Company lists · Data refreshed September 2026

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

Name: Investment advisory services 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 20, 2026 153 companies tracked

RevenueBase identified 153 company matches for investment advisory services associated with San Francisco, United States as of September 2026 and tracks 2,184 professional contacts across them, including 1,044 with verified work emails. Across the United States, New York is the largest hub for this category (532 companies); San Francisco has 153.

This list covers company matches for investment advisory services 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 20, 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 20, 2026 How this list was built

153Companies

2,184Contacts tracked

1,044Verified emails

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

Ranked by team size

Top 25 of 153 company matches for investment advisory services based in San Francisco, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Wells Fargo Private Bank	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	10001+	676 contacts →
	Exact match “As one of the nation’s leading providers of wealth management services, Wells Fargo Private Bank has extensive experience and a wide range of resources to help you achieve your…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Callan	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	51-200	201 contacts →
	Exact match “Callan was founded as an employee-owned investment consulting firm in 1973.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Jordan Park Group	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
4	Perigon Wealth Management	Exact match	San Francisco, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
5	Parallel Advisors, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	51-200	129 contacts →
	Exact match “Parallel Advisors is a registered, independent wealth management firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Baker Street Advisors	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
7	Mcmorgan & Company	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	11-50	49 contacts →
	Exact match “McMorgan & Company offers thoughtful, relevant solutions through a combination of proprietary strategies, unique access vehicles, sub-advisory relationships, and select…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Fort Point Capital Partners	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
9	Osborne Partners Capital Management, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	11-50	23 contacts →
	Exact match “Osborne Partners is an over 85-year-old firm that offers sophisticated investment management and active financial planning for families and institutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Baer Investment Advisory LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
11	Syon Capital	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
12	Colchis Capital Management, LP	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	11-50	20 contacts →
	Exact match “Colchis Capital Management is an investment management firm headquartered in San Francisco, California.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Seven Post Investment Office LP	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	11-50	19 contacts →
	Exact match “We provide customized, independent counsel to clients with significant assets.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	The Advisory Group Of SAN Francisco, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	19 contacts →
	Exact match “Life-changing financial advice for Northern California business owners and leaders.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Twin Peaks Wealth Advisors	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	11-50	16 contacts →
	Exact match “We believe everyone can reach his or her goals through repeatable, intentional actions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	ONE Wealth Advisors	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	14 contacts →
	Exact match “We pride ourselves on the deep relationships we build with our clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Bivium Capital Partners, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	11-50	13 contacts →
	Exact match “At Bivium Capital, we have partnered with investors and managers to help them achieve their strategic objectives since 2002.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Mission Creek Capital Partners INC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
19	Kurv Investment Management	Exact match	San Francisco, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
20	Open Advisors, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	11-50	10 contacts →
	Exact match “We believe planning for your future involves collaboration with plenty of courage, conviction, and flexibility along the way.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Asset Dedication, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	10 contacts →
	Exact match “Asset Dedication provides planning-centric financial advisors with portfolio strategies that link investments to each client’s financial plan and an operations team to manage…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Montcalm	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	10 contacts →
	Exact match “Montcalm is a San Francisco-based wealth management and capital markets trading firm that blends expert investing with new economy sustainability and independent vision.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Wetherby Asset Management	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	51-200	8 contacts →
	Exact match “We’re now LNW!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Great Gable Investments, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “The Great Gable is one of the highest mountain peaks in England, located in the Lake District.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Citrine Capital	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 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 20, 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 services”. 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 153 investment advisory services based in San Francisco, United States

See the full list, filter by size, metro and specialty, and access 1,044 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 20, 2026

47.8%Verified-email coverage

14.3Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

112

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 153 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 services” 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 1,044 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 20, 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 services 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 services”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 153 company matches for investment advisory services 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?

Wells Fargo Private Bank 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 services?

New York leads the United States with 532 company records, followed by Atlanta (274) and Houston (253). San Francisco has 153.

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 1,044 professional contacts with verified work emails tracked across these 153 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 20, 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.