Company lists · Data refreshed September 2026

Top 25 Association financial advisory firms based in San Francisco, United States

Name: Association financial advisory 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 Sep 19, 2026 79 companies tracked

RevenueBase identified 79 association financial advisory firms headquartered in San Francisco, United States as of September 2026 and tracks 614 professional contacts across them, including 339 with verified work emails. New York is the largest hub.

This list covers association financial advisory firms headquartered in San Francisco, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

79Companies

614Contacts tracked

339Verified emails

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The 25 largest association financial advisory firms based in San Francisco, United States

Ranked by team size

Top 25 of 79 association financial advisory firms based in San Francisco, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to association financial advisory firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Perigon Wealth Management	Strong evidence	San Francisco, United StatesHQ checked Sep 19, 2026	51-200	138 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
2	SD Mayer	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	51-200	70 contacts →
	Partial evidence “SD Mayer, a Springline company, is a fast-growing, full-service, community-minded accounting, advisory and wealth management firm.” Source: RevenueBase Database · checked Sep 19, 2026
3	Lindquist, VON Husen & Joyce LLP	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	51-200	61 contacts →
	Partial evidence “Lindquist, von Husen & Joyce LLP is a highly respected CPA and advisory firm within the San Francisco community.” Source: RevenueBase Database · checked Sep 19, 2026
4	Fort Point Capital Partners	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	11-50	32 contacts →
	Partial evidence “Founded in 2008, Fort Point is an SEC-registered investment adviser that provides tailored investment solutions to individuals, wealth advisory firms, family offices, and…” Source: RevenueBase Database · checked Sep 19, 2026
5	Osborne Partners Capital Management, LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	11-50	23 contacts →
	Partial evidence “Osborne Partners is an over 85-year-old firm that offers sophisticated investment management and active financial planning for families and institutions.” Source: RevenueBase Database · checked Sep 19, 2026
6	Syon Capital	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	11-50	21 contacts →
	Indirect evidence “At Syon Capital we dedicate ourselves to advising a select number of the nation’s wealthiest families, executives, and entrepreneurs, striving to build thoughtfully curated and…” Source: RevenueBase Database · checked Sep 19, 2026
7	The Advisory Group Of SAN Francisco, LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	1-10	19 contacts →
	Partial evidence “Life-changing financial advice for Northern California business owners and leaders.” Source: RevenueBase Database · checked Sep 19, 2026
8	Bivium Capital Partners, LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	11-50	13 contacts →
	Indirect evidence “At Bivium Capital, we have partnered with investors and managers to help them achieve their strategic objectives since 2002.” Source: RevenueBase Database · checked Sep 19, 2026
9	Boom Planning	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	11-50	13 contacts →
	Indirect evidence “We enable our clients to get organized and excited about their future, empowering them to make a positive change in their lives.” Source: RevenueBase Database · checked Sep 19, 2026
10	Retireone	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	11-50	13 contacts →
	Partial evidence “Serving over RIAs and fee-based advisors since 2011, RetireOne is the leading, independent platform for fee-based insurance solutions.” Source: RevenueBase Database · checked Sep 19, 2026
11	Open Advisors, LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	11-50	10 contacts →
	Indirect evidence “We believe planning for your future involves collaboration with plenty of courage, conviction, and flexibility along the way.” Source: RevenueBase Database · checked Sep 19, 2026
12	Wetherby Asset Management	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	51-200	8 contacts →
	Indirect evidence “We’re now LNW!” Source: RevenueBase Database · checked Sep 19, 2026
13	Focus Advisors	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Partial evidence “Focus Advisors is the collision industry’s leading M&A advisory firm.” Source: RevenueBase Database · checked Sep 19, 2026
14	Fairlight Advisors	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Strong evidence “We founded Fairlight Advisors to help you fulfill your mission with high touch, customized nonprofit financial planning and investment management.” Source: RevenueBase Database · checked Sep 19, 2026
15	Provada Insurance Services	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	11-50	5 contacts →
	Strong evidence “Provada is a marketing and life insurance brokerage company that works with leading advisors, agencies, and financial institutions across the United States.” Source: RevenueBase Database · checked Sep 19, 2026
16	Resolute Partners Group	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Strong evidence “Resolute Partners Group (RPG) is an independently owned and founder led investment advisory and financial planning firm.” Source: RevenueBase Database · checked Sep 19, 2026
17	Camelotta Advisors	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “At Camelotta, we are committed to providing comprehensive financial advice to high net worth individuals and families.” Source: RevenueBase Database · checked Sep 19, 2026
18	Prospettiva Financial	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “Prospettiva Financial offers financial planning and portfolio management services to individuals, families, creative entrepreneurs, and non-profits.” Source: RevenueBase Database · checked Sep 19, 2026
19	Ursa Fund Management, LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “Ursa Fund Management, LLC is an SEC registered investment adviser and serves as an adviser to Ursa Fund Partners, LP, a hedge fund.” Source: RevenueBase Database · checked Sep 19, 2026
20	Israilov Financial	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “You work hard for your money.” Source: RevenueBase Database · checked Sep 19, 2026
21	Roof Eidam Maycock Peralta, LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “At Roof Eidam Maycock Peralta (REMP), our approach goes beyond financial planning, we provide life planning.” Source: RevenueBase Database · checked Sep 19, 2026
22	True Root Financial	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Strong evidence “We are a fiduciary financial advisor providing investing, tax planning and wealth planning advice to business owners & entrepreneurs, physicians and high-earning professionals.” Source: RevenueBase Database · checked Sep 19, 2026
23	Moirai Wealth Management	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “Moirai is a San Francisco-based boutique wealth management firm specializing in high net worth individuals and families.” Source: RevenueBase Database · checked Sep 19, 2026
24	Violich Capital Management	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “Violich Capital Management is a Registered Investment Advisor with the Securities and Exchange Commission that focuses on serving individual and institutional investors.” Source: RevenueBase Database · checked Sep 19, 2026
25	OUI Financial	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “OUI means "Yes" in French, as in Yes to financial freedom.” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: association financial advisory firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names association financial advisory firms.
Partial evidence: Its own public description names part of association financial advisory firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name association financial advisory firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 79 association financial advisory firms based in San Francisco, United States

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Association financial advisory firms based in San Francisco, United States at a glance

As of Sep 19, 2026

55.2%Verified-email coverage

7.8Average contacts per company

1-10Median size (employees)

388.6%Largest-city concentration · New York

Sep 19, 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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among association financial advisory firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in San Francisco, United States whose own description of what they do matches “association financial advisory firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names association financial advisory firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among association financial advisory firms, and records with no verified work email. Companies headquartered outside San Francisco are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 339 across the full list. 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 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Association financial advisory firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names association financial advisory firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many association financial advisory firms are there based in San Francisco, United States?

RevenueBase identified 79 association financial advisory firms headquartered in San Francisco, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Perigon Wealth Management, headquartered in San Francisco, tops this list with the largest team on record.

Which city has the most association financial advisory firms?

New York leads with 307 headquartered companies, followed by Atlanta (196) and Houston (169).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 339 verified decision-maker contacts tracked across these 79 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 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 Smart Search, 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.