Company lists · Data refreshed September 2026

Top 25 Investment adviser law firms based in San Francisco, United States

Name: Investment adviser law firms 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 52 companies tracked

RevenueBase identified 52 investment adviser law firms headquartered in San Francisco, United States as of September 2026 and tracks 529 professional contacts across them, including 285 with verified work emails. Across the United States, New York is the largest hub for this category (155 companies); San Francisco has 52.

This list covers investment adviser law firms 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

52Companies

529Contacts tracked

285Verified emails

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The 25 largest investment adviser law firms based in San Francisco, United States

Ranked by team size

Top 25 of 52 investment adviser law firms 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 investment adviser law firms: 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	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
2	Baker Street Advisors	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	67 contacts →
	Strong 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 28, 2026
3	Cole-Frieman & Mallon LLP	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	48 contacts →
	Strong 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
4	Fort Point Capital Partners	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	32 contacts →
	Strong evidence “Founded in 2008, Fort Point is an SEC-registered investment adviser that provides tailored investment solutions to individuals, wealth advisory firms, family offices, and…” Source: RevenueBase Database · checked Sep 28, 2026
5	Mission Creek Capital Partners INC	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	12 contacts →
	Strong 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
6	Wetherby Asset Management	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	8 contacts →
	Indirect evidence “We’re now LNW!” Source: RevenueBase Database · checked Sep 28, 2026
7	Citrine Capital	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “Citrine Capital is a boutique wealth management firm committed to helping families and professionals thrive.” Source: RevenueBase Database · checked Sep 28, 2026
8	Broadmark Asset Management LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “Broadmark Asset Management LLC is a U.S.” Source: RevenueBase Database · checked Sep 28, 2026
9	Naylor & Company Investments, LLC	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Strong evidence “To see Naylor & Company's long term performance please see our website at: Naylor & Company is a registered investment adviser that has been managing investment portfolios for…” Source: RevenueBase Database · checked Sep 28, 2026
10	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
11	Prospettiva Financial	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect 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
12	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
13	Israilov Financial	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “You work hard for your money.” Source: RevenueBase Database · checked Sep 28, 2026
14	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
15	True Root Financial	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “We are a fiduciary financial advisor providing investing, tax planning and wealth planning advice to business owners & entrepreneurs, physicians and high-earning professionals.” Source: RevenueBase Database · checked Sep 28, 2026
16	Violich Capital Management	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Strong 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
17	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
18	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
19	Bingham Private Wealth	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “You and your family are what Bingham Private Wealth is all about.” Source: RevenueBase Database · checked Sep 28, 2026
20	Cedar Mountain Consulting	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “Cedar Mountain Consulting is a compliance consulting firm founded by lawyers to fill a gap in the industry.” Source: RevenueBase Database · checked Sep 28, 2026
21	Corrigan Financial INC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	1 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
22	Rapport Financial	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Strong evidence “Rapport Financial is a California Registered Investment Advisor with offices in San Francisco, CA.” Source: RevenueBase Database · checked Sep 28, 2026
23	Haven Wealth Management - CA	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence “We take the time to understand our clients.” Source: RevenueBase Database · checked Sep 28, 2026
24	Malberian Consulting LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
25	Impactfi	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Strong evidence “Impact FI LLC (“ImpactFI”) is a registered investment advisor offering advisory services in the State of California and in other jurisdictions where exempt.” 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: investment adviser law firms. 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 investment adviser law firms.
Partial evidence: Its own public description names part of investment adviser law firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment adviser law firms. 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 52 investment adviser law firms based in San Francisco, United States

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Investment adviser law firms based in San Francisco, United States at a glance

As of Sep 28, 2026

53.9%Verified-email coverage

10.2Average 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 52 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 investment adviser law firms, 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 “investment adviser law firms”. 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 investment adviser law firms), 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 investment adviser law firms, 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, 285 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.

Investment adviser law firms 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 investment adviser law firms, 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 investment adviser law firms are there based in San Francisco, United States?

RevenueBase identified 52 investment adviser law firms 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 investment adviser law firms?

New York leads the United States with 155 headquartered companies, followed by Atlanta (80) and Houston (76). San Francisco has 52.

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 285 verified decision-maker contacts tracked across these 52 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.