Company lists · Data refreshed September 2026

Top 20 Investment firms based in San Francisco, United States

RevenueBase identified 189 investment firms headquartered in San Francisco, United States as of September 2026 and tracks 4,573 professional contacts across them, including 2,451 with verified work emails. New York is the largest hub.

This list covers investment firms 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
189Companies
4,573Contacts tracked
2,451Verified emails
Unlock all 189 companies Free signup · no credit card · 500 free credits

The 20 largest investment firms based in San Francisco, United States

Ranked by team size
Top 20 of 189 investment firms 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 firms: 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.
#CompanyHeadquartersEmployeesContacts
1
Wells Fargo Private BankIndirect evidence
San Francisco, CA, United StatesHQ checked Sep 4, 202610001+706

“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…”

Source: company website · checked Sep 4, 2026
2
Farallon Capital ManagementIndirect evidence
San Francisco, CA, United StatesHQ checked Sep 4, 2026201-500357

“Farallon Capital Management, L.L.C.”

Source: company website · checked Sep 4, 2026
3
CallanStrong evidence
San Francisco, CA, United StatesHQ checked Sep 4, 202651-200205

“Callan was founded as an employee-owned investment consulting firm in 1973.”

Source: company website · checked Sep 4, 2026
4
Jordan Park GroupStrong evidence
San Francisco, CA, United StatesHQ checked Sep 4, 202651-200191

“Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions.”

Source: company website · checked Sep 4, 2026
5
Parallel Advisors, LLCIndirect evidence
San Francisco, CA, United StatesHQ checked Sep 4, 202651-200128

“Parallel Advisors is a registered, independent wealth management firm.”

Source: company website · checked Sep 4, 2026
6
Woodline Partners LPStrong evidence
San Francisco, CA, United StatesHQ checked Sep 4, 202651-20093

“Woodline Partners is an investment firm that implements a fundamental sub-sector equity strategy.”

Source: company website · checked Sep 4, 2026
7San Francisco, CA, United StatesHQ checked Sep 4, 202651-20084

“Dragoneer Investment Group is a growth-oriented investment firm with a flexible mandate to invest in high-quality businesses in both the public and private markets.”

Source: company website · checked Sep 4, 2026
8
Baker Street AdvisorsStrong evidence
San Francisco, CA, United StatesHQ checked Sep 4, 202651-20067

“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
9San Francisco, CA, United StatesHQ checked Sep 4, 202611-5048

“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…”

Source: company website · checked Sep 4, 2026
10
Meritage Group LPStrong evidence
San Francisco, CA, United StatesHQ checked Sep 4, 202651-20048

“Meritage Group LP is a fundamentally oriented investment firm backed by evergreen, flexible capital.”

Source: company website · checked Sep 4, 2026
11
Mcmorgan & CompanyIndirect evidence
San Francisco, CA, United StatesHQ checked Sep 4, 202611-5048

“McMorgan & Company offers thoughtful, relevant solutions through a combination of proprietary strategies, unique access vehicles, sub-advisory relationships, and select…”

Source: company website · checked Sep 4, 2026
12
WR Hambrecht COIndirect evidence
San Francisco, CA, United StatesHQ checked Sep 4, 202611-5040

“We help companies of all sizes efficiently access capital at the lowest possible cost in order to accelerate disruptive growth.”

Source: company website · checked Sep 4, 2026
13San Francisco, CA, United StatesHQ checked Sep 4, 202611-5032

“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
14
Headlands CapitalStrong evidence
San Francisco, CA, United StatesHQ checked Sep 4, 202611-5027

“Headlands Capital is a boutique investment firm with more than $750 million in AUM, headquartered in San Francisco, with offices in New York, London and Bangalore.”

Source: company website · checked Sep 4, 2026
15
Cache Financials INCIndirect evidence
San Francisco, CA, United StatesHQ checked Sep 4, 202611-5023

“Cache is a modern brokerage built for your large stock positions.”

Source: company website · checked Sep 4, 2026
16
Syon CapitalIndirect evidence
San Francisco, CA, United StatesHQ checked Sep 4, 202611-5021

“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…”

Source: company website · checked Sep 4, 2026
17San Francisco, CA, United StatesHQ checked Sep 4, 202611-5020

“Colchis Capital Management is an investment management firm headquartered in San Francisco, California.”

Source: company website · checked Sep 4, 2026
18San Francisco, CA, United StatesHQ checked Sep 4, 20261-1020

“BIA specializes in providing high quality, customized investment solutions and outstanding service to clients.”

Source: company website · checked Sep 4, 2026
19San Francisco, CA, United StatesHQ checked Sep 4, 202611-5019

“We provide customized, independent counsel to clients with significant assets.”

Source: company website · checked Sep 4, 2026
20San Francisco, CA, United StatesHQ checked Sep 4, 202611-5015

“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

Showing 20 of 189 investment firms based in San Francisco, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 2,451 reachable decision-makers.

Free signup · no credit card

See all 189 companies

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

As of Sep 4, 2026
1-10Median size (employees)
New YorkLargest hub · 1002 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
124
11-50
40
51-200
18
201-500
6
10001+
1

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 189 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 firms, 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 firms”. 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 firms, 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, 2,451 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 firms by metro in the United States

Frequently asked

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

RevenueBase identified 189 investment firms 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?

Wells Fargo Private Bank, headquartered in San Francisco, tops this list with the largest team on record.

Which city has the most investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 2,451 verified decision-maker contacts tracked across these 189 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.

Ready to reach these companies? Verified emails and direct dials for all 189 investment firms based in San Francisco, United States. Start with a free account, no credit card.

Get the full list

Related lists

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.