Company lists · Data refreshed September 2026

Top 24 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 4, 2026 99 companies tracked

RevenueBase identified 99 investment advisory platforms headquartered in San Francisco, United States as of September 2026 and tracks 1,329 professional contacts across them, including 637 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

99Companies

1,329Contacts tracked

637Verified emails

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The 24 largest investment advisory platforms based in San Francisco, United States

Ranked by team size

Top 24 of 99 investment advisory platforms based in San Francisco, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment advisory platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Schwab Advisor ServicesPartial evidence	San Francisco, CA, United StatesHQ checked Sep 4, 2026	10001+	293
	“At Schwab Advisor Services™, we know that working with the right custodian has never been more important.” Source: company website · checked Sep 4, 2026
2	Jordan Park GroupPartial evidence	San Francisco, CA, United StatesHQ checked Sep 4, 2026	51-200	191
	“Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions.” Source: company website · checked Sep 4, 2026
3	MyvestIndirect evidence	San Francisco, CA, United StatesHQ checked Sep 4, 2026	51-200	119
	“MyVest builds enterprise wealth management technology for the digital age.” Source: company website · checked Sep 4, 2026
4	Baker Street AdvisorsStrong evidence	San Francisco, CA, United StatesHQ checked Sep 4, 2026	51-200	67
	“Baker Street Advisors is a San Francisco based, SEC Registered Investment Adviser (RIA) with over $19 billion under advisement.” Source: company website · checked Sep 4, 2026
5	Fort Point Capital PartnersStrong evidence	San Francisco, CA, United StatesHQ checked Sep 4, 2026	11-50	32
	“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: company website · checked Sep 4, 2026
6	FRECIndirect evidence	San Francisco, United StatesHQ checked Sep 4, 2026	11-50	24
	“We believe everyone deserves access to better and smarter ways to manage their money.” Source: company website · checked Sep 4, 2026
7	Baer Investment Advisory LLCPartial evidence	San Francisco, CA, United StatesHQ checked Sep 4, 2026	1-10	20
	“BIA specializes in providing high quality, customized investment solutions and outstanding service to clients.” Source: company website · checked Sep 4, 2026
8	SidepocketStrong evidence	San Francisco, United StatesHQ checked Sep 4, 2026	11-50	17
	“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: company website · checked Sep 4, 2026
9	Leading Edge Investment Advisors, LLCStrong evidence	San Francisco, CA, United StatesHQ checked Sep 4, 2026	11-50	15
	“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: company website · checked Sep 4, 2026
10	Stratifi Technologies INCStrong evidence	San Francisco, CA, United StatesHQ checked Sep 4, 2026	11-50	15
	“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: company website · checked Sep 4, 2026
11	SherpasPartial evidence	San Francisco, United StatesHQ checked Sep 4, 2026	11-50	14
	“We are an AI-native infrastructure platform for wealth management firms.” Source: company website · checked Sep 4, 2026
12	Raseed InvestIndirect evidence	San Francisco, CA, United StatesHQ checked Sep 4, 2026	11-50	13
	“Invest in your financial future.” Source: company website · checked Sep 4, 2026
13	Mission Creek Capital Partners INCStrong evidence	San Francisco, CA, United StatesHQ checked Sep 4, 2026	11-50	12
	“Mission Creek Capital Partners is a fully independent registered investment advisor providing specialized investment management strategies and solutions for institutions, limited…” Source: company website · checked Sep 4, 2026
14	GoodfinIndirect evidence	San Francisco, CA, United StatesHQ checked Sep 4, 2026	11-50	12
	“Goodfin is reimagining private wealth in the era of AI.” Source: company website · checked Sep 4, 2026
15	AlphansoIndirect evidence	San Francisco, CA, United StatesHQ checked Sep 4, 2026	1-10	12
	“At Alphanso, we believe wealth management should be simple, accessible, and tailored to your unique goals.” Source: company website · checked Sep 4, 2026
16	Kurv Investment ManagementPartial evidence	San Francisco, United StatesHQ checked Sep 4, 2026	1-10	10
	“Empower your portfolio by accessing investment options previously reserved for institutional investors and high-net-worth individuals.” Source: company website · checked Sep 4, 2026
17	FutureadvisorIndirect evidence	San Francisco, CA, United StatesHQ checked Sep 4, 2026	51-200	10
	“FutureAdvisor is an award-winning digital wealth management firm serving client households nationwide from our offices in San Francisco.” Source: company website · checked Sep 4, 2026
18	BunkerIndirect evidence	San Francisco, United StatesHQ checked Sep 4, 2026	11-50	10
	“BUNKER es un asesor financiero digital incorporado y regulado en Estados Unidos.” Source: company website · checked Sep 4, 2026
19	Parrot FinancePartial evidence	San Francisco, CA, United StatesHQ checked Sep 4, 2026	1-10	9
	“Parrot is a next-generation wealth management platform and RIA that uses an intelligent recommendation engine to automate personalized investing, helping users discover and…” Source: company website · checked Sep 4, 2026
20	Neev FinanceIndirect evidence	San Francisco, CA, United StatesHQ checked Sep 4, 2026	1-10	8
	“Neev Finance is reimagining wealth generation for the modern investor.” Source: company website · checked Sep 4, 2026
21	ARNIEIndirect evidence	San Francisco, CA, United StatesHQ checked Sep 4, 2026	1-10	7
	“Arnie empowers retirement plan providers with a unified but modular retirement account servicing solution.” Source: company website · checked Sep 4, 2026
22	FingageStrong evidence	San Francisco, CA, United StatesHQ checked Sep 4, 2026	1-10	7
	“Fingage® is a financial technology platform offering RIAs the tools to automate and scale their investment workflow while personalizing their investment offerings.” Source: company website · checked Sep 4, 2026
23	Broadmark Asset Management LLCIndirect evidence	San Francisco, CA, United StatesHQ checked Sep 4, 2026	1-10	7
	“Broadmark Asset Management LLC is a U.S.” Source: company website · checked Sep 4, 2026
24	KwantiPartial evidence	San Francisco, CA, United StatesHQ checked Sep 4, 2026	11-50	6
	“Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors.” Source: company website · checked Sep 4, 2026

Showing 24 of 99 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 4, 2026

1-10Median size (employees)

New YorkLargest hub · 243 HQs

Contacts with mobile numbers

Sep 4, 2026Data 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 this city, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 99 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 evidence 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 SmartSearch, 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.
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 an evidence 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, 637 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 4, 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

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

RevenueBase identified 99 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 243 headquartered companies, followed by San Francisco (99) and Chicago (90).

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 637 verified decision-maker contacts tracked across these 99 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 4, 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.