Adviser Record

Investment advisers in San Francisco, CA

304 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in CA

FirmAssetsEmployeesDisclosures
Blackrock Fund Advisors$4.28 trillion1289
Charles Schwab Investment Management, Inc$1.72 trillion9461
Dodge & Cox$466.56 billion3360
Kkr Credit Advisors (US) LLC$270.85 billion6097
Iconiq Capital, LLC$117.53 billion5130
Hellman & Friedman LLC$110.42 billion1200
Vista Equity Partners Management, LLC$106.02 billion6430
Pantheon$87.69 billion1290
Farallon Capital Management, L.L.C.$52.08 billion3551
Genstar Capital$51.26 billion490
Francisco Partners$47.05 billion1400
Callan$41.94 billion2020
Parnassus Investments, LLC$41.09 billion870
Dragoneer Investment Group, LLC$37.04 billion790
Woodline Partners LP$36.66 billion1020
Svb Asset Management$32.32 billion240
Horsley Bridge Partners LLC$23.61 billion450
Jordan Park Group LLC$23.26 billion1530
Prime Finance Advisor, L.P.$22.22 billion1850
Stockbridge Capital Group, LLC$21.55 billion1830
Core and Value Advisors, LLC$21.18 billion1610
Baker Street Advisors, LLC$20.77 billion630
Alpine Investors$18.91 billion960
Greenoaks$18.27 billion670
Mercury Advisory, LLC$17.94 billion70
Freestone Grove Partners LP$16.48 billion1820
Divco West Real Estate Services, LLC$16.30 billion2150
Farther$16.01 billion5712
Meritage Group LP$14.09 billion550
Parthenon Capital Partners$13.35 billion400
Asia Alternatives Management LLC$13.24 billion470
Gusto Investment Services, LLC$12.70 billion30
Paradigm Operations LP$11.87 billion610
Ftv Capital$11.86 billion1190
137 Ventures Management, LLC$11.81 billion250
Perigon Wealth Management, LLC$11.29 billion1590
Valueact Capital Management, L.P.$11.28 billion311
Golden Gate Capital$11.16 billion890
Generation Investment Management US LLP$10.54 billion270
Parallel Advisors, LLC$10.31 billion1370
Algert Global LLC$10.20 billion240
Seven Post Investment Office LP$9.61 billion220
Gryphon Advisors, LLC$9.32 billion1660
Situational Awareness LP$9.28 billion80
Industry Ventures$9.06 billion317
Robertson Stephens$8.76 billion1180
Ironwood Capital Management Corp$8.23 billion430
Human Interest Advisors LLC$8.10 billion60
Carmel Partners$7.98 billion1640
Mcmorgan & Company LLC$7.61 billion260
Osterweis Capital Management$7.50 billion6660
Westcap Management, LLC$7.44 billion730
Pacific Heights Asset Management, LLC$7.27 billion100
Top Tier Capital Partners, LLC$7.27 billion410
Galvanize Climate Solutions LLC$6.98 billion730
Medley Partners Management LLC$6.96 billion150
Bivium Capital Partners, LLC$6.73 billion160
Matthews International Capital Management, LLC$6.63 billion830
Turn/river Management, L.P.$6.59 billion990
Bvf Partners L.P.$6.11 billion131
Snyder Capital Management LP$6.09 billion170
Parallax Volatility Advisers, L.P.$5.98 billion511
Quiet Capital Management, LLC$5.39 billion390
Leading Edge Investment Advisors,llc$5.17 billion130
Serent Capital Management Company, L.L.C.$5.11 billion950
White Oak Global Advisors, LLC$5.11 billion580
Bakeravenue$5.09 billion570
Percheron Capital$5.06 billion760
Route One Investment Company, L.P.$4.68 billion200
Signalfire$4.52 billion500
Syon Capital LLC$4.38 billion170
Human Capital$4.38 billion390
Think Investments$4.30 billion240
Ffl$4.11 billion433
Hanwha Asset Management (USA) Ltd.$4.00 billion220
Pantera Capital$3.96 billion720
Vernal Point Advisors, LLC$3.94 billion250
Tree Line Capital Partners, LLC$3.85 billion300
Valiant Capital Management, L.P.$3.83 billion291
Luminate Capital Partners$3.82 billion100
Vector Capital Management, L.P.$3.75 billion510
Sigfig Wealth Management LLC$3.58 billion960
Main Post Partners$3.47 billion230
Dragonfly Digital Management, LLC$3.44 billion340
Ecor1 Capital, LLC$3.42 billion222
Knox Lane LP$3.40 billion300
Banneker Partners LLC$3.36 billion300
Vmg Partners Ii, LLC$3.17 billion360
Calera Capital Advisors, LP$3.09 billion230
Point Olema Capital Partners, L.P.$2.95 billion90
Asset Dedication, LLC$2.93 billion70
Pinegrove Opportunity Partners, LLC$2.93 billion172
Farther Asset Management, LLC$2.91 billion70
Polychain Capital LP$2.90 billion360
Fort Point Capital Partners LLC$2.89 billion320
Park West Asset Management LLC$2.86 billion200
Blockchain Capital, LLC$2.86 billion280
Main Management ETF Advisors, LLC$2.82 billion270
1sharpe Capital LLC$2.70 billion210
Osborne Partners$2.65 billion180
Steadview Capital Management LLC$2.64 billion280
No Street Gp LP$2.51 billion110
Owl Ventures$2.50 billion200
Forge Global Advisors LLC$2.46 billion1812
Valeas Capital Partners$2.43 billion180
Sentry Advisors, LLC$2.41 billion40
Cendana Capital$2.37 billion130
Empros Capital LLC$2.34 billion110
Logos Global Management, L.P.$2.25 billion90
Hmi Capital Management, L.P.$2.15 billion160
Intermede Global Partners Inc$2.14 billion40
Carrick Capital Partners$2.08 billion170
True Wind Capital Management, L.P.$2.08 billion280
Sofi Wealth LLC$2.05 billion1144
Bristol Group Inc$2.04 billion132
Soma Equity Partners, LP$1.95 billion150
Legalist$1.92 billion360
Resolute Partners Group$1.91 billion50
Main Management, LLC$1.90 billion270
Numerai$1.90 billion120
True Link Financial Advisors$1.89 billion73
Igp Industries, LLC$1.85 billion310
Alta Park Capital, LP$1.78 billion160
Amity Ventures$1.74 billion100
Housatonic Partners$1.71 billion160
Park Presidio Capital LLC$1.65 billion80
Era Partners LLC$1.65 billion150
Cordillera Investment Partners, L.P.$1.64 billion120
Unison Investment Management, LLC$1.61 billion120
Homestead Capital USA, LLC$1.58 billion230
Intellectus Partners, LLC$1.57 billion130
Goodfinch Management, LLC$1.56 billion230
H. Barton Asset Management, LLC$1.48 billion140
Community Investment Management LLC$1.47 billion390
Slw Management Company$1.43 billion100
Fin Capital$1.35 billion230
Permira Credit LLC$1.34 billion370
Chequers Financial Management LLC$1.31 billion210
Framework Ventures$1.28 billion140
Pfm Health Sciences, LP$1.27 billion170
Belveron Real Estate Partners, LLC$1.27 billion250
Legato Capital Management, LLC$1.26 billion40
One Wealth Advisors, LLC$1.25 billion130
Architect Capital Corp.$1.23 billion150
Moment Partners, LLC$1.19 billion80
Cota Capital Management, LLC$1.17 billion160
Jacobs & Company, LLC$1.16 billion50
Atlas Capital Advisors Inc.$1.15 billion100
Sonen Capital LLC$1.14 billion190
Yosemite Management, LLC$1.14 billion180
Qvr Advisors$1.13 billion72
Crescent Cove Advisors, LP$1.11 billion110
Nexa Equity LLC$1.10 billion140
Meson Quantitative Management LLC$1.09 billion110
5am Ventures$1.08 billion320
Trinity Alps Capital$1.07 billion60
Brio Financial Group$1.06 billion210
Wndrco Capital Management LLC$1.05 billion180
Verita Strategic Wealth Partners, LLC$1.01 billion90
Main Management Fund Advisors, LLC$1.01 billion270
Fivespan Partners, LP$1.00 billion90
Syntheticfi LLC$992.9 million100
New Forests Inc.$981.9 million220
Factorial Funds Management LLC$967.0 million60
Cache Advisors LLC$962.1 million150
Strattam Capital Management, LLC$938.7 million130
Telescope Partners LLC$934.0 million120
Trimer Capital Management LP$901.5 million60
Delta Investment Management, LLC$856.7 million252
Akkadian Ventures, Inc.$841.2 million140
One Fin Capital Management LP$830.6 million60
Divisar Capital Management, LLC$812.8 million30
The Advisory Group of San Francisco, LLC$809.9 million90
Roof Eidam Maycock Peralta LLC$804.9 million100
Shorenstein Investment Advisers LLC$787.5 million330
Encore Consumer Capital, LP$786.2 million120
Coastlands Capital LP$785.0 million50
Acme$767.5 million100
Crcm L.P.$746.7 million130
Mission Creek Capital Partners, Inc.$741.6 million140
Generate Capital Advisors, Pb LLC$737.2 million290
Skba Capital Management, LLC$732.0 million100
Philadelphia Financial$730.0 million90
Bitwise Investment Manager, LLC$721.8 million260
Arc Advisory LLC$708.3 million250
Cogenuity Partners, LLC$693.8 million160
Yiheng Capital Management, L.P.$675.8 million60
Aphias Capital, L.P.$675.8 million130
The Roxborough Group$636.0 million150
Fire Capital Management, LLC$635.5 million52
L2 Point Management LLC$622.5 million100
Regis Metro Associates, Inc.$617.8 million50
Inclusive Capital Partners, L.P.$591.1 million40
Bay Hills Capital Management, LLC$569.8 million71
Pier 88 Investment Partners, LLC$568.0 million50
Frec$567.2 million70
Jackson Square Capital, LLC$564.3 million60
Impact Investment Adviser LLC$558.5 million160
Sf Equity Partners Management, LLC$556.0 million80
Avalon Global Asset Management LLC$553.8 million50
Cable Car Capital, LP$548.3 million30
Passport Capital, LLC$532.4 million140
Verso Partners$521.6 million60
Reflow Services, LLC$521.4 million60
Paul Capital$520.9 million90
Seldon Capital LP$517.8 million70
Next Horizon Capital$505.8 million70
Powerlaw Fund Adviser, LLC$496.3 million140
Westerly Capital Management LLC$488.9 million30
Rosenblum Silverman Sutton Sf Inc$486.6 million50
Nwk Group$485.3 million60
Van Strum & Towne Inc$483.0 million60
Andra Capital LLC$476.5 million50
Figure Investment Advisors, LLC$442.2 million50
Osterweis Capital Management$439.4 million660
Blueprint Investing LLC$436.3 million30
Foreword Capital, LP$431.5 million90
Potrero Capital Research, LLC$419.6 million40
Lavelle Capital$410.1 million30
Ogborne Capital Management, LLC.$410.0 million30
Orbis Investment Management (U.s.), L.P.$405.4 million180
Braeswood Carbon Management, LLC$387.3 million40
Innovius Capital Management, LLC$366.1 million100
Inflection Capital Management, LLC$365.6 million90
Union Square Global Wealth Management$361.2 million70
Flight Deck Capital, LP$358.7 million40
Right Side Capital Management, LLC$346.7 million122
Citrine Capital$346.7 million80
Abra Capital Management, LP$334.7 million406
Checkpoint Capital L.P.$333.8 million20
Garrison Point Capital, LLC$315.5 million44
Vila, LLC$286.5 million50
Benningfield Financial Advisors, LLC$284.3 million30
Fathom Point Capital LLC$280.0 million30
Kurv Investment Management LLC$279.2 million100
Karl Kapital$268.4 million60
Bpm Wealth Advisors, LLC$268.3 million60
Toronado Partners LLC$253.7 million30
Amara Financial, LLC$250.5 million30
Blueline Capital$240.4 million70
Sea Cliff Partners Management, LP$239.4 million50
Strategic Wealth Capital$238.4 million50
Montcalm Tcr LLC$237.5 million40
Camelotta Advisors$234.9 million20
Bingham Private Wealth, LLC$232.4 million60
Tenzing Global$228.1 million40
Incision Capital Management LP$220.3 million20
Rhs Financial, LLC$219.8 million20
Sentinel Global$210.3 million50
Golden Gate Personal Financial Planning$195.9 million10
Accord Equity Advisors LLC$194.3 million70
January Capital Advisors LLC$193.2 million40
Open Door Investment Management Ltd.$183.4 million170
Embarcadero Financial Group$169.8 million40
Financial Zen$167.6 million40
Hanke & Apolonio Wealth Advisors LLC$167.3 million30
Sas Financial Advisors, LLC.$167.0 million80
Dedicated Capital Advisors, LLC$162.5 million20
Chrome Advisors$152.0 million20
Scenic Management LLC$144.6 million40
Barrier Capital Management, LLC$136.0 million10
Fairlight Advisors$135.7 million40
Garhwal, Chan & Williams Inc.$133.6 million20
Prospettiva Financial$128.7 million30
We Financial Group$127.4 million40
Double Bay Management & Planning$127.0 million10
Bretton Capital Management$122.8 million20
Wealth Script Advisors$121.4 million20
Newport Asia LLC$120.1 million90
Kb Financial Advisors LLC$115.5 million40
Coburn Barrett, LLC$112.7 million40
Cardinal Point Capital LLC$100.0 million50
Saxon Securities LLC$94.6 million20
Black Hill Capital Partners, LLC$67.7 million14
Backer$62.9 million150
Just Futures$46.7 million60
Heron Finance$37.7 million170
Octavewealth$30.0 million20
Bunker$29.2 million80
Pantheon Infra Advisors, LLC$26.6 million70
Bloom Investment Advisors, LLC$17.7 million60
Ivy Invest Corporation$12.6 million40
Balance Cash Management Inc.$11.6 million100
Volt Equity LLC$10.3 million30
Finn$4.1 million40
Sidepocket Incorporated$914,547160
Aft US Capital LLC$21440
Pantheon$1110
Bark Securities, LLC$010
Appleseed Advisory, LLC$010
Broadside Wealth$010
Beacon Coast Partners, LLC$060
Yoshi Advisory$0110
Ultra Capital Management LLC$030
Prelude Investment Services$040
Enrich Finance LLC$040
Atomic Vaults Advisors LLC$020
Li Enterprises$000
Terra Firma Asset Management$020
Florin Pensions LLC$050
Schwab Wealth Advisory, Inc.$01,4574
Albourne America LLC$01250
Portfolio Management Technology$050
Charles Schwab & Co., Inc.$030,69012