Company lists · Data refreshed September 2026

Top 25 Investment advisory platforms based in San Francisco, United States

Name: Investment advisory platforms 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 14, 2026 102 companies tracked

RevenueBase identified 102 investment advisory platforms headquartered in San Francisco, United States as of September 2026 and tracks 1,829 professional contacts across them, including 1,025 with verified work emails. New York is the largest hub.

This list covers investment 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 14, 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 14, 2026 86% judged on-target in blind review

102Companies

1,829Contacts tracked

1,025Verified emails

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

Ranked by team size

Top 25 of 102 investment advisory platforms based in San Francisco, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to investment 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Schwab Advisor Services	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 14, 2026	10001+	291 contacts →
	Partial evidence “At Schwab Advisor Services™, we know that working with the right custodian has never been more important.” Source: RevenueBase Database · checked Sep 14, 2026
2	IEQ Capital	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 14, 2026	201-500	285 contacts →
	Strong evidence “IEQ Capital is an independent Registered Investment Advisor and modern family office delivering rigorous investment management alongside comprehensive wealth architecture.” Source: RevenueBase Database · checked Sep 14, 2026
3	Jordan Park Group	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 14, 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 14, 2026
4	Perigon Wealth Management	Partial evidence	San Francisco, United StatesHQ checked Sep 14, 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 14, 2026
5	Myvest	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 14, 2026	51-200	121 contacts →
	Indirect evidence “MyVest builds enterprise wealth management technology for the digital age.” Source: RevenueBase Database · checked Sep 14, 2026
6	Robertson Stephens	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 14, 2026	51-200	105 contacts →
	Partial 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 14, 2026
7	Jacobi	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 14, 2026	51-200	75 contacts →
	Strong evidence “Jacobi’s platform technology supports the design and management of multi-asset portfolios at scale, streamlining investment workflows and enabling dynamic client engagement.” Source: RevenueBase Database · checked Sep 14, 2026
8	Baker Street Advisors	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 14, 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 14, 2026
9	Fort Point Capital Partners	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 14, 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 14, 2026
10	FREC	Indirect evidence	San Francisco, United StatesHQ checked Sep 14, 2026	11-50	25 contacts →
	Indirect evidence “We believe everyone deserves access to better and smarter ways to manage their money.” Source: RevenueBase Database · checked Sep 14, 2026
11	Baer Investment Advisory LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 14, 2026	1-10	23 contacts →
	Partial evidence “BIA specializes in providing high quality, customized investment solutions and outstanding service to clients.” Source: RevenueBase Database · checked Sep 14, 2026
12	Sherpas	Partial evidence	San Francisco, United StatesHQ checked Sep 14, 2026	11-50	16 contacts →
	Partial evidence “We are an AI-native infrastructure platform for wealth management firms.” Source: RevenueBase Database · checked Sep 14, 2026
13	Sidepocket	Strong evidence	San Francisco, United StatesHQ checked Sep 14, 2026	11-50	16 contacts →
	Strong evidence “Sidepocket is a venture-backed deep-tech company and SEC-Registered Investment Advisor built to solve a structural flaw in America's retirement system: self-employed workers…” Source: RevenueBase Database · checked Sep 14, 2026
14	Leading Edge Investment Advisors, LLC	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 14, 2026	11-50	15 contacts →
	Strong 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 14, 2026
15	Stratifi Technologies INC	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 14, 2026	11-50	15 contacts →
	Strong 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 14, 2026
16	Raseed Invest	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 14, 2026	11-50	14 contacts →
	Indirect evidence “Invest in your financial future.” Source: RevenueBase Database · checked Sep 14, 2026
17	Mission Creek Capital Partners INC	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 14, 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 14, 2026
18	Goodfin	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 14, 2026	11-50	12 contacts →
	Indirect evidence “Goodfin is reimagining private wealth in the era of AI.” Source: RevenueBase Database · checked Sep 14, 2026
19	Alphanso	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 14, 2026	1-10	11 contacts →
	Indirect evidence “At Alphanso, we believe wealth management should be simple, accessible, and tailored to your unique goals.” Source: RevenueBase Database · checked Sep 14, 2026
20	Kurv Investment Management	Indirect evidence	San Francisco, United StatesHQ checked Sep 14, 2026	1-10	11 contacts →
	Indirect evidence “Kurv delivers actively managed, tax-efficient strategies to investors of all sizes.” Source: RevenueBase Database · checked Sep 14, 2026
21	Futureadvisor	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 14, 2026	51-200	10 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 14, 2026
22	Bunker	Indirect evidence	San Francisco, United StatesHQ checked Sep 14, 2026	11-50	10 contacts →
	Indirect evidence “BUNKER es un asesor financiero digital incorporado y regulado en Estados Unidos.” Source: RevenueBase Database · checked Sep 14, 2026
23	Neev Finance	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 14, 2026	1-10	9 contacts →
	Indirect evidence “Neev Finance is reimagining wealth generation for the modern investor.” Source: RevenueBase Database · checked Sep 14, 2026
24	Parrot Finance	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 14, 2026	1-10	9 contacts →
	Indirect evidence “Featured on Shark Tank - Season 17.” Source: RevenueBase Database · checked Sep 14, 2026
25	ARNIE	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 14, 2026	1-10	7 contacts →
	Indirect evidence “Arnie empowers retirement plan providers with a unified but modular retirement account servicing solution.” Source: RevenueBase Database · checked Sep 14, 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 advisory platforms. 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 advisory platforms.
Partial evidence: Its own public description names part of investment advisory platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment advisory platforms. 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 102 investment advisory platforms based in San Francisco, United States

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

As of Sep 14, 2026

56.0%Verified-email coverage

17.9Average contacts per company

1-10Median size (employees)

239.2%Largest-city concentration · New York

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

10001+

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 102 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 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 “investment 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 investment 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 investment 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, 1,025 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 14, 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 advisory platforms 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 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 investment advisory platforms are there based in San Francisco, United States?

RevenueBase identified 102 investment 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?

Schwab Advisor Services, headquartered in San Francisco, tops this list with the largest team on record.

Which city has the most investment advisory platforms?

New York leads with 244 headquartered companies, followed by San Francisco (102) and Chicago (91).

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 1,025 verified decision-maker contacts tracked across these 102 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 14, 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.