Company lists · Data refreshed September 2026

Top 25 Family office managers based in San Francisco, United States

RevenueBase identified 118 company matches for family office managers associated with San Francisco, United States as of September 2026 and tracks 1,982 professional contacts across them, including 1,028 with verified work emails. Across the United States, New York is the largest hub for this category (396 companies); San Francisco has 118.

This list covers company matches for family office managers 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 20, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built
118Companies
1,982Contacts tracked
1,028Verified emails
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The 25 largest family office managers based in San Francisco, United States

Ranked by team size
Top 25 of 118 company matches for family office managers based in San Francisco, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchSan Francisco, CA, United StatesHQ recorded Sep 20, 202610001+676 contacts →

Exact match

“As one of the nation’s leading providers of wealth management services, Wells Fargo Private Bank has extensive experience and a wide range of resources to help you achieve your…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2Exact matchSan Francisco, CA, United StatesHQ recorded Sep 20, 202651-200191 contacts →

Exact match

“Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3Exact matchSan Francisco, CA, United StatesHQ recorded Sep 20, 202651-200129 contacts →

Exact match

“Parallel Advisors is a registered, independent wealth management firm.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4Exact matchSan Francisco, United StatesHQ recorded Sep 20, 2026501-1,000129 contacts →

Exact match

“First Republic is now part of JPMorgan Chase.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5Exact matchSan Francisco, CA, United StatesHQ recorded Sep 20, 202651-200105 contacts →

Exact match

“Robertson Stephens is a wealth management firm striving to provide comprehensive and innovative investment strategies and wealth solutions to our clients through an intelligent…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6Exact matchSan Francisco, CA, United StatesHQ recorded Sep 20, 202651-20070 contacts →

Exact match

“SD Mayer, a Springline company, is a fast-growing, full-service, community-minded accounting, advisory and wealth management firm.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7Exact matchSan Francisco, CA, United StatesHQ recorded Sep 20, 202651-20067 contacts →

Exact match

“Baker Street Advisors is a San Francisco based, SEC Registered Investment Adviser (RIA) with over $19 billion under advisement.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8Exact matchSan Francisco, CA, United StatesHQ recorded Sep 20, 202651-20051 contacts →

Exact match

“Since 2004, BakerAvenue has guided clients through personal and professional transitions.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9Exact matchSan Francisco, CA, United StatesHQ recorded Sep 20, 202651-20038 contacts →

Exact match

“EPIQ is a leading multi-family office and investment firm dedicated to simplifying the financial lives of the most successful professionals and their families.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10Exact matchSan Francisco, CA, United StatesHQ recorded Sep 20, 202611-5028 contacts →

Exact match

“The Way2B1 platform addresses the common challenges faced by families and family offices by providing an integrated access point to people, services, and knowledge.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11Exact matchSan Francisco, CA, United StatesHQ recorded Sep 20, 202611-5023 contacts →

Exact match

“Osborne Partners is an over 85-year-old firm that offers sophisticated investment management and active financial planning for families and institutions.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12Exact matchSan Francisco, CA, United StatesHQ recorded Sep 20, 20261-1023 contacts →

Exact match

“BIA specializes in providing high quality, customized investment solutions and outstanding service to clients.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13Exact matchSan Francisco, CA, United StatesHQ recorded Sep 20, 202611-5021 contacts →

Exact match

“At Syon Capital we dedicate ourselves to advising a select number of the nation’s wealthiest families, executives, and entrepreneurs, striving to build thoughtfully curated and…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14Exact matchSan Francisco, CA, United StatesHQ recorded Sep 20, 202611-5020 contacts →

Exact match

“Colchis Capital Management is an investment management firm headquartered in San Francisco, California.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15Exact matchSan Francisco, CA, United StatesHQ recorded Sep 20, 202611-5019 contacts →

Exact match

“We provide customized, independent counsel to clients with significant assets.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16Exact matchSan Francisco, CA, United StatesHQ recorded Sep 20, 202611-5018 contacts →

Exact match

“Founded in 2012, Vernal Point is a San Francisco based RIA that partners with global ultra-high net worth families in the design and management of single-family offices.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17Exact matchSan Francisco, CA, United StatesHQ recorded Sep 20, 20261-1017 contacts →

Exact match

“Chequers Financial Management, a fee-only planning firm that specializes in high net worth and ultra-high net worth families.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18Exact matchSan Francisco, CA, United StatesHQ recorded Sep 20, 202611-5016 contacts →

Exact match

“We believe everyone can reach his or her goals through repeatable, intentional actions.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19Exact matchSan Francisco, CA, United StatesHQ recorded Sep 20, 2026201-50013 contacts →

Exact match

“TRUE Capital was founded in 2007 with the goal of creating an open-architecture wealth management platform specifically designed for professional athletes, entertainers, and…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20Exact matchSan Francisco, CA, United StatesHQ recorded Sep 20, 202611-5011 contacts →

Exact match

“Your business fuels your wealth.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21Exact matchSan Francisco, CA, United StatesHQ recorded Sep 20, 202611-5010 contacts →

Exact match

“We believe planning for your future involves collaboration with plenty of courage, conviction, and flexibility along the way.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22Exact matchSan Francisco, CA, United StatesHQ recorded Sep 20, 20261-1010 contacts →

Exact match

“We are founder-focused investors, with a value-driven, data-backed approach Tamar Capital (TC) is a Family Office combining asset management, cash management, risk management and…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23Exact matchSan Francisco, CA, United StatesHQ recorded Sep 20, 20261-1010 contacts →

Exact match

“Montcalm is a San Francisco-based wealth management and capital markets trading firm that blends expert investing with new economy sustainability and independent vision.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24Exact matchSan Francisco, CA, United StatesHQ recorded Sep 20, 202651-2008 contacts →

Exact match

“We’re now LNW!”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25Exact matchSan Francisco, CA, United StatesHQ recorded Sep 20, 20261-108 contacts →

Exact match

“Meridian Financial LLC is a boutique multi-family office offering a full range of family office services, including life events and lifestyle management.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

Showing 25 of 118 family office managers based in San Francisco, United States

See the full list, filter by size, metro and specialty, and access 1,028 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Family office managers based in San Francisco, United States at a glance

As of Sep 20, 2026
51.9%Verified-email coverage
16.8Average contacts per company
1-10Median size (employees)
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
88
11-50
17
51-200
9
201-500
2
501-1,000
1
10001+
1

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 118 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 “family office managers” 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 1,028 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 20, 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.

Family office managers by metro in the United States

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 “family office managers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many family office managers are there based in San Francisco, United States?

RevenueBase identified 118 company matches for family office managers 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?

Wells Fargo Private Bank 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 family office managers?

New York leads the United States with 396 company records, followed by Dallas (168) and Chicago (165). San Francisco has 118.

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 1,028 professional contacts with verified work emails tracked across these 118 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 20, 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 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.