Company lists · Data refreshed September 2026

Top 25 Esop advisors based in San Francisco, United States

Name: Esop 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 82 companies tracked

RevenueBase identified 82 esop advisors headquartered in San Francisco, United States as of September 2026 and tracks 1,043 professional contacts across them, including 561 with verified work emails. New York is the largest hub.

This list covers esop 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

82Companies

1,043Contacts tracked

561Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest esop advisors based in San Francisco, United States

Ranked by team size

Top 25 of 82 esop 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 esop 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	Schwab Advisor Services	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	10001+	291 contacts →
	Partial evidence “At Schwab Advisor Services™, we know that working with the right custodian has never been more important.” Source: RevenueBase Database · checked Sep 19, 2026
2	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
3	Finalis	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	51-200	135 contacts →
	Indirect evidence “Compliance should support growth, not slow it down.” Source: RevenueBase Database · checked Sep 19, 2026
4	Compensia	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	51-200	70 contacts →
	Partial evidence “Compensia is the leading independent compensation advisor to technology and life sciences companies.” Source: RevenueBase Database · checked Sep 19, 2026
5	Infinite Equity	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	51-200	70 contacts →
	Indirect evidence “Infinite Equity is the premier independent professional services firm that enables companies to increase the effectiveness and return of their equity programs.” Source: RevenueBase Database · checked Sep 19, 2026
6	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
7	Cache Financials INC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	11-50	22 contacts →
	Indirect evidence “Cache is a modern brokerage built for your large stock positions.” Source: RevenueBase Database · checked Sep 19, 2026
8	Teknos Associates	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	11-50	18 contacts →
	Partial evidence “Teknos Associates is a respected valuation and advisory services firm focused exclusively on technology related companies.” Source: RevenueBase Database · checked Sep 19, 2026
9	Ikona Partners	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	11-50	15 contacts →
	Partial evidence “We serve as a most trusted advisor to founders, management, investors, and boards of global AI, SaaS, and TeS businesses.” Source: RevenueBase Database · checked Sep 19, 2026
10	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
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	Asset Dedication, LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	1-10	10 contacts →
	Partial evidence “Asset Dedication provides planning-centric financial advisors with portfolio strategies that link investments to each client’s financial plan and an operations team to manage…” 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	BAY Hills Capital	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “Bay Hills Capital is an independent, employee owned firm established in 2006 to focus exclusively on investing in small and lower middle market private equity strategies.” Source: RevenueBase Database · checked Sep 19, 2026
15	Broadmark Asset Management LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “Broadmark Asset Management LLC is a U.S.” Source: RevenueBase Database · checked Sep 19, 2026
16	Sierra Pacific Partners	Partial evidence	San Francisco, NV, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial evidence “Sierra Pacific Partners is a boutique investment bank offering mergers and acquisitions and other advisory services.” Source: RevenueBase Database · checked Sep 19, 2026
17	Liquid Stock	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Liquid Stock, a pioneer in private company liquidity solutions headquartered in San Francisco and Los Angeles, is a fully independent, institutionally backed investment firm that…” Source: RevenueBase Database · checked Sep 19, 2026
18	Denning & Company	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial evidence “Based in San Francisco and founded in 2001, Denning & Company is a leading boutique private equity advisory firm which provides consulting and fund raising services to both…” Source: RevenueBase Database · checked Sep 19, 2026
19	Elevate Capital Management	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “Our team is composed of institutional asset class experts with over 50 years of combined experience.” Source: RevenueBase Database · checked Sep 19, 2026
20	Barback Technologies	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “Barback is the go-to platform for Product and Dev teams to manage ESOPs and performance-based bonuses.” Source: RevenueBase Database · checked Sep 19, 2026
21	Gillingham CPA	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “GILLINGHAM ACCOUNTING AND TAX ADVISORY Meet Gillingham John is a San Francisco CPA with a passion for helping clients grow their small businesses and navigate the tax waters.” Source: RevenueBase Database · checked Sep 19, 2026
22	Arete Ventures	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	11-50	3 contacts →
	Partial evidence “Arete Ventures is an institutional advisory firm working at the intersection of capital, technology, and transformation.” Source: RevenueBase Database · checked Sep 19, 2026
23	Sansa Advisors	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	11-50	2 contacts →
	Indirect evidence “We are entrepreneurs with depth and breadth of experience in starting, building and leading companies.” Source: RevenueBase Database · checked Sep 19, 2026
24	Synesis Advisors	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “syn·e·sis \ˈsi-nə-səs\ Noun; Definition: understanding, intelligence, to bring together Synesis Advisors specializes in the purchase and sale of privately held businesses that are…” Source: RevenueBase Database · checked Sep 19, 2026
25	Steelhead Advisors LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence 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: esop 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 esop advisors.
Partial evidence: Its own public description names part of esop advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name esop 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 82 esop advisors based in San Francisco, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 561 reachable decision-makers.

Free signup · no credit card

View the full list →

Esop advisors based in San Francisco, United States at a glance

As of Sep 19, 2026

53.8%Verified-email coverage

12.7Average contacts per company

1-10Median size (employees)

504.9%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

10001+

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 82 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 esop 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 “esop 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 esop 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 esop 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, 561 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.

Esop 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 esop 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 esop advisors are there based in San Francisco, United States?

RevenueBase identified 82 esop 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?

Schwab Advisor Services, headquartered in San Francisco, tops this list with the largest team on record.

Which city has the most esop advisors?

New York leads with 414 headquartered companies, followed by Chicago (158) and Atlanta (154).

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 561 verified decision-maker contacts tracked across these 82 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.

Ready to reach these companies? Verified emails and direct dials for all 82 esop advisors based in San Francisco, United States. Start with a free account, no credit card.

Download this list →

Related lists

Esop advisors by geography

Browse the directory

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.