Financial advisers in San Francisco , CA

AUM: $4.3T
Per adviser: $35.1B
Advisers: 122

No reported disclosures

Charles Schwab Investment Management, INC

San Francisco, CA · Est. 1990

AUM: $1.7T
Per adviser: $9.8B
Advisers: 175

Dodge & Cox

San Francisco, CA · Est. 1959

AUM: $466.6B
Per adviser: $4.7B
Advisers: 100

No reported disclosures

Kkr Credit Advisors (US) LLC

San Francisco, CA · Est. 2008

AUM: $270.9B
Per adviser: $1.5B
Advisers: 181

Iconiq Capital, LLC

San Francisco, CA · Est. 2011

AUM: $117.5B
Per adviser: $744M
Advisers: 158

No reported disclosures

Hellman & Friedman LLC

San Francisco, CA · Est. 2012

AUM: $110.4B
Per adviser: $1.8B
Advisers: 60

No reported disclosures

Vista Equity Partners Management, LLC

San Francisco, CA · Est. 2012

AUM: $106.0B
Per adviser: $667M
Advisers: 159

No reported disclosures

Pantheon

San Francisco, CA · Est. 2010

AUM: $87.7B
Per adviser: $1.6B
Advisers: 56

No reported disclosures

Farallon Capital Management, L.L.C.

San Francisco, CA · Est. 1996

AUM: $52.1B
Per adviser: $404M
Advisers: 129

No reported disclosures

Genstar Capital

San Francisco, CA · Est. 2012

AUM: $51.3B
Per adviser: $1.8B
Advisers: 28

No reported disclosures

Francisco Partners

San Francisco, CA · Est. 2012

AUM: $47.1B
Per adviser: $506M
Advisers: 93

No reported disclosures

Callan

San Francisco, CA · Est. 1973

AUM: $41.9B
Per adviser: $256M
Advisers: 164

No reported disclosures

Parnassus Investments, LLC

San Francisco, CA · Est. 2021

AUM: $41.1B
Per adviser: $1.5B
Advisers: 28

No reported disclosures

Dragoneer Investment Group, LLC

San Francisco, CA · Est. 2012

AUM: $37.0B
Per adviser: $1.7B
Advisers: 22

No reported disclosures

Woodline Partners LP

San Francisco, CA · Est. 2019

AUM: $36.7B
Per adviser: $764M
Advisers: 48

No reported disclosures

Svb Asset Management

San Francisco, CA · Est. 2003

AUM: $32.3B
Per adviser: $1.3B
Advisers: 24

No reported disclosures

Horsley Bridge Partners LLC

San Francisco, CA · Est. 1997

AUM: $23.6B
Per adviser: $2.4B
Advisers: 10

No reported disclosures

Jordan Park Group LLC

San Francisco, CA · Est. 2017

AUM: $23.3B
Per adviser: $235M
Advisers: 99

No reported disclosures

Prime Finance Advisor, L.P.

San Francisco, CA · Est. 2012

AUM: $22.2B
Per adviser: $244M
Advisers: 91

No reported disclosures

Stockbridge Capital Group, LLC

San Francisco, CA · Est. 2009

AUM: $21.5B
Per adviser: $798M
Advisers: 27

No reported disclosures

Core And Value Advisors, LLC

San Francisco, CA · Est. 2011

AUM: $21.2B
Per adviser: $275M
Advisers: 77

No reported disclosures

Baker Street Advisors, LLC

San Francisco, CA · Est. 2003

AUM: $20.8B
Per adviser: $1.4B
Advisers: 15

No reported disclosures

Alpine Investors

San Francisco, CA · Est. 2012

AUM: $18.9B
Per adviser: $259M
Advisers: 73

No reported disclosures

Greenoaks

San Francisco, CA · Est. 2015

AUM: $18.3B
Per adviser: $962M
Advisers: 19

No reported disclosures

Mercury Advisory, LLC

San Francisco, CA · Est. 2020

AUM: $17.9B
Per adviser: $4.5B
Advisers: 4

No reported disclosures

Freestone Grove Partners LP

San Francisco, CA · Est. 2024

AUM: $16.5B
Per adviser: $157M
Advisers: 105

No reported disclosures

Divco West Real Estate Services, LLC

San Francisco, CA · Est. 2012

AUM: $16.3B
Per adviser: $243M
Advisers: 67

No reported disclosures

Farther

San Francisco, CA · Est. 2019

AUM: $16.0B
Per adviser: $64M
Advisers: 252

No reported disclosures

Meritage Group LP

San Francisco, CA · Est. 2007

AUM: $14.1B
Per adviser: $522M
Advisers: 27

No reported disclosures

Parthenon Capital Partners

San Francisco, CA · Est. 2012

AUM: $13.4B
Per adviser: $371M
Advisers: 36

No reported disclosures

Asia Alternatives Management LLC

San Francisco, CA · Est. 2006

AUM: $13.2B
Per adviser: $602M
Advisers: 22

No reported disclosures

Gusto Investment Services, LLC

San Francisco, CA · Est. 2015

AUM: $12.0B
Per adviser: $6.0B
Advisers: 2

No reported disclosures

Paradigm Operations LP

San Francisco, CA · Est. 2019

AUM: $11.9B
Per adviser: $913M
Advisers: 13

No reported disclosures

Ftv Capital

San Francisco, CA · Est. 2026

AUM: $11.9B
Per adviser: $180M
Advisers: 66

No reported disclosures

137 Ventures Management, LLC

San Francisco, CA · Est. 2015

AUM: $11.8B
Per adviser: $1.3B
Advisers: 9

No reported disclosures

Perigon Wealth Management, LLC

San Francisco, CA · Est. 2004

AUM: $11.3B
Per adviser: $123M
Advisers: 92

No reported disclosures

Valueact Capital Management, L.P.

San Francisco, CA · Est. 2010

AUM: $11.3B
Per adviser: $940M
Advisers: 12

Golden Gate Capital

San Francisco, CA · Est. 2012

AUM: $11.2B
Per adviser: $223M
Advisers: 50

No reported disclosures

Generation Investment Management US LLP

San Francisco, CA · Est. 2004

AUM: $10.5B
Per adviser: $1.1B
Advisers: 10

No reported disclosures

Parallel Advisors, LLC

San Francisco, CA · Est. 2007

AUM: $10.3B
Per adviser: $169M
Advisers: 61

No reported disclosures

Algert Global LLC

San Francisco, CA · Est. 2003

AUM: $10.2B
Per adviser: $927M
Advisers: 11

No reported disclosures

Seven Post Investment Office LP

San Francisco, CA · Est. 2011

AUM: $9.6B
Per adviser: $686M
Advisers: 14

No reported disclosures

Gryphon Advisors, LLC

San Francisco, CA · Est. 2012

AUM: $9.3B
Per adviser: $146M
Advisers: 64

No reported disclosures

Situational Awareness LP

San Francisco, CA · Est. 2025

AUM: $9.3B
Per adviser: $2.3B
Advisers: 4

No reported disclosures

Industry Ventures

San Francisco, CA · Est. 2012

AUM: $9.1B
Per adviser: $349M
Advisers: 26

Robertson Stephens

San Francisco, CA · Est. 2017

AUM: $8.8B
Per adviser: $131M
Advisers: 67

No reported disclosures

Ironwood Capital Management Corp

San Francisco, CA · Est. 1999

AUM: $8.2B
Per adviser: $914M
Advisers: 9

No reported disclosures

Human Interest Advisors LLC

San Francisco, CA · Est. 2015

AUM: $8.1B
Per adviser: $4.1B
Advisers: 2

No reported disclosures

Carmel Partners

San Francisco, CA · Est. 2012

AUM: $8.0B
Per adviser: $726M
Advisers: 11

No reported disclosures

Mcmorgan & Company LLC

San Francisco, CA · Est. 2001

AUM: $7.6B
Per adviser: $544M
Advisers: 14

No reported disclosures

Osterweis Capital Management

San Francisco, CA · Est. 1997

AUM: $7.5B
Per adviser: $536M
Advisers: 14

No reported disclosures

Westcap Management, LLC

San Francisco, CA · Est. 2020

AUM: $7.4B
Per adviser: $496M
Advisers: 15

No reported disclosures

Pacific Heights Asset Management, LLC

San Francisco, CA · Est. 2003

AUM: $7.3B
Per adviser: $3.6B
Advisers: 2

No reported disclosures

Top Tier Capital Partners, LLC

San Francisco, CA · Est. 2007

AUM: $7.3B
Per adviser: $346M
Advisers: 21

No reported disclosures

Galvanize Climate Solutions LLC

San Francisco, CA · Est. 2021

AUM: $7.0B
Per adviser: $179M
Advisers: 39

No reported disclosures

Medley Partners Management LLC

San Francisco, CA · Est. 2018

AUM: $7.0B
Per adviser: $870M
Advisers: 8

No reported disclosures

Bivium Capital Partners, LLC

San Francisco, CA · Est. 2005

AUM: $6.7B
Per adviser: $673M
Advisers: 10

No reported disclosures

Matthews International Capital Management, LLC

San Francisco, CA · Est. 1996

AUM: $6.6B
Per adviser: $302M
Advisers: 22

No reported disclosures

Turn/River Management, L.P.

San Francisco, CA · Est. 2018

AUM: $6.6B
Per adviser: $76M
Advisers: 87

No reported disclosures

Bvf Partners L.P.

San Francisco, CA · Est. 2012

AUM: $6.1B
Per adviser: $611M
Advisers: 10

Snyder Capital Management LP

San Francisco, CA · Est. 1997

AUM: $6.1B
Per adviser: $762M
Advisers: 8

No reported disclosures

Parallax Volatility Advisers, L.P.

San Francisco, CA · Est. 2012

AUM: $6.0B
Per adviser: $315M
Advisers: 19

No reported disclosures

Quiet Capital Management, LLC

San Francisco, CA · Est. 2020

AUM: $5.4B
Per adviser: $599M
Advisers: 9

No reported disclosures

Leading Edge Investment Advisors,LLC

San Francisco, CA · Est. 2007

AUM: $5.2B
Per adviser: $646M
Advisers: 8

No reported disclosures

Serent Capital Management Company, L.L.C.

San Francisco, CA · Est. 2012

AUM: $5.1B
Per adviser: $71M
Advisers: 72

No reported disclosures

White Oak Global Advisors, LLC

San Francisco, CA · Est. 2009

AUM: $5.1B
Per adviser: $160M
Advisers: 32

No reported disclosures

Bakeravenue

San Francisco, CA · Est. 2004

AUM: $5.1B
Per adviser: $175M
Advisers: 29

No reported disclosures

Percheron Capital

San Francisco, CA · Est. 2021

AUM: $5.1B
Per adviser: $80M
Advisers: 63

No reported disclosures

Route One Investment Company, L.P.

San Francisco, CA · Est. 2011

AUM: $4.7B
Per adviser: $585M
Advisers: 8

No reported disclosures

Signalfire

San Francisco, CA · Est. 2020

AUM: $4.5B
Per adviser: $251M
Advisers: 18

No reported disclosures

Syon Capital LLC

San Francisco, CA · Est. 2022

AUM: $4.4B
Per adviser: $876M
Advisers: 5

No reported disclosures

Human Capital

San Francisco, CA · Est. 2020

AUM: $4.4B
Per adviser: $292M
Advisers: 15

No reported disclosures

Think Investments

San Francisco, CA · Est. 2013

AUM: $4.3B
Per adviser: $359M
Advisers: 12

No reported disclosures

Ffl

San Francisco, CA · Est. 2012

AUM: $4.1B
Per adviser: $121M
Advisers: 34

No reported disclosures

Hanwha Asset Management (USA) Ltd.

San Francisco, CA · Est. 2017

AUM: $4.0B
Per adviser: $266M
Advisers: 15

No reported disclosures

Pantera Capital

San Francisco, CA · Est. 2018

AUM: $4.0B
Per adviser: $264M
Advisers: 15

No reported disclosures

Vernal Point Advisors, LLC

San Francisco, CA · Est. 2015

AUM: $3.9B
Per adviser: $492M
Advisers: 8

No reported disclosures

Tree Line Capital Partners, LLC

San Francisco, CA · Est. 2015

AUM: $3.8B
Per adviser: $192M
Advisers: 20

No reported disclosures

Valiant Capital Management, L.P.

San Francisco, CA · Est. 2012

AUM: $3.8B
Per adviser: $273M
Advisers: 14

No reported disclosures

Luminate Capital Partners

San Francisco, CA · Est. 2018

AUM: $3.8B
Per adviser: $764M
Advisers: 5

No reported disclosures

Vector Capital Management, L.P.

San Francisco, CA · Est. 2014

AUM: $3.8B
Per adviser: $117M
Advisers: 32

No reported disclosures

Sigfig Wealth Management LLC

San Francisco, CA · Est. 2011

AUM: $3.6B
Per adviser: $597M
Advisers: 6

No reported disclosures

Main Post Partners

San Francisco, CA · Est. 2016

AUM: $3.5B
Per adviser: $193M
Advisers: 18

No reported disclosures

Dragonfly Digital Management, LLC

San Francisco, CA · Est. 2022

AUM: $3.4B
Per adviser: $382M
Advisers: 9

No reported disclosures

Ecor1 Capital, LLC

San Francisco, CA · Est. 2015

AUM: $3.4B
Per adviser: $381M
Advisers: 9

Knox Lane LP

San Francisco, CA · Est. 2020

AUM: $3.4B
Per adviser: $212M
Advisers: 16

No reported disclosures

Banneker Partners LLC

San Francisco, CA · Est. 2020

AUM: $3.4B
Per adviser: $129M
Advisers: 26

No reported disclosures

Vmg Partners II, LLC

San Francisco, CA · Est. 2012

AUM: $3.2B
Per adviser: $106M
Advisers: 30

No reported disclosures

Calera Capital Advisors, LP

San Francisco, CA · Est. 2012

AUM: $3.1B
Per adviser: $206M
Advisers: 15

No reported disclosures

Asset Dedication, LLC

San Francisco, CA · Est. 2010

AUM: $2.9B
Per adviser: $587M
Advisers: 5

No reported disclosures

Pinegrove Opportunity Partners, LLC

San Francisco, CA · Est. 2014

AUM: $2.9B
Per adviser: $244M
Advisers: 12

Point Olema Capital Partners, L.P.

San Francisco, CA · Est. 2019

AUM: $2.9B
Per adviser: $727M
Advisers: 4

No reported disclosures

Farther Asset Management, LLC

San Francisco, CA · Est. 2023

AUM: $2.9B
Per adviser: $581M
Advisers: 5

No reported disclosures

Polychain Capital LP

San Francisco, CA · Est. 2018

AUM: $2.9B
Per adviser: $207M
Advisers: 14

No reported disclosures

Fort Point Capital Partners LLC

San Francisco, CA · Est. 2008

AUM: $2.9B
Per adviser: $170M
Advisers: 17

No reported disclosures

Park West Asset Management LLC

San Francisco, CA · Est. 2012

AUM: $2.9B
Per adviser: $220M
Advisers: 13

No reported disclosures

Blockchain Capital, LLC

San Francisco, CA · Est. 2021

AUM: $2.9B
Per adviser: $260M
Advisers: 11

No reported disclosures

Main Management Etf Advisors, LLC

San Francisco, CA · Est. 2017

AUM: $2.8B
Per adviser: $113M
Advisers: 25

No reported disclosures

1sharpe Capital LLC

San Francisco, CA · Est. 2017

AUM: $2.7B
Per adviser: $180M
Advisers: 15

No reported disclosures

Osborne Partners

San Francisco, CA · Est. 1999

AUM: $2.7B
Per adviser: $189M
Advisers: 14

No reported disclosures

Steadview Capital Management LLC

San Francisco, CA · Est. 2012

AUM: $2.6B
Per adviser: $203M
Advisers: 13

No reported disclosures

No Street Gp LP

San Francisco, CA · Est. 2018

AUM: $2.5B
Per adviser: $502M
Advisers: 5

No reported disclosures

Owl Ventures

San Francisco, CA · Est. 2026

AUM: $2.5B
Per adviser: $250M
Advisers: 10

No reported disclosures

Forge Global Advisors LLC

San Francisco, CA · Est. 2019

AUM: $2.5B
Per adviser: $492M
Advisers: 5

Valeas Capital Partners

San Francisco, CA · Est. 2022

AUM: $2.4B
Per adviser: $162M
Advisers: 15

No reported disclosures

Sentry Advisors, LLC

San Francisco, CA · Est. 2015

AUM: $2.4B
Per adviser: $602M
Advisers: 4

No reported disclosures

Cendana Capital

San Francisco, CA · Est. 2015

AUM: $2.4B
Per adviser: $338M
Advisers: 7

No reported disclosures

Empros Capital LLC

San Francisco, CA · Est. 2022

AUM: $2.3B
Per adviser: $260M
Advisers: 9

No reported disclosures

Logos Global Management, L.P.

San Francisco, CA · Est. 2019

AUM: $2.3B
Per adviser: $450M
Advisers: 5

No reported disclosures

Hmi Capital Management, L.P.

San Francisco, CA · Est. 2012

AUM: $2.2B
Per adviser: $269M
Advisers: 8

No reported disclosures

Intermede Global Partners INC

San Francisco, CA · Est. 2017

AUM: $2.1B
Per adviser: $534M
Advisers: 4

No reported disclosures

Carrick Capital Partners

San Francisco, CA · Est. 2020

AUM: $2.1B
Per adviser: $139M
Advisers: 15

No reported disclosures

True Wind Capital Management, L.P.

San Francisco, CA · Est. 2016

AUM: $2.1B
Per adviser: $122M
Advisers: 17

No reported disclosures

Sofi Wealth LLC

San Francisco, CA · Est. 2013

AUM: $2.0B
Per adviser: $136M
Advisers: 15

No reported disclosures

Bristol Group INC

San Francisco, CA · Est. 1981

AUM: $2.0B
Per adviser: $509M
Advisers: 4

Soma Equity Partners, LP

San Francisco, CA · Est. 2016

AUM: $1.9B
Per adviser: $487M
Advisers: 4

No reported disclosures

Legalist

San Francisco, CA · Est. 2019

AUM: $1.9B
Per adviser: $120M
Advisers: 16

No reported disclosures

Resolute Partners Group

San Francisco, CA · Est. 2019

AUM: $1.9B
Per adviser: $382M
Advisers: 5

No reported disclosures

Main Management, LLC

San Francisco, CA · Est. 2002

AUM: $1.9B
Per adviser: $76M
Advisers: 25

No reported disclosures

Numerai

San Francisco, CA · Est. 2022

AUM: $1.9B
Per adviser: $212M
Advisers: 9

No reported disclosures

True Link Financial Advisors

San Francisco, CA · Est. 2018

AUM: $1.9B
Per adviser: $377M
Advisers: 5

Igp Industries, LLC

San Francisco, CA · Est. 2012

AUM: $1.9B
Per adviser: $84M
Advisers: 22

No reported disclosures

Alta Park Capital, LP

San Francisco, CA · Est. 2017

AUM: $1.8B
Per adviser: $178M
Advisers: 10

No reported disclosures

Amity Ventures

San Francisco, CA · Est. 2022

AUM: $1.7B
Per adviser: $193M
Advisers: 9

No reported disclosures

Housatonic Partners

San Francisco, CA · Est. 2012

AUM: $1.7B
Per adviser: $155M
Advisers: 11

No reported disclosures

Park Presidio Capital LLC

San Francisco, CA · Est. 2013

AUM: $1.6B
Per adviser: $275M
Advisers: 6

No reported disclosures

Era Partners LLC

San Francisco, CA · Est. 2020

AUM: $1.6B
Per adviser: $150M
Advisers: 11

No reported disclosures

Cordillera Investment Partners, L.P.

San Francisco, CA · Est. 2018

AUM: $1.6B
Per adviser: $274M
Advisers: 6

No reported disclosures

Unison Investment Management, LLC

San Francisco, CA · Est. 2017

AUM: $1.6B
Per adviser: $135M
Advisers: 12

No reported disclosures

Homestead Capital USA, LLC

San Francisco, CA · Est. 2015

AUM: $1.6B
Per adviser: $93M
Advisers: 17

No reported disclosures

Intellectus Partners, LLC

San Francisco, CA · Est. 2015

AUM: $1.6B
Per adviser: $262M
Advisers: 6

No reported disclosures

Goodfinch Management, LLC

San Francisco, CA · Est. 2021

AUM: $1.6B
Per adviser: $112M
Advisers: 14

No reported disclosures

H. Barton Asset Management, LLC

San Francisco, CA · Est. 2015

AUM: $1.5B
Per adviser: $1.5B
Advisers: 1

No reported disclosures

Community Investment Management LLC

San Francisco, CA · Est. 2019

AUM: $1.5B
Per adviser: $47M
Advisers: 31

No reported disclosures

Slw Management Company

San Francisco, CA · Est. 2024

AUM: $1.4B
Per adviser: $179M
Advisers: 8

No reported disclosures

Fin Capital

San Francisco, CA · Est. 2022

AUM: $1.4B
Per adviser: $61M
Advisers: 22

No reported disclosures

Permira Credit LLC

San Francisco, CA · Est. 2024

AUM: $1.3B
Per adviser: $67M
Advisers: 20

No reported disclosures

Chequers Financial Management LLC

San Francisco, CA · Est. 2016

AUM: $1.3B
Per adviser: $101M
Advisers: 13

No reported disclosures

Framework Ventures

San Francisco, CA · Est. 2021

AUM: $1.3B
Per adviser: $183M
Advisers: 7

No reported disclosures

Pfm Health Sciences, LP

San Francisco, CA · Est. 2008

AUM: $1.3B
Per adviser: $181M
Advisers: 7

No reported disclosures

Belveron Real Estate Partners, LLC

San Francisco, CA · Est. 2016

AUM: $1.3B
Per adviser: $51M
Advisers: 25

No reported disclosures

Legato Capital Management, LLC

San Francisco, CA · Est. 2005

AUM: $1.3B
Per adviser: $315M
Advisers: 4

No reported disclosures

One Wealth Advisors, LLC

San Francisco, CA · Est. 2014

AUM: $1.3B
Per adviser: $114M
Advisers: 11

No reported disclosures

Architect Capital Corp.

San Francisco, CA · Est. 2023

AUM: $1.2B
Per adviser: $205M
Advisers: 6

No reported disclosures

Moment Partners, LLC

San Francisco, CA · Est. 2024

AUM: $1.2B
Per adviser: $238M
Advisers: 5

No reported disclosures

Cota Capital Management, LLC

San Francisco, CA · Est. 2018

AUM: $1.2B
Per adviser: $146M
Advisers: 8

No reported disclosures

Jacobs & Company, LLC

San Francisco, CA · Est. 1976

AUM: $1.2B
Per adviser: $385M
Advisers: 3

No reported disclosures

Atlas Capital Advisors INC.

San Francisco, CA · Est. 2006

AUM: $1.1B
Per adviser: $287M
Advisers: 4

No reported disclosures

Sonen Capital LLC

San Francisco, CA · Est. 2011

AUM: $1.1B
Per adviser: $95M
Advisers: 12

No reported disclosures

Yosemite Management, LLC

San Francisco, CA · Est. 2023

AUM: $1.1B
Per adviser: $126M
Advisers: 9

No reported disclosures

Qvr Advisors

San Francisco, CA · Est. 2017

AUM: $1.1B
Per adviser: $226M
Advisers: 5

No reported disclosures

Crescent Cove Advisors, LP

San Francisco, CA · Est. 2021

AUM: $1.1B
Per adviser: $371M
Advisers: 3

No reported disclosures

Nexa Equity LLC

San Francisco, CA · Est. 2022

AUM: $1.1B
Per adviser: $110M
Advisers: 10

No reported disclosures

Meson Quantitative Management LLC

San Francisco, CA · Est. 2026

AUM: $1.1B
Per adviser: $99M
Advisers: 11

No reported disclosures

5am Ventures

San Francisco, CA · Est. 2021

AUM: $1.1B
Per adviser: $60M
Advisers: 18

No reported disclosures

Trinity Alps Capital

San Francisco, CA · Est. 2019

AUM: $1.1B
Per adviser: $178M
Advisers: 6

No reported disclosures

Brio Financial Group

San Francisco, CA · Est. 2017

AUM: $1.1B
Per adviser: $81M
Advisers: 13

No reported disclosures

Verita Strategic Wealth Partners, LLC

San Francisco, CA · Est. 2025

AUM: $1.0B
Per adviser: $203M
Advisers: 5

No reported disclosures

Main Management Fund Advisors, LLC

San Francisco, CA · Est. 2015

AUM: $1.0B
Per adviser: $40M
Advisers: 25

No reported disclosures

Fivespan Partners, LP

San Francisco, CA · Est. 2024

AUM: $1.0B
Per adviser: $200M
Advisers: 5

No reported disclosures

Syntheticfi LLC

San Francisco, CA · Est. 2024

AUM: $993M
Per adviser: $142M
Advisers: 7

No reported disclosures

New Forests INC.

San Francisco, CA · Est. 2019

AUM: $982M
Per adviser: $76M
Advisers: 13

No reported disclosures

Factorial Funds Management LLC

San Francisco, CA · Est. 2025

AUM: $967M
Per adviser: $322M
Advisers: 3

No reported disclosures

Cache Advisors LLC

San Francisco, CA · Est. 2022

AUM: $962M
Per adviser: $192M
Advisers: 5

No reported disclosures

Strattam Capital Management, LLC

San Francisco, CA · Est. 2014

AUM: $939M
Per adviser: $104M
Advisers: 9

No reported disclosures

Telescope Partners LLC

San Francisco, CA · Est. 2025

AUM: $934M
Per adviser: $133M
Advisers: 7

No reported disclosures

Trimer Capital Management LP

San Francisco, CA · Est. 2022

AUM: $901M
Per adviser: $150M
Advisers: 6

No reported disclosures

Delta Investment Management, LLC

San Francisco, CA · Est. 2018

AUM: $857M
Per adviser: $34M
Advisers: 25

No reported disclosures

Akkadian Ventures, INC.

San Francisco, CA · Est. 2017

AUM: $841M
Per adviser: $120M
Advisers: 7

No reported disclosures

One Fin Capital Management LP

San Francisco, CA · Est. 2018

AUM: $831M
Per adviser: $208M
Advisers: 4

No reported disclosures

Divisar Capital Management, LLC

San Francisco, CA · Est. 2016

AUM: $813M
Per adviser: $271M
Advisers: 3

No reported disclosures

The Advisory Group Of San Francisco, LLC

San Francisco, CA · Est. 1999

AUM: $810M
Per adviser: $162M
Advisers: 5

No reported disclosures

Roof Eidam Maycock Peralta LLC

San Francisco, CA · Est. 1996

AUM: $805M
Per adviser: $161M
Advisers: 5

No reported disclosures

Shorenstein Investment Advisers LLC

San Francisco, CA · Est. 2024

AUM: $788M
Per adviser: $24M
Advisers: 33

No reported disclosures

Encore Consumer Capital, LP

San Francisco, CA · Est. 2012

AUM: $786M
Per adviser: $79M
Advisers: 10

No reported disclosures

Coastlands Capital LP

San Francisco, CA · Est. 2025

AUM: $785M
Per adviser: $262M
Advisers: 3

No reported disclosures

Acme

San Francisco, CA · Est. 2017

AUM: $767M
Per adviser: $153M
Advisers: 5

No reported disclosures

Crcm L.P.

San Francisco, CA · Est. 2012

AUM: $747M
Per adviser: $187M
Advisers: 4

No reported disclosures

Mission Creek Capital Partners, INC.

San Francisco, CA · Est. 2018

AUM: $742M
Per adviser: $74M
Advisers: 10

No reported disclosures

Generate Capital Advisors, Pb LLC

San Francisco, CA · Est. 2023

AUM: $737M
Per adviser: $67M
Advisers: 11

No reported disclosures

Skba Capital Management, LLC

San Francisco, CA · Est. 1999

AUM: $732M
Per adviser: $146M
Advisers: 5

No reported disclosures

Philadelphia Financial

San Francisco, CA · Est. 2005

AUM: $730M
Per adviser: $104M
Advisers: 7

No reported disclosures

Bitwise Investment Manager, LLC

San Francisco, CA · Est. 2022

AUM: $722M
Per adviser: $120M
Advisers: 6

No reported disclosures

Arc Advisory LLC

San Francisco, CA · Est. 2024

AUM: $708M
Per adviser: $89M
Advisers: 8

No reported disclosures

Cogenuity Partners, LLC

San Francisco, CA · Est. 2025

AUM: $694M
Per adviser: $50M
Advisers: 14

No reported disclosures

Yiheng Capital Management, L.P.

San Francisco, CA · Est. 2013

AUM: $676M
Per adviser: $225M
Advisers: 3

No reported disclosures

The Roxborough Group

San Francisco, CA · Est. 2021

AUM: $636M
Per adviser: $53M
Advisers: 12

No reported disclosures

L2 Point Management LLC

San Francisco, CA · Est. 2023

AUM: $622M
Per adviser: $89M
Advisers: 7

No reported disclosures

Regis Metro Associates, INC.

San Francisco, CA · Est. 2012

AUM: $618M
Per adviser: $309M
Advisers: 2

No reported disclosures

Inclusive Capital Partners, L.P.

San Francisco, CA · Est. 2020

AUM: $591M
Per adviser: $197M
Advisers: 3

No reported disclosures

Bay Hills Capital Management, LLC

San Francisco, CA · Est. 2012

AUM: $570M
Per adviser: $114M
Advisers: 5

No reported disclosures

Pier 88 Investment Partners, LLC

San Francisco, CA · Est. 2016

AUM: $568M
Per adviser: $114M
Advisers: 5

No reported disclosures

Frec

San Francisco, CA · Est. 2023

AUM: $567M
Per adviser: $567M
Advisers: 1

No reported disclosures

Jackson Square Capital, LLC

San Francisco, CA · Est. 2019

AUM: $564M
Per adviser: $113M
Advisers: 5

No reported disclosures

Impact Investment Adviser LLC

San Francisco, CA · Est. 2009

AUM: $559M
Per adviser: $70M
Advisers: 8

No reported disclosures

Sf Equity Partners Management, LLC

San Francisco, CA · Est. 2019

AUM: $556M
Per adviser: $93M
Advisers: 6

No reported disclosures

Avalon Global Asset Management LLC

San Francisco, CA · Est. 1999

AUM: $554M
Per adviser: $185M
Advisers: 3

No reported disclosures

Cable Car Capital, LP

San Francisco, CA · Est. 2023

AUM: $548M
Per adviser: $183M
Advisers: 3

No reported disclosures

Aphias Capital, L.P.

San Francisco, CA · Est. 2025

AUM: $542M
Per adviser: $49M
Advisers: 11

No reported disclosures

Passport Capital, LLC

San Francisco, CA · Est. 2006

AUM: $532M
Per adviser: $106M
Advisers: 5

No reported disclosures

Verso Partners

San Francisco, CA · Est. 2022

AUM: $522M
Per adviser: $130M
Advisers: 4

No reported disclosures

Reflow Services, LLC

San Francisco, CA · Est. 2017

AUM: $521M
Per adviser: $261M
Advisers: 2

No reported disclosures

Paul Capital

San Francisco, CA · Est. 2002

AUM: $521M
Per adviser: $74M
Advisers: 7

No reported disclosures

Seldon Capital LP

San Francisco, CA · Est. 2019

AUM: $518M
Per adviser: $104M
Advisers: 5

No reported disclosures

Powerlaw Fund Adviser, LLC

San Francisco, CA · Est. 2025

AUM: $496M
Per adviser: $71M
Advisers: 7

No reported disclosures

Westerly Capital Management LLC

San Francisco, CA · Est. 2022

AUM: $489M
Per adviser: $244M
Advisers: 2

No reported disclosures

Rosenblum Silverman Sutton Sf INC

San Francisco, CA · Est. 1984

AUM: $487M
Per adviser: $162M
Advisers: 3

No reported disclosures

Nwk Group

San Francisco, CA · Est. 2002

AUM: $485M
Per adviser: $121M
Advisers: 4

No reported disclosures

Van Strum & Towne INC

San Francisco, CA · Est. 1976

AUM: $483M
Per adviser: $161M
Advisers: 3

No reported disclosures

Andra Capital LLC

San Francisco, CA · Est. 2026

AUM: $477M
Per adviser: $95M
Advisers: 5

No reported disclosures

Figure Investment Advisors, LLC

San Francisco, CA · Est. 2012

AUM: $442M
Per adviser: $221M
Advisers: 2

No reported disclosures

Osterweis Capital Management

San Francisco, CA · Est. 1983

AUM: $439M
Per adviser: $31M
Advisers: 14

No reported disclosures

Blueprint Investing LLC

San Francisco, CA · Est. 2021

AUM: $436M
Per adviser: $218M
Advisers: 2

No reported disclosures

Foreword Capital, LP

San Francisco, CA · Est. 2025

AUM: $431M
Per adviser: $86M
Advisers: 5

No reported disclosures

Potrero Capital Research, LLC

San Francisco, CA · Est. 2016

AUM: $420M
Per adviser: $140M
Advisers: 3

No reported disclosures

Lavelle Capital

San Francisco, CA · Est. 2021

AUM: $410M
Per adviser: $137M
Advisers: 3

No reported disclosures

Ogborne Capital Management, LLC.

San Francisco, CA · Est. 2021

AUM: $410M
Per adviser: $205M
Advisers: 2

No reported disclosures

Orbis Investment Management (U.S.), L.P.

San Francisco, CA · Est. 2019

AUM: $405M
Per adviser: $45M
Advisers: 9

No reported disclosures

Braeswood Carbon Management, LLC

San Francisco, CA · Est. 2024

AUM: $387M
Per adviser: $129M
Advisers: 3

No reported disclosures

Inflection Capital Management, LLC

San Francisco, CA · Est. 2024

AUM: $366M
Per adviser: $46M
Advisers: 8

No reported disclosures

Innovius Capital Management, LLC

San Francisco, CA · Est. 2023

AUM: $365M
Per adviser: $61M
Advisers: 6

No reported disclosures

Union Square Global Wealth Management

San Francisco, CA · Est. 1998

AUM: $361M
Per adviser: $72M
Advisers: 5

No reported disclosures

Flight Deck Capital, LP

San Francisco, CA · Est. 2021

AUM: $359M
Per adviser: $179M
Advisers: 2

No reported disclosures

Right Side Capital Management, LLC

San Francisco, CA · Est. 2023

AUM: $347M
Per adviser: $116M
Advisers: 3

No reported disclosures

Citrine Capital

San Francisco, CA · Est. 2021

AUM: $347M
Per adviser: $58M
Advisers: 6

No reported disclosures

Abra Capital Management, LP

San Francisco, CA · Est. 2024

AUM: $335M
Per adviser: $67M
Advisers: 5

Checkpoint Capital L.P.

San Francisco, CA · Est. 2025

AUM: $334M
Per adviser: $167M
Advisers: 2

No reported disclosures

Garrison Point Capital, LLC

San Francisco, CA · Est. 2012

AUM: $316M
Per adviser: $105M
Advisers: 3

No reported disclosures

Vila, LLC

San Francisco, CA · Est. 2020

AUM: $287M
Per adviser: $72M
Advisers: 4

No reported disclosures

Benningfield Financial Advisors, LLC

San Francisco, CA · Est. 2014

AUM: $284M
Per adviser: $95M
Advisers: 3

No reported disclosures

Fathom Point Capital LLC

San Francisco, CA · Est. 2026

AUM: $280M
Per adviser: $140M
Advisers: 2

No reported disclosures

Kurv Investment Management LLC

San Francisco, CA · Est. 2023

AUM: $279M
Per adviser: $140M
Advisers: 2

No reported disclosures

Karl Kapital

San Francisco, CA · Est. 2024

AUM: $268M
Per adviser: $54M
Advisers: 5

No reported disclosures

Bpm Wealth Advisors, LLC

San Francisco, CA · Est. 2023

AUM: $268M
Per adviser: $89M
Advisers: 3

No reported disclosures

Toronado Partners LLC

San Francisco, CA · Est. 2019

AUM: $254M
Per adviser: $127M
Advisers: 2

No reported disclosures

Amara Financial, LLC

San Francisco, CA · Est. 2020

AUM: $250M
Per adviser: $125M
Advisers: 2

No reported disclosures

Sea Cliff Partners Management, LP

San Francisco, CA · Est. 2024

AUM: $239M
Per adviser: $60M
Advisers: 4

No reported disclosures

Strategic Wealth Capital

San Francisco, CA · Est. 2023

AUM: $238M
Per adviser: $119M
Advisers: 2

No reported disclosures

Montcalm Tcr LLC

San Francisco, CA · Est. 2012

AUM: $238M
Per adviser: $79M
Advisers: 3

No reported disclosures

Camelotta Advisors

San Francisco, CA · Est. 2017

AUM: $235M
Per adviser: $117M
Advisers: 2

No reported disclosures

Bingham Private Wealth, LLC

San Francisco, CA · Est. 2024

AUM: $232M
Per adviser: $77M
Advisers: 3

No reported disclosures

Tenzing Global

San Francisco, CA · Est. 2019

AUM: $228M
Per adviser: $76M
Advisers: 3

No reported disclosures

Rhs Financial, LLC

San Francisco, CA · Est. 2018

AUM: $220M
Per adviser: $110M
Advisers: 2

No reported disclosures

Sentinel Global

San Francisco, CA · Est. 2025

AUM: $210M
Per adviser: $105M
Advisers: 2

No reported disclosures

Golden Gate Personal Financial Planning

San Francisco, CA · Est. 2022

AUM: $196M
Per adviser: $196M
Advisers: 1

No reported disclosures

Accord Equity Advisors LLC

San Francisco, CA · Est. 2023

AUM: $194M
Per adviser: $39M
Advisers: 5

No reported disclosures

January Capital Advisors LLC

San Francisco, CA · Est. 2017

AUM: $193M
Per adviser: $97M
Advisers: 2

No reported disclosures

Open Door Investment Management Ltd.

San Francisco, CA · Est. 2011

AUM: $183M
Per adviser: $18M
Advisers: 10

No reported disclosures

Embarcadero Financial Group

San Francisco, CA · Est. 2020

AUM: $170M
Per adviser: $85M
Advisers: 2

No reported disclosures

Hanke & Apolonio Wealth Advisors LLC

San Francisco, CA · Est. 2025

AUM: $167M
Per adviser: $84M
Advisers: 2

No reported disclosures

Sas Financial Advisors, LLC.

San Francisco, CA · Est. 2022

AUM: $167M
Per adviser: $33M
Advisers: 5

No reported disclosures

Dedicated Capital Advisors, LLC

San Francisco, CA · Est. 2013

AUM: $162M
Per adviser: $81M
Advisers: 2

No reported disclosures

Chrome Advisors

San Francisco, CA · Est. 2024

AUM: $152M
Per adviser: $76M
Advisers: 2

No reported disclosures

Scenic Management LLC

San Francisco, CA · Est. 2026

AUM: $145M
Per adviser: $72M
Advisers: 2

No reported disclosures

Barrier Capital Management, LLC

San Francisco, CA · Est. 2021

AUM: $136M
Per adviser: $136M
Advisers: 1

No reported disclosures

Garhwal, Chan & Williams INC.

San Francisco, CA · Est. 2025

AUM: $134M
Per adviser: $67M
Advisers: 2

No reported disclosures

Prospettiva Financial

San Francisco, CA · Est. 2022

AUM: $129M
Per adviser: $43M
Advisers: 3

No reported disclosures

We Financial Group

San Francisco, CA · Est. 2025

AUM: $127M
Per adviser: $32M
Advisers: 4

No reported disclosures

Double Bay Management & Planning

San Francisco, CA · Est. 2015

AUM: $127M
Per adviser: $127M
Advisers: 1

No reported disclosures

Bretton Capital Management

San Francisco, CA · Est. 2010

AUM: $123M
Per adviser: $61M
Advisers: 2

No reported disclosures

Newport Asia LLC

San Francisco, CA · Est. 2002

AUM: $120M
Per adviser: $24M
Advisers: 5

No reported disclosures

Kb Financial Advisors LLC

San Francisco, CA · Est. 2026

AUM: $115M
Per adviser: $38M
Advisers: 3

No reported disclosures

Coburn Barrett, LLC

San Francisco, CA · Est. 2013

AUM: $113M
Per adviser: $28M
Advisers: 4

No reported disclosures

Fairlight Advisors

San Francisco, CA · Est. 2026

AUM: $109M
Per adviser: $55M
Advisers: 2

No reported disclosures

Cardinal Point Capital LLC

San Francisco, CA · Est. 2012

AUM: $100M
Per adviser: $33M
Advisers: 3

No reported disclosures

Saxon Securities LLC

San Francisco, CA · Est. 2014

AUM: $95M
Per adviser: $95M
Advisers: 1

No reported disclosures

Black Hill Capital Partners, LLC

San Francisco, CA · Est. 2020

AUM: $68M
Per adviser: $68M
Advisers: 1

Backer

San Francisco, CA · Est. 2015

AUM: $63M
Per adviser: $63M
Advisers: 1

No reported disclosures

Just Futures

San Francisco, CA · Est. 2026

AUM: $47M
Per adviser: $12M
Advisers: 4

No reported disclosures

Catton Capital Partners, LLC

San Francisco, CA · Est. 2025

AUM: $40M
Per adviser: $20M
Advisers: 2

No reported disclosures

Heron Finance

San Francisco, CA · Est. 2023

AUM: $38M
Per adviser: $19M
Advisers: 2

No reported disclosures

Octavewealth

San Francisco, CA · Est. 2014

AUM: $30M
Per adviser: $15M
Advisers: 2

No reported disclosures

Bunker

San Francisco, CA · Est. 2022

AUM: $29M
Per adviser: $15M
Advisers: 2

No reported disclosures

Pantheon Infra Advisors, LLC

San Francisco, CA · Est. 2025

AUM: $27M
Per adviser: $7M
Advisers: 4

No reported disclosures

Bloom Investment Advisors, LLC

San Francisco, CA · Est. 2021

AUM: $18M
Per adviser: $18M
Advisers: 1

No reported disclosures

Ivy Invest Corporation

San Francisco, CA · Est. 2024

AUM: $13M
Per adviser: $13M
Advisers: 1

No reported disclosures

Balance Cash Management INC.

San Francisco, CA · Est. 2025

AUM: $12M
Per adviser: $6M
Advisers: 2

No reported disclosures

Volt Equity LLC

San Francisco, CA · Est. 2020

AUM: $10M
Per adviser: $10M
Advisers: 1

No reported disclosures

Corgi Strategies, LLC

San Francisco, CA · Est. 2025

AUM: $10M
Per adviser: $10M
Advisers: 1

No reported disclosures

Finvest

San Francisco, CA · Est. 2024

AUM: $4M
Per adviser: $4M
Advisers: 1

No reported disclosures

Sidepocket Incorporated

San Francisco, CA · Est. 2020

AUM: $914,547
Per adviser: $304,849
Advisers: 3

No reported disclosures

Aft US Capital LLC

San Francisco, CA · Est. 2025

AUM: $214
Per adviser: —
Advisers: —

No reported disclosures

Pantheon

San Francisco, CA · Est. 1988

AUM: $11
Per adviser: —
Advisers: —

No reported disclosures

Charles Schwab & Co., INC.

San Francisco, CA · Est. 1987

AUM: —
Per adviser: —
Advisers: 4,127

Portfolio Management Technology

San Francisco, CA · Est. 1996

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Albourne America LLC

San Francisco, CA · Est. 2006

AUM: —
Per adviser: —
Advisers: 74

No reported disclosures

Schwab Wealth Advisory, INC.

San Francisco, CA · Est. 2011

AUM: —
Per adviser: —
Advisers: 1,375

Florin Pensions LLC

San Francisco, CA · Est. 2012

AUM: —
Per adviser: —
Advisers: 4

No reported disclosures

Terra Firma Asset Management

San Francisco, CA · Est. 2020

AUM: —
Per adviser: —
Advisers: 2

No reported disclosures

Li Enterprises

San Francisco, CA · Est. 2023

AUM: —
Per adviser: —
Advisers: —

No reported disclosures

Atomic Vaults Advisors LLC

San Francisco, CA · Est. 2024

AUM: —
Per adviser: —
Advisers: 2

No reported disclosures

Enrich Finance LLC

San Francisco, CA · Est. 2025

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Prelude Investment Services

San Francisco, CA · Est. 2025

AUM: —
Per adviser: —
Advisers: 4

No reported disclosures

Yoshi Advisory

San Francisco, CA · Est. 2026

AUM: —
Per adviser: —
Advisers: 2

No reported disclosures

Beacon Coast Partners, LLC

San Francisco, CA · Est. 2026

AUM: —
Per adviser: —
Advisers: 4

No reported disclosures

Orion Partners, LLC

San Francisco, CA · Est. 2026

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Broadside Wealth

San Francisco, CA · Est. 2026

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Appleseed Advisory, LLC

San Francisco, CA · Est. 2026

AUM: —
Per adviser: —
Advisers: —

No reported disclosures

Bark Securities, LLC

San Francisco, CA · Est. 2025