Company lists · Data refreshed September 2026

Top 25 Financial advisory outsourcing companies based in San Francisco, United States

Name: Financial advisory outsourcing 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 28, 2026 96 companies tracked

RevenueBase identified 96 financial advisory outsourcing companies headquartered in San Francisco, United States as of September 2026 and tracks 662 professional contacts across them, including 308 with verified work emails. Across the United States, New York is the largest hub for this category (393 companies); San Francisco has 96.

This list covers financial advisory outsourcing 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 28, 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 28, 2026 86% judged on-target in blind review

96Companies

662Contacts tracked

308Verified emails

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The 25 largest financial advisory outsourcing companies based in San Francisco, United States

Ranked by team size

Top 25 of 96 financial advisory outsourcing companies based in San Francisco, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial advisory outsourcing companies: 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	Jordan Park Group	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 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 28, 2026
2	Sutro LI	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	68 contacts →
	Strong evidence “Sutro Li is a full service financial management team that provides bookkeeping and financial advisory services to non-profits and mission-based businesses.” Source: RevenueBase Database · checked Sep 28, 2026
3	Global Finance Teams	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	28 contacts →
	Partial evidence “GFT is a leading accounting and finance outsourcing company, dedicated to empowering businesses around the world with top-notch talent.” Source: RevenueBase Database · checked Sep 28, 2026
4	Osborne Partners Capital Management, LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	23 contacts →
	Partial evidence “Osborne Partners is an over 85-year-old firm that offers sophisticated investment management and active financial planning for families and institutions.” Source: RevenueBase Database · checked Sep 28, 2026
5	Baer Investment Advisory LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 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 28, 2026
6	Syon Capital	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	21 contacts →
	Indirect 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 28, 2026
7	The Advisory Group Of SAN Francisco, LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	19 contacts →
	Partial evidence “Life-changing financial advice for Northern California business owners and leaders.” Source: RevenueBase Database · checked Sep 28, 2026
8	ONE Wealth Advisors	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	14 contacts →
	Indirect evidence “We pride ourselves on the deep relationships we build with our clients.” Source: RevenueBase Database · checked Sep 28, 2026
9	Bivium Capital Partners, LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 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 28, 2026
10	Momentum Accounting	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	13 contacts →
	Strong evidence “Momentum Accounting is a modern outsourced accounting and advisory firm that helps founder-led businesses get control of their cash flow, understand their financials, and make…” Source: RevenueBase Database · checked Sep 28, 2026
11	Intellectus Partners, LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	11 contacts →
	Indirect evidence “Your business fuels your wealth.” Source: RevenueBase Database · checked Sep 28, 2026
12	Open Advisors, LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 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 28, 2026
13	Consulting Innovators Consolyx	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	10 contacts →
	Partial evidence “Consulting Innovators is building CONSOLYX, an AI-enabled Financial Intelligence Platform designed to transform how organizations manage consolidation, reporting, planning, and…” Source: RevenueBase Database · checked Sep 28, 2026
14	CRC Results	Partial evidence	San Francisco, United StatesHQ checked Sep 28, 2026	11-50	5 contacts →
	Partial evidence “CRC provides high-quality, independent business advisory and consulting services including CFO Support and Accounting Services, Risk Advisory Services (Internal Audit, Corporate…” Source: RevenueBase Database · checked Sep 28, 2026
15	Resolute Partners Group	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Strong evidence “Resolute Partners Group (RPG) is an independently owned and founder led investment advisory and financial planning firm.” Source: RevenueBase Database · checked Sep 28, 2026
16	Camelotta Advisors	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “At Camelotta, we are committed to providing comprehensive financial advice to high net worth individuals and families.” Source: RevenueBase Database · checked Sep 28, 2026
17	Prospettiva Financial	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “Prospettiva Financial offers financial planning and portfolio management services to individuals, families, creative entrepreneurs, and non-profits.” Source: RevenueBase Database · checked Sep 28, 2026
18	SEA View Partners	Indirect evidence	San Francisco, United StatesHQ checked Sep 28, 2026	11-50	4 contacts →
	Indirect evidence “In today's competitive business environment, companies are constantly looking for ways to do more with less.” Source: RevenueBase Database · checked Sep 28, 2026
19	Kb&a Accounting	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Strong evidence “We serve as your on-demand financial partner, offering financial and operations expertise across a broad spectrum of disciplines, ranging from advisory services to financial…” Source: RevenueBase Database · checked Sep 28, 2026
20	Capital Clarity	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	3 contacts →
	Indirect evidence “Capital Clarity merged with Carlsquare in April 2023.” Source: RevenueBase Database · checked Sep 28, 2026
21	Soprocfo	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “SoProCFO allows enterprises to outsource finance and accounting as an alternative to building and maintaining an internal department.” Source: RevenueBase Database · checked Sep 28, 2026
22	Peninsula Wealth, LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Financial planning is more than money management, and our team has the expertise to provide your family with the comprehensive financial planning services that can be customized…” Source: RevenueBase Database · checked Sep 28, 2026
23	OUI Financial	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “OUI means "Yes" in French, as in Yes to financial freedom.” Source: RevenueBase Database · checked Sep 28, 2026
24	Sigfig Wealth Management, LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	201-500	2 contacts →
	Indirect evidence “Free online investment advice” Source: RevenueBase Database · checked Sep 28, 2026
25	Equistone Partners	Strong evidence	San Francisco, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Strong evidence “Equistone Partners™ provides advisory and consulting services, financial management and valuation in the field of investments.” Source: RevenueBase Database · checked Sep 28, 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: financial advisory outsourcing 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 financial advisory outsourcing companies.
Partial evidence: Its own public description names part of financial advisory outsourcing companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial advisory outsourcing 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 25 of 96 financial advisory outsourcing companies based in San Francisco, United States

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Financial advisory outsourcing companies based in San Francisco, United States at a glance

As of Sep 28, 2026

46.5%Verified-email coverage

6.9Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 96 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 financial advisory outsourcing 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 “financial advisory outsourcing 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 financial advisory outsourcing 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 financial advisory outsourcing 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, 308 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 28, 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.

Financial advisory outsourcing companies 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 financial advisory outsourcing 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 financial advisory outsourcing companies are there based in San Francisco, United States?

RevenueBase identified 96 financial advisory outsourcing 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 in the United States has the most financial advisory outsourcing companies?

New York leads the United States with 393 headquartered companies, followed by Atlanta (189) and Houston (185). San Francisco has 96.

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 308 verified decision-maker contacts tracked across these 96 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 28, 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.