Company lists · Data refreshed September 2026

Top 25 Investment management consultants based in San Francisco, United States

Name: Investment management consultants 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 28, 2026 151 companies tracked

RevenueBase identified 151 investment management consultants headquartered in San Francisco, United States as of September 2026 and tracks 2,802 professional contacts across them, including 1,444 with verified work emails. Across the United States, New York is the largest hub for this category (640 companies); San Francisco has 151.

This list covers investment management consultants 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 28, 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 28, 2026 86% judged on-target in blind review

151Companies

2,802Contacts tracked

1,444Verified emails

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The 25 largest investment management consultants based in San Francisco, United States

Ranked by team size

Top 25 of 151 investment management consultants based in San Francisco, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to investment management consultants: 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	Wells Fargo Private Bank	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	10001+	676 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 28, 2026
2	Farallon Capital Management	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	201-500	363 contacts →
	Partial evidence “Farallon Capital Management, L.L.C.” Source: RevenueBase Database · checked Sep 28, 2026
3	Callan	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	201 contacts →
	Partial evidence “Callan was founded as an employee-owned investment consulting firm in 1973.” Source: RevenueBase Database · checked Sep 28, 2026
4	Jordan Park Group	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	191 contacts →
	Strong evidence “Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions.” Source: RevenueBase Database · checked Sep 28, 2026
5	Perigon Wealth Management	Partial evidence	San Francisco, United StatesHQ checked Sep 28, 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 28, 2026
6	Parallel Advisors, LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	129 contacts →
	Partial evidence “Parallel Advisors is a registered, independent wealth management firm.” Source: RevenueBase Database · checked Sep 28, 2026
7	First Republic Private Wealth Management	Indirect evidence	San Francisco, United StatesHQ checked Sep 28, 2026	501-1,000	129 contacts →
	Indirect evidence “First Republic is now part of JPMorgan Chase.” Source: RevenueBase Database · checked Sep 28, 2026
8	SD Mayer	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	70 contacts →
	Partial evidence “SD Mayer, a Springline company, is a fast-growing, full-service, community-minded accounting, advisory and wealth management firm.” Source: RevenueBase Database · checked Sep 28, 2026
9	Baker Street Advisors	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	67 contacts →
	Partial 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 28, 2026
10	Bakeravenue Wealth Management	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	51 contacts →
	Indirect evidence “Since 2004, BakerAvenue has guided clients through personal and professional transitions.” Source: RevenueBase Database · checked Sep 28, 2026
11	Mcmorgan & Company	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	49 contacts →
	Indirect evidence “McMorgan & Company offers thoughtful, relevant solutions through a combination of proprietary strategies, unique access vehicles, sub-advisory relationships, and select…” Source: RevenueBase Database · checked Sep 28, 2026
12	Fort Point Capital Partners	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	32 contacts →
	Partial 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 28, 2026
13	Osborne Partners Capital Management, LLC	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	23 contacts →
	Strong evidence “Osborne Partners is an over 85-year-old firm that offers sophisticated investment management and active financial planning for families and institutions.” Source: RevenueBase Database · checked Sep 28, 2026
14	Baer Investment Advisory LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 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 28, 2026
15	Syon Capital	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	21 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 28, 2026
16	Colchis Capital Management, LP	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	20 contacts →
	Strong evidence “Colchis Capital Management is an investment management firm headquartered in San Francisco, California.” Source: RevenueBase Database · checked Sep 28, 2026
17	Seven Post Investment Office LP	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	19 contacts →
	Indirect evidence “We provide customized, independent counsel to clients with significant assets.” Source: RevenueBase Database · checked Sep 28, 2026
18	The Advisory Group Of SAN Francisco, LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	19 contacts →
	Indirect evidence “Life-changing financial advice for Northern California business owners and leaders.” Source: RevenueBase Database · checked Sep 28, 2026
19	Leading Edge Investment Advisors, LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	15 contacts →
	Partial 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 28, 2026
20	ONE Wealth Advisors	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	14 contacts →
	Indirect evidence “We pride ourselves on the deep relationships we build with our clients.” Source: RevenueBase Database · checked Sep 28, 2026
21	Bivium Capital Partners, LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	13 contacts →
	Indirect evidence “At Bivium Capital, we have partnered with investors and managers to help them achieve their strategic objectives since 2002.” Source: RevenueBase Database · checked Sep 28, 2026
22	Mission Creek Capital Partners INC	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 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 28, 2026
23	Intellectus Partners, LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	11 contacts →
	Indirect evidence “Your business fuels your wealth.” Source: RevenueBase Database · checked Sep 28, 2026
24	Kurv Investment Management	Indirect evidence	San Francisco, United StatesHQ checked Sep 28, 2026	1-10	11 contacts →
	Indirect evidence “Kurv delivers actively managed, tax-efficient strategies to investors of all sizes.” Source: RevenueBase Database · checked Sep 28, 2026
25	Open Advisors, LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	10 contacts →
	Indirect evidence “We believe planning for your future involves collaboration with plenty of courage, conviction, and flexibility along the way.” Source: RevenueBase Database · checked Sep 28, 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 management consultants. 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 management consultants.
Partial evidence: Its own public description names part of investment management consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment management consultants. 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 151 investment management consultants based in San Francisco, United States

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Investment management consultants based in San Francisco, United States at a glance

As of Sep 28, 2026

51.5%Verified-email coverage

18.6Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

104

11-50

51-200

201-500

501-1,000

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 151 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 management consultants, 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 management consultants”. 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 management consultants), 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 management consultants, 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, 1,444 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 28, 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 management consultants 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 management consultants, 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 management consultants are there based in San Francisco, United States?

RevenueBase identified 151 investment management consultants 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 in the United States has the most investment management consultants?

New York leads the United States with 640 headquartered companies, followed by Atlanta (265) and Dallas (243). San Francisco has 151.

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 1,444 verified decision-maker contacts tracked across these 151 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 28, 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.