Research Report · 2026-06-30
Institutional Registered Investment Advisers in San Francisco
SEC-registered investment advisers in San Francisco ranked by reported institutional client assets.
Firms
106
Total AUM
$7.57T
Median AUM
$1.26B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | KKR CREDIT ADVISORS (US) LLC | SAN FRANCISCO | 146629 | $270.85B | 609 | 2026-03-31 | → |
| 2 | DODGE & COX | SAN FRANCISCO | 104596 | $466.56B | 336 | 2026-04-30 | → |
| 3 | PANTHEON VENTURES (US) LP | SAN FRANCISCO | 153425 | $87.69B | 129 | 2026-03-31 | → |
| 4 | CALLAN LLC | SAN FRANCISCO | 107687 | $41.94B | 202 | 2026-03-31 | → |
| 5 | SVB ASSET MANAGEMENT | SAN FRANCISCO | 124567 | $32.32B | 24 | 2026-03-31 | → |
| 6 | ICONIQ CAPITAL, LLC | SAN FRANCISCO | 159198 | $117.53B | 513 | 2026-04-30 | → |
| 7 | MERCURY ADVISORY, LLC | SAN FRANCISCO | 308960 | $17.94B | 7 | 2026-05-31 | → |
| 8 | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | SAN FRANCISCO | 108559 | $86.27B | 690 | 2025-01-31 | → |
| 9 | GUSTO INVESTMENT SERVICES, LLC | SAN FRANCISCO | 281515 | $12.01B | 3 | 2026-05-31 | → |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | SAN FRANCISCO | 106753 | $1.72T | 946 | 2026-03-31 | → |
| 11 | ALGERT GLOBAL LLC | SAN FRANCISCO | 125523 | $10.20B | 24 | 2026-05-31 | → |
| 12 | BIVIUM CAPITAL PARTNERS, LLC | SAN FRANCISCO | 134529 | $6.73B | 16 | 2026-05-31 | → |
| 13 | HALL CAPITAL PARTNERS LLC | SAN FRANCISCO | 106759 | $50.30B | 175 | 2025-03-31 | → |
| 14 | LEADING EDGE INVESTMENT ADVISORS,LLC | SAN FRANCISCO | 136476 | $5.17B | 13 | 2026-02-28 | → |
| 15 | CORE AND VALUE ADVISORS, LLC | SAN FRANCISCO | 156093 | $21.18B | 161 | 2026-06-30 | → |
| 16 | HANWHA ASSET MANAGEMENT (USA) LTD. | SAN FRANCISCO | 288464 | $4.00B | 22 | 2026-04-30 | → |
| 17 | SNYDER CAPITAL MANAGEMENT LP | SAN FRANCISCO | 108518 | $6.09B | 17 | 2026-03-31 | → |
| 18 | PARNASSUS INVESTMENTS, LLC | SAN FRANCISCO | 316904 | $41.09B | 87 | 2026-03-31 | → |
| 19 | MCMORGAN & COMPANY LLC | SAN FRANCISCO | 115060 | $7.61B | 26 | 2026-03-31 | → |
| 20 | BAKER STREET ADVISORS, LLC | SAN FRANCISCO | 128066 | $20.77B | 63 | 2026-03-31 | → |
| 21 | PERIGON WEALTH MANAGEMENT, LLC | SAN FRANCISCO | 131037 | $11.29B | 159 | 2026-06-30 | → |
| 22 | GENERATION INVESTMENT MANAGEMENT US LLP | SAN FRANCISCO | 132728 | $10.54B | 27 | 2026-05-31 | → |
| 23 | FARTHER FINANCE ADVISORS, LLC | SAN FRANCISCO | 302050 | $16.01B | 571 | 2026-03-31 | → |
| 24 | ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | SAN FRANCISCO | 289977 | $8.76B | 118 | 2026-04-30 | → |
| 25 | JORDAN PARK GROUP LLC | SAN FRANCISCO | 287755 | $23.26B | 153 | 2026-06-30 | → |
| 26 | TRUE LINK FINANCIAL ADVISORS, LLC | SAN FRANCISCO | 281870 | $1.89B | 7 | 2026-03-31 | → |
| 27 | BLACKROCK FUND ADVISORS | SAN FRANCISCO | 105247 | $4.28T | 128 | 2026-05-31 | → |
| 28 | BRISTOL GROUP INC | SAN FRANCISCO | 105087 | $2.04B | 13 | 2026-06-30 | → |
| 29 | LEGATO CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 131704 | $1.26B | 4 | 2026-03-31 | → |
| 30 | DIVCO WEST REAL ESTATE SERVICES, LLC | SAN FRANCISCO | 156762 | $16.30B | 215 | 2026-03-31 | → |
| 31 | TREE LINE CAPITAL PARTNERS, LLC | SAN FRANCISCO | 173784 | $3.85B | 30 | 2026-03-31 | → |
| 32 | PARALLEL ADVISORS, LLC | SAN FRANCISCO | 140800 | $10.31B | 137 | 2026-06-30 | → |
| 33 | PARK PRESIDIO CAPITAL LLC | SAN FRANCISCO | 168954 | $1.65B | 8 | 2026-03-31 | → |
| 34 | NUMERAI GP LLC | SAN FRANCISCO | 282851 | $1.90B | 12 | 2026-03-31 | → |
| 35 | ARC ADVISORY LLC | SAN FRANCISCO | 330258 | $708.3M | 25 | 2026-06-30 | → |
| 36 | SKBA CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 108542 | $732.0M | 10 | 2026-04-30 | → |
| 37 | SONEN CAPITAL LLC | SAN FRANCISCO | 159461 | $1.14B | 19 | 2026-05-31 | → |
| 38 | THE ADVISORY GROUP OF SAN FRANCISCO, LLC | SAN FRANCISCO | 108110 | $809.9M | 9 | 2026-03-31 | → |
| 39 | MAIN MANAGEMENT, LLC | SAN FRANCISCO | 120361 | $1.90B | 27 | 2026-03-31 | → |
| 40 | STOCKBRIDGE CAPITAL GROUP, LLC | SAN FRANCISCO | 149002 | $21.55B | 183 | 2026-06-30 | → |
| 41 | OSBORNE PARTNERS CAPITAL MANAGEMENT LLC | SAN FRANCISCO | 108100 | $2.65B | 18 | 2026-05-31 | → |
| 42 | BAKER AVENUE ASSET MANAGEMENT, LP | SAN FRANCISCO | 132657 | $5.09B | 57 | 2026-06-30 | → |
| 43 | GALVANIZE CLIMATE SOLUTIONS LLC | SAN FRANCISCO | 316994 | $6.98B | 73 | 2026-04-30 | → |
| 44 | MOMENT PARTNERS, LLC | SAN FRANCISCO | 332691 | $1.19B | 8 | 2026-04-30 | → |
| 45 | PIER 88 INVESTMENT PARTNERS, LLC | SAN FRANCISCO | 169316 | $568.0M | 5 | 2026-03-31 | → |
| 46 | WHITE OAK GLOBAL ADVISORS, LLC | SAN FRANCISCO | 149659 | $5.11B | 58 | 2026-03-31 | → |
| 47 | MEDLEY PARTNERS MANAGEMENT LLC | SAN FRANCISCO | 289836 | $6.96B | 15 | 2026-05-31 | → |
| 48 | RESOLUTE ADVISORS LLC | SAN FRANCISCO | 300326 | $1.91B | 5 | 2026-03-31 | → |
| 49 | BPM WEALTH ADVISORS, LLC | SAN FRANCISCO | 325909 | $268.3M | 6 | 2026-01-31 | → |
| 50 | REGIS METRO ASSOCIATES, INC. | SAN FRANCISCO | 160859 | $617.8M | 5 | 2026-04-30 | → |
| 51 | OSTERWEIS CAPITAL MANAGEMENT LLC | SAN FRANCISCO | 109580 | $7.50B | 666 | 2026-03-31 | → |
| 52 | BVF PARTNERS L.P. | SAN FRANCISCO | 156149 | $6.11B | 13 | 2026-03-31 | → |
| 53 | BARRIER CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 312294 | $136.0M | 1 | 2026-03-31 | → |
| 54 | MESON QUANTITATIVE MANAGEMENT LLC | SAN FRANCISCO | 332226 | $1.09B | 11 | 2026-03-31 | → |
| 55 | ATLAS CAPITAL ADVISORS INC. | SAN FRANCISCO | 127036 | $1.15B | 10 | 2026-03-31 | → |
| 56 | POINT OLEMA CAPITAL PARTNERS, L.P. | SAN FRANCISCO | 304303 | $2.91B | 9 | 2026-03-31 | → |
| 57 | SAXON SECURITIES LLC | SAN FRANCISCO | 155168 | $94.6M | 2 | 2026-03-31 | → |
| 58 | SENTRY ADVISORS, LLC | SAN FRANCISCO | 174042 | $2.41B | 4 | 2026-03-31 | → |
| 59 | FAIRLIGHT ADVISORS LLC | SAN FRANCISCO | 305352 | $109.3M | 2 | 2026-03-31 | → |
| 60 | VAN STRUM & TOWNE INC | SAN FRANCISCO | 106228 | $483.0M | 6 | 2026-03-31 | → |
| 61 | ABRA CAPITAL MANAGEMENT, LP | SAN FRANCISCO | 323353 | $334.7M | 40 | 2026-03-31 | → |
| 62 | ONE WEALTH ADVISORS, LLC | SAN FRANCISCO | 170910 | $1.25B | 13 | 2026-03-31 | → |
| 63 | NWK GROUP, INC. | SAN FRANCISCO | 124186 | $485.3M | 6 | 2026-03-31 | → |
| 64 | GRAND JEAN CAPITAL MANAGEMENT INC. | SAN FRANCISCO | 111738 | $557.7M | 6 | 2025-03-31 | → |
| 65 | JUST FUTURES ADVISORS, LLC | SAN FRANCISCO | 327226 | $46.7M | 6 | 2026-02-28 | → |
| 66 | SYON CAPITAL LLC | SAN FRANCISCO | 322776 | $4.38B | 17 | 2026-03-31 | → |
| 67 | MISSION CREEK CAPITAL PARTNERS, INC. | SAN FRANCISCO | 151514 | $741.6M | 14 | 2026-03-31 | → |
| 68 | EMBARCADERO FINANCIAL INVESTMENT ADVISORY, LLC | SAN FRANCISCO | 140929 | $169.8M | 4 | 2026-03-31 | → |
| 69 | JACKSON SQUARE CAPITAL, LLC | SAN FRANCISCO | 300314 | $564.3M | 6 | 2026-03-31 | → |
| 70 | ADVANTAGE ALPHA CAPITAL PARTNERS LP | SAN FRANCISCO | 297816 | $521.4M | 6 | 2025-03-31 | → |
| 71 | JANUARY CAPITAL ADVISORS LLC | SAN FRANCISCO | 177514 | $193.2M | 4 | 2026-03-31 | → |
| 72 | JACOBS & COMPANY, LLC | SAN FRANCISCO | 107674 | $1.16B | 5 | 2026-04-30 | → |
| 73 | FREC ADVISERS LLC | SAN FRANCISCO | 325982 | $567.2M | 7 | 2026-06-30 | → |
| 74 | GARRISON POINT CAPITAL, LLC | SAN FRANCISCO | 165590 | $315.5M | 4 | 2026-05-31 | → |
| 75 | OXLEY, HARRY KEIR | SAN FRANCISCO | 136373 | $127.0M | 1 | 2026-03-31 | → |
| 76 | CHEQUERS FINANCIAL MANAGEMENT LLC | SAN FRANCISCO | 175209 | $1.31B | 21 | 2026-03-31 | → |
| 77 | PROSPETTIVA FINANCIAL LLC | SAN FRANCISCO | 148760 | $128.7M | 3 | 2026-03-31 | → |
| 78 | HORSLEY BRIDGE PARTNERS LLC | SAN FRANCISCO | 110877 | $23.61B | 45 | 2026-06-30 | → |
| 79 | OSTERWEIS CAPITAL MANAGEMENT INC | SAN FRANCISCO | 105421 | $439.4M | 66 | 2026-03-31 | → |
| 80 | DEDICATED CAPITAL ADVISORS, LLC | SAN FRANCISCO | 168132 | $162.5M | 2 | 2026-03-31 | → |
| 81 | ASSET DEDICATION, LLC | SAN FRANCISCO | 151988 | $2.93B | 7 | 2026-03-31 | → |
| 82 | GARHWAL, CHAN & WILLIAMS INC. | SAN FRANCISCO | 125484 | $133.6M | 2 | 2026-01-31 | → |
| 83 | IMPACT INVESTMENT ADVISER LLC | SAN FRANCISCO | 149929 | $558.5M | 16 | 2026-03-31 | → |
| 84 | BALANCE CASH MANAGEMENT INC. | SAN FRANCISCO | 333867 | $11.6M | 10 | 2026-04-30 | → |
| 85 | SEVEN POST INVESTMENT OFFICE LP | SAN FRANCISCO | 157435 | $9.61B | 22 | 2026-03-31 | → |
| 86 | ROOF EIDAM MAYCOCK PERALTA LLC | SAN FRANCISCO | 106696 | $804.9M | 10 | 2026-02-28 | → |
| 87 | RHS FINANCIAL, LLC | SAN FRANCISCO | 149435 | $219.8M | 2 | 2026-04-30 | → |
| 88 | CHROMECORE, LLC | SAN FRANCISCO | 311539 | $152.0M | 2 | 2026-05-31 | → |
| 89 | BINGHAM PRIVATE WEALTH, LLC | SAN FRANCISCO | 330598 | $232.4M | 6 | 2026-06-30 | → |
| 90 | LAVELLE CAPITAL LP | SAN FRANCISCO | 316754 | $410.1M | 3 | 2026-03-31 | → |
| 91 | STRATEGIC WEALTH CAPITAL, LLC | SAN FRANCISCO | 326299 | $238.4M | 5 | 2026-03-31 | → |
| 92 | VERNAL POINT ADVISORS, LLC | SAN FRANCISCO | 166587 | $3.94B | 25 | 2026-03-31 | → |
| 93 | UNION SQUARE INVESTMENT CO | SAN FRANCISCO | 111776 | $361.2M | 7 | 2026-03-31 | → |
| 94 | DELTA INVESTMENT MANAGEMENT, LLC | SAN FRANCISCO | 149596 | $856.7M | 25 | 2026-04-30 | → |
| 95 | BENNINGFIELD FINANCIAL ADVISORS, LLC | SAN FRANCISCO | 134950 | $284.3M | 3 | 2026-02-28 | → |
| 96 | MONTCALM TCR LLC | SAN FRANCISCO | 164521 | $237.5M | 4 | 2026-03-31 | → |
| 97 | ROSENBLUM SILVERMAN SUTTON SF INC | SAN FRANCISCO | 105774 | $486.6M | 5 | 2026-02-28 | → |
| 98 | AMARA FINANCIAL, LLC | SAN FRANCISCO | 308290 | $250.5M | 3 | 2026-05-31 | → |
| 99 | CAMELOT TECHNOLOGY ADVISORS, INC. | SAN FRANCISCO | 128053 | $234.9M | 2 | 2026-03-31 | → |
| 100 | WESTCAP MANAGEMENT, LLC | SAN FRANCISCO | 301822 | $7.44B | 73 | 2026-03-31 | → |
Related Lists
Sleeve106 firms · 2026-06-30