Prime Finance Advisor, L.P.
San Francisco, CA·SEC-registered · CRD #159971
Prime Finance Advisor, L.P. is an SEC-registered investment advisory firm in San Francisco, CA managing $22B across 73 client accounts, with 91 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$22B
Client accounts
73
Advisory staff
91
Fee model
Fee-only
How Prime Finance Advisor, L.P. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Prime Finance Advisor, L.P.
How much does Prime Finance Advisor, L.P. manage?
Per its most recent SEC Form ADV filing (05/19/2026), Prime Finance Advisor, L.P. reports $22B in regulatory assets under management across roughly 73 client accounts.
How does Prime Finance Advisor, L.P. charge?
Prime Finance Advisor, L.P. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Prime Finance Advisor, L.P. a fiduciary?
Yes. Prime Finance Advisor, L.P. is registered with the U.S. Securities and Exchange Commission (CRD #159971), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Prime Finance Advisor, L.P. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Prime Finance Advisor, L.P. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in San Francisco, CA
Profile compiled from Prime Finance Advisor, L.P.'s public SEC Form ADV filing (CRD #159971, filed 05/19/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Prime Finance Advisor, L.P.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Prime Finance Advisor, L.P.? Claim this profile.