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Independent RIAs in San Francisco, California

As of October 2, 2026, 206 independent wealth management RIAs with their main office in San Francisco, California reported $166.8 billion in regulatory assets under management; the largest by assets was Jordan Park Group LLC, with $23.3 billion.

Include wirehouses and broker-dealer firms

Independent wealth management RIAs
206
Regulatory assets under management
$166.8 billion
Average per firm
$809.6 million
SEC-registered, of those listed
76 of 100 (76.0%)

Firms by assets

#FirmRegistrationRAUMAccounts
1 Jordan Park Group LLC SEC $23.3 billion 4,487
2 Baker Street Advisors, LLC SEC $20.8 billion 5,397
3 Farther SEC $16.0 billion 44,421
4 Perigon Wealth Management, LLC SEC $11.3 billion 17,713
5 Parallel Advisors, LLC SEC $10.3 billion 4,242
6 Robertson Stephens SEC $8.8 billion 8,592
7 Human Interest Advisors LLC SEC $8.1 billion 762,032
8 Bakeravenue SEC $5.1 billion 3,690
9 Syon Capital LLC SEC $4.4 billion 1,089
10 Vernal Point Advisors, LLC SEC $3.9 billion 255
11 Sigfig Wealth Management LLC SEC $3.6 billion 106,361
12 Intellectus Partners, LLC SEC $3.0 billion 1,219
13 Point Olema Capital Partners, L.P. SEC $2.9 billion 27
14 Asset Dedication, LLC SEC $2.9 billion 6,174
15 Fort Point Capital Partners LLC SEC $2.9 billion 1,918
16 Osborne Partners SEC $2.7 billion 2,125
17 Sentry Advisors, LLC SEC $2.4 billion 629
18 Beacon Coast Partners, LLC SEC $2.3 billion 556
19 Resolute Partners Group SEC $1.9 billion 188
20 Main Management, LLC SEC $1.9 billion 337
21 Chequers Financial Management LLC SEC $1.3 billion 1,449
22 One Wealth Advisors, LLC SEC $1.3 billion 2,183
23 Moment Partners, LLC SEC $1.2 billion 1,516
24 Jacobs & Company, LLC SEC $1.2 billion 809
25 Atlas Capital Advisors Inc. SEC $1.1 billion 409
26 Etz Advisory LLC SEC $1.1 billion 3
27 Brio Financial Group SEC $1.1 billion 804
28 Verita Strategic Wealth Partners, LLC SEC $1.0 billion 17
29 Syntheticfi LLC SEC $992.9 million 624
30 Broadside Wealth SEC $874.5 million 24
31 Delta Investment Management, LLC SEC $856.7 million 2,459
32 The Advisory Group of San Francisco, LLC SEC $809.9 million 392
33 Roof Eidam Maycock Peralta LLC SEC $804.9 million 1,011
34 Mission Creek Capital Partners, Inc. SEC $741.6 million 1,416
35 Fire Capital Management, LLC SEC $635.5 million 233
36 Regis Metro Associates, Inc. SEC $617.8 million 35
37 Twin Peaks Wealth Advisors SEC $584.8 million 1,772
38 Jackson Square Capital, LLC SEC $564.3 million 631
39 Lavelle Capital SEC $508.2 million 155
40 Rosenblum Silverman Sutton SF Inc SEC $486.6 million 160
41 NWK Group SEC $485.3 million 458
42 Van Strum & Towne Inc SEC $483.0 million 271
43 Osterweis Capital Management SEC $439.4 million 35
44 Blueprint Investing LLC SEC $436.3 million 287
45 Lega Z Advisory LLC SEC $428.4 million 64
46 Inflection Capital Management, LLC SEC $365.6 million 103
47 Wittlin Advisory SEC $348.5 million 49
48 Citrine Capital SEC $346.7 million 640
49 Strait & Sound SEC $333.7 million 698
50 Benningfield Financial Advisors, LLC SEC $284.3 million 322
51 Amara Financial, LLC SEC $250.5 million 618
52 Strategic Wealth Capital SEC $238.4 million 370
53 Montcalm TCR LLC SEC $237.5 million 973
54 Camelotta Advisors SEC $234.9 million 290
55 Bingham Private Wealth, LLC SEC $232.4 million 570
56 RHS Financial, LLC SEC $219.8 million 451
57 Golden Gate Personal Financial Planning SEC $195.9 million 175
58 January Capital Advisors LLC SEC $193.2 million 470
59 Elemental Capital Partners LLC SEC $193.1 million 122
60 Embarcadero Financial Group SEC $169.8 million 383
61 Financial Zen SEC $167.6 million 609
62 Hanke & Apolonio Wealth Advisors LLC SEC $167.3 million 313
63 SAS Financial Advisors, LLC. SEC $167.0 million 471
64 Dedicated Capital Advisors, LLC SEC $162.5 million 140
65 Vega Capital Group LLC SEC $154.9 million 127
66 Chrome Advisors SEC $152.0 million 375
67 Second Summit Wealth Management, LLC SEC $149.7 million 165
68 Tactivest, LLC SEC $144.0 million 630
69 Garhwal, Chan & Williams Inc. SEC $133.6 million 75
70 Prospettiva Financial SEC $128.7 million 308
71 We Financial Group SEC $127.4 million 648
72 Double Bay Management & Planning SEC $127.0 million 100
73 Wealth Script Advisors SEC $121.4 million 187
74 KB Financial Advisors LLC SEC $115.5 million 386
75 Green Ocean Global Advisors LLC SEC $114.8 million 147
76 PILLAR6 Advisors, LLC State $112.3 million 138
77 Ramsdell Capital Management, LLC State $109.2 million 92
78 Akram M. Omari, CPA State $87.0 million 160
79 Wealthboost Advisors, LLC State $77.2 million 196
80 Monroe Wealth Management LLC State $72.2 million 299
81 Phingers and Toze Investments, LLC State $71.4 million 6
82 Dogpatch Wealth State $69.5 million 274
83 Vision Capital Investment Management, Inc. State $69.5 million 102
84 Strong Bridge Advisors LLC State $63.5 million 133
85 Tepper Capital Management State $56.2 million 51
86 Harrison Lazarus Advisors, Inc. State $54.0 million 180
87 Tre Api Wealth Management, LLC State $52.0 million 83
88 Rapport Financial, LLC State $51.2 million 185
89 Sutro Advisors State $48.5 million 137
90 Elevate Capital Management, L.L.C. State $47.3 million 81
91 TL-B Capital Management State $45.0 million 44
92 Avec LLC State $45.0 million 25
93 A & L Personal Business Management, LLC State $43.0 million 32
94 True Root Financial State $40.2 million 34
95 Pixel Financial Planning State $39.9 million 85
96 Catton Capital Partners, LLC State $39.6 million 66
97 Amoretti Capital Management State $37.8 million 288
98 Lee, Kimun State $37.8 million 59
99 Heron Finance SEC $37.7 million 285
100 Global Insight Advisors State $37.5 million 118

Showing the 100 largest of 206 firms. Search by name to find another.

Independent RIAs in California, including every city.

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.