Company lists · Data refreshed September 2026

Top 25 Advisor-led investment platforms based in San Francisco, United States

Name: Advisor-led investment platforms based in San Francisco, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 132 companies tracked

RevenueBase identified 132 company matches for advisor-led investment platforms associated with San Francisco, United States as of September 2026 and tracks 2,112 professional contacts across them, including 1,150 with verified work emails. Across the United States, New York is the largest hub for this category (370 companies); San Francisco has 132.

This list covers company matches for advisor-led investment platforms associated with San Francisco, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 27, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 27, 2026 How this list was built

132Companies

2,112Contacts tracked

1,150Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest advisor-led investment platforms based in San Francisco, United States

Ranked by team size

Top 25 of 132 company matches for advisor-led investment platforms based in San Francisco, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 27, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Schwab Advisor Services	Exact match	San Francisco, CA, United StatesHQ recorded Sep 27, 2026	10001+	291 contacts →
	Exact match “At Schwab Advisor Services™, we know that working with the right custodian has never been more important.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
2	IEQ Capital	Exact match	San Francisco, CA, United StatesHQ recorded Sep 27, 2026	201-500	285 contacts →
	Exact match “IEQ Capital is an independent Registered Investment Advisor and modern family office delivering rigorous investment management alongside comprehensive wealth architecture.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
3	Jordan Park Group	Exact match	San Francisco, CA, United StatesHQ recorded Sep 27, 2026	51-200	191 contacts →
	Exact match “Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
4	Perigon Wealth Management	Exact match	San Francisco, United StatesHQ recorded Sep 27, 2026	51-200	138 contacts →
	Exact match “Founded, owned and led by lifelong financial advisors, Perigon Wealth Management, LLC is an independent RIA firm that provides clients with peace of mind by identifying and…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
5	Myvest	Exact match	San Francisco, CA, United StatesHQ recorded Sep 27, 2026	51-200	121 contacts →
	Exact match “MyVest builds enterprise wealth management technology for the digital age.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
6	Robertson Stephens	Exact match	San Francisco, CA, United StatesHQ recorded Sep 27, 2026	51-200	105 contacts →
	Exact match “Robertson Stephens is a wealth management firm striving to provide comprehensive and innovative investment strategies and wealth solutions to our clients through an intelligent…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
7	JIKO	Exact match	San Francisco, CA, United StatesHQ recorded Sep 27, 2026	51-200	87 contacts →
	Exact match “100% Bank, 100% Tech: Where safety meets innovation Jiko is an innovative banking platform that delivers financial safety, speed, and simplicity to its clients by owning and…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
8	Baker Street Advisors	Exact match	San Francisco, CA, United StatesHQ recorded Sep 27, 2026	51-200	67 contacts →
	Exact match “Baker Street Advisors is a San Francisco based, SEC Registered Investment Adviser (RIA) with over $19 billion under advisement.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
9	Mcmorgan & Company	Exact match	San Francisco, CA, United StatesHQ recorded Sep 27, 2026	11-50	49 contacts →
	Exact match “McMorgan & Company offers thoughtful, relevant solutions through a combination of proprietary strategies, unique access vehicles, sub-advisory relationships, and select…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
10	Fort Point Capital Partners	Exact match	San Francisco, CA, United StatesHQ recorded Sep 27, 2026	11-50	32 contacts →
	Exact match “Founded in 2008, Fort Point is an SEC-registered investment adviser that provides tailored investment solutions to individuals, wealth advisory firms, family offices, and…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
11	FREC	Exact match	San Francisco, United StatesHQ recorded Sep 27, 2026	11-50	25 contacts →
	Exact match “We believe everyone deserves access to better and smarter ways to manage their money.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
12	Osborne Partners Capital Management, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 27, 2026	11-50	23 contacts →
	Exact match “Osborne Partners is an over 85-year-old firm that offers sophisticated investment management and active financial planning for families and institutions.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
13	Baer Investment Advisory LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 27, 2026	1-10	23 contacts →
	Exact match “BIA specializes in providing high quality, customized investment solutions and outstanding service to clients.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
14	Colchis Capital Management, LP	Exact match	San Francisco, CA, United StatesHQ recorded Sep 27, 2026	11-50	20 contacts →
	Exact match “Colchis Capital Management is an investment management firm headquartered in San Francisco, California.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
15	Seven Post Investment Office LP	Exact match	San Francisco, CA, United StatesHQ recorded Sep 27, 2026	11-50	19 contacts →
	Exact match “We provide customized, independent counsel to clients with significant assets.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
16	Sidepocket	Exact match	San Francisco, United StatesHQ recorded Sep 27, 2026	11-50	16 contacts →
	Exact match “Sidepocket is a venture-backed deep-tech company and SEC-Registered Investment Advisor built to solve a structural flaw in America's retirement system: self-employed workers…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
17	Leading Edge Investment Advisors, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 27, 2026	11-50	15 contacts →
	Exact match “Leading Edge Investment Advisors, LLC (“LEIA”) is a San Francisco based firm founded in August 2005 by Clayton Jue, who has over 25 years of experience in investment consulting…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
18	Stratifi Technologies INC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 27, 2026	11-50	15 contacts →
	Exact match “StratiFi is an AI-powered platform that streamlines investment workflows for wealth managers by integrating risk management, compliance, and investment strategies into one unified…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
19	ONE Wealth Advisors	Exact match	San Francisco, CA, United StatesHQ recorded Sep 27, 2026	1-10	14 contacts →
	Exact match “We pride ourselves on the deep relationships we build with our clients.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
20	Raseed Invest	Exact match	San Francisco, CA, United StatesHQ recorded Sep 27, 2026	11-50	14 contacts →
	Exact match “Invest in your financial future.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
21	Bivium Capital Partners, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 27, 2026	11-50	13 contacts →
	Exact match “At Bivium Capital, we have partnered with investors and managers to help them achieve their strategic objectives since 2002.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
22	Mission Creek Capital Partners INC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 27, 2026	11-50	12 contacts →
	Exact match “Mission Creek Capital Partners is a fully independent registered investment advisor providing specialized investment management strategies and solutions for institutions, limited…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
23	Goodfin	Exact match	San Francisco, CA, United StatesHQ recorded Sep 27, 2026	11-50	12 contacts →
	Exact match “Goodfin is reimagining private wealth in the era of AI.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
24	Valueglance	Exact match	San Francisco, CA, United StatesHQ recorded Sep 27, 2026	11-50	12 contacts →
	Exact match “ValueGlance is a personal investing tool that helps you find high-quality stocks for long-term investing.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
25	Alphanso	Exact match	San Francisco, CA, United StatesHQ recorded Sep 27, 2026	1-10	11 contacts →
	Exact match “At Alphanso, we believe wealth management should be simple, accessible, and tailored to your unique goals.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “advisor-led investment platforms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 132 advisor-led investment platforms based in San Francisco, United States

See the full list, filter by size, metro and specialty, and access 1,150 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Advisor-led investment platforms based in San Francisco, United States at a glance

As of Sep 27, 2026

54.5%Verified-email coverage

16.0Average contacts per company

1-10Median size (employees)

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

10001+

Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 132 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with San Francisco, United States whose business descriptions match “advisor-led investment platforms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 1,150 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Advisor-led investment platforms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “advisor-led investment platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many advisor-led investment platforms are there based in San Francisco, United States?

RevenueBase identified 132 company matches for advisor-led investment platforms associated with San Francisco, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Schwab Advisor Services tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most advisor-led investment platforms?

New York leads the United States with 370 company records, followed by Atlanta (150) and Chicago (143). San Francisco has 132.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 1,150 professional contacts with verified work emails tracked across these 132 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.

Ready to reach these companies? Verified emails and direct dials for all 132 advisor-led investment platforms based in San Francisco, United States. Start with a free account, no credit card.

Download this list →

Related lists

Advisor-led investment platforms by geography

Browse the directory

About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.