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Market Standing · 2026

The most transparent firms in San Francisco-Oakland-Fremont.

2557 scored firmsTop 10 recognizedfidelon.com/markets/san-francisco-oakland-fremont-ca
1
Lula Financial
CRD 293538
IA-only—92.4Arank within Top 10; below the 80 standard
2
Astor
CRD 338424
IA-only—92.3Arank within Top 10; below the 80 standard
3IA-only—92.1Arank within Top 10; below the 80 standard
4IA-only—91.9Arank within Top 10; below the 80 standard
5IA-only—91.9Arank within Top 10; below the 80 standard
6IA-only$126M91.9ARecognized · Top 10
7IA-only—91.9Arank within Top 10; below the 80 standard
8IA-only—91.7Arank within Top 10; below the 80 standard
9IA-only$17.7M91.6ARecognized · Top 10
10IA-only—91.4Arank within Top 10; below the 80 standard
11IA-only—91.3A—
12IA-only$254M91.2A—
13IA-only$111M91.1A—
14
Forusall
CRD 167241
IA-only$1.5B91A—
15IA-only$68.6M91A—
16IA-only$35M91A—
17IA-only$2.7M91A—
18IA-only$17.3M91A—
19IA-only—91A—
20IA-only—91A—
21IA-only—91A—
22
Pico Associates
CRD 136611
IA-only$11M91A—
23
Bijan, Sherry
CRD 137152
IA-only—91A—
24IA-only$46.4M91A—
25
Focusyou
CRD 155690
IA-only$61.9M91A—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.

Top advisers in San Francisco-Oakland-Fremont

Ranked by TransparencyScore, computed from public SEC and FINRA filings. Every adviser in the metro is scored; none can pay to appear here.

  1. 1
    SCOTT RICHARD ARWIN
    RING MOUNTAIN CAPITAL, LLC · Tiburon, CA
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  2. 2
    HARRY KEIR OXLEY
    DOUBLE BAY MANAGEMENT & PLANNING · San Francisco, CA
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  3. 3
    JOHN JACKSON GOLDBERG
    CAPITAL TRUST ADVISORS · Piedmont, CA
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  4. 4
    JUSTIN DAVID RAMIREZ
    FORUSALL · Oakland, CA
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  5. 5
    KORY KENNETH SWEKLA
    ASCENSION WEALTH PARTNERS, LLC · Pleasant Hill, CA
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  6. 6
    IAN BERNARD MCLEOD
    SUSTAINABLE ADVISORS ALLIANCE LLC · San Francisco, CA
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  7. 7
    DANIEL GERALD PLATT
    NEUMANN CAPITAL MANAGEMENT · Foster City, CA
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  8. 8
    Michael JAMES CASTRO
    CONTANGO WEALTH MANAGEMENT LLC · Oakland, CA
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  9. 9
    KAREN RAE GOODFRIEND
    WEALTHVALUES, LLC · Redwood City, CA
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  10. 10
    EUGENE YUNG CHING CHOW
    PARAGON ASSET MANAGEMENT INC. · Orinda, CA
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