What departments does The Advisory Group of San Francisco, LLC have?

The Advisory Group of San Francisco, LLC has employees across 7 departments including Operations, Travel, Consultant, Media & Communications, Administrative.

What is the largest department at The Advisory Group of San Francisco, LLC?

The largest department at The Advisory Group of San Francisco, LLC is Operations with 1 employees.

Where are The Advisory Group of San Francisco, LLC employees located globally?

The Advisory Group of San Francisco, LLC has employees across 2 continents and 2 countries including Germany, United States Of America.

How has The Advisory Group of San Francisco, LLC's team size changed over time?

The Advisory Group of San Francisco, LLC's team has grown from approximately 11 to 12 employees based on available data.

The Advisory Group of San Francisco, LLC Employee Directory

Investment AdviceCalifornia, United States11-50 Employees

The Advisory Group of San Francisco, LLC operates in the investment advice sector, offering personal wealth planning, investment guidance, and retirement planning for employees and organizations. Based in San Francisco, California, the firm emphasizes fiduciary duty and fee-only services, aiming to align client interests with long-term financial outcomes and to support clients through both major life changes and day-to-day decisions amid shifting economic conditions. Its client base includes Northern California business owners and leaders seeking comprehensive financial planning, investment management, and options for charitable impact through endowments and foundations, positioning the firm as a boutique, Bay Area–based advisory team that provides access to research commonly associated with larger institutions. The company has a history of more than two decades in the industry, highlighting its longevity and experience in guiding clients toward financial independence within a collaborative advisor network.

The Advisory Group of San Francisco, LLC Global Highlights

North America
36

United States Of America
36

Europe
1

Germany
1

The Advisory Group of San Francisco, LLC's Leadership

N. N.
Chief Executive Officer, Partner
Mobile Phone
Email
L. S.
Senior Advisor And Coo
Mobile Phone
Email
B. P.
Front Office Supervisor
Mobile Phone
Email
M. D.
Senior Advisor
Mobile Phone
Email
R. R.
Freelance Writer
Mobile Phone
Email
C. M.
Administrative Assistant
Mobile Phone
Email
D. C. F.
Registered Paraplanner
Mobile Phone
Email
K. P.
Client Service Associate
Mobile Phone
Email

The Advisory Group of San Francisco, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Other
Consultant

Contact profiles from The Advisory Group of San Francisco, LLC

Name

Title

Contact

Location

Last Update

L. S.
Senior Advisor And Coo
Mobile Phone
Email
Oct 16, 2024
N. N.
Chief Executive Officer, Partner
Mobile Phone
Email
Oct 24, 2024
B. P.
Front Office Supervisor
Mobile Phone
Email
Aug 07, 2026
M. D.
Senior Advisor
Mobile Phone
Email
Oct 17, 2024
R. R.
Freelance Writer
Mobile Phone
Email
Germany, North Rhine-Westphalia
Sep 13, 2026
C. M.
Administrative Assistant
Mobile Phone
Email
Oct 22, 2024
D. C. F.
Registered Paraplanner
Mobile Phone
Email
Oct 17, 2024
K. P.
Client Service Associate
Mobile Phone
Email
Oct 22, 2024
M. B.
Financial Advisor
Mobile Phone
Email
Oct 16, 2024
G. P.
Mobile Phone
Email
Jul 17, 2025

Frequently Asked Questions

What is The Advisory Group of San Francisco, LLC known for?

The Advisory Group of San Francisco, LLC was founded in 1999 and operates in the Investment Advice industry. You can contact The Advisory Group of San Francisco, LLC's main corporate office by phone at

+1-415-977-****

. Explore The Advisory Group of San Francisco, LLC's company overview page for more information.

What is The Advisory Group of San Francisco, LLC's most common email format?

The Advisory Group of San Francisco, LLC employees' email format typically follows the pattern of First@advisorygroupsf.com. Trying to find reliable and up-to-date employee contact data? Find more The Advisory Group of San Francisco, LLC email formats with LeadIQ.

How many employees does The Advisory Group of San Francisco, LLC have currently?

The Advisory Group of San Francisco, LLC has approximately 31 employees as of September 2026. These team members are located across 2 continents, including North America and Europe.

Who are The Advisory Group of San Francisco, LLC's key employees and leadership?

As of September 2026, The Advisory Group of San Francisco, LLC's key employees include:

Chief Executive Officer, Partner: N. N.
Senior Advisor And Coo: L. S.
Front Office Supervisor: B. P.
Senior Advisor: M. D.
Freelance Writer: R. R.

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The Advisory Group of San Francisco, LLC Employee Directory

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