Company lists · Data refreshed September 2026

Top 18 Fiduciary services companies based in San Francisco, United States

Name: Fiduciary services companies 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 20, 2026 34 companies tracked

RevenueBase identified 34 company matches for fiduciary services companies associated with San Francisco, United States as of September 2026 and tracks 330 professional contacts across them, including 227 with verified work emails. Across the United States, New York is the largest hub for this category (123 companies); San Francisco has 34.

This list covers company matches for fiduciary services companies 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

34Companies

330Contacts tracked

227Verified emails

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The 18 largest fiduciary services companies based in San Francisco, United States

Ranked by team size

Top 18 of 34 company matches for fiduciary services companies 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Parallel Advisors, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	51-200	129 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
2	Bakeravenue Wealth Management	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	51-200	51 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
3	Epiq Capital Group	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	51-200	38 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
4	Osborne Partners Capital Management, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	11-50	23 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
5	Brio Financial Group	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	11-50	19 contacts →
	Exact match “At Brio, financial planning feels like sitting with someone who truly gets you.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Ensemble Capital Management	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	11-50	6 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Resolute Partners Group	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Resolute Partners Group (RPG) is an independently owned and founder led investment advisory and financial planning firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Dean Jones LLP	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Dean Jones LLP protects wealth for clients in the San Francisco Bay Area through trusts and estate planning, business planning, trust administration, asset protection planning and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	True Root Financial	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “We are a fiduciary financial advisor providing investing, tax planning and wealth planning advice to business owners & entrepreneurs, physicians and high-earning professionals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Bingham Private Wealth	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “You and your family are what Bingham Private Wealth is all about.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Union Square Global Wealth Management	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	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 20, 2026 · View company records in RevenueBase
12	Haven Wealth Management - CA	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “We take the time to understand our clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Tourmaline Capital Management	Exact match	San Francisco, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Tourmaline Capital Management LLC is a registered investment advisor.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Brody, Walsh & Brody	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Brody, Walsh & Brody provides a process and assembles resources to facilitate individual and and business financial security.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	TAN Wealth Management	Exact match	San Francisco, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Tan Phan was born in Vietnam and immigrated to the United States when he was 5 years old.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Skylark Wealth	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Your time is valuable, spend less of it on your finances by outsourcing them to Skylark.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Sutro Advisors	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Sutro Advisors is a San Francisco financial planning firm built for Bay Area families.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Credo Wealth Management	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Introduction I founded Credo Wealth Management, LLC after 16 years of working at UBS Financial Services, Inc.” Recorded in the RevenueBase company graph · Sep 20, 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 “fiduciary services companies”. 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 18 of 34 fiduciary services companies based in San Francisco, United States

See the full list, filter by size, metro and specialty, and access 227 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Fiduciary services companies based in San Francisco, United States at a glance

As of Sep 20, 2026

68.8%Verified-email coverage

9.7Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 34 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 “fiduciary services companies” 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 227 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.

Fiduciary services companies 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 “fiduciary services companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fiduciary services companies are there based in San Francisco, United States?

RevenueBase identified 34 company matches for fiduciary services companies 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?

Parallel Advisors, LLC 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 fiduciary services companies?

New York leads the United States with 123 company records, followed by Houston (95) and San Diego (83). San Francisco has 34.

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 227 professional contacts with verified work emails tracked across these 34 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.