Company lists · Data refreshed September 2026

Top 25 Fee-only financial advisors based in San Francisco, United States

Name: Fee-only financial advisors based in San Francisco, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 46 companies tracked

RevenueBase identified 46 company matches for fee-only financial advisors associated with San Francisco, United States as of September 2026 and tracks 408 professional contacts across them, including 272 with verified work emails. Across the United States, New York is the largest hub for this category (82 companies); San Francisco has 46.

This list covers company matches for fee-only financial advisors associated with San Francisco, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

46Companies

408Contacts tracked

272Verified emails

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The 25 largest fee-only financial advisors based in San Francisco, United States

Ranked by team size

Top 25 of 46 company matches for fee-only financial advisors based in San Francisco, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Perigon Wealth Management	Exact match	San Francisco, United StatesHQ recorded Sep 20, 2026	51-200	138 contacts →
	Exact match “Founded, owned and led by lifelong financial advisors, Perigon Wealth Management, LLC is an independent RIA firm that provides clients with peace of mind by identifying and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Parallel Advisors, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	51-200	129 contacts →
	Exact match “Parallel Advisors is a registered, independent wealth management firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Osborne Partners Capital Management, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	11-50	23 contacts →
	Exact match “Osborne Partners is an over 85-year-old firm that offers sophisticated investment management and active financial planning for families and institutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	The Advisory Group Of SAN Francisco, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	19 contacts →
	Exact match “Life-changing financial advice for Northern California business owners and leaders.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Open Advisors, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	11-50	10 contacts →
	Exact match “We believe planning for your future involves collaboration with plenty of courage, conviction, and flexibility along the way.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	SAS Financial Advisors, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “We are a boutique practice, with a focus on your needs and goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Resolute Partners Group	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Resolute Partners Group (RPG) is an independently owned and founder led investment advisory and financial planning firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Prospettiva Financial	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Prospettiva Financial offers financial planning and portfolio management services to individuals, families, creative entrepreneurs, and non-profits.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Remedios Financial Planning	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Providing hourly financial planning and investment advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Roof Eidam Maycock Peralta, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “At Roof Eidam Maycock Peralta (REMP), our approach goes beyond financial planning, we provide life planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	True Root Financial	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “We are a fiduciary financial advisor providing investing, tax planning and wealth planning advice to business owners & entrepreneurs, physicians and high-earning professionals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	OUI Financial	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “OUI means "Yes" in French, as in Yes to financial freedom.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Sigfig Wealth Management, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	201-500	2 contacts →
	Exact match “Free online investment advice” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Bingham Private Wealth	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “You and your family are what Bingham Private Wealth is all about.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Rapport Financial	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Rapport Financial is a California Registered Investment Advisor with offices in San Francisco, CA.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Union Square Global Wealth Management	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “UNION SQUARE Global Wealth Management is a company based out of San Francisco, California, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Corrigan Financial INC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “CORRIGAN FINANCIAL INC is a financial services company based out of 1326 CASTRO ST, SAN FRANCISCO, California, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Tourmaline Capital Management	Exact match	San Francisco, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Tourmaline Capital Management LLC is a registered investment advisor.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Communitas Financial Planning	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Smart Money, Sustainable Values Communitas Financial Planning is fee-only financial planning and socially responsible investment management firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	DRS Financial Partners	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Life can come at you fast, hitting like a ton of bricks.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Benningfield Financial Advisors, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Benningfield Financial Advisors, LLC is an independent, fee-only financial advisory firm based in San Francisco.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Skylark Wealth	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Your time is valuable, spend less of it on your finances by outsourcing them to Skylark.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Madden Creek Advisors, LLC	Exact match	San Francisco, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Madden Creek Advisors is an independent registered investment firm dedicated to providing clear and objective financial advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Simplify Financial	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Finances shouldn't feel daunting.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Sutro Advisors	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Sutro Advisors is a San Francisco financial planning firm built for Bay Area families.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “fee-only financial advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 46 fee-only financial advisors based in San Francisco, United States

See the full list, filter by size, metro and specialty, and access 272 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Fee-only financial advisors based in San Francisco, United States at a glance

As of Sep 20, 2026

66.7%Verified-email coverage

8.9Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 46 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with San Francisco, United States whose business descriptions match “fee-only financial advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 272 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Fee-only financial advisors by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “fee-only financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fee-only financial advisors are there based in San Francisco, United States?

RevenueBase identified 46 company matches for fee-only financial advisors associated with San Francisco, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Perigon Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most fee-only financial advisors?

New York leads the United States with 82 company records, followed by Houston (78) and Atlanta (70). San Francisco has 46.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 272 professional contacts with verified work emails tracked across these 46 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.