City
Wealth management firms in San Francisco, California
As of October 2, 2026, 210 wealth management firms, including broker-dealer firms, with their main office in San Francisco, California reported $168.8 billion in regulatory assets under management; the largest by assets was Jordan Park Group LLC, with $23.3 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 210
- Regulatory assets under management
- $168.8 billion
- Average per firm
- $804.0 million
- SEC-registered, of those listed
- 77 of 100 (77.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 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 | Sofi Wealth LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $2.0 billion | 290,887 |
| 20 | Resolute Partners Group | SEC | $1.9 billion | 188 |
| 21 | Main Management, LLC | SEC | $1.9 billion | 337 |
| 22 | Chequers Financial Management LLC | SEC | $1.3 billion | 1,449 |
| 23 | One Wealth Advisors, LLC | SEC | $1.3 billion | 2,183 |
| 24 | Moment Partners, LLC | SEC | $1.2 billion | 1,516 |
| 25 | Jacobs & Company, LLC | SEC | $1.2 billion | 809 |
| 26 | Atlas Capital Advisors Inc. | SEC | $1.1 billion | 409 |
| 27 | Etz Advisory LLC | SEC | $1.1 billion | 3 |
| 28 | Brio Financial Group | SEC | $1.1 billion | 804 |
| 29 | Verita Strategic Wealth Partners, LLC | SEC | $1.0 billion | 17 |
| 30 | Syntheticfi LLC | SEC | $992.9 million | 624 |
| 31 | Broadside Wealth | SEC | $874.5 million | 24 |
| 32 | Delta Investment Management, LLC | SEC | $856.7 million | 2,459 |
| 33 | The Advisory Group of San Francisco, LLC | SEC | $809.9 million | 392 |
| 34 | Roof Eidam Maycock Peralta LLC | SEC | $804.9 million | 1,011 |
| 35 | Mission Creek Capital Partners, Inc. | SEC | $741.6 million | 1,416 |
| 36 | Fire Capital Management, LLC | SEC | $635.5 million | 233 |
| 37 | Regis Metro Associates, Inc. | SEC | $617.8 million | 35 |
| 38 | Twin Peaks Wealth Advisors | SEC | $584.8 million | 1,772 |
| 39 | Jackson Square Capital, LLC | SEC | $564.3 million | 631 |
| 40 | Lavelle Capital | SEC | $508.2 million | 155 |
| 41 | Rosenblum Silverman Sutton SF Inc | SEC | $486.6 million | 160 |
| 42 | NWK Group | SEC | $485.3 million | 458 |
| 43 | Van Strum & Towne Inc | SEC | $483.0 million | 271 |
| 44 | Osterweis Capital Management | SEC | $439.4 million | 35 |
| 45 | Blueprint Investing LLC | SEC | $436.3 million | 287 |
| 46 | Lega Z Advisory LLC | SEC | $428.4 million | 64 |
| 47 | Inflection Capital Management, LLC | SEC | $365.6 million | 103 |
| 48 | Wittlin Advisory | SEC | $348.5 million | 49 |
| 49 | Citrine Capital | SEC | $346.7 million | 640 |
| 50 | Strait & Sound | SEC | $333.7 million | 698 |
| 51 | Benningfield Financial Advisors, LLC | SEC | $284.3 million | 322 |
| 52 | Amara Financial, LLC | SEC | $250.5 million | 618 |
| 53 | Strategic Wealth Capital | SEC | $238.4 million | 370 |
| 54 | Montcalm TCR LLC | SEC | $237.5 million | 973 |
| 55 | Camelotta Advisors | SEC | $234.9 million | 290 |
| 56 | Bingham Private Wealth, LLC | SEC | $232.4 million | 570 |
| 57 | RHS Financial, LLC | SEC | $219.8 million | 451 |
| 58 | Golden Gate Personal Financial Planning | SEC | $195.9 million | 175 |
| 59 | January Capital Advisors LLC | SEC | $193.2 million | 470 |
| 60 | Elemental Capital Partners LLC | SEC | $193.1 million | 122 |
| 61 | Embarcadero Financial Group | SEC | $169.8 million | 383 |
| 62 | Financial Zen | SEC | $167.6 million | 609 |
| 63 | Hanke & Apolonio Wealth Advisors LLC | SEC | $167.3 million | 313 |
| 64 | SAS Financial Advisors, LLC. | SEC | $167.0 million | 471 |
| 65 | Dedicated Capital Advisors, LLC | SEC | $162.5 million | 140 |
| 66 | Vega Capital Group LLC | SEC | $154.9 million | 127 |
| 67 | Chrome Advisors | SEC | $152.0 million | 375 |
| 68 | Second Summit Wealth Management, LLC | SEC | $149.7 million | 165 |
| 69 | Tactivest, LLC | SEC | $144.0 million | 630 |
| 70 | Garhwal, Chan & Williams Inc. | SEC | $133.6 million | 75 |
| 71 | Prospettiva Financial | SEC | $128.7 million | 308 |
| 72 | We Financial Group | SEC | $127.4 million | 648 |
| 73 | Double Bay Management & Planning | SEC | $127.0 million | 100 |
| 74 | Wealth Script Advisors | SEC | $121.4 million | 187 |
| 75 | KB Financial Advisors LLC | SEC | $115.5 million | 386 |
| 76 | Green Ocean Global Advisors LLC | SEC | $114.8 million | 147 |
| 77 | PILLAR6 Advisors, LLC | State | $112.3 million | 138 |
| 78 | Ramsdell Capital Management, LLC | State | $109.2 million | 92 |
| 79 | Akram M. Omari, CPA | State | $87.0 million | 160 |
| 80 | Wealthboost Advisors, LLC | State | $77.2 million | 196 |
| 81 | Monroe Wealth Management LLC | State | $72.2 million | 299 |
| 82 | Phingers and Toze Investments, LLC | State | $71.4 million | 6 |
| 83 | Dogpatch Wealth | State | $69.5 million | 274 |
| 84 | Vision Capital Investment Management, Inc. | State | $69.5 million | 102 |
| 85 | Strong Bridge Advisors LLC | State | $63.5 million | 133 |
| 86 | Tepper Capital Management | State | $56.2 million | 51 |
| 87 | Harrison Lazarus Advisors, Inc. | State | $54.0 million | 180 |
| 88 | Tre Api Wealth Management, LLC | State | $52.0 million | 83 |
| 89 | Rapport Financial, LLC | State | $51.2 million | 185 |
| 90 | Sutro Advisors | State | $48.5 million | 137 |
| 91 | Elevate Capital Management, L.L.C. | State | $47.3 million | 81 |
| 92 | TL-B Capital Management | State | $45.0 million | 44 |
| 93 | Avec LLC | State | $45.0 million | 25 |
| 94 | A & L Personal Business Management, LLC | State | $43.0 million | 32 |
| 95 | True Root Financial | State | $40.2 million | 34 |
| 96 | Pixel Financial Planning | State | $39.9 million | 85 |
| 97 | Catton Capital Partners, LLC | State | $39.6 million | 66 |
| 98 | Amoretti Capital Management | State | $37.8 million | 288 |
| 99 | Lee, Kimun | State | $37.8 million | 59 |
| 100 | Heron Finance | SEC | $37.7 million | 285 |
Showing the 100 largest of 210 firms. Search by name to find another.
Wealth management firms 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.