Company lists · Data refreshed September 2026
Top 24 Direct indexing companies based in San Francisco, United States
RevenueBase identified 49 direct indexing companies headquartered in San Francisco, United States as of September 2026 and tracks 838 professional contacts across them, including 429 with verified work emails. New York is the largest hub.
This list covers direct indexing companies 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.
The 24 largest direct indexing companies based in San Francisco, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 191 contacts → | ||||
Indirect evidence “Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 138 contacts → | ||||
Indirect 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, 2026Thanks. The Data Team will review it. | |||||
| 3 | 67 contacts → | ||||
Indirect evidence “Baker Street Advisors is a San Francisco based, SEC Registered Investment Adviser (RIA) with over $19 billion under advisement.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 49 contacts → | ||||
Indirect 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, 2026Thanks. The Data Team will review it. | |||||
| 5 | 32 contacts → | ||||
Indirect 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, 2026Thanks. The Data Team will review it. | |||||
| 6 | 23 contacts → | ||||
Indirect evidence “BIA specializes in providing high quality, customized investment solutions and outstanding service to clients.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 22 contacts → | ||||
Indirect evidence “Cache is a modern brokerage built for your large stock positions.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 20 contacts → | ||||
Indirect evidence “Colchis Capital Management is an investment management firm headquartered in San Francisco, California.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 19 contacts → | ||||
Indirect evidence “We provide customized, independent counsel to clients with significant assets.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 15 contacts → | ||||
Indirect 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, 2026Thanks. The Data Team will review it. | |||||
| 11 | 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, 2026Thanks. The Data Team will review it. | |||||
| 12 | 11 contacts → | ||||
Indirect evidence “Heron Finance provides individual investors, RIAs, and family offices with diversified private market investing portfolios.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 11 contacts → | ||||
Indirect evidence “Kurv delivers actively managed, tax-efficient strategies to investors of all sizes.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 10 contacts → | ||||
Indirect evidence “BUNKER es un asesor financiero digital incorporado y regulado en Estados Unidos.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 7 contacts → | ||||
Indirect evidence “Broadmark Asset Management LLC is a U.S.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 6 contacts → | ||||
Indirect evidence “Ensemble Capital Management, LLC is based in San Francisco, California, As of Dec 31, 2022, Ensemble manages about $1.4 billion of institutional and private client assets.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 5 contacts → | ||||
Indirect evidence “To see Naylor & Company's long term performance please see our website at: Naylor & Company is a registered investment adviser that has been managing investment portfolios for…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 5 contacts → | ||||
Indirect evidence “Macroaxis is a sophisticated, yet simple to use personalized investment management service.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Indirect 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, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Indirect evidence “Free online investment advice” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 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, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Indirect evidence “Green Room Partners is a California registered investment advisor which provides wealth management and portfolio management services.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Indirect evidence “Introduction I founded Credo Wealth Management, LLC after 16 years of working at UBS Financial Services, Inc.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 24 | 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, 2026Thanks. The Data Team will review it. | |||||
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: direct indexing companies. 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 direct indexing companies.
- Partial evidence
- Its own public description names part of direct indexing companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name direct indexing companies. 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 24 of 49 direct indexing companies based in San Francisco, United States
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Direct indexing companies 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 49 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 direct indexing companies, 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 “direct indexing companies”. 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 direct indexing companies), 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 direct indexing companies, 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, 429 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.
Direct indexing companies by metro in the United States
- Direct indexing companies in New York136
- Direct indexing companies in Chicago62
- Direct indexing companies in Boston54
- Direct indexing companies in Dallas49
- Direct indexing companies in San Francisco49
- Direct indexing companies in Houston44
- Direct indexing companies in Atlanta38
- Direct indexing companies in Charlotte34
- Direct indexing companies in San Diego34
- Direct indexing companies in Austin33
- Direct indexing companies in Portland32
- Direct indexing companies in Denver30
- Direct indexing companies in Miami30
- Direct indexing companies in Los Angeles28
- Direct indexing companies in Scottsdale27
- Direct indexing companies in Newport Beach26
- Direct indexing companies in Seattle26
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 direct indexing companies, 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 direct indexing companies are there based in San Francisco, United States?
RevenueBase identified 49 direct indexing companies 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?
Jordan Park Group, headquartered in San Francisco, tops this list with the largest team on record.
Which city has the most direct indexing companies?
New York leads with 136 headquartered companies, followed by Chicago (62) and Boston (54).
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 429 verified decision-maker contacts tracked across these 49 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.
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