Company lists · Data refreshed October 2026

Top 25 Asset management consulting firms based in San Francisco, United States

Name: Asset management consulting firms based in San Francisco, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 1, 2026 79 companies tracked

RevenueBase identified 79 company matches for asset management consulting firms associated with San Francisco, United States as of October 2026 and tracks 839 professional contacts across them, including 420 with verified work emails. Across the United States, New York is the largest hub for this category (471 companies); San Francisco has 79.

This list covers company matches for asset management consulting firms 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 October 1, 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 Oct 1, 2026 How this list was built

79Companies

839Contacts tracked

420Verified emails

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The 25 largest asset management consulting firms based in San Francisco, United States

Ranked by team size

Top 25 of 79 company matches for asset management consulting firms based in San Francisco, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 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	Callan	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	51-200	201 contacts →
	Exact match “Callan was founded as an employee-owned investment consulting firm in 1973.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	Jordan Park Group	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
3	Mcmorgan & Company	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
4	Fort Point Capital Partners	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
5	Baer Investment Advisory LLC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
6	Colchis Capital Management, LP	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
7	Seven Post Investment Office LP	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	11-50	19 contacts →
	Exact match “We provide customized, independent counsel to clients with significant assets.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	Leading Edge Investment Advisors, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
9	Bivium Capital Partners, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
10	Mission Creek Capital Partners INC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
11	Kurv Investment Management	Exact match	San Francisco, United StatesHQ recorded Oct 1, 2026	1-10	11 contacts →
	Exact match “Kurv delivers actively managed, tax-efficient strategies to investors of all sizes.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	Montcalm	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	10 contacts →
	Exact match “Montcalm is a San Francisco-based wealth management and capital markets trading firm that blends expert investing with new economy sustainability and independent vision.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	Broadmark Asset Management LLC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	7 contacts →
	Exact match “Broadmark Asset Management LLC is a U.S.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	Onyx Asset Advisors, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	6 contacts →
	Exact match “Onyx Asset Advisors, LLC (“ONYX”) is a venture focusing within the asset advisory, monetization, and valuation industry.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	Camelotta Advisors	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “At Camelotta, we are committed to providing comprehensive financial advice to high net worth individuals and families.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	Prospettiva Financial	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “Prospettiva Financial offers financial planning and portfolio management services to individuals, families, creative entrepreneurs, and non-profits.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	Arete Ventures	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	11-50	3 contacts →
	Exact match “Arete Ventures is an institutional advisory firm working at the intersection of capital, technology, and transformation.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	Roof Eidam Maycock Peralta, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “At Roof Eidam Maycock Peralta (REMP), our approach goes beyond financial planning, we provide life planning.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	Violich Capital Management	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “Violich Capital Management is a Registered Investment Advisor with the Securities and Exchange Commission that focuses on serving individual and institutional investors.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20	OUI Financial	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “OUI means "Yes" in French, as in Yes to financial freedom.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21	Equistone Partners	Exact match	San Francisco, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “Equistone Partners™ provides advisory and consulting services, financial management and valuation in the field of investments.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22	Regroup, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “IF YOU MANAGE MONEY, YOU'RE IN THE RIGHT PLACE.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23	Tahoga LLC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “Tahoga is an investment holding company and advisory services firm.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24	Boba Gump LLC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “Consulting, Advisory, and Investment Company based in San Francisco.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25	Greenroompartners	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “Green Room Partners is a California registered investment advisor which provides wealth management and portfolio management services.” Recorded in the RevenueBase company graph · Oct 1, 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 “asset management consulting firms”. 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 79 asset management consulting firms based in San Francisco, United States

See the full list, filter by size, metro and specialty, and access 420 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Asset management consulting firms based in San Francisco, United States at a glance

As of Oct 1, 2026

50.1%Verified-email coverage

10.6Average contacts per company

1-10Median size (employees)

Oct 1, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 79 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 “asset management consulting firms” 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 420 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 October 1, 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.

Asset management consulting firms 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 “asset management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset management consulting firms are there based in San Francisco, United States?

RevenueBase identified 79 company matches for asset management consulting firms associated with San Francisco, United States as of October 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?

Callan 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 asset management consulting firms?

New York leads the United States with 471 company records, followed by Chicago (156) and Houston (128). San Francisco has 79.

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 420 professional contacts with verified work emails tracked across these 79 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 October 1, 2026.

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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.