge Trust
★★★★★★★★★★4.1(168 Google reviews)✓ Verified on Google
Financial Planning · 4 Embarcadero Ctr Fl 15, San Francisco, CA 94111
24.
First Republic Bank
★★★★★★★★★★4.0(13 Google reviews)✓ Verified on Google
Financial Planning · 1699 Van Ness Ave, San Francisco, CA 94109
25.
Bank of America Financial Center
★★★★★★★★★★3.9(21 Google reviews)✓ Verified on Google
Financial Planning · 445 Powell St, San Francisco, CA 94102
Services: advisory
26.
Bank of America Financial Center
★★★★★★★★★★3.8(40 Google reviews)✓ Verified on Google
Financial Planning · 944 Stockton St, San Francisco, CA 94108
Services: advisory
27.
First Republic Bank
★★★★★★★★★★3.8(19 Google reviews)✓ Verified on Google
Financial Planning · 101 Pine St, San Francisco, CA 94111
28.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★3.7(29 Google reviews)✓ Verified on Google
Financial Planning · 1455 Stockton St, San Francisco, CA 94133
Services: advisory
29.
Fidelity Investments
★★★★★★★★★★3.6(32 Google reviews)✓ Verified on Google
Financial Planning · 8 Montgomery St, San Francisco, CA 94104
30.
First Republic Bank
★★★★★★★★★★3.6(11 Google reviews)✓ Verified on Google
Financial Planning · 1355 Market St Suite 140, San Francisco, CA 94103
31.
ForUsAll
★★★★★★★★★★3.5(53 Google reviews)✓ Verified on Google
Financial Planning · 665 3rd St, San Francisco, CA 94107
32.
Bank of America Financial Center
★★★★★★★★★★3.5(18 Google reviews)✓ Verified on Google
Financial Planning · 1007 Taraval St, San Francisco, CA 94116
Services: advisory
33.
TD Ameritrade
★★★★★★★★★★3.5(13 Google reviews)✓ Verified on Google
Financial Planning · 211 Main St, San Francisco, CA 94105
Services: advisory
34.
First Republic Bank
★★★★★★★★★★3.4(11 Google reviews)✓ Verified on Google
Financial Planning · 3533 California St, San Francisco, CA 94118
35.
True Capital Management
★★★★★★★★★★3.4(10 Google reviews)
Financial Planning · 101 Montgomery St # 2800, San Francisco, CA 94104
36.
BMO Bank N.A Branches
★★★★★★★★★★3.4(8 Google reviews)✓ Verified on Google
Financial Planning · 2606 Ocean Ave, San Francisco, CA 94132
Services: advisory
37.
Bank of America Financial Center
★★★★★★★★★★3.3(93 Google reviews)✓ Verified on Google
Financial Planning · 501 Castro St, San Francisco, CA 94114
Services: advisory
38.
Bank of America Financial Center
★★★★★★★★★★3.3(18 Google reviews)✓ Verified on Google
Financial Planning · 315 Montgomery St, San Francisco, CA 94104
Services: advisory
39.
Bank of America Financial Center
★★★★★★★★★★3.3(17 Google reviews)✓ Verified on Google
Financial Planning · 1 Market St, San Francisco, CA 94105
Services: advisory
40.
BMO Bank N.A Branches
★★★★★★★★★★3.3(12 Google reviews)✓ Verified on Google
Financial Planning · 801 Clement St, San Francisco, CA 94118
Services: advisory
41.
Bank of America Financial Center
★★★★★★★★★★3.1(111 Google reviews)✓ Verified on Google
Financial Planning · 1640 Van Ness Ave, San Francisco, CA 94109
Services: advisory
42.
Bank of America Financial Center
★★★★★★★★★★3.1(24 Google reviews)✓ Verified on Google
Financial Planning · 701 Grant Ave, San Francisco, CA 94108
Services: advisory
43.
Bank of America Financial Center
★★★★★★★★★★3.1(18 Google reviews)✓ Verified on Google
Financial Planning · 800 Irving St, San Francisco, CA 94122
Services: advisory
44.
Bank of America Financial Center
★★★★★★★★★★3.0(47 Google reviews)✓ Verified on Google
Financial Planning · 600 Clement St, San Francisco, CA 94118
Services: advisory
45.
BMO Bank N.A Branches
★★★★★★★★★★3.0(26 Google reviews)✓ Verified on Google
Financial Planning · 2675 San Bruno Ave, San Francisco, CA 94134
Services: advisory
46.
BMO Bank N.A Branches
★★★★★★★★★★3.0(11 Google reviews)✓ Verified on Google
Financial Planning · 480 Columbus Ave, San Francisco, CA 94133
Services: advisory
47.
BMO Bank N.A Branches
★★★★★★★★★★3.0(9 Google reviews)✓ Verified on Google
Financial Planning · 301 Mission St, San Francisco, CA 94105
Services: advisory
48.
Silicon Valley Bank
★★★★★★★★★★3.0(9 Google reviews)✓ Verified on Google
Financial Planning · 222 2nd St 17-20 Floors, San Francisco, CA 94105
49.
New York Life Insurance
★★★★★★★★★★3.0(8 Google reviews)✓ Verified on Google
Financial Planning · 425 Market St Ste 1800, San Francisco, CA 94105
50.
Fremont Group
★★★★★★★★★★3.0(2 Google reviews)✓ Verified on GoogleIRS PTIN
Financial Planning · 405 Howard St, San Francisco, CA 94105
Top financial planners in San Francisco
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | RHS Financial | Financial Planning | 5.0 / 5 | 43 |
| 2 | Monroe Wealth Management | Financial Planning | 5.0 / 5 | 40 |
| 3 | Financial Zen | Financial Planning | 5.0 / 5 | 31 |
| 4 | Dogpatch Wealth | Financial Planning | 5.0 / 5 | 23 |
| 5 | True Root Financial | Financial Planning | 5.0 / 5 | 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.