Company lists · Data refreshed September 2026

Top 23 Personal finance consultants based in San Francisco, United States

Name: Personal finance consultants 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 55 companies tracked

RevenueBase identified 55 company matches for personal finance consultants associated with San Francisco, United States as of September 2026 and tracks 400 professional contacts across them, including 196 with verified work emails. Across the United States, New York is the largest hub for this category (180 companies); San Francisco has 55.

This list covers company matches for personal finance consultants 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

55Companies

400Contacts tracked

196Verified emails

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The 23 largest personal finance consultants based in San Francisco, United States

Ranked by team size

Top 23 of 55 company matches for personal finance consultants 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	Jordan Park Group	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	51-200	191 contacts →
	Exact match “Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	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
3	Twin Peaks Wealth Advisors	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	11-50	16 contacts →
	Exact match “We believe everyone can reach his or her goals through repeatable, intentional actions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	ONE Wealth Advisors	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	14 contacts →
	Exact match “We pride ourselves on the deep relationships we build with our clients.” 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	Financial ZEN	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “There's no shortcut to financial independence (aka Financial Zen), but there IS a fast track.” 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	Camelotta Advisors	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “At Camelotta, we are committed to providing comprehensive financial advice to high net worth individuals and families.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	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
10	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
11	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
12	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
13	Silverman Financial	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “MISSION: To help you optimize your financial situation.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Lanning Financial INC	Exact match	San Francisco, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Lanning Financial is a mortgage and financial services company with these offerings: •Designing and implementing financial plans to increase liquidity, safety, and rate of return…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Trigofi	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “We help you achieve financial well-being.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Applied Advisor	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Applied Advisor will address your financial health and well being with services that include tax preparation, retirement planning, investment selection, asset allocation, debt…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	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
18	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
19	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
20	Monroe Wealth Management	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “At Monroe Wealth Management, we understand the unique financial challenges and opportunities that come with working in tech.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Credo Wealth Management	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Introduction I founded Credo Wealth Management, LLC after 16 years of working at UBS Financial Services, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	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
23	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

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 “personal finance consultants”. 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 23 of 55 personal finance consultants based in San Francisco, United States

See the full list, filter by size, metro and specialty, and access 196 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Personal finance consultants based in San Francisco, United States at a glance

As of Sep 20, 2026

49.0%Verified-email coverage

7.3Average 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 55 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 “personal finance consultants” 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 196 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.

Personal finance consultants 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 “personal finance consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personal finance consultants are there based in San Francisco, United States?

RevenueBase identified 55 company matches for personal finance consultants 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?

Jordan Park Group 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 personal finance consultants?

New York leads the United States with 180 company records, followed by Atlanta (129) and Houston (122). San Francisco has 55.

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 196 professional contacts with verified work emails tracked across these 55 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.