Firms by city
Registered investment advisers in San Francisco, CA
42 SEC-registered advisers headquartered in San Francisco, listed by regulatory assets under management as reported on Form ADV.
Search the full directory by firm name, city, state, CRD number or custodian.
42 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Core and Value Advisors | San Francisco, CA | $21.18B |
| Baker Street Advisors | San Francisco, CA | $20.77B |
| Alpine Management Services III | San Francisco, CA | $18.91B |
| Greenoaks | San Francisco, CA | $18.27B |
| Mercury Advisory | San Francisco, CA | $17.94B |
| Freestone Grove Partners | San Francisco, CA | $16.48B |
| Divco West Real Estate Services | San Francisco, CA | $16.30B |
| Farther | San Francisco, CA | $16.01B |
| Meritage Group | San Francisco, CA | $14.09B |
| PCP Managers | San Francisco, CA | $13.35B |
| Asia Alternatives Management | San Francisco, CA | $13.24B |
| Gusto Investment Services | San Francisco, CA | $12.70B |
| Paradigm Operations | San Francisco, CA | $11.87B |
| FTV Management | San Francisco, CA | $11.86B |
| 137 Ventures Management | San Francisco, CA | $11.81B |
| Perigon Wealth Management | San Francisco, CA | $11.29B |
| Valueact Capital Management | San Francisco, CA | $11.28B |
| Golden Gate Private Equity | San Francisco, CA | $11.16B |
| Generation Investment Management US | San Francisco, CA | $10.54B |
| Parallel Advisors | San Francisco, CA | $10.31B |
- Headquarters
- San Francisco, CA
- Regulatory AUM
- $21.18B
- Headquarters
- San Francisco, CA
- Regulatory AUM
- $20.77B
- Headquarters
- San Francisco, CA
- Regulatory AUM
- $18.91B
- Headquarters
- San Francisco, CA
- Regulatory AUM
- $18.27B
- Headquarters
- San Francisco, CA
- Regulatory AUM
- $17.94B
- Headquarters
- San Francisco, CA
- Regulatory AUM
- $16.48B
- Headquarters
- San Francisco, CA
- Regulatory AUM
- $16.30B
- Headquarters
- San Francisco, CA
- Regulatory AUM
- $16.01B
- Headquarters
- San Francisco, CA
- Regulatory AUM
- $14.09B
- Headquarters
- San Francisco, CA
- Regulatory AUM
- $13.35B
- Headquarters
- San Francisco, CA
- Regulatory AUM
- $13.24B
- Headquarters
- San Francisco, CA
- Regulatory AUM
- $12.70B
- Headquarters
- San Francisco, CA
- Regulatory AUM
- $11.87B
- Headquarters
- San Francisco, CA
- Regulatory AUM
- $11.86B
- Headquarters
- San Francisco, CA
- Regulatory AUM
- $11.81B
- Headquarters
- San Francisco, CA
- Regulatory AUM
- $11.29B
- Headquarters
- San Francisco, CA
- Regulatory AUM
- $11.28B
- Headquarters
- San Francisco, CA
- Regulatory AUM
- $11.16B
- Headquarters
- San Francisco, CA
- Regulatory AUM
- $10.54B
- Headquarters
- San Francisco, CA
- Regulatory AUM
- $10.31B
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in San Francisco on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in California.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.












