Company lists · Data refreshed September 2026

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

Name: 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 Sep 16, 2026 159 companies tracked

RevenueBase identified 159 wealth management companies headquartered in San Francisco, United States as of September 2026 and tracks 2,148 professional contacts across them, including 1,111 with verified work emails. New York is the largest hub.

This list covers wealth management companies 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 16, 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 16, 2026 86% judged on-target in blind review

159Companies

2,148Contacts tracked

1,111Verified emails

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

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

Ranked by team size

Top 25 of 159 wealth management companies based in San Francisco, United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management companies: 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	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	10001+	676 contacts →
	Strong 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 16, 2026
2	Jordan Park Group	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	51-200	191 contacts →
	Partial evidence “Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions.” Source: RevenueBase Database · checked Sep 16, 2026
3	Parallel Advisors, LLC	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	51-200	129 contacts →
	Strong evidence “Parallel Advisors is a registered, independent wealth management firm.” Source: RevenueBase Database · checked Sep 16, 2026
4	First Republic Private Wealth Management	Indirect evidence	San Francisco, United StatesHQ checked Sep 16, 2026	501-1,000	129 contacts →
	Indirect evidence “First Republic is now part of JPMorgan Chase.” Source: RevenueBase Database · checked Sep 16, 2026
5	Myvest	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	51-200	121 contacts →
	Strong evidence “MyVest builds enterprise wealth management technology for the digital age.” Source: RevenueBase Database · checked Sep 16, 2026
6	Robertson Stephens	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	51-200	105 contacts →
	Strong evidence “Robertson Stephens is a wealth management firm striving to provide comprehensive and innovative investment strategies and wealth solutions to our clients through an intelligent…” Source: RevenueBase Database · checked Sep 16, 2026
7	Baker Street Advisors	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	51-200	67 contacts →
	Indirect 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 16, 2026
8	Bakeravenue Wealth Management	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	51-200	51 contacts →
	Indirect evidence “Since 2004, BakerAvenue has guided clients through personal and professional transitions.” Source: RevenueBase Database · checked Sep 16, 2026
9	Epiq Capital Group	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	51-200	38 contacts →
	Indirect evidence “EPIQ is a leading multi-family office and investment firm dedicated to simplifying the financial lives of the most successful professionals and their families.” Source: RevenueBase Database · checked Sep 16, 2026
10	Osborne Partners Capital Management, LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	11-50	23 contacts →
	Partial 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 16, 2026
11	Baer Investment Advisory LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	1-10	23 contacts →
	Indirect evidence “BIA specializes in providing high quality, customized investment solutions and outstanding service to clients.” Source: RevenueBase Database · checked Sep 16, 2026
12	Syon Capital	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	11-50	21 contacts →
	Partial 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 16, 2026
13	Colchis Capital Management, LP	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	11-50	20 contacts →
	Partial evidence “Colchis Capital Management is an investment management firm headquartered in San Francisco, California.” Source: RevenueBase Database · checked Sep 16, 2026
14	Brio Financial Group	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	11-50	19 contacts →
	Indirect evidence “At Brio, financial planning feels like sitting with someone who truly gets you.” Source: RevenueBase Database · checked Sep 16, 2026
15	Seven Post Investment Office LP	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	11-50	19 contacts →
	Indirect evidence “We provide customized, independent counsel to clients with significant assets.” Source: RevenueBase Database · checked Sep 16, 2026
16	The Advisory Group Of SAN Francisco, LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	1-10	19 contacts →
	Indirect evidence “Life-changing financial advice for Northern California business owners and leaders.” Source: RevenueBase Database · checked Sep 16, 2026
17	Vernal Point Advisors	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	11-50	18 contacts →
	Partial evidence “Founded in 2012, Vernal Point is a San Francisco based RIA that partners with global ultra-high net worth families in the design and management of single-family offices.” Source: RevenueBase Database · checked Sep 16, 2026
18	Chequers Financial Management	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	1-10	17 contacts →
	Partial evidence “Chequers Financial Management, a fee-only planning firm that specializes in high net worth and ultra-high net worth families.” Source: RevenueBase Database · checked Sep 16, 2026
19	Twin Peaks Wealth Advisors	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	11-50	16 contacts →
	Indirect evidence “We believe everyone can reach his or her goals through repeatable, intentional actions.” Source: RevenueBase Database · checked Sep 16, 2026
20	ONE Wealth Advisors	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	1-10	14 contacts →
	Indirect evidence “We pride ourselves on the deep relationships we build with our clients.” Source: RevenueBase Database · checked Sep 16, 2026
21	True Capital Management	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	201-500	13 contacts →
	Strong evidence “TRUE Capital was founded in 2007 with the goal of creating an open-architecture wealth management platform specifically designed for professional athletes, entertainers, and…” Source: RevenueBase Database · checked Sep 16, 2026
22	Mission Creek Capital Partners INC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	11-50	12 contacts →
	Partial 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 16, 2026
23	Intellectus Partners, LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	11-50	11 contacts →
	Partial evidence “Your business fuels your wealth.” Source: RevenueBase Database · checked Sep 16, 2026
24	Open Advisors, LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 16, 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 16, 2026
25	Montcalm	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	1-10	10 contacts →
	Strong evidence “Montcalm is a San Francisco-based wealth management and capital markets trading firm that blends expert investing with new economy sustainability and independent vision.” Source: RevenueBase Database · checked Sep 16, 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: wealth management companies. 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 wealth management companies.
Partial evidence: Its own public description names part of wealth management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth management companies. 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 159 wealth management companies 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 1,111 reachable decision-makers.

Free signup · no credit card

View the full list →

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

As of Sep 16, 2026

51.7%Verified-email coverage

13.5Average contacts per company

1-10Median size (employees)

300.0%Largest-city concentration · New York

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

118

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 159 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 wealth management companies, 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 “wealth management companies”. 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 wealth management companies), 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 wealth management companies, 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, 1,111 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 16, 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.

Wealth management companies 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 wealth management companies, 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 wealth management companies are there based in San Francisco, United States?

RevenueBase identified 159 wealth management companies 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 wealth management companies?

New York leads with 477 headquartered companies, followed by Atlanta (245) and Houston (239).

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 1,111 verified decision-maker contacts tracked across these 159 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 16, 2026.

Ready to reach these companies? Verified emails and direct dials for all 159 wealth management companies based in San Francisco, United States. Start with a free account, no credit card.

Download this list →

Related lists

Wealth management companies by geography

Browse the directory

Browse: Companies home · Wealth management companies in United States · All United States lists · All Wealth management companies lists · New 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 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.