Company lists · Data refreshed October 2026

Top 25 Nonprofit wealth management companies based in San Francisco, United States

Name: Nonprofit wealth management companies 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 18, 2026 50 companies tracked

RevenueBase identified 50 company matches for nonprofit wealth management companies associated with San Francisco, United States as of October 2026 and tracks 836 professional contacts across them, including 383 with verified work emails. Across the United States, New York is the largest hub for this category (143 companies); San Francisco has 50.

This list covers company matches for nonprofit wealth management companies 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 18, 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 18, 2026 How this list was built

50Companies

836Contacts tracked

383Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest nonprofit wealth management companies based in San Francisco, United States

Ranked by team size

Top 25 of 50 company matches for nonprofit wealth management companies based in San Francisco, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 18, 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 Oct 18, 2026	10001+	430 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 · Oct 18, 2026 · View company records in RevenueBase
2	Parallel Advisors, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 18, 2026	51-200	136 contacts →
	Exact match “Parallel Advisors is a registered, independent wealth management firm.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
3	Bakeravenue Wealth Management	Exact match	San Francisco, CA, United StatesHQ recorded Oct 18, 2026	51-200	52 contacts →
	Exact match “Since 2004, BakerAvenue has guided clients through personal and professional transitions.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
4	Syon Capital	Exact match	San Francisco, CA, United StatesHQ recorded Oct 18, 2026	11-50	22 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 · Oct 18, 2026 · View company records in RevenueBase
5	The Advisory Group Of SAN Francisco, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 18, 2026	1-10	21 contacts →
	Exact match “Life-changing financial advice for Northern California business owners and leaders.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
6	True Capital Management	Exact match	San Francisco, CA, United StatesHQ recorded Oct 18, 2026	201-500	15 contacts →
	Exact match “TRUE Capital was founded in 2007 with the goal of creating an open-architecture wealth management platform specifically designed for professional athletes, entertainers, and…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
7	Chequers Financial Management	Exact match	San Francisco, CA, United StatesHQ recorded Oct 18, 2026	1-10	14 contacts →
	Exact match “Chequers Financial Management, a fee-only planning firm that specializes in high net worth and ultra-high net worth families.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
8	Intellectus Partners, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 18, 2026	11-50	13 contacts →
	Exact match “Your business fuels your wealth.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
9	Montcalm	Exact match	San Francisco, CA, United StatesHQ recorded Oct 18, 2026	1-10	11 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 · Oct 18, 2026 · View company records in RevenueBase
10	Fire Capital Management	Exact match	San Francisco, CA, United StatesHQ recorded Oct 18, 2026	1-10	7 contacts →
	Exact match “Fire Capital Management, LLC is a boutique investment management company that helps people achieve their dreams.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
11	RHS Financial	Exact match	San Francisco, CA, United StatesHQ recorded Oct 18, 2026	1-10	7 contacts →
	Exact match “RHS Financial is a boutique wealth management firm helping tech professionals think bigger about their wealth through the power of aspirational financial planning® and…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
12	Jackson Square Capital	Exact match	San Francisco, CA, United StatesHQ recorded Oct 18, 2026	1-10	6 contacts →
	Exact match “Jackson Square Capital helps ordinary people manage extraordinary wealth.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
13	January Capital Advisors	Exact match	San Francisco, CA, United StatesHQ recorded Oct 18, 2026	1-10	6 contacts →
	Exact match “January Capital Advisors is an independent wealth design firm inspiring clients to live the story they want to tell.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
14	Fairlight Advisors	Exact match	San Francisco, CA, United StatesHQ recorded Oct 18, 2026	1-10	5 contacts →
	Exact match “We founded Fairlight Advisors to help you fulfill your mission with high touch, customized nonprofit financial planning and investment management.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
15	WP Advisors, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 18, 2026	1-10	5 contacts →
	Exact match “WP Advisors, LLC is a boutique advisory firm providing personalized investment advice and wealth management services to high net worth clients since Our clients include successful…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
16	Peninsula Wealth, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 18, 2026	1-10	3 contacts →
	Exact match “Financial planning is more than money management, and our team has the expertise to provide your family with the comprehensive financial planning services that can be customized…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
17	Impactadvisor LLC	Exact match	San Francisco, United StatesHQ recorded Oct 18, 2026	1-10	2 contacts →
	Exact match “Private Wealth Management: Ultra-tailored, Tax-aware, Fiduciary At ImpactAdvisor, we help investors achieve better long-term results through fully personalized and tax-efficient…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
18	Moirai Wealth Management	Exact match	San Francisco, CA, United StatesHQ recorded Oct 18, 2026	1-10	2 contacts →
	Exact match “Moirai is a San Francisco-based boutique wealth management firm specializing in high net worth individuals and families.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
19	Sigfig Wealth Management, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 18, 2026	201-500	2 contacts →
	Exact match “Free online investment advice” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
20	Wealthguard INC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 18, 2026	11-50	2 contacts →
	Exact match “What Is WealthGuard™?” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
21	Juris Wealth	Exact match	San Francisco, CA, United StatesHQ recorded Oct 18, 2026	11-50	1 contacts →
	Exact match “Wealth management and financial planning for lawyers” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
22	Etonway Financial	Exact match	San Francisco, CA, United StatesHQ recorded Oct 18, 2026	1-10	1 contacts →
	Exact match “Our mission is simple yet powerful: We are collectively focused on providing comprehensive, customized, objective wealth management strategies.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
23	Union Square Global Wealth Management	Exact match	San Francisco, CA, United StatesHQ recorded Oct 18, 2026	1-10	1 contacts →
	Exact match “UNION SQUARE Global Wealth Management is a company based out of San Francisco, California, United States.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
24	Communitas Financial Planning	Exact match	San Francisco, CA, United StatesHQ recorded Oct 18, 2026	1-10	1 contacts →
	Exact match “Smart Money, Sustainable Values Communitas Financial Planning is fee-only financial planning and socially responsible investment management firm.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
25	Credo Wealth Management	Exact match	San Francisco, CA, United StatesHQ recorded Oct 18, 2026	1-10	1 contacts →
	Exact match “Introduction I founded Credo Wealth Management, LLC after 16 years of working at UBS Financial Services, Inc.” Recorded in the RevenueBase company graph · Oct 18, 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 “nonprofit wealth management companies”. 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 50 nonprofit wealth management companies based in San Francisco, United States

See the full list, filter by size, metro and specialty, and access 383 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Nonprofit wealth management companies based in San Francisco, United States at a glance

As of Oct 18, 2026

45.8%Verified-email coverage

16.7Average contacts per company

1-10Median size (employees)

Oct 18, 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 50 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 “nonprofit wealth management companies” 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 383 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 18, 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.

Nonprofit wealth management companies 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 “nonprofit wealth management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many nonprofit wealth management companies are there based in San Francisco, United States?

RevenueBase identified 50 company matches for nonprofit wealth management companies 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?

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 nonprofit wealth management companies?

New York leads the United States with 143 company records, followed by Atlanta (87) and Houston (73). San Francisco has 50.

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 383 professional contacts with verified work emails tracked across these 50 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 18, 2026.

Ready to reach these companies? Verified emails and direct dials for all 50 nonprofit wealth management companies based in San Francisco, United States. Start with a free account, no credit card.

Download this list →

Related lists

Nonprofit wealth management companies by geography

Browse the directory

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.