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Meritage Group LPInvestment advisor in San Francisco, CA

Meritage Group LP is an investment advisor at 1 Ferry Building Ste 375, San Francisco, CA 94111, ranked #17 of 127 investment advisors in San Francisco and rated 2.3 from 4 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) 399-5330Website ↗

Key facts

Key facts about Meritage Group LP
Address1 Ferry Building Ste 375, San Francisco, CA 94111Get directions
Phone(415) 399-5330
Websitemeritagegroup.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating2.3 from 4 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, Emeryville, Oakland, Daly City, Alameda, Albany, Berkeley and Piedmont.

Based in San Francisco, CAView on map

Opening hours

Opening hours for Meritage Group LP
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Meritage Group LP

How is Meritage Group LP ranked in San Francisco?

Meritage Group LP is ranked #17 of 127 investment advisors in San Francisco by RFA Score, with 63 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 Meritage Group LP’s hours?

Meritage Group LP is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Meritage Group LP serve?

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

What do Google reviews say about Meritage Group LP?

Meritage Group LP has a rating of 2.3 from 4 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 Meritage Group LP?

Call Meritage Group LP on (415) 399-5330. The business is at 1 Ferry Building Ste 375, 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 investment advisors

Meritage Group LP compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Meritage Group LP (this business)—632.3 (4)NoNo
OctaveWealth#15633.7 (3)NoNo1.2 mi
Wells Fargo Advisors#16633.7 (3)——0.5 mi
Goodwater Capital#18625.0 (8)——15.2 mi

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