Company lists · Data refreshed September 2026

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

Name: Investment advisory 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 81 companies tracked

RevenueBase identified 81 company matches for investment advisory law firms associated with San Francisco, United States as of September 2026 and tracks 1,025 professional contacts across them, including 592 with verified work emails. Across the United States, New York is the largest hub for this category (288 companies); San Francisco has 81.

This list covers company matches for investment advisory law firms 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 28, 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 28, 2026 How this list was built

81Companies

1,025Contacts tracked

592Verified emails

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

Ranked by team size

Top 25 of 81 company matches for investment advisory law firms based in San Francisco, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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	IEQ Capital	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	201-500	285 contacts →
	Exact match “IEQ Capital is an independent Registered Investment Advisor and modern family office delivering rigorous investment management alongside comprehensive wealth architecture.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Perigon Wealth Management	Exact match	San Francisco, United StatesHQ recorded Sep 28, 2026	51-200	138 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	SD Mayer	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	51-200	70 contacts →
	Exact match “SD Mayer, a Springline company, is a fast-growing, full-service, community-minded accounting, advisory and wealth management firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Baker Street Advisors	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	51-200	67 contacts →
	Exact match “Baker Street Advisors is a San Francisco based, SEC Registered Investment Adviser (RIA) with over $19 billion under advisement.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Cole-Frieman & Mallon LLP	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	11-50	48 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Fort Point Capital Partners	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	11-50	32 contacts →
	Exact match “Founded in 2008, Fort Point is an SEC-registered investment adviser that provides tailored investment solutions to individuals, wealth advisory firms, family offices, and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Baer Investment Advisory LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1-10	23 contacts →
	Exact match “BIA specializes in providing high quality, customized investment solutions and outstanding service to clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Syon Capital	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	11-50	21 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Seven Post Investment Office LP	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	11-50	19 contacts →
	Exact match “We provide customized, independent counsel to clients with significant assets.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Mission Creek Capital Partners INC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	11-50	12 contacts →
	Exact match “Mission Creek Capital Partners is a fully independent registered investment advisor providing specialized investment management strategies and solutions for institutions, limited…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Wetherby Asset Management	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	51-200	8 contacts →
	Exact match “We’re now LNW!” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Citrine Capital	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1-10	7 contacts →
	Exact match “Citrine Capital is a boutique wealth management firm committed to helping families and professionals thrive.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Broadmark Asset Management LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1-10	7 contacts →
	Exact match “Broadmark Asset Management LLC is a U.S.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Naylor & Company Investments, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Resolute Partners Group	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
16	Camelotta Advisors	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “At Camelotta, we are committed to providing comprehensive financial advice to high net worth individuals and families.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Prospettiva Financial	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Prospettiva Financial offers financial planning and portfolio management services to individuals, families, creative entrepreneurs, and non-profits.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Pillar6 Advisors, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Pillar6 is a multifaceted lifestyle wealth advisory firm geared to serving successful individuals and families with active lifestyles.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Ursa Fund Management, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Ursa Fund Management, LLC is an SEC registered investment adviser and serves as an adviser to Ursa Fund Partners, LP, a hedge fund.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Israilov Financial	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “You work hard for your money.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Roof Eidam Maycock Peralta, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “At Roof Eidam Maycock Peralta (REMP), our approach goes beyond financial planning, we provide life planning.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	True Root Financial	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
23	Moirai Wealth Management	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Moirai is a San Francisco-based boutique wealth management firm specializing in high net worth individuals and families.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Violich Capital Management	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Violich Capital Management is a Registered Investment Advisor with the Securities and Exchange Commission that focuses on serving individual and institutional investors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	OUI Financial	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “OUI means "Yes" in French, as in Yes to financial freedom.” Recorded in the RevenueBase company graph · Sep 28, 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 “investment advisory law firms”. 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 25 of 81 investment advisory law firms based in San Francisco, United States

See the full list, filter by size, metro and specialty, and access 592 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 28, 2026

57.8%Verified-email coverage

12.7Average 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 81 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 “investment advisory law firms” 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 592 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 28, 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.

Investment advisory law firms 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 “investment advisory law firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment advisory law firms are there based in San Francisco, United States?

RevenueBase identified 81 company matches for investment advisory law firms 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?

IEQ Capital 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 investment advisory law firms?

New York leads the United States with 288 company records, followed by Atlanta (153) and Houston (137). San Francisco has 81.

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 592 professional contacts with verified work emails tracked across these 81 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 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 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.