Top 10 financial advisor firms in San Francisco

66 SEC-registered financial advisor firms are headquartered in San Francisco, CA, with $160B in combined regulatory assets under management. The largest by assets are Jordan Park Group ($23.3B), Baker Street Advisors ($20.8B) and Farther ($16B).

66
Financial advisor firms: $160B
Their combined AUM: $627M
Median firm AUM: 860,493
Clients of the top 10

The 10 largest by assets

1
Jordan Park Group
RIA
$23.3B
0.30% to 0.75% a year
2
Baker Street Advisors
RIA
$20.8B
0.04% to 0.50% a year
3
Farther
RIA
$16B
Up to 2.00% a year
4
Perigon Wealth Management
RIA
$11.3B
0.20% to 2.00% a year
5
Parallel Advisors
RIA
$10.3B
0.30% to 1.25% a year
6
Robertson Stephens
RIA
$8.76B
0.10% to 2.00%
7
Human Interest Advisors
RIA
$8.1B
0.12% to 0.22% a year
8
Baker Avenue Asset Management
RIA
$5.09B
0.70% to 0.95% a year
9
SYON Capital
RIA
$4.38B
Up to 1.50% a year
10
Vernal Point Advisors
RIA
$3.94B
0.60% to 0.90% a year

Profiles of the top 10

No. 1 · RIA

Jordan Park Group

Jordan Park Group is an investment adviser based in San Francisco, CA, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles and charitable organizations. Its regulatory assets under management total $23.3 billion, as filed on 8 July 2026.

Jordan Park Group charges 0.30%–0.75% a year for its Investment and Financial Advisory Services.

Regulatory AUM: $23.3B
Clients: 229
Advisory staff: 99
Founded: 2017
Fee schedule: 0.30% to 0.75% a year
Minimum account: $25,000,000
Custodians: Charles Schwab, Fidelity
Headquarters: 100 Pine Street, Suite 2600, San Francisco, CA 94111
Phone: 415-417-3000
Website: jordanpark.com

No. 2 · RIA

Baker Street Advisors

Baker Street Advisors is an investment adviser based in San Francisco, CA, registered with the SEC since 2003. It provides financial planning and investment management. Its clients include high-net-worth individuals and charitable organizations. Its regulatory assets under management total $20.8 billion, as filed on 30 July 2026.

Baker Street Advisors charges 0.04%–0.75% a year for its Investment Supervisory Services.

Regulatory AUM: $20.8B
Clients: 538
Advisory staff: 15
Founded: 2003
Fee schedule: 0.04% to 0.50% a year
Minimum account: $5,000,000
Custodians: Charles Schwab, Fidelity
Headquarters: 575 Market Street, Suite 600, San Francisco, CA 94105
Phone: 415-344-6180
Website: bakerstreetadvisors.com

No. 3 · RIA

Farther

Farther is an investment adviser based in San Francisco, CA, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $16 billion, as filed on 24 August 2026.

Farther charges up to 2.00% a year for its Farther Advisors Wrap Program.

Regulatory AUM: $16B
Clients: 14,965
Advisory staff: 252
Fee schedule: Up to 2.00% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 345 California Street, Suite 600, San Francisco, CA 94104
Phone: 628-246-8004
Website: farther.com

No. 4 · RIA

Perigon Wealth Management

Perigon Wealth Management is an investment adviser based in San Francisco, CA, registered with the SEC since 2004. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $11.3 billion, as filed on 12 June 2026.

Perigon Wealth Management charges 0.20%–2.00% a year for its Wealth Management / Investment Management Services.

Regulatory AUM: $11.3B
Clients: 5,664
Advisory staff: 92
Founded: 2004
Fee schedule: 0.20% to 2.00% a year
Minimum account: None
Custodians: Charles Schwab, Fidelity
Headquarters: 201 Mission Street, Suite 1825, San Francisco, CA 94105
Phone: 877-977-2555
Website: perigonwealth.com

No. 5 · RIA

Parallel Advisors

Parallel Advisors is an investment adviser based in San Francisco, CA, registered with the SEC since 2007. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $10.3 billion, as filed on 29 June 2026.

Parallel Advisors charges 0.30%–1.25% a year for its Investment Advisory Services.

Regulatory AUM: $10.3B
Clients: 4,240
Advisory staff: 61
Founded: 2006
Fee schedule: 0.30% to 1.25% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 150 Spear Street, Suite 1600, San Francisco, CA 94105
Phone: 866-627-6984
Website: paralleladvisors.com

No. 6 · RIA

Robertson Stephens

Robertson Stephens is an investment adviser based in San Francisco, CA, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $8.76 billion, as filed on 4 September 2026.

Robertson Stephens charges 0.10%–2.00% for its Investment management services. The brochure does not state whether the rate is annual.

Regulatory AUM: $8.76B
Clients: 2,295
Advisory staff: 67
Founded: 2017
Fee schedule: 0.10% to 2.00%
Custodians: Fidelity, Charles Schwab
Headquarters: 455 Market Street, Ste. 1450, San Francisco, CA 94105-2442
Phone: 415-500-6810
Website: rscapital.com

No. 7 · RIA

Human Interest Advisors

Human Interest Advisors is an investment adviser based in San Francisco, CA, registered with the SEC since 2015. It provides investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $8.1 billion, as filed on 13 July 2026.

Human Interest Advisors charges 0.12%–0.22% a year for its Participant advisory fee.

Regulatory AUM: $8.1B
Clients: 831,446
Advisory staff: 2
Fee schedule: 0.12% to 0.22% a year
Custodians: Matrix Trust
Headquarters: 655 Montgomery St., Suite 1800, San Francisco, CA 94111
Phone: 855-622-7824
Website: humaninterest.com

No. 8 · RIA

Baker Avenue Asset Management

Baker Avenue Asset Management is an investment adviser based in San Francisco, CA, registered with the SEC since 2004. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $5.09 billion, as filed on 17 September 2026.

Baker Avenue Asset Management charges 0.70%–0.95% a year for its Asset Based Fee Schedule for Wealth Management Services.

Regulatory AUM: $5.09B
Clients: 1,024
Advisory staff: 29
Fee schedule: 0.70% to 0.95% a year
Custodians: Fidelity, Charles Schwab
Headquarters: One Embarcadero Center, Ste 2530, San Francisco, CA 94111
Phone: 415-986-1110
Website: bakerave.com

No. 9 · RIA

SYON Capital

SYON Capital is an investment adviser based in San Francisco, CA, registered with the SEC since 2022. It provides investment management. Its clients include high-net-worth individuals, pooled investment vehicles and charitable organizations. Its regulatory assets under management total $4.38 billion, as filed on 27 July 2026.

SYON Capital charges up to 1.50% a year for its Investment Management Services.

Regulatory AUM: $4.38B
Clients: 72
Advisory staff: 5
Fee schedule: Up to 1.50% a year
Custodians: Charles Schwab
Headquarters: 555 Montgomery St., Ste 1250, San Francisco, CA 94111
Phone: 415-520-7966
Website: syoncap.com

No. 10 · RIA

Vernal Point Advisors

Vernal Point Advisors is an investment adviser based in San Francisco, CA, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles and charitable organizations. Its regulatory assets under management total $3.94 billion, as filed on 10 July 2026.

Vernal Point Advisors charges 0.60%–0.90% a year for its Investment Management.

Regulatory AUM: $3.94B
Clients: 20
Advisory staff: 8
Fee schedule: 0.60% to 0.90% a year
Custodians: Charles Schwab, J.P. Morgan, The Northern Trust, Fidelity
Headquarters: 235 Pine St, Suite 1225, San Francisco, CA 94104
Phone: 415-237-3530
Website: vernalpoint.com

Questions about financial advisors in San Francisco

How many financial advisor firms are headquartered in San Francisco?

66 SEC-registered financial advisor firms report their principal office in San Francisco, CA, managing $160B in regulatory assets between them. The other 206 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in San Francisco?

Jordan Park Group, with $23.3B in regulatory assets under management on its latest Form ADV. The next largest are Baker Street Advisors ($20.8B) and Farther ($16B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in San Francisco?

The median firm manages $627M in regulatory assets. That is the midpoint of the 66 firms headquartered in San Francisco.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in San Francisco charge?

Of the 10 largest firms, 10 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.22% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in San Francisco?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

San Francisco has 66 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in San Francisco

Top financial advisor firms in other California cities