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Key Takeaways
- Leading wealth advisory firms in San Francisco include Bay Street Capital Holdings, Blomberg and Tolston, Garrett Planning Network, Hall Capital Partners, KB Financial Advisors, Libra Wealth, Marin Wealth Advisors, Osborn Parallel Advisors, and XY Planning Network.
- Firms like Bay Street Capital Holdings are committed to helping you achieve your financial dreams. Working with them gives you access to customized and comprehensive wealth management and financial planning services, ranging from investment planning and tax planning to real estate and estate planning.
Disclaimer
The contents of this article are for educational purposes only. They are not intended to be a source of professional financial advice. You will find experts on financial planning and financial management here.
Find financial advisors near you
If you're located outside of the Greater California area and need to find a local financial advisor, you can visit the website of the National Association of Personal Financial Advisors (NAPFA) and use their search tool to find a financial advisor near you. Make sure to review their fee structure before deciding to work with any advisor.
It is always in your best interests to opt for a fee-only financial planner or financial advisor, such as William Huston of Bay Street Capital Holdings. And you can enjoy the services of Bay Street wherever you are in the US. Begin by scheduling a meeting today.
Top wealth advisory firms in San Francisco, CA
This list simplifies your search and highlights some of the premier wealth advisory firms in San Francisco you should certainly consider collaborating with.
1. Bay Street Capital Holdings
Bay Street Capital Holdings is a well-known wealth advisory firm that offers San Franciscans full-orbed services for all their financial planning needs. The team at Bay Street includes financial professionals who specialize in areas such as financial and retirement planning, tax planning, investment advice, and real estate investing.
The firm was established by William Huston, a fiduciary and one of the leading African American financial advisors in the US. He is a recurring honoree of Investopedia's list of Top 100 Financial Advisors. Among nineteen distinguished firms in California, not up to three advisors in the African American community received this honor, and Bay Street stands out as one of the few.
Bay Street's services are marked by an expertise and an emphasis on managing total risk and market volatilities. Also, their collaboration with Resthaven Properties in the real estate world earned them a position as finalists in the esteemed category of Asset Managers: Diversity, Equity, and Inclusion at the 2023 WealthManagement.com Industry Awards.
Bay Street continues to demonstrate its unwavering commitment to diversity through their services to a wide clientele demographics. Their recognition in 2021 as a finalist in the Corporate Social Responsibility (CSR) category for Asset Manager, after a selection process among over 900 firms, also points to their dedication to making positive social change.
Whatever your financial dreams, the excellent advisors at Bay Street can provide financial planning and wealth management services that caters for all your needs. Take full benefit of their services by scheduling an appointment with Ekenna Anya-Gafu, a Certified Financial Planner and President, Wealth Management.
2. Blomberg & Tolson Financial Planning and Insurance Services
Blomberg & Tolson Financial Planning and Insurance Services cater to clients in San Francisco, CA, and the neighboring regions. They provide a range of services, including insurance solutions for businesses, individuals, and corporations, as well as comprehensive financial strategies tailored to a diverse clientele.
Their products and services cover various financial aspects, including retirement planning, life insurance, disability income insurance, estate and wealth preservation, long-term care planning, and college education funding. The company is under the leadership of Sarah Tolson Kim, a Certified Financial Planner with a distinguished background, which includes her service on the Board of Directors for the Financial Women’s Association of San Francisco.
3. Garrett Planning Network
Established at the turn of the millennium, the Garrett Planning Network has expanded into a nationwide association of numerous Fee-Only financial planners who charge by the hour. The network's primary goal is to ensure that everyone has access to competent and unbiased financial advice.
In order to assist member advisors in establishing and growing their financial planning businesses, the network maintains a team of five full-time staff members along with a roster of professional coaches, consultants, and subject matter experts. These professionals provide essential support.
Garrett clients benefit from a range of resources made available to their advisors, including tools, templates, training, and access to numerous continuing education opportunities. However, the heart and soul of the Garrett Planning Network are its advisor members.
4. Hall Capital Partners LLC
Hall Capital Partners LLC offers expert investment services to institutional investors, including affluent families, high net worth individuals, and their private foundations.
While the firm doesn't specify a fixed minimum investment requirement, the majority of its clients are accredited investors, who benefit from special investment privileges due to meeting specific income or asset thresholds. Notably, Hall Capital Partners typically advises on portfolios exceeding $100 million in investment assets for most of its client relationships.
The firm's dedicated team specializes in crafting unique portfolios that are tailored to each client. They commonly utilize asset classes such as global equities, fixed income, hedge funds, private equity, and cash. Additionally, the team assists clients with integrating environmental, social, and governance (ESG) concerns into their investment decision-making processes.
5. KB Financial Advisors
KB Financial Advisors has been committed to helping professionals in the tech industry in San Francisco, CA, and nearby areas since 2002. Their experienced financial advisors specialize in providing comprehensive wealth management services, creating customized financial plans for young professionals, and offering expert guidance on IPO planning.
Jackie Kleinman, a distinguished Certified Financial Planner, leads the team at KB Financial Advisors, and brings a wealth of experience and expertise to the firm's clients. They further enhance their services with offerings like stock option analysis and stock option strategies for tax return preparation. All this is done to ensure that clients are well-informed about their financial situations.
6. Libra Wealth
The team at Libra Wealth aims to minimize tax exposure and, therefore, applies strong technical tax expertise to all investment and financial planning recommendations. The team lead, Mark Astrinos, who holds various professional certifications, and brings a wealth of experience to each Libra Wealth client. Additionally, clients benefit from his strengths in trend analysis, research, attention to detail, and customized solutions.
Libra Wealth advisors guide clients in examining their current circumstances, core values, and objectives to create a unique financial strategy. They provide timely and relevant resources to help clients understand the options, opportunity costs, and risks associated with each choice. This helps clients to make well-informed decisions about their finances.
Mark is dedicated to streamlining all aspects of his clients’ financial lives, and he addresses both the 'macro' aspects such as investments, insurance, retirement, and estate planning, as well as the 'micro' aspects including income, spending, savings, and taxes. His goal is to ensure that every client feels at ease and confident in the firm's guidance.
7. Marin Wealth Advisors LLC
Marin Wealth Advisors LLC is a reputable wealth management firm that serves clients in San Francisco, CA. They offer a wide range of services, including financial planning, retirement planning, stock compensation, and investment management.
The firm uses advanced financial planning software and interactive tools, to craft personalized financial plans. Each plan is made to align with each client's individual financial goals and aspirations. Robert Hunter, the principal and founder, brings over 30 years of experience in managing investment accounts for a diverse clientele, which includes individuals, families, non-profit organizations, and businesses.
8. Osborne Partners Capital Management LLC
Osborne Partners Capital Management is a privately owned wealth management and financial advisory firm situated in San Francisco. Their primary focus is on providing investment management services through an in-house team of CFA charterholders. To optimize cost-effectiveness and tax efficiency, they employ a diversified range of securities.
Osborne Partners is a trusted ally for families and organizations seeking wealth management and financial advisory services. Their proficient team of CFA charterholders expertly oversees investments across seven asset classes to minimize expenses and maximize tax advantages.
Furthermore, their seasoned Certified Financial Planner, with over a decade of experience, works closely with clients to create and maintain personalized financial plans. Since its inception, Osborne Partners has been dedicated to providing exceptional financial solutions to its valued clientele.
9. Parallel Advisors, LLC
Parallel Advisors, LLC, is a wealth management firm headquartered in San Francisco, CA, that offers a range of services, including investment management, retirement plan services, financial planning, tax preparation, estate planning, and insurance.
While Parallel Advisors typically requires a minimum fee of $3,000 for its investment advisory services, it recommends that clients have at least $240,000 in investable assets. This ensures that their fee does not exceed 2% of their managed assets. For individuals who are just beginning their investment journey, the firm offers an automated, online investing program that only requires a $5,000 account balance.
Parallel Advisors primarily diversifies their clients' investments into various fixed-income securities, mutual funds, and exchange-traded funds (ETFs). In managing client accounts, the firm operates with discretionary control, which allows its team to execute daily trading decisions without requiring client approval.
10. XY Planning Network
XY Planning Network serves as a support network for advisors focusing on next-generation clients. The network has earned a reputation as a prominent organization of advisors who specialize in assisting Generation X and Generation Y clients. Alan Moore, MS, CFP® is a co-founder of XYPN.
XYPN’s financial advisors provide extensive financial planning services, which go beyond investment advice. They offer comprehensive support in areas like estate planning, insurance planning, tax planning, retirement planning, career planning, and more. All XYPN advisors are fee-only fiduciaries.
Bay Street Capital Holdings
Bay Street Capital Holdings is a renowned wealth management firm located in Palo Alto. The firm prioritizes comprehensive risk management over mere profit maximization. They have received acclaim for their dedication to diversity and making a positive social impact, earning them finalist recognition in esteemed industry awards.
The firm is headed by William Huston, a financial advisor who has been listed three times among Investopedia's Top 100 Financial Advisors. Notably, among the nineteen distinguished firms in California, Bay Street is one of the two Black-owned firms.
Sources
https://sfstandard.com/2023/06/22/heres-how-much-san-franciscans-say-they-need-to-feel-rich/
https://www.expertise.com/ca/san-francisco/financial-advisors
