Company lists · Data refreshed September 2026

Top 25 Digital portfolio advisors based in San Francisco, United States

Name: Digital portfolio advisors 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 69 companies tracked

RevenueBase identified 69 digital portfolio advisors headquartered in San Francisco, United States as of September 2026 and tracks 582 professional contacts across them, including 225 with verified work emails. New York is the largest hub.

This list covers digital portfolio advisors 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

69Companies

582Contacts tracked

225Verified emails

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The 25 largest digital portfolio advisors based in San Francisco, United States

Ranked by team size

Top 25 of 69 digital portfolio advisors 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 digital portfolio advisors: 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	Partial evidence	San Francisco, United StatesHQ checked Sep 19, 2026	51-200	138 contacts →
	Partial 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	Compound	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	51-200	117 contacts →
	Partial evidence “Compound Planning is your digital family office, a single place to manage your taxes, investments, borrowing and more.” Source: RevenueBase Database · checked Sep 19, 2026
3	Mcmorgan & Company	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	11-50	49 contacts →
	Partial evidence “McMorgan & Company offers thoughtful, relevant solutions through a combination of proprietary strategies, unique access vehicles, sub-advisory relationships, and select…” Source: RevenueBase Database · checked Sep 19, 2026
4	Baer Investment Advisory LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	1-10	23 contacts →
	Indirect evidence “BIA specializes in providing high quality, customized investment solutions and outstanding service to clients.” Source: RevenueBase Database · checked Sep 19, 2026
5	Colchis Capital Management, LP	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	11-50	20 contacts →
	Indirect evidence “Colchis Capital Management is an investment management firm headquartered in San Francisco, California.” Source: RevenueBase Database · checked Sep 19, 2026
6	Leading Edge Investment Advisors, LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	11-50	15 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
7	Mission Creek Capital Partners INC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	11-50	12 contacts →
	Partial evidence “Mission Creek Capital Partners is a fully independent registered investment advisor providing specialized investment management strategies and solutions for institutions, limited…” Source: RevenueBase Database · checked Sep 19, 2026
8	Alphanso	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	1-10	11 contacts →
	Indirect evidence “At Alphanso, we believe wealth management should be simple, accessible, and tailored to your unique goals.” Source: RevenueBase Database · checked Sep 19, 2026
9	Heron Finance	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	11-50	11 contacts →
	Partial evidence “Heron Finance provides individual investors, RIAs, and family offices with diversified private market investing portfolios.” Source: RevenueBase Database · checked Sep 19, 2026
10	Bunker	Partial evidence	San Francisco, United StatesHQ checked Sep 19, 2026	11-50	10 contacts →
	Partial evidence “BUNKER es un asesor financiero digital incorporado y regulado en Estados Unidos.” Source: RevenueBase Database · checked Sep 19, 2026
11	Great Gable Investments, LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Indirect evidence “The Great Gable is one of the highest mountain peaks in England, located in the Lake District.” Source: RevenueBase Database · checked Sep 19, 2026
12	100 Acre Ventures	Partial evidence	San Francisco, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial evidence “100 Acre Ventures is a technical investment firm focused on the emerging digital asset class.” Source: RevenueBase Database · checked Sep 19, 2026
13	Kwanti	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	11-50	6 contacts →
	Strong evidence “Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors.” Source: RevenueBase Database · checked Sep 19, 2026
14	Camelotta Advisors	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect 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
15	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
16	E-Cobalt Investing	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “e Cobalt Investing is an investment platform focused on the convergence of digital assets, real world assets, and institutional capital formation.” Source: RevenueBase Database · checked Sep 19, 2026
17	Roof Eidam Maycock Peralta, LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “At Roof Eidam Maycock Peralta (REMP), our approach goes beyond financial planning, we provide life planning.” Source: RevenueBase Database · checked Sep 19, 2026
18	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
19	OUI Financial	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “OUI means "Yes" in French, as in Yes to financial freedom.” Source: RevenueBase Database · checked Sep 19, 2026
20	Sigfig Wealth Management, LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	201-500	2 contacts →
	Indirect evidence “Free online investment advice” Source: RevenueBase Database · checked Sep 19, 2026
21	Alisio Capital Partners	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “Alisio Capital is an asset management firm delivering true diversification, performance and unique insight to high net worth individuals.” Source: RevenueBase Database · checked Sep 19, 2026
22	Union Square Global Wealth Management	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “UNION SQUARE Global Wealth Management is a company based out of San Francisco, California, United States.” Source: RevenueBase Database · checked Sep 19, 2026
23	Wisely Financial Strategies	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “For over ten years, we have been helping successful organizations, families and individuals maximize their financial impact for the people and causes that matter to them the most.” Source: RevenueBase Database · checked Sep 19, 2026
24	Corrigan Financial INC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “CORRIGAN FINANCIAL INC is a financial services company based out of 1326 CASTRO ST, SAN FRANCISCO, California, United States.” Source: RevenueBase Database · checked Sep 19, 2026
25	Gold Leaf Capital	Indirect evidence	San Francisco, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “Gold Leaf Capital is an emerging firm that generates higher-than-average market returns for its clients.” 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: digital portfolio advisors. 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 digital portfolio advisors.
Partial evidence: Its own public description names part of digital portfolio advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name digital portfolio advisors. 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 69 digital portfolio advisors based in San Francisco, United States

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Digital portfolio advisors based in San Francisco, United States at a glance

As of Sep 19, 2026

38.7%Verified-email coverage

8.4Average contacts per company

1-10Median size (employees)

291.3%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 69 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 digital portfolio advisors, 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 “digital portfolio advisors”. 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 digital portfolio advisors), 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 digital portfolio advisors, 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, 225 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.

Digital portfolio advisors 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 digital portfolio advisors, 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 digital portfolio advisors are there based in San Francisco, United States?

RevenueBase identified 69 digital portfolio advisors 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 digital portfolio advisors?

New York leads with 201 headquartered companies, followed by Chicago (79) and San Francisco (69).

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 225 verified decision-maker contacts tracked across these 69 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.