Company lists · Data refreshed September 2026

Top 25 Portfolio management companies based in San Francisco, United States

Name: Portfolio 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 Sep 20, 2026 84 companies tracked

RevenueBase identified 84 company matches for portfolio management companies associated with San Francisco, United States as of September 2026 and tracks 1,605 professional contacts across them, including 790 with verified work emails. Across the United States, New York is the largest hub for this category (289 companies); San Francisco has 84.

This list covers company matches for portfolio 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 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

84Companies

1,605Contacts tracked

790Verified emails

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

Ranked by team size

Top 25 of 84 company matches for portfolio management companies 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	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
5	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
6	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
7	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
8	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
9	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
10	Leading Edge Investment Advisors, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
11	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
12	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
13	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
14	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
15	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
16	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
17	Skba Capital Management, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	11-50	7 contacts →
	Exact match “SKBA Capital Management, LLC is an independent investment management firm specialized in managing equity, fixed income, and balanced portfolios for institutions and private…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Park Presidio Capital	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Park Presidio Capital is an investment management company based out of 1 Letterman Dr, San Francisco, California.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Broadmark Asset Management LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Broadmark Asset Management LLC is a U.S.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Jackson Square Capital	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Jackson Square Capital helps ordinary people manage extraordinary wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Naylor & Company Investments, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “To see Naylor & Company's long term performance please see our website at: Naylor & Company is a registered investment adviser that has been managing investment portfolios for…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Macroaxis LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Macroaxis is a sophisticated, yet simple to use personalized investment management service.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Resolute Partners Group	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Resolute Partners Group (RPG) is an independently owned and founder led investment advisory and financial planning firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Camelotta Advisors	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “At Camelotta, we are committed to providing comprehensive financial advice to high net worth individuals and families.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Prospettiva Financial	Exact match	San Francisco, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Prospettiva Financial offers financial planning and portfolio management services to individuals, families, creative entrepreneurs, and non-profits.” 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 “portfolio 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 84 portfolio management companies based in San Francisco, United States

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

As of Sep 20, 2026

49.2%Verified-email coverage

19.1Average contacts per company

1-10Median size (employees)

Sep 20, 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 84 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 “portfolio 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 790 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.

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

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

RevenueBase identified 84 company matches for portfolio management companies 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 portfolio management companies?

New York leads the United States with 289 company records, followed by Chicago (137) and Atlanta (116). San Francisco has 84.

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 790 professional contacts with verified work emails tracked across these 84 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.