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 | |
|---|---|---|---|---|---|---|---|
| 201 | IMPACT INVESTMENT ADVISER LLC | SAN FRANCISCO | 149929 | $558.5M | 16 | 2026-03-31 | → |
| 202 | GRAND JEAN CAPITAL MANAGEMENT INC. | SAN FRANCISCO | 111738 | $557.7M | 6 | 2025-03-31 | → |
| 203 | SF EQUITY PARTNERS MANAGEMENT, LLC | SAN FRANCISCO | 162396 | $556.0M | 8 | 2026-03-31 | → |
| 204 | AVALON GLOBAL ASSET MANAGEMENT LLC | SAN FRANCISCO | 107785 | $553.8M | 5 | 2026-03-31 | → |
| 205 | CABLE CAR CAPITAL, LP | SAN FRANCISCO | 169234 | $548.3M | 3 | 2026-03-31 | → |
| 206 | APHIAS CAPITAL, L.P. | SAN FRANCISCO | 336255 | $542.1M | 13 | 2026-03-31 | → |
| 207 | PASSPORT CAPITAL, LLC | SAN FRANCISCO | 134484 | $532.4M | 14 | 2026-04-30 | → |
| 208 | VERSO PARTNERS LP | SAN FRANCISCO | 318319 | $521.6M | 6 | 2026-02-28 | → |
| 209 | ADVANTAGE ALPHA CAPITAL PARTNERS LP | SAN FRANCISCO | 297816 | $521.4M | 6 | 2025-03-31 | → |
| 210 | REFLOW SERVICES, LLC | SAN FRANCISCO | 158301 | $521.4M | 6 | 2026-06-30 | → |
| 211 | 3000 MANAGEMENT, INC. | SAN FRANCISCO | 121168 | $520.9M | 9 | 2026-03-31 | → |
| 212 | SELDON CAPITAL LP | SAN FRANCISCO | 300755 | $517.8M | 7 | 2026-03-31 | → |
| 213 | NEXT HORIZON CAPITAL, LP | SAN FRANCISCO | 321649 | $505.8M | 7 | 2026-06-30 | → |
| 214 | AKKADIAN CEF MANAGER, LLC | SAN FRANCISCO | 338152 | $496.3M | 14 | 2026-04-30 | → |
| 215 | WESTERLY CAPITAL MANAGEMENT LLC | SAN FRANCISCO | 140089 | $488.9M | 3 | 2026-03-31 | → |
| 216 | ROSENBLUM SILVERMAN SUTTON SF INC | SAN FRANCISCO | 105774 | $486.6M | 5 | 2026-02-28 | → |
| 217 | NWK GROUP, INC. | SAN FRANCISCO | 124186 | $485.3M | 6 | 2026-03-31 | → |
| 218 | VAN STRUM & TOWNE INC | SAN FRANCISCO | 106228 | $483.0M | 6 | 2026-03-31 | → |
| 219 | ANDRA CAPITAL LLC | SAN FRANCISCO | 314080 | $476.5M | 5 | 2026-02-28 | → |
| 220 | FIGURE INVESTMENT ADVISORS, LLC | SAN FRANCISCO | 158307 | $442.2M | 5 | 2026-03-31 | → |
| 221 | OSTERWEIS CAPITAL MANAGEMENT INC | SAN FRANCISCO | 105421 | $439.4M | 66 | 2026-03-31 | → |
| 222 | BLUEPRINT INVESTING LLC | SAN FRANCISCO | 151422 | $436.3M | 3 | 2026-06-30 | → |
| 223 | FOREWORD CAPITAL, LP | SAN FRANCISCO | 332205 | $431.5M | 9 | 2026-03-31 | → |
| 224 | POTRERO CAPITAL RESEARCH, LLC | SAN FRANCISCO | 125909 | $419.6M | 4 | 2026-03-31 | → |
| 225 | LAVELLE CAPITAL LP | SAN FRANCISCO | 316754 | $410.1M | 3 | 2026-03-31 | → |
| 226 | OGBORNE CAPITAL MANAGEMENT, LLC. | SAN FRANCISCO | 165833 | $410.0M | 3 | 2026-03-31 | → |
| 227 | ORBIS INVESTMENT MANAGEMENT (U.S.), L.P. | SAN FRANCISCO | 158511 | $405.4M | 18 | 2026-03-31 | → |
| 228 | BRAESWOOD CARBON MANAGEMENT, LLC | SAN FRANCISCO | 311686 | $387.3M | 4 | 2026-03-31 | → |
| 229 | INFLECTION CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 333157 | $365.6M | 9 | 2026-04-30 | → |
| 230 | INNOVIUS CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 311568 | $365.5M | 10 | 2025-03-31 | → |
| 231 | UNION SQUARE INVESTMENT CO | SAN FRANCISCO | 111776 | $361.2M | 7 | 2026-03-31 | → |
| 232 | FLIGHT DECK CAPITAL, LP | SAN FRANCISCO | 311353 | $358.7M | 4 | 2026-03-31 | → |
| 233 | RIGHT SIDE CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 166062 | $346.7M | 12 | 2026-05-31 | → |
| 234 | CITRINE CAPITAL, LLC | SAN FRANCISCO | 171735 | $346.7M | 8 | 2026-03-31 | → |
| 235 | ISLANDER CAPITAL PARTNERS, L.P. | SAN FRANCISCO | 326856 | $345.0M | 4 | 2026-06-30 | → |
| 236 | ABRA CAPITAL MANAGEMENT, LP | SAN FRANCISCO | 323353 | $334.7M | 40 | 2026-03-31 | → |
| 237 | CHECKPOINT CAPITAL L.P. | SAN FRANCISCO | 325763 | $333.8M | 2 | 2026-03-31 | → |
| 238 | GARRISON POINT CAPITAL, LLC | SAN FRANCISCO | 165590 | $315.5M | 4 | 2026-05-31 | → |
| 239 | VILA, LLC | SAN FRANCISCO | 307186 | $286.5M | 5 | 2026-03-31 | → |
| 240 | BENNINGFIELD FINANCIAL ADVISORS, LLC | SAN FRANCISCO | 134950 | $284.3M | 3 | 2026-02-28 | → |
| 241 | FATHOM POINT CAPITAL LLC | SAN FRANCISCO | 339729 | $280.0M | 3 | 2026-05-31 | → |
| 242 | KURV INVESTMENT MANAGEMENT LLC | SAN FRANCISCO | 323149 | $279.2M | 10 | 2026-06-30 | → |
| 243 | KARL KAPITAL LLC | SAN FRANCISCO | 333558 | $268.4M | 6 | 2026-03-31 | → |
| 244 | BPM WEALTH ADVISORS, LLC | SAN FRANCISCO | 325909 | $268.3M | 6 | 2026-01-31 | → |
| 245 | TORONADO PARTNERS LLC | SAN FRANCISCO | 283612 | $253.7M | 3 | 2026-03-31 | → |
| 246 | AMARA FINANCIAL, LLC | SAN FRANCISCO | 308290 | $250.5M | 3 | 2026-05-31 | → |
| 247 | BLUELINE CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 338340 | $240.4M | 7 | 2026-06-30 | → |
| 248 | SEA CLIFF PARTNERS MANAGEMENT, LP | SAN FRANCISCO | 316909 | $239.4M | 5 | 2026-04-30 | → |
| 249 | STRATEGIC WEALTH CAPITAL, LLC | SAN FRANCISCO | 326299 | $238.4M | 5 | 2026-03-31 | → |
| 250 | MONTCALM TCR LLC | SAN FRANCISCO | 164521 | $237.5M | 4 | 2026-03-31 | → |
| 251 | CAMELOT TECHNOLOGY ADVISORS, INC. | SAN FRANCISCO | 128053 | $234.9M | 2 | 2026-03-31 | → |
| 252 | BINGHAM PRIVATE WEALTH, LLC | SAN FRANCISCO | 330598 | $232.4M | 6 | 2026-06-30 | → |
| 253 | TENZING GLOBAL MANAGEMENT LLC | SAN FRANCISCO | 159696 | $228.1M | 4 | 2026-03-31 | → |
| 254 | INCISION CAPITAL MANAGEMENT LP | SAN FRANCISCO | 325593 | $220.3M | 2 | 2026-06-30 | → |
| 255 | RHS FINANCIAL, LLC | SAN FRANCISCO | 149435 | $219.8M | 2 | 2026-04-30 | → |
| 256 | SENTINEL GLOBAL LP | SAN FRANCISCO | 326444 | $210.3M | 5 | 2026-06-30 | → |
| 257 | GOLDEN GATE PERSONAL FINANCIAL PLANNING | SAN FRANCISCO | 132264 | $195.9M | 1 | 2026-02-28 | → |
| 258 | ACCORD EQUITY ADVISORS LLC | SAN FRANCISCO | 166977 | $194.3M | 7 | 2026-06-30 | → |
| 259 | JANUARY CAPITAL ADVISORS LLC | SAN FRANCISCO | 177514 | $193.2M | 4 | 2026-03-31 | → |
| 260 | OPEN DOOR INVESTMENT MANAGEMENT LTD. | SAN FRANCISCO | 159123 | $183.4M | 17 | 2026-03-31 | → |
| 261 | EMBARCADERO FINANCIAL INVESTMENT ADVISORY, LLC | SAN FRANCISCO | 140929 | $169.8M | 4 | 2026-03-31 | → |
| 262 | THE FINANCIAL ZEN GROUP, INC. | SAN FRANCISCO | 282230 | $167.6M | 4 | 2026-06-30 | → |
| 263 | HANKE & APOLONIO WEALTH ADVISORS LLC | SAN FRANCISCO | 285315 | $167.3M | 3 | 2026-03-31 | → |
| 264 | SAS FINANCIAL ADVISORS, LLC. | SAN FRANCISCO | 288015 | $167.0M | 8 | 2026-03-31 | → |
| 265 | DEDICATED CAPITAL ADVISORS, LLC | SAN FRANCISCO | 168132 | $162.5M | 2 | 2026-03-31 | → |
| 266 | CHROMECORE, LLC | SAN FRANCISCO | 311539 | $152.0M | 2 | 2026-05-31 | → |
| 267 | SCENIC MANAGEMENT LLC | SAN FRANCISCO | 315808 | $144.6M | 4 | 2026-06-30 | → |
| 268 | BARRIER CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 312294 | $136.0M | 1 | 2026-03-31 | → |
| 269 | COPERNICUS CAPITAL MANAGEMENT LLC | SAN FRANCISCO | 168302 | $134.8M | 3 | 2024-12-31 | → |
| 270 | GARHWAL, CHAN & WILLIAMS INC. | SAN FRANCISCO | 125484 | $133.6M | 2 | 2026-01-31 | → |
| 271 | PROSPETTIVA FINANCIAL LLC | SAN FRANCISCO | 148760 | $128.7M | 3 | 2026-03-31 | → |
| 272 | WE FINANCIAL GROUP LLC | SAN FRANCISCO | 298549 | $127.4M | 4 | 2026-04-30 | → |
| 273 | OXLEY, HARRY KEIR | SAN FRANCISCO | 136373 | $127.0M | 1 | 2026-03-31 | → |
| 274 | BRETTON CAPITAL MANAGEMENT LLC | SAN FRANCISCO | 154344 | $122.8M | 2 | 2026-03-31 | → |
| 275 | WEALTH SCRIPT ADVISORS LLC | SAN FRANCISCO | 334760 | $121.4M | 2 | 2026-06-30 | → |
| 276 | NEWPORT ASIA LLC | SAN FRANCISCO | 118682 | $120.1M | 9 | 2026-06-30 | → |
| 277 | KB FINANCIAL ADVISORS LLC | SAN FRANCISCO | 134374 | $115.5M | 4 | 2026-02-28 | → |
| 278 | GREEN OCEAN GLOBAL ADVISORS LLC | SAN FRANCISCO | 321145 | $114.8M | 5 | 2026-06-30 | → |
| 279 | COBURN BARRETT, LLC | SAN FRANCISCO | 166464 | $112.7M | 4 | 2026-02-28 | → |
| 280 | FAIRLIGHT ADVISORS LLC | SAN FRANCISCO | 305352 | $109.3M | 2 | 2026-03-31 | → |
| 281 | CARDINAL POINT CAPITAL LLC | SAN FRANCISCO | 141166 | $100.0M | 5 | 2026-03-31 | → |
| 282 | SAXON SECURITIES LLC | SAN FRANCISCO | 155168 | $94.6M | 2 | 2026-03-31 | → |
| 283 | BLACK HILL CAPITAL PARTNERS, LLC | SAN FRANCISCO | 118291 | $67.7M | 1 | 2026-03-31 | → |
| 284 | PRINCIPLY, INC. | SAN FRANCISCO | 281813 | $62.9M | 15 | 2026-03-31 | → |
| 285 | JUST FUTURES ADVISORS, LLC | SAN FRANCISCO | 327226 | $46.7M | 6 | 2026-02-28 | → |
| 286 | CATTON CAPITAL PARTNERS, LLC | SAN FRANCISCO | 339336 | $39.6M | 2 | 2026-06-30 | → |
| 287 | HERON ADVISORY INC. | SAN FRANCISCO | 327608 | $37.7M | 17 | 2026-03-31 | → |
| 288 | QUILLU INC | SAN FRANCISCO | 170975 | $30.0M | 2 | 2026-03-31 | → |
| 289 | SMARTADVISOR LLC | SAN FRANCISCO | 319690 | $29.2M | 8 | 2026-03-31 | → |
| 290 | PANTHEON INFRA ADVISORS, LLC | SAN FRANCISCO | 335463 | $26.6M | 7 | 2026-03-31 | → |
| 291 | DOUBLE FINANCE INC. | SAN FRANCISCO | 329617 | $20.3M | 5 | 2025-06-30 | → |
| 292 | BLOOM INVESTMENT ADVISORS, LLC | SAN FRANCISCO | 317405 | $17.7M | 6 | 2026-03-31 | → |
| 293 | BUENA CAPITAL ADVISORS LLC | SAN FRANCISCO | 328122 | $12.6M | 4 | 2026-03-31 | → |
| 294 | BALANCE CASH MANAGEMENT INC. | SAN FRANCISCO | 333867 | $11.6M | 10 | 2026-04-30 | → |
| 295 | VOLT EQUITY LLC | SAN FRANCISCO | 310402 | $10.3M | 3 | 2025-04-30 | → |
| 296 | CORGI STRATEGIES, LLC | SAN FRANCISCO | 337985 | $10.0M | 1 | 2026-03-31 | → |
| 297 | MANEY WEALTH LLC | SAN FRANCISCO | 340078 | $9.4M | 1 | 2026-05-31 | → |
| 298 | PLENTY FINANCIAL RIA, LLC | SAN FRANCISCO | 323767 | $6.2M | 6 | 2025-03-31 | → |
| 299 | GET MOVING INC | SAN FRANCISCO | 329172 | $4.1M | 4 | 2026-06-30 | → |
| 300 | HARVEST CAPITAL STRATEGIES LLC | SAN FRANCISCO | 130037 | $1.1M | 57 | 2025-03-31 | → |
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