Company lists · Data refreshed September 2026

Top 25 Family offices based in San Francisco, United States

Name: Family offices 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 165 companies tracked

RevenueBase identified 165 family offices headquartered in San Francisco, United States as of September 2026 and tracks 2,252 professional contacts across them, including 1,070 with verified work emails. New York is the largest hub.

This list covers family offices 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

165Companies

2,252Contacts tracked

1,070Verified emails

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

The 25 largest family offices based in San Francisco, United States

Ranked by team size

Top 25 of 165 family offices 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 family offices: 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	Wells Fargo Private Bank	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	10001+	676 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
2	Jordan Park Group	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	51-200	191 contacts →
	Partial evidence “Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions.” Source: RevenueBase Database · checked Sep 19, 2026
3	Parallel Advisors, LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	51-200	129 contacts →
	Indirect evidence “Parallel Advisors is a registered, independent wealth management firm.” Source: RevenueBase Database · checked Sep 19, 2026
4	First Republic Private Wealth Management	Indirect evidence	San Francisco, United StatesHQ checked Sep 19, 2026	501-1,000	129 contacts →
	Indirect evidence “First Republic is now part of JPMorgan Chase.” Source: RevenueBase Database · checked Sep 19, 2026
5	Compound	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	51-200	117 contacts →
	Strong evidence “Compound Planning is your digital family office, a single place to manage your taxes, investments, borrowing and more.” Source: RevenueBase Database · checked Sep 19, 2026
6	Robertson Stephens	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	51-200	105 contacts →
	Indirect evidence “Robertson Stephens is a wealth management firm striving to provide comprehensive and innovative investment strategies and wealth solutions to our clients through an intelligent…” Source: RevenueBase Database · checked Sep 19, 2026
7	SD Mayer	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	51-200	70 contacts →
	Indirect evidence “SD Mayer, a Springline company, is a fast-growing, full-service, community-minded accounting, advisory and wealth management firm.” Source: RevenueBase Database · checked Sep 19, 2026
8	Baker Street Advisors	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	51-200	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, 2026
9	Bakeravenue Wealth Management	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	51-200	51 contacts →
	Indirect evidence “Since 2004, BakerAvenue has guided clients through personal and professional transitions.” Source: RevenueBase Database · checked Sep 19, 2026
10	Epiq Capital Group	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	51-200	38 contacts →
	Strong evidence “EPIQ is a leading multi-family office and investment firm dedicated to simplifying the financial lives of the most successful professionals and their families.” Source: RevenueBase Database · checked Sep 19, 2026
11	Way2b1	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	11-50	28 contacts →
	Strong evidence “The Way2B1 platform addresses the common challenges faced by families and family offices by providing an integrated access point to people, services, and knowledge.” Source: RevenueBase Database · checked Sep 19, 2026
12	Baer Investment Advisory LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	1-10	23 contacts →
	Indirect evidence “BIA specializes in providing high quality, customized investment solutions and outstanding service to clients.” Source: RevenueBase Database · checked Sep 19, 2026
13	Syon Capital	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	11-50	21 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
14	SFG Asset Advisors	Indirect evidence	San Francisco, United StatesHQ checked Sep 19, 2026	1-10	21 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
15	Seven Post Investment Office LP	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	11-50	19 contacts →
	Indirect evidence “We provide customized, independent counsel to clients with significant assets.” Source: RevenueBase Database · checked Sep 19, 2026
16	The Advisory Group Of SAN Francisco, LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	1-10	19 contacts →
	Indirect evidence “Life-changing financial advice for Northern California business owners and leaders.” Source: RevenueBase Database · checked Sep 19, 2026
17	Vernal Point Advisors	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	11-50	18 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026
18	Chequers Financial Management	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	1-10	17 contacts →
	Partial evidence “Chequers Financial Management, a fee-only planning firm that specializes in high net worth and ultra-high net worth families.” Source: RevenueBase Database · checked Sep 19, 2026
19	Twin Peaks Wealth Advisors	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	11-50	16 contacts →
	Indirect evidence “We believe everyone can reach his or her goals through repeatable, intentional actions.” Source: RevenueBase Database · checked Sep 19, 2026
20	Endurance Companies	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	1-10	15 contacts →
	Indirect evidence “Founded in 2009, Endurance is a holding company whose primary work is building new ventures with the intention to solve meaningful problems.” Source: RevenueBase Database · checked Sep 19, 2026
21	True Capital Management	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	201-500	13 contacts →
	Indirect evidence “TRUE Capital was founded in 2007 with the goal of creating an open-architecture wealth management platform specifically designed for professional athletes, entertainers, and…” Source: RevenueBase Database · checked Sep 19, 2026
22	Point Olema Capital Partners	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	11-50	12 contacts →
	Strong evidence “Point Olema Capital Partners is a private investments office that builds customized endowment-style portfolios for prominent individuals and families looking to sustain…” Source: RevenueBase Database · checked Sep 19, 2026
23	Intellectus Partners, LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	11-50	11 contacts →
	Indirect evidence “Your business fuels your wealth.” Source: RevenueBase Database · checked Sep 19, 2026
24	Heron Finance	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	11-50	11 contacts →
	Strong evidence “Heron Finance provides individual investors, RIAs, and family offices with diversified private market investing portfolios.” Source: RevenueBase Database · checked Sep 19, 2026
25	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

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: family offices. 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 family offices.
Partial evidence: Its own public description names part of family offices, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name family offices. 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 165 family offices 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 1,070 reachable decision-makers.

Free signup · no credit card

View the full list →

Family offices based in San Francisco, United States at a glance

As of Sep 19, 2026

47.5%Verified-email coverage

13.6Average contacts per company

1-10Median size (employees)

427.3%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

128

11-50

51-200

201-500

501-1,000

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 165 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 family offices, 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 “family offices”. 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 family offices), 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 family offices, 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, 1,070 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.

Family offices 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 family offices, 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 family offices are there based in San Francisco, United States?

RevenueBase identified 165 family offices 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?

Wells Fargo Private Bank, headquartered in San Francisco, tops this list with the largest team on record.

Which city has the most family offices?

New York leads with 705 headquartered companies, followed by Dallas (251) and Chicago (246).

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 1,070 verified decision-maker contacts tracked across these 165 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 165 family offices based in San Francisco, United States. Start with a free account, no credit card.

Download this list →

Related lists

Family offices by geography

Browse the directory

Browse: Companies home · Family offices in United States · All United States lists · All Family offices lists · New lists

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.