Financial advisors in San Francisco: list of 25 free CSV

How many financial advisors are in San Francisco?

OpenStreetMap lists 25 named advice firms and offices inside the San Francisco city boundary (601 km²), extract of 11 Nov 2026. 56% of the records list a website and 56% a phone number; 11 named financial advisors have no website on the public record.

Examples on the list: Baukunst, Beacon College Funding Solutions, Block Advisers.

Financial advisors in San Francisco at a glance: most are in Financial District (5), Noe Valley (5), Bernal Heights (3); the busiest street is Castro Street, Noe Valley (3); records were last edited between Jul 2015 and Aug 2026; chain names include Charles Schwab and Edward Jones; Beacon College Funding Solutions and Block Advisers list a business phone.

Edited on the map in the 90 days before the extract: 1 record, including Baukunst.

25named advice firms and offices

56%list a website

11no website listed

11neighbourhoods

Download all 25 as CSV Get emails, phones and ratings

Data © OpenStreetMap contributors, ODbL, extract of 11 Nov 2026. The CSV is under the same licence.

11 with no website3 non-chain, edited since 2022.Filter to them
17 non-chain8 chain branches set aside; the biggest brand is Charles Schwab (4).Non-chain only
5 in Financial DistrictBusiest street: Castro Street, Noe Valley (3). Plan a territory by neighbourhood or postcode.Only Financial District

All 25 financial advisors, A to Z

on the map recordmissing from the record

Financial advisors in San Francisco, OpenStreetMap extract of 11 Nov 2026.
Business	Street and area	Website	Phone
B
Baukunst	433 Cortland Avenue, Bernal Heights	baukunst.co
Beacon College Funding Solutions	1326 Castro Street, Noe Valley		+1-415-550-8040
Block Advisers	1998 Market Street, Western Addition	blockadvisors.com	+1-415-431-5331
Brighton Jones	445 Bush Street, Chinatown	brightonjones.com	+1-415-673-3632
C
Charles Schwab	Financial District, no street on record
Charles Schwab	3478 California Street, Inner Richmond
Charles Schwab	106 West Portal Avenue, Parkside
Charles Schwab	Financial District, no street on record
Citrine Capital	535 Mission Street, Financial District	citrinecapitaladvisors.com	+1-415-494-8262
Corrigan Financial	1326 Castro Street, Noe Valley	corrfinancial.com	+1-415-377-4210
CRV	52 Zoe Street, Mission Bay	crv.com	+1 415 960 3000
E
EB-5 Choice	1400 Pine Street, Nob Hill	eb-5choice.com	+1-858-205-3542
Edward Jones	1628 California Street, Nob Hill
Edward Jones	1601 Dolores Street, Bernal Heights		+1 415-440-3340
Edward Jones	Noe Valley, no street on record
G
Gotcha Legal Services	601 Van Ness Avenue, Civic Center	gotchalegal.com	+1-415-357-9625
H
Hill	501 2nd Street, Financial District	hill.com	+1 415 688 4250
L
Lending Club	Financial District, no street on record
M
Mission Asset Fund	3269 Mission Street, Bernal Heights	missionassetfund.org
Morgan Stanley	555 California Street, Chinatown	morganstanley.com	+1 415-576-2000
Mosher Financialnot edited since 2015	256A Laguna Honda Boulevard, Inner Sunset
R
RHS Financial	4171 24th Street, Noe Valley	rhsfinancial.com	+1-415-495-2900
River Financial	755 Sansome Street, Chinatown	river.com	+1-888-801-2586
S
Supreme Lending	240 West Portal Avenue, Parkside
V
Vaquero Capital	1414 Castro Street, Noe Valley	vaquerocap.com	+1-415-798-2300

Download the full CSV (25 rows)

Also as Excel file of the 25 financial advisors, GeoJSON file of the 25 financial advisors, KML file of the 25 financial advisors (maps and spreadsheets; same rows, same licence).

Financial advisors in San Francisco with no website listed

3 of 17 named non-chain financial advisors.

Beacon College Funding Solutions1326 Castro Street, Noe Valley, phone listed
Lending ClubFinancial District
Supreme Lending240 West Portal Avenue, Parkside

Show all of them Every kind of business in San Francisco without a website

Where they are

Map of the 25 financial advisors inside the San Francisco boundary; most sit around Financial District, Noe Valley, Bernal Heights. — website listedno website, or social page only

Busiest streets

Castro Street, Noe Valley3

By neighbourhood

Black: website listed.

Chains and non-chain businesses

32% of the records are branches of a chain or brand; 17 are not.

Charles Schwab4
Edward Jones3

What the records hold

25 map records.
Field	Records	Share
Street address	21	84%
Website (own site)	14	56%
Phone on file	14	56%
Email on file (not shown)	4	16%
Opening hours	5	20%
Chain or brand branch	8	32%
Edited since January 2024	22	88%

Half the records were last edited in Nov 2025 or later.

Why other sites show a different number

Coverage. 25 mapped; Google Maps holds more.
Boundary. 601 km² (map); metro searches count more.
Names. 8 branches each count once.

Get the complete list with emails, phones and ratings

Businesses to contact, not customer enquiries ("leads" for your own business are a different product).

Suggested source for this list

Google Maps Business Lead & Email Finder

It searches Google Maps for the same category and city and can add emails from each business website.

Emails
Phone numbers
Websites
Star ratings
Review counts
Social profiles
no opening hours

One run: about $0.42 to $0.64 for 25 to 240 rows ($0.99 per 1,000 + $0.40 start fee (4 GB run)), plus platform usage ($0.80/hour).

Free plan prices; it includes $5 a month (Apify pricing).

How to run it, step by step

Open Google Maps Business Lead & Email Finder on the Apify Store and sign in or create a free Apify account.
Paste these 2 searches into Search phrases, one per line; the neighbourhood searches catch businesses a citywide search misses.
1. financial advisors in San Francisco, CA
2. financial advisors in Financial District, San Francisco, CA
Set Country: United States.
Set Maximum leads to 300.
Start it and download the results as CSV or Excel.

Open on the Apify Store What this source returns

Other ways to build or enrich it

Prices on the Free plan: per 1,000 results plus a start fee per GB of run memory, plus Apify platform usage.
Source	What it adds	Price
Google Maps Business Lead Finder with Email & Social Links	a second Google Maps route with a different set of columns	$0.99 per 1,000 + $0.10/GB start
Yelp Business Search & Review Scraper	Yelp listings with ratings and review counts	$0.99 per 1,000 + $0.10/GB start
LinkedIn Company Headcount & Team Directory Scraper	adds headcount and team members for each company	$0.99 per 1,000 + $0.10/GB start
Website Contact Page Email & Phone Crawler	reads the websites in the free CSV and returns the emails and phone numbers published there	$0.99 per 1,000 + $0.10/GB start
Facebook Business Page Finder by Keyword & City	finds the Facebook pages of businesses that have no website	$0.99 per 1,000 + $0.10/GB start

Financial advisors in other cities

City	Named	Website listed
Financial advisors in New York City	100	33%
Financial advisors in San Jose	45	40%
Financial advisors in Seattle	30	53%
Financial advisors in Portland	29	72%
Financial advisors in San Diego	25	37%
Financial advisors in Phoenix	23	9%
Financial advisors in Raleigh	22	5%
Financial advisors in Denver	21	24%
Financial advisors in Los Angeles	20	50%
Financial advisors in Houston	20	35%

Every city for financial advisors

More lists in San Francisco

All San Francisco lists

How San Francisco compares: the local digital gap in San Francisco, every kind of business with and without a website on the map.

Embed this list

Show this free list on your own site: paste the code into any page. It is a small static card with no scripts, cookies or tracking, and it updates when the list does.

<iframe src="https://getalistof.com/embed/lists/financial-advisors/san-francisco-ca/" title="Free list of financial advisors in San Francisco" width="100%" height="470" style="border:0;width:100%;max-width:480px" loading="lazy"></iframe>
<p style="margin:4px 0 0;font:13px/1.4 sans-serif">Free list of <a href="https://getalistof.com/lists/financial-advisors/san-francisco-ca/">financial advisors in San Francisco</a> from getalistof.com. Map data © OpenStreetMap contributors.</p>

Preview the card

The card credits OpenStreetMap contributors (ODbL) and links back to this list on getalistof.com.

Questions

How many financial advisors are there in San Francisco?

At least 25: that is how many OpenStreetMap has inside the San Francisco city boundary, 25 with a name (extract of 11 Nov 2026). 8 are chain branches. Google Maps usually lists more, because more owners add themselves there.

Which part of San Francisco has the most financial advisors?

Financial District (5), then Noe Valley (5) and Bernal Heights (3); the busiest street is Castro Street, Noe Valley (3). 11 neighbourhoods have at least one.

How many financial advisors in San Francisco have no website?

11 of the 25 named financial advisors have no website on their map record; 3 of them are not chain branches.

How do I get phone numbers and emails for financial advisors in San Francisco?

Run Google Maps Business Lead & Email Finder with the search "financial advisors in San Francisco, CA" plus 1 neighbourhood searches such as "financial advisors in Financial District, San Francisco, CA". One run costs about $0.42 to $0.64 ($0.40 start fee (4 GB run) included), plus platform usage, for 25 to 240 rows.

Sources

OpenStreetMap extract for San Francisco, checked 2026-11-11
OpenStreetMap copyright and licence
Google Maps Business Lead & Email Finder on the Apify Store, checked 2026-11-13

Using the list: credit OpenStreetMap contributors and keep changed copies under the ODbL; follow the outreach rules where you send. Licence and limits.