Company lists · Data refreshed October 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 Oct 1, 2026 102 companies tracked

RevenueBase identified 102 company matches for investment advisory platforms associated with San Francisco, United States as of October 2026 and tracks 1,829 professional contacts across them, including 1,025 with verified work emails. Across the United States, New York is the largest hub for this category (257 companies); San Francisco follows with 102.

This list covers company matches for investment advisory platforms 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 October 1, 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 Oct 1, 2026 How this list was built

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 company matches for investment advisory platforms based in San Francisco, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 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	Schwab Advisor Services	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	10001+	291 contacts →
	Exact match “At Schwab Advisor Services™, we know that working with the right custodian has never been more important.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	IEQ Capital	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
3	Jordan Park Group	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	51-200	191 contacts →
	Exact match “Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Perigon Wealth Management	Exact match	San Francisco, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
5	Myvest	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	51-200	121 contacts →
	Exact match “MyVest builds enterprise wealth management technology for the digital age.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	Robertson Stephens	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	51-200	105 contacts →
	Exact match “Robertson Stephens is a wealth management firm striving to provide comprehensive and innovative investment strategies and wealth solutions to our clients through an intelligent…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	Jacobi	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	51-200	75 contacts →
	Exact match “Jacobi’s platform technology supports the design and management of multi-asset portfolios at scale, streamlining investment workflows and enabling dynamic client engagement.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	Baker Street Advisors	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
9	Fort Point Capital Partners	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
10	FREC	Exact match	San Francisco, United StatesHQ recorded Oct 1, 2026	11-50	25 contacts →
	Exact match “We believe everyone deserves access to better and smarter ways to manage their money.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	Baer Investment Advisory LLC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
12	Sherpas	Exact match	San Francisco, United StatesHQ recorded Oct 1, 2026	11-50	16 contacts →
	Exact match “We are an AI-native infrastructure platform for wealth management firms.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	Sidepocket	Exact match	San Francisco, United StatesHQ recorded Oct 1, 2026	11-50	16 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	Leading Edge Investment Advisors, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	11-50	15 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	Stratifi Technologies INC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	11-50	15 contacts →
	Exact match “StratiFi is an AI-powered platform that streamlines investment workflows for wealth managers by integrating risk management, compliance, and investment strategies into one unified…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	Raseed Invest	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	11-50	14 contacts →
	Exact match “Invest in your financial future.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	Mission Creek Capital Partners INC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
18	Goodfin	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	11-50	12 contacts →
	Exact match “Goodfin is reimagining private wealth in the era of AI.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	Alphanso	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	11 contacts →
	Exact match “At Alphanso, we believe wealth management should be simple, accessible, and tailored to your unique goals.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20	Kurv Investment Management	Exact match	San Francisco, United StatesHQ recorded Oct 1, 2026	1-10	11 contacts →
	Exact match “Kurv delivers actively managed, tax-efficient strategies to investors of all sizes.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21	Futureadvisor	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	51-200	10 contacts →
	Exact match “FutureAdvisor is an award-winning digital wealth management firm serving client households nationwide from our offices in San Francisco.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22	Bunker	Exact match	San Francisco, United StatesHQ recorded Oct 1, 2026	11-50	10 contacts →
	Exact match “BUNKER es un asesor financiero digital incorporado y regulado en Estados Unidos.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23	Neev Finance	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	9 contacts →
	Exact match “Neev Finance is reimagining wealth generation for the modern investor.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24	Parrot Finance	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	9 contacts →
	Exact match “Featured on Shark Tank - Season 17.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25	ARNIE	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	7 contacts →
	Exact match “Arnie empowers retirement plan providers with a unified but modular retirement account servicing solution.” Recorded in the RevenueBase company graph · Oct 1, 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 platforms”. 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 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 Oct 1, 2026

56.0%Verified-email coverage

17.9Average contacts per company

1-10Median size (employees)

Oct 1, 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

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 platforms” 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 1,025 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 October 1, 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 platforms 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 platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 102 company matches for investment advisory platforms associated with San Francisco, United States as of October 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?

Schwab Advisor Services 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 platforms?

New York leads the United States with 257 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 1,025 professional contacts with verified work emails tracked across these 102 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 October 1, 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.