Company lists · Data refreshed September 2026

Top 20 Hybrid advisory platforms based in San Francisco, United States

RevenueBase identified 35 hybrid advisory platforms headquartered in San Francisco, United States as of September 2026 and tracks 738 professional contacts across them, including 335 with verified work emails. Across the United States, New York is the largest hub for this category (75 companies); San Francisco follows with 35.

This list covers hybrid advisory platforms 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
35Companies
738Contacts tracked
335Verified emails
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The 20 largest hybrid advisory platforms based in San Francisco, United States

Ranked by team size
Top 20 of 35 hybrid advisory platforms 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 hybrid advisory platforms: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceSan Francisco, United StatesHQ checked Sep 28, 202651-200138 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
2Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202651-200121 contacts →

Indirect evidence

“MyVest builds enterprise wealth management technology for the digital age.”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202651-200105 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 28, 2026
4Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 20261-1023 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
5Partial evidenceSan Francisco, United StatesHQ checked Sep 28, 202611-5016 contacts →

Partial evidence

“We are an AI-native infrastructure platform for wealth management firms.”

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202611-5015 contacts →

Partial evidence

“StratiFi is an AI-powered platform that streamlines investment workflows for wealth managers by integrating risk management, compliance, and investment strategies into one unified…”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 20261-1014 contacts →

Indirect evidence

“We pride ourselves on the deep relationships we build with our clients.”

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 20261-1011 contacts →

Indirect evidence

“At Alphanso, we believe wealth management should be simple, accessible, and tailored to your unique goals.”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202651-20010 contacts →

Indirect evidence

“FutureAdvisor is an award-winning digital wealth management firm serving client households nationwide from our offices in San Francisco.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceSan Francisco, United StatesHQ checked Sep 28, 202611-5010 contacts →

Indirect evidence

“BUNKER es un asesor financiero digital incorporado y regulado en Estados Unidos.”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 20261-109 contacts →

Indirect evidence

“Featured on Shark Tank - Season 17.”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 20261-107 contacts →

Partial evidence

“Fingage® is a financial technology platform offering RIAs the tools to automate and scale their investment workflow while personalizing their investment offerings.”

Source: RevenueBase Database · checked Sep 28, 2026
13Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 20261-105 contacts →

Partial evidence

“Accountable Finance provides a simple, powerful platform that empowers investors to make smarter, data-driven decisions.”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 20261-104 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
15Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 20261-103 contacts →

Partial evidence

“Pillar6 is a multifaceted lifestyle wealth advisory firm geared to serving successful individuals and families with active lifestyles.”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 2026201-5002 contacts →

Indirect evidence

“Free online investment advice”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“We work with clients who are seeking a more meaningful and less intimidating financial services experience.”

Source: RevenueBase Database · checked Sep 28, 2026
18Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Your time is valuable, spend less of it on your finances by outsourcing them to Skylark.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Introduction I founded Credo Wealth Management, LLC after 16 years of working at UBS Financial Services, Inc.”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“CORRIGAN FINANCIAL INC is a financial services company based out of 1326 CASTRO ST, SAN FRANCISCO, California, United States.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 20 of 35 hybrid advisory platforms based in San Francisco, United States

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Hybrid advisory platforms based in San Francisco, United States at a glance

As of Sep 28, 2026
45.4%Verified-email coverage
21.1Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
20
11-50
8
51-200
5
201-500
2

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 35 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 hybrid advisory platforms, 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 “hybrid advisory platforms”. 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 hybrid advisory platforms), 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 hybrid advisory platforms, 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, 335 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.

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 hybrid advisory platforms, 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 hybrid advisory platforms are there based in San Francisco, United States?

RevenueBase identified 35 hybrid advisory platforms 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?

Perigon Wealth Management, headquartered in San Francisco, tops this list with the largest team on record.

Which city in the United States has the most hybrid advisory platforms?

New York leads the United States with 75 headquartered companies, followed by San Francisco (35) and Atlanta (31).

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 335 verified decision-maker contacts tracked across these 35 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.