Research Report · 2026-06-30
Largest Registered Investment Advisers in San Francisco
San Francisco SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
305
Total AUM
$8.48T
Median AUM
$1.14B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | 1SHARPE CAPITAL LLC | SAN FRANCISCO | 285866 | $2.70B | 21 | 2026-03-31 | → |
| 102 | OSBORNE PARTNERS CAPITAL MANAGEMENT LLC | SAN FRANCISCO | 108100 | $2.65B | 18 | 2026-05-31 | → |
| 103 | STEADVIEW CAPITAL MANAGEMENT LLC | SAN FRANCISCO | 164661 | $2.64B | 28 | 2026-03-31 | → |
| 104 | NO STREET GP LP | SAN FRANCISCO | 299240 | $2.51B | 11 | 2026-03-31 | → |
| 105 | OWL VENTURES, LLC | SAN FRANCISCO | 172513 | $2.50B | 20 | 2026-03-31 | → |
| 106 | FORGE GLOBAL ADVISORS LLC | SAN FRANCISCO | 284722 | $2.46B | 18 | 2026-04-30 | → |
| 107 | VALEAS CAPITAL PARTNERS MANAGEMENT LP | SAN FRANCISCO | 317369 | $2.43B | 18 | 2026-04-30 | → |
| 108 | SENTRY ADVISORS, LLC | SAN FRANCISCO | 174042 | $2.41B | 4 | 2026-03-31 | → |
| 109 | CENDANA CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 165555 | $2.37B | 13 | 2026-03-31 | → |
| 110 | EMPROS CAPITAL LLC | SAN FRANCISCO | 293159 | $2.34B | 11 | 2026-06-30 | → |
| 111 | LOGOS GLOBAL MANAGEMENT, L.P. | SAN FRANCISCO | 305162 | $2.25B | 9 | 2026-04-30 | → |
| 112 | HMI CAPITAL MANAGEMENT, L.P. | SAN FRANCISCO | 160850 | $2.15B | 16 | 2026-03-31 | → |
| 113 | INTERMEDE GLOBAL PARTNERS INC | SAN FRANCISCO | 288616 | $2.14B | 4 | 2026-05-31 | → |
| 114 | CARRICK CAPITAL MANAGEMENT COMPANY, LLC | SAN FRANCISCO | 165915 | $2.08B | 17 | 2026-03-31 | → |
| 115 | TRUE WIND CAPITAL MANAGEMENT, L.P. | SAN FRANCISCO | 281109 | $2.08B | 28 | 2026-03-31 | → |
| 116 | SOFI WEALTH LLC | SAN FRANCISCO | 167958 | $2.05B | 114 | 2026-03-31 | → |
| 117 | BRISTOL GROUP INC | SAN FRANCISCO | 105087 | $2.04B | 13 | 2026-06-30 | → |
| 118 | SOMA EQUITY PARTNERS, LP | SAN FRANCISCO | 283613 | $1.95B | 15 | 2026-03-31 | → |
| 119 | LEGALIST, INC. | SAN FRANCISCO | 297876 | $1.92B | 36 | 2026-06-30 | → |
| 120 | RESOLUTE ADVISORS LLC | SAN FRANCISCO | 300326 | $1.91B | 5 | 2026-03-31 | → |
| 121 | MAIN MANAGEMENT, LLC | SAN FRANCISCO | 120361 | $1.90B | 27 | 2026-03-31 | → |
| 122 | NUMERAI GP LLC | SAN FRANCISCO | 282851 | $1.90B | 12 | 2026-03-31 | → |
| 123 | TRUE LINK FINANCIAL ADVISORS, LLC | SAN FRANCISCO | 281870 | $1.89B | 7 | 2026-03-31 | → |
| 124 | IGP INDUSTRIES, LLC | SAN FRANCISCO | 157214 | $1.85B | 31 | 2026-03-31 | → |
| 125 | ALTA PARK CAPITAL, LP | SAN FRANCISCO | 169422 | $1.78B | 16 | 2026-04-30 | → |
| 126 | AMITY VENTURES, LLC | SAN FRANCISCO | 290313 | $1.74B | 10 | 2026-03-31 | → |
| 127 | HOUSATONIC MANAGEMENT COMPANY, INC. | SAN FRANCISCO | 157618 | $1.71B | 16 | 2026-03-31 | → |
| 128 | PARK PRESIDIO CAPITAL LLC | SAN FRANCISCO | 168954 | $1.65B | 8 | 2026-03-31 | → |
| 129 | ERA PARTNERS LLC | SAN FRANCISCO | 307400 | $1.65B | 15 | 2026-03-31 | → |
| 130 | CORDILLERA INVESTMENT PARTNERS, L.P. | SAN FRANCISCO | 277036 | $1.64B | 12 | 2026-03-31 | → |
| 131 | UNISON INVESTMENT MANAGEMENT, LLC | SAN FRANCISCO | 150893 | $1.61B | 12 | 2026-03-31 | → |
| 132 | HOMESTEAD CAPITAL USA, LLC | SAN FRANCISCO | 281186 | $1.58B | 23 | 2026-03-31 | → |
| 133 | INTELLECTUS PARTNERS, LLC | SAN FRANCISCO | 173140 | $1.57B | 13 | 2026-05-31 | → |
| 134 | GOODFINCH MANAGEMENT, LLC | SAN FRANCISCO | 309789 | $1.56B | 23 | 2026-06-30 | → |
| 135 | H. BARTON ASSET MANAGEMENT, LLC | SAN FRANCISCO | 161955 | $1.48B | 14 | 2026-03-31 | → |
| 136 | COMMUNITY INVESTMENT MANAGEMENT LLC | SAN FRANCISCO | 174204 | $1.47B | 39 | 2026-05-31 | → |
| 137 | SLW MANAGEMENT COMPANY LLC | SAN FRANCISCO | 329215 | $1.43B | 10 | 2026-03-31 | → |
| 138 | FIN VENTURE CAPITAL MANAGEMENT LLC | SAN FRANCISCO | 298492 | $1.35B | 23 | 2026-06-30 | → |
| 139 | PERMIRA CREDIT LLC | SAN FRANCISCO | 330996 | $1.34B | 37 | 2026-06-30 | → |
| 140 | CHEQUERS FINANCIAL MANAGEMENT LLC | SAN FRANCISCO | 175209 | $1.31B | 21 | 2026-03-31 | → |
| 141 | FRAMEWORK VENTURES MANAGEMENT LLC | SAN FRANCISCO | 314038 | $1.28B | 14 | 2026-03-31 | → |
| 142 | PFM HEALTH SCIENCES, LP | SAN FRANCISCO | 146747 | $1.27B | 17 | 2026-03-31 | → |
| 143 | BELVERON REAL ESTATE PARTNERS, LLC | SAN FRANCISCO | 282072 | $1.27B | 25 | 2026-06-30 | → |
| 144 | LEGATO CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 131704 | $1.26B | 4 | 2026-03-31 | → |
| 145 | ONE WEALTH ADVISORS, LLC | SAN FRANCISCO | 170910 | $1.25B | 13 | 2026-03-31 | → |
| 146 | ARCHITECT CAPITAL CORP. | SAN FRANCISCO | 315010 | $1.23B | 15 | 2026-05-31 | → |
| 147 | MOMENT PARTNERS, LLC | SAN FRANCISCO | 332691 | $1.19B | 8 | 2026-04-30 | → |
| 148 | PINEGROVE OPPORTUNITY PARTNERS LLC | SAN FRANCISCO | 328970 | $1.18B | 8 | 2025-09-30 | → |
| 149 | COTA CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 226750 | $1.17B | 16 | 2026-03-31 | → |
| 150 | JACOBS & COMPANY, LLC | SAN FRANCISCO | 107674 | $1.16B | 5 | 2026-04-30 | → |
| 151 | ATLAS CAPITAL ADVISORS INC. | SAN FRANCISCO | 127036 | $1.15B | 10 | 2026-03-31 | → |
| 152 | SONEN CAPITAL LLC | SAN FRANCISCO | 159461 | $1.14B | 19 | 2026-05-31 | → |
| 153 | YOSEMITE MANAGEMENT, LLC | SAN FRANCISCO | 326764 | $1.14B | 18 | 2026-03-31 | → |
| 154 | QVR LLC | SAN FRANCISCO | 288357 | $1.13B | 7 | 2026-03-31 | → |
| 155 | CRESCENT COVE ADVISORS, LP | SAN FRANCISCO | 288111 | $1.11B | 11 | 2026-03-31 | → |
| 156 | NEXA EQUITY LLC | SAN FRANCISCO | 317201 | $1.10B | 14 | 2026-03-31 | → |
| 157 | MESON QUANTITATIVE MANAGEMENT LLC | SAN FRANCISCO | 332226 | $1.09B | 11 | 2026-03-31 | → |
| 158 | 5AM VENTURE MANAGEMENT, LLC | SAN FRANCISCO | 160395 | $1.08B | 32 | 2026-03-31 | → |
| 159 | TRINITY ALPS CAPITAL PARTNERS, LP | SAN FRANCISCO | 287741 | $1.07B | 6 | 2026-03-31 | → |
| 160 | BRIO CONSULTANTS, LLC | SAN FRANCISCO | 289889 | $1.06B | 21 | 2026-06-30 | → |
| 161 | VERITA STRATEGIC WEALTH PARTNERS, LLC | SAN FRANCISCO | 335215 | $1.01B | 9 | 2026-03-31 | → |
| 162 | MAIN MANAGEMENT FUND ADVISORS, LLC | SAN FRANCISCO | 281689 | $1.01B | 27 | 2026-03-31 | → |
| 163 | FPR PARTNERS LLC | SAN FRANCISCO | 157311 | $1.01B | 9 | 2025-05-31 | → |
| 164 | FIVESPAN PARTNERS, LP | SAN FRANCISCO | 332551 | $1.00B | 9 | 2026-03-31 | → |
| 165 | SYNTHETICFI LLC | SAN FRANCISCO | 330200 | $992.9M | 10 | 2026-04-30 | → |
| 166 | NEW FORESTS INC. | SAN FRANCISCO | 165267 | $981.9M | 22 | 2025-09-30 | → |
| 167 | FACTORIAL FUNDS MANAGEMENT LLC | SAN FRANCISCO | 319107 | $967.0M | 6 | 2026-03-31 | → |
| 168 | CACHE ADVISORS LLC | SAN FRANCISCO | 323063 | $962.1M | 15 | 2026-05-31 | → |
| 169 | STRATTAM CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 171845 | $938.7M | 13 | 2026-03-31 | → |
| 170 | TELESCOPE PARTNERS LLC | SAN FRANCISCO | 286637 | $934.0M | 12 | 2026-03-31 | → |
| 171 | TRIMER CAPITAL MANAGEMENT LP | SAN FRANCISCO | 319428 | $901.5M | 6 | 2026-06-30 | → |
| 172 | DELTA INVESTMENT MANAGEMENT, LLC | SAN FRANCISCO | 149596 | $856.7M | 25 | 2026-04-30 | → |
| 173 | AKKADIAN VENTURES, INC. | SAN FRANCISCO | 171036 | $841.2M | 14 | 2026-04-30 | → |
| 174 | ONE FIN CAPITAL MANAGEMENT LP | SAN FRANCISCO | 283490 | $830.6M | 6 | 2026-03-31 | → |
| 175 | DIVISAR CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 149091 | $812.8M | 3 | 2026-03-31 | → |
| 176 | THE ADVISORY GROUP OF SAN FRANCISCO, LLC | SAN FRANCISCO | 108110 | $809.9M | 9 | 2026-03-31 | → |
| 177 | ROOF EIDAM MAYCOCK PERALTA LLC | SAN FRANCISCO | 106696 | $804.9M | 10 | 2026-02-28 | → |
| 178 | SHORENSTEIN INVESTMENT ADVISERS LLC | SAN FRANCISCO | 328584 | $787.5M | 33 | 2026-03-31 | → |
| 179 | ENCORE CONSUMER CAPITAL, LP | SAN FRANCISCO | 157228 | $786.2M | 12 | 2026-03-31 | → |
| 180 | COASTLANDS CAPITAL LP | SAN FRANCISCO | 335329 | $785.0M | 5 | 2026-04-30 | → |
| 181 | ACME, LLC | SAN FRANCISCO | 168736 | $767.5M | 10 | 2026-03-31 | → |
| 182 | CRCM L.P. | SAN FRANCISCO | 160976 | $746.7M | 13 | 2026-04-30 | → |
| 183 | MISSION CREEK CAPITAL PARTNERS, INC. | SAN FRANCISCO | 151514 | $741.6M | 14 | 2026-03-31 | → |
| 184 | GENERATE CAPITAL ADVISORS, PB LLC | SAN FRANCISCO | 318680 | $737.2M | 29 | 2026-04-30 | → |
| 185 | INDABA CAPITAL MANAGEMENT, L.P. | SAN FRANCISCO | 157905 | $736.8M | 14 | 2025-06-30 | → |
| 186 | SKBA CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 108542 | $732.0M | 10 | 2026-04-30 | → |
| 187 | PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC | SAN FRANCISCO | 131413 | $730.0M | 9 | 2026-03-31 | → |
| 188 | BITWISE INVESTMENT MANAGER, LLC | SAN FRANCISCO | 317943 | $721.8M | 26 | 2026-06-30 | → |
| 189 | ARC ADVISORY LLC | SAN FRANCISCO | 330258 | $708.3M | 25 | 2026-06-30 | → |
| 190 | COGENUITY PARTNERS, LLC | SAN FRANCISCO | 332474 | $693.8M | 16 | 2026-04-30 | → |
| 191 | PENINSULA WEALTH, LLC | SAN FRANCISCO | 152436 | $676.4M | 7 | 2025-03-31 | → |
| 192 | YIHENG CAPITAL MANAGEMENT, L.P. | SAN FRANCISCO | 163812 | $675.8M | 6 | 2026-03-31 | → |
| 193 | THE ROXBOROUGH GROUP, LLC | SAN FRANCISCO | 310949 | $636.0M | 15 | 2026-03-31 | → |
| 194 | L2 POINT MANAGEMENT LLC | SAN FRANCISCO | 317924 | $622.5M | 10 | 2026-05-31 | → |
| 195 | REGIS METRO ASSOCIATES, INC. | SAN FRANCISCO | 160859 | $617.8M | 5 | 2026-04-30 | → |
| 196 | INCLUSIVE CAPITAL PARTNERS, L.P. | SAN FRANCISCO | 309419 | $591.1M | 4 | 2026-05-31 | → |
| 197 | BAY HILLS CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 158603 | $569.8M | 7 | 2026-03-31 | → |
| 198 | PIER 88 INVESTMENT PARTNERS, LLC | SAN FRANCISCO | 169316 | $568.0M | 5 | 2026-03-31 | → |
| 199 | FREC ADVISERS LLC | SAN FRANCISCO | 325982 | $567.2M | 7 | 2026-06-30 | → |
| 200 | JACKSON SQUARE CAPITAL, LLC | SAN FRANCISCO | 300314 | $564.3M | 6 | 2026-03-31 | → |
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