Company lists · Data refreshed September 2026

Top 25 Fund management consultants based in San Francisco, United States

Name: Fund management consultants 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 70 companies tracked

RevenueBase identified 70 fund management consultants headquartered in San Francisco, United States as of September 2026 and tracks 1,014 professional contacts across them, including 610 with verified work emails. Across the United States, New York is the largest hub for this category (354 companies); San Francisco has 70.

This list covers fund management consultants 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

70Companies

1,014Contacts tracked

610Verified emails

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The 25 largest fund management consultants based in San Francisco, United States

Ranked by team size

Top 25 of 70 fund management consultants 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 fund management consultants: 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	Callan	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	201 contacts →
	Indirect evidence “Callan was founded as an employee-owned investment consulting firm in 1973.” Source: RevenueBase Database · checked Sep 28, 2026
2	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
3	Perigon Wealth Management	Partial evidence	San Francisco, United StatesHQ checked Sep 28, 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 28, 2026
4	SD Mayer	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	70 contacts →
	Partial 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 28, 2026
5	Mcmorgan & Company	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	49 contacts →
	Indirect evidence “McMorgan & Company offers thoughtful, relevant solutions through a combination of proprietary strategies, unique access vehicles, sub-advisory relationships, and select…” Source: RevenueBase Database · checked Sep 28, 2026
6	Cole-Frieman & Mallon LLP	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	48 contacts →
	Partial evidence “Cole-Frieman & Mallon LLP is a leading investment management law firm known for providing top-tier, innovative, and collaborative legal solutions for complex financial services…” Source: RevenueBase Database · checked Sep 28, 2026
7	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
8	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
9	Colchis Capital Management, LP	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	20 contacts →
	Partial evidence “Colchis Capital Management is an investment management firm headquartered in San Francisco, California.” Source: RevenueBase Database · checked Sep 28, 2026
10	Seven Post Investment Office LP	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	19 contacts →
	Indirect evidence “We provide customized, independent counsel to clients with significant assets.” Source: RevenueBase Database · checked Sep 28, 2026
11	The Advisory Group Of SAN Francisco, LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	19 contacts →
	Indirect evidence “Life-changing financial advice for Northern California business owners and leaders.” Source: RevenueBase Database · checked Sep 28, 2026
12	Leading Edge Investment Advisors, LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	15 contacts →
	Indirect evidence “Leading Edge Investment Advisors, LLC (“LEIA”) is a San Francisco based firm founded in August 2005 by Clayton Jue, who has over 25 years of experience in investment consulting…” Source: RevenueBase Database · checked Sep 28, 2026
13	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
14	Mission Creek Capital Partners INC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	12 contacts →
	Partial evidence “Mission Creek Capital Partners is a fully independent registered investment advisor providing specialized investment management strategies and solutions for institutions, limited…” Source: RevenueBase Database · checked Sep 28, 2026
15	Broadmark Asset Management LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Partial evidence “Broadmark Asset Management LLC is a U.S.” Source: RevenueBase Database · checked Sep 28, 2026
16	Resolute Partners Group	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect 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
17	Camelotta Advisors	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect 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
18	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
19	Ursa Fund Management, LLC	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Strong evidence “Ursa Fund Management, LLC is an SEC registered investment adviser and serves as an adviser to Ursa Fund Partners, LP, a hedge fund.” Source: RevenueBase Database · checked Sep 28, 2026
20	Roof Eidam Maycock Peralta, LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “At Roof Eidam Maycock Peralta (REMP), our approach goes beyond financial planning, we provide life planning.” Source: RevenueBase Database · checked Sep 28, 2026
21	Violich Capital Management	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “Violich Capital Management is a Registered Investment Advisor with the Securities and Exchange Commission that focuses on serving individual and institutional investors.” Source: RevenueBase Database · checked Sep 28, 2026
22	OUI Financial	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “OUI means "Yes" in French, as in Yes to financial freedom.” Source: RevenueBase Database · checked Sep 28, 2026
23	Anselme Capital	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “ANSELME CAPITAL is based in Sacramento CA and Seattle WA.” Source: RevenueBase Database · checked Sep 28, 2026
24	Equistone Partners	Partial evidence	San Francisco, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “Equistone Partners™ provides advisory and consulting services, financial management and valuation in the field of investments.” Source: RevenueBase Database · checked Sep 28, 2026
25	Regroup, LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “IF YOU MANAGE MONEY, YOU'RE IN THE RIGHT PLACE.” 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: fund management consultants. 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 fund management consultants.
Partial evidence: Its own public description names part of fund management consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fund management consultants. 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 70 fund management consultants based in San Francisco, United States

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Fund management consultants based in San Francisco, United States at a glance

As of Sep 28, 2026

60.2%Verified-email coverage

14.5Average contacts per company

1-10Median size (employees)

Sep 28, 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 70 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 fund management consultants, 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 “fund management consultants”. 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 fund management consultants), 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 fund management consultants, 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, 610 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.

Fund management consultants 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 fund management consultants, 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 fund management consultants are there based in San Francisco, United States?

RevenueBase identified 70 fund management consultants 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?

Callan, headquartered in San Francisco, tops this list with the largest team on record.

Which city in the United States has the most fund management consultants?

New York leads the United States with 354 headquartered companies, followed by Chicago (127) and Atlanta (110). San Francisco has 70.

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 610 verified decision-maker contacts tracked across these 70 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.