Company lists · Data refreshed September 2026
Top 25 Digital portfolio advisors based in San Francisco, United States
RevenueBase identified 69 company matches for digital portfolio advisors associated with San Francisco, United States as of September 2026 and tracks 582 professional contacts across them, including 225 with verified work emails. Across the United States, New York is the largest hub for this category (201 companies); San Francisco has 69.
This list covers company matches for digital portfolio advisors 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 19, 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.
The 25 largest digital portfolio advisors based in San Francisco, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 19, 2026 · View company records in RevenueBase | |||||
| 2 | 117 contacts → | ||||
Exact match “Compound Planning is your digital family office, a single place to manage your taxes, investments, borrowing and more.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 3 | 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 19, 2026 · View company records in RevenueBase | |||||
| 4 | 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 19, 2026 · View company records in RevenueBase | |||||
| 5 | 20 contacts → | ||||
Exact match “Colchis Capital Management is an investment management firm headquartered in San Francisco, California.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 6 | 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 19, 2026 · View company records in RevenueBase | |||||
| 7 | 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 19, 2026 · View company records in RevenueBase | |||||
| 8 | 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 19, 2026 · View company records in RevenueBase | |||||
| 9 | 11 contacts → | ||||
Exact match “Heron Finance provides individual investors, RIAs, and family offices with diversified private market investing portfolios.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 10 contacts → | ||||
Exact match “BUNKER es un asesor financiero digital incorporado y regulado en Estados Unidos.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 8 contacts → | ||||
Exact match “The Great Gable is one of the highest mountain peaks in England, located in the Lake District.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 6 contacts → | ||||
Exact match “100 Acre Ventures is a technical investment firm focused on the emerging digital asset class.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 6 contacts → | ||||
Exact match “Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 14 | 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 · Sep 19, 2026 · View company records in RevenueBase | |||||
| 15 | 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 · Sep 19, 2026 · View company records in RevenueBase | |||||
| 16 | 4 contacts → | ||||
Exact match “e Cobalt Investing is an investment platform focused on the convergence of digital assets, real world assets, and institutional capital formation.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 17 | 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 · Sep 19, 2026 · View company records in RevenueBase | |||||
| 18 | 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 · Sep 19, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “OUI means "Yes" in French, as in Yes to financial freedom.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “Free online investment advice” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 21 | 2 contacts → | ||||
Exact match “Alisio Capital is an asset management firm delivering true diversification, performance and unique insight to high net worth individuals.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “UNION SQUARE Global Wealth Management is a company based out of San Francisco, California, United States.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “CORRIGAN FINANCIAL INC is a financial services company based out of 1326 CASTRO ST, SAN FRANCISCO, California, United States.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “Gold Leaf Capital is an emerging firm that generates higher-than-average market returns for its clients.” Recorded in the RevenueBase company graph · Sep 19, 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 “digital portfolio advisors”. 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 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, 2026Companies by employee count
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
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 “digital portfolio advisors” 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 225 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 19, 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.
Digital portfolio advisors by metro in the United States
- Digital portfolio advisors in New York201
- Digital portfolio advisors in Chicago79
- Digital portfolio advisors in Atlanta66
- Digital portfolio advisors in Miami58
- Digital portfolio advisors in Dallas57
- Digital portfolio advisors in Austin55
- Digital portfolio advisors in Houston55
- Digital portfolio advisors in San Diego54
- Digital portfolio advisors in Boston53
- Digital portfolio advisors in Denver48
- Digital portfolio advisors in Charlotte44
- Digital portfolio advisors in Scottsdale39
- Digital portfolio advisors in Portland34
- Digital portfolio advisors in Newport Beach33
- Digital portfolio advisors in Seattle33
- Digital portfolio advisors in Los Angeles31
- Digital portfolio advisors in Tampa31
- Digital portfolio advisors in Indianapolis29
- Digital portfolio advisors in Columbus28
- Digital portfolio advisors in Minneapolis28
- Digital portfolio advisors in Pittsburgh28
- Digital portfolio advisors in Boca Raton27
- Digital portfolio advisors in Overland Park27
- Digital portfolio advisors in Irvine26
- Digital portfolio advisors in Las Vegas25
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 “digital portfolio advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many digital portfolio advisors are there based in San Francisco, United States?
RevenueBase identified 69 company matches for digital portfolio advisors 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?
Perigon Wealth Management 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 digital portfolio advisors?
New York leads the United States with 201 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 225 professional contacts with verified work emails tracked across these 69 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 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 69 digital portfolio advisors based in San Francisco, United States. Start with a free account, no credit card.
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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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Digital portfolio advisors based in Ahmedabad, India
- Digital portfolio advisors based in Bangalore, India
- Digital portfolio advisors based in Chennai, India
- Digital portfolio advisors based in Mumbai, India
- Digital portfolio advisors based in New Delhi, India
- Digital portfolio advisors based in Pune, India
Company intelligence · public preview
Top 25 digital portfolio advisors based in San Francisco, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 69 matching company records for digital portfolio advisors based in San Francisco, United States, with 582 tracked contacts and 225 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 digital portfolio advisors based in San Francisco, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Perigon Wealth Managementperigonwealth.comHQ: San Francisco, United StatesReported employees: 51-200 | San Francisco, United States | 51-200 | Exact match | 138 contacts → |
“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 description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Compoundcompoundplanning.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 117 contacts → |
“Compound Planning is your digital family office, a single place to manage your taxes, investments, borrowing and more.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Mcmorgan & Companymcmorgan.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 49 contacts → |
“McMorgan & Company offers thoughtful, relevant solutions through a combination of proprietary strategies, unique access vehicles, sub-advisory relationships, and select…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Baer Investment Advisory LLCbaerinvestment.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 23 contacts → |
“BIA specializes in providing high quality, customized investment solutions and outstanding service to clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Colchis Capital Management, LPcolchiscapital.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 20 contacts → |
“Colchis Capital Management is an investment management firm headquartered in San Francisco, California.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 15 contacts → |
“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 description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Mission Creek Capital Partners INCmissioncreekcap.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 12 contacts → |
“Mission Creek Capital Partners is a fully independent registered investment advisor providing specialized investment management strategies and solutions for institutions, limited…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Alphansoalphanso.aiHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 11 contacts → |
“At Alphanso, we believe wealth management should be simple, accessible, and tailored to your unique goals.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Heron Financeheronfinance.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 11 contacts → |
“Heron Finance provides individual investors, RIAs, and family offices with diversified private market investing portfolios.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Bunkerbunkerinvest.usHQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 10 contacts → |
“BUNKER es un asesor financiero digital incorporado y regulado en Estados Unidos.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Great Gable Investments, LLCgreatgable.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 8 contacts → |
“The Great Gable is one of the highest mountain peaks in England, located in the Lake District.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  100 Acre Ventures100acreventures.comHQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 6 contacts → |
“100 Acre Ventures is a technical investment firm focused on the emerging digital asset class.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Kwantikwanti.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 6 contacts → |
“Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Camelotta Advisorscamelotta.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 4 contacts → |
“At Camelotta, we are committed to providing comprehensive financial advice to high net worth individuals and families.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Prospettiva Financialprospettivafinancial.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 4 contacts → |
“Prospettiva Financial offers financial planning and portfolio management services to individuals, families, creative entrepreneurs, and non-profits.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  E-Cobalt Investinge-cobalt.ioHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 4 contacts → |
“e Cobalt Investing is an investment platform focused on the convergence of digital assets, real world assets, and institutional capital formation.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Roof Eidam Maycock Peralta, LLCrempadvisors.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
“At Roof Eidam Maycock Peralta (REMP), our approach goes beyond financial planning, we provide life planning.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Violich Capital Managementviolichcapital.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
“Violich Capital Management is a Registered Investment Advisor with the Securities and Exchange Commission that focuses on serving individual and institutional investors.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | OUI Financialouifinancial.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
“OUI means "Yes" in French, as in Yes to financial freedom.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Sigfig Wealth Management, LLCsigfig.com HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 2 contacts → |
“Free online investment advice” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Alisio Capital Partnersalisiocapital.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
“Alisio Capital is an asset management firm delivering true diversification, performance and unique insight to high net worth individuals.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Union Square Global Wealth Managementusqglobalwealth.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
“UNION SQUARE Global Wealth Management is a company based out of San Francisco, California, United States.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Wisely Financial Strategieswiselysolutions.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
“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.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Corrigan Financial INCcorrfinancial.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
“CORRIGAN FINANCIAL INC is a financial services company based out of 1326 CASTRO ST, SAN FRANCISCO, California, United States.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Gold Leaf Capitalglcapital.xyzHQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 1 contacts → |
“Gold Leaf Capital is an emerging firm that generates higher-than-average market returns for its clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 69 company matches
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Digital portfolio advisors: dataset insights
September 19, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
68 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 19, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Digital portfolio advisors by metro in the United States
- Digital portfolio advisors in New York201
- Digital portfolio advisors in Chicago79
- Digital portfolio advisors in Atlanta66
- Digital portfolio advisors in Miami58
- Digital portfolio advisors in Dallas57
- Digital portfolio advisors in Austin55
- Digital portfolio advisors in Houston55
- Digital portfolio advisors in San Diego54
- Digital portfolio advisors in Boston53
- Digital portfolio advisors in Denver48
- Digital portfolio advisors in Charlotte44
- Digital portfolio advisors in Scottsdale39
- Digital portfolio advisors in Portland34
- Digital portfolio advisors in Newport Beach33
- Digital portfolio advisors in Seattle33
- Digital portfolio advisors in Los Angeles31
- Digital portfolio advisors in Tampa31
- Digital portfolio advisors in Indianapolis29
- Digital portfolio advisors in Columbus28
- Digital portfolio advisors in Minneapolis28
- Digital portfolio advisors in Pittsburgh28
- Digital portfolio advisors in Boca Raton27
- Digital portfolio advisors in Overland Park27
- Digital portfolio advisors in Irvine26
- Digital portfolio advisors in Las Vegas25
Questions about this company list
What does Exact match mean for digital portfolio advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many digital portfolio advisors did RevenueBase find based in San Francisco, United States?
The saved snapshot records 69 matching company records, 582 tracked contacts and 225 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 19, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Digital portfolio advisors by geography
- Digital portfolio advisors based in Ahmedabad, India
- Digital portfolio advisors based in Bangalore, India
- Digital portfolio advisors based in Chennai, India
- Digital portfolio advisors based in Mumbai, India
- Digital portfolio advisors based in New Delhi, India
- Digital portfolio advisors based in Pune, India
- Digital portfolio advisors based in Zug, Switzerland
- Digital portfolio advisors based in Zurich, Switzerland
- Digital portfolio advisors based in Atlanta, United States
- Digital portfolio advisors based in Austin, United States
- Digital portfolio advisors based in Boca Raton, United States
- Digital portfolio advisors based in Boston, United States
Cite this list
RevenueBase Data Team. Top 25 digital portfolio advisors based in San Francisco, United States. Snapshot: September 19, 2026. https://revenuebase.ai/companies/digital-portfolio-advisors/united-states/san-francisco.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Digital portfolio advisors based in Ahmedabad, India
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- Digital portfolio advisors based in Pune, India
Company intelligence · public preview
Top 25 digital portfolio advisors based in San Francisco, United States
RevenueBase records 69 matching company records for digital portfolio advisors based in San Francisco, United States, with 582 tracked contacts and 225 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 digital portfolio advisors based in San Francisco, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Perigon Wealth Managementperigonwealth.com HQ: San Francisco, United StatesReported employees: 51-200 | San Francisco, United States | 51-200 | Exact match | 138 contacts → |
“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 description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Compoundcompoundplanning.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 117 contacts → |
“Compound Planning is your digital family office, a single place to manage your taxes, investments, borrowing and more.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Mcmorgan & Companymcmorgan.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 49 contacts → |
“McMorgan & Company offers thoughtful, relevant solutions through a combination of proprietary strategies, unique access vehicles, sub-advisory relationships, and select…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Baer Investment Advisory LLCbaerinvestment.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 23 contacts → |
“BIA specializes in providing high quality, customized investment solutions and outstanding service to clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Colchis Capital Management, LPcolchiscapital.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 20 contacts → |
“Colchis Capital Management is an investment management firm headquartered in San Francisco, California.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 15 contacts → |
“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 description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Mission Creek Capital Partners INCmissioncreekcap.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 12 contacts → |
“Mission Creek Capital Partners is a fully independent registered investment advisor providing specialized investment management strategies and solutions for institutions, limited…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Alphansoalphanso.ai HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 11 contacts → |
“At Alphanso, we believe wealth management should be simple, accessible, and tailored to your unique goals.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Heron Financeheronfinance.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 11 contacts → |
“Heron Finance provides individual investors, RIAs, and family offices with diversified private market investing portfolios.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Bunkerbunkerinvest.us HQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 10 contacts → |
“BUNKER es un asesor financiero digital incorporado y regulado en Estados Unidos.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Great Gable Investments, LLCgreatgable.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 8 contacts → |
“The Great Gable is one of the highest mountain peaks in England, located in the Lake District.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | 100 Acre Ventures100acreventures.com HQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 6 contacts → |
“100 Acre Ventures is a technical investment firm focused on the emerging digital asset class.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Kwantikwanti.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 6 contacts → |
“Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Camelotta Advisorscamelotta.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 4 contacts → |
“At Camelotta, we are committed to providing comprehensive financial advice to high net worth individuals and families.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Prospettiva Financialprospettivafinancial.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 4 contacts → |
“Prospettiva Financial offers financial planning and portfolio management services to individuals, families, creative entrepreneurs, and non-profits.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | E-Cobalt Investinge-cobalt.io HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 4 contacts → |
“e Cobalt Investing is an investment platform focused on the convergence of digital assets, real world assets, and institutional capital formation.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Roof Eidam Maycock Peralta, LLCrempadvisors.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
“At Roof Eidam Maycock Peralta (REMP), our approach goes beyond financial planning, we provide life planning.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Violich Capital Managementviolichcapital.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
“Violich Capital Management is a Registered Investment Advisor with the Securities and Exchange Commission that focuses on serving individual and institutional investors.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | OUI Financialouifinancial.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
“OUI means "Yes" in French, as in Yes to financial freedom.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Sigfig Wealth Management, LLCsigfig.com HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 2 contacts → |
“Free online investment advice” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Alisio Capital Partnersalisiocapital.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
“Alisio Capital is an asset management firm delivering true diversification, performance and unique insight to high net worth individuals.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Union Square Global Wealth Managementusqglobalwealth.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
“UNION SQUARE Global Wealth Management is a company based out of San Francisco, California, United States.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Wisely Financial Strategieswiselysolutions.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
“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.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Corrigan Financial INCcorrfinancial.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
“CORRIGAN FINANCIAL INC is a financial services company based out of 1326 CASTRO ST, SAN FRANCISCO, California, United States.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Gold Leaf Capitalglcapital.xyz HQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 1 contacts → |
“Gold Leaf Capital is an emerging firm that generates higher-than-average market returns for its clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 69 company matches
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Digital portfolio advisors: dataset insights
September 19, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
68 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 19, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Digital portfolio advisors by metro in the United States
- Digital portfolio advisors in New York201
- Digital portfolio advisors in Chicago79
- Digital portfolio advisors in Atlanta66
- Digital portfolio advisors in Miami58
- Digital portfolio advisors in Dallas57
- Digital portfolio advisors in Austin55
- Digital portfolio advisors in Houston55
- Digital portfolio advisors in San Diego54
- Digital portfolio advisors in Boston53
- Digital portfolio advisors in Denver48
- Digital portfolio advisors in Charlotte44
- Digital portfolio advisors in Scottsdale39
- Digital portfolio advisors in Portland34
- Digital portfolio advisors in Newport Beach33
- Digital portfolio advisors in Seattle33
- Digital portfolio advisors in Los Angeles31
- Digital portfolio advisors in Tampa31
- Digital portfolio advisors in Indianapolis29
- Digital portfolio advisors in Columbus28
- Digital portfolio advisors in Minneapolis28
- Digital portfolio advisors in Pittsburgh28
- Digital portfolio advisors in Boca Raton27
- Digital portfolio advisors in Overland Park27
- Digital portfolio advisors in Irvine26
- Digital portfolio advisors in Las Vegas25
Questions about this company list
What does Exact match mean for digital portfolio advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many digital portfolio advisors did RevenueBase find based in San Francisco, United States?
The saved snapshot records 69 matching company records, 582 tracked contacts and 225 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 19, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 digital portfolio advisors based in San Francisco, United States. Snapshot: September 19, 2026. https://revenuebase.ai/companies/digital-portfolio-advisors/united-states/san-francisco.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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