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Juniper SquareFinancial advisor in San Francisco, CA

Juniper Square is a financial advisor at 555 Montgomery St #1400, San Francisco, CA 94111, ranked #5 of 127 investment advisors in San Francisco and rated 4.3 from 8 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

San Francisco, CAUpdated 0 paid placements in any rankingHow we rank

Call (415) 841-2722Website ↗

Key facts

Key facts about Juniper Square
Address555 Montgomery St #1400, San Francisco, CA 94111Get directions
Phone(415) 841-2722
Websitejunipersquare.com
HoursMonday to Friday: 9 AM – 6 PM
Google rating4.3 from 8 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves San Francisco and 11 towns within 25 miles: Chinatown, Mission District, Noe Valley, Visitacion Valley, Daly City, Emeryville, Oakland, Alameda, Albany, Berkeley and Tamalpais-Homestead Valley.

Based in San Francisco, CAView on map

Opening hours

Opening hours for Juniper Square
DayHours
Monday9 AM – 6 PM
Tuesday9 AM – 6 PM
Wednesday9 AM – 6 PM
Thursday9 AM – 6 PM
Friday9 AM – 6 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Juniper Square

How is Juniper Square ranked in San Francisco?

Juniper Square is ranked #5 of 127 investment advisors in San Francisco by RFA Score, with 65 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Juniper Square’s hours?

Juniper Square is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 6 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Juniper Square serve?

Serves San Francisco and 11 towns within 25 miles: Chinatown, Mission District, Noe Valley, Visitacion Valley, Daly City, Emeryville, Oakland, Alameda, Albany, Berkeley and Tamalpais-Homestead Valley. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Juniper Square?

Juniper Square has a rating of 4.3 from 8 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Juniper Square?

Call Juniper Square on (415) 841-2722. The business is at 555 Montgomery St #1400, San Francisco, CA 94111. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Juniper Square compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Juniper Square (this business)—654.3 (8)NoNo
Williesha Lee#3665.0 (14)YesYes5.9 mi
Forge Global#4663.8 (13)NoNo0.4 mi
Insight Capital Management#6655.0 (145)NoNo22.7 mi

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