Investment adviser firms in SAN FRANCISCO, California · Page 3
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
305 firms · Source months shown: August 2026
- PARALLAX VOLATILITY ADVISERS, L.P.CRD 158143 · SAN FRANCISCO, CA$5,979,806,000.00Regulatory AUM · August 2026
- PARALLEL ADVISORS, LLCCRD 140800 · SAN FRANCISCO, CA$10,307,545,581.00Regulatory AUM · August 2026
- PARK PRESIDIO CAPITAL LLCCRD 168954 · SAN FRANCISCO, CA$1,647,528,869.00Regulatory AUM · August 2026
- PARK WEST ASSET MANAGEMENT LLCCRD 157660 · SAN FRANCISCO, CA$2,860,803,000.00Regulatory AUM · August 2026
- PARNASSUS INVESTMENTS, LLCCRD 316904 · SAN FRANCISCO, CA$41,094,551,521.00Regulatory AUM · August 2026
- PASSPORT CAPITAL, LLCCRD 134484 · SAN FRANCISCO, CA$532,370,151.00Regulatory AUM · August 2026
- PCP MANAGERS, L.P.CRD 157398 · SAN FRANCISCO, CA$13,353,835,498.00Regulatory AUM · August 2026
- PERCHERON INVESTMENT MANAGEMENT LPCRD 312004 · SAN FRANCISCO, CA$5,057,630,293.00Regulatory AUM · August 2026
- PERIGON WEALTH MANAGEMENT, LLCCRD 131037 · SAN FRANCISCO, CA$11,294,013,832.00Regulatory AUM · August 2026
- PERMIRA CREDIT LLCCRD 330996 · SAN FRANCISCO, CA$1,340,853,000.00Regulatory AUM · August 2026
- PFM HEALTH SCIENCES, LPCRD 146747 · SAN FRANCISCO, CA$1,266,793,646.00Regulatory AUM · August 2026
- PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLCCRD 131413 · SAN FRANCISCO, CA$730,032,684.00Regulatory AUM · August 2026
- PHILIP Y LICRD 322864 · SAN FRANCISCO, CANot availableRegulatory AUM · August 2026
- PIER 88 INVESTMENT PARTNERS, LLCCRD 169316 · SAN FRANCISCO, CA$568,043,382.00Regulatory AUM · August 2026
- PINEGROVE ADVISER LLCCRD 170811 · SAN FRANCISCO, CA$2,929,344,404.00Regulatory AUM · August 2026
- POINT OLEMA CAPITAL PARTNERS, L.P.CRD 304303 · SAN FRANCISCO, CA$2,948,080,368.00Regulatory AUM · August 2026
- POLYCHAIN CAPITAL LPCRD 285022 · SAN FRANCISCO, CA$2,901,320,856.00Regulatory AUM · August 2026
- POTRERO CAPITAL RESEARCH, LLCCRD 125909 · SAN FRANCISCO, CA$419,641,644.00Regulatory AUM · August 2026
- POWERLAW FUND ADVISER, LLCCRD 338152 · SAN FRANCISCO, CA$496,250,169.00Regulatory AUM · August 2026
- PRELUDE INVESTMENT SERVICES LLCCRD 339161 · SAN FRANCISCO, CANot availableRegulatory AUM · August 2026
- PRIME FINANCE ADVISOR, L.P.CRD 159971 · SAN FRANCISCO, CA$22,224,814,751.00Regulatory AUM · August 2026
- PRINCIPLY, INC.CRD 281813 · SAN FRANCISCO, CA$62,882,199.00Regulatory AUM · August 2026
- PROSPETTIVA FINANCIAL LLCCRD 148760 · SAN FRANCISCO, CA$128,665,439.00Regulatory AUM · August 2026
- QUIET CAPITAL MANAGEMENT, LLCCRD 287484 · SAN FRANCISCO, CA$5,390,979,083.00Regulatory AUM · August 2026
- QUILLU INCCRD 170975 · SAN FRANCISCO, CA$30,003,871.00Regulatory AUM · August 2026
- QVR LLCCRD 288357 · SAN FRANCISCO, CA$1,129,999,106.00Regulatory AUM · August 2026
- REFLOW SERVICES, LLCCRD 158301 · SAN FRANCISCO, CA$521,410,666.00Regulatory AUM · August 2026
- REGIS METRO ASSOCIATES, INC.CRD 160859 · SAN FRANCISCO, CA$617,810,275.00Regulatory AUM · August 2026
- RESOLUTE ADVISORS LLCCRD 300326 · SAN FRANCISCO, CA$1,910,453,831.00Regulatory AUM · August 2026
- RHS FINANCIAL, LLCCRD 149435 · SAN FRANCISCO, CA$219,756,972.00Regulatory AUM · August 2026
- RIGHT SIDE CAPITAL MANAGEMENT, LLCCRD 166062 · SAN FRANCISCO, CA$346,724,229.00Regulatory AUM · August 2026
- ROBERTSON STEPHENS WEALTH MANAGEMENT, LLCCRD 289977 · SAN FRANCISCO, CA$8,763,969,974.00Regulatory AUM · August 2026
- ROOF EIDAM MAYCOCK PERALTA LLCCRD 106696 · SAN FRANCISCO, CA$804,912,358.00Regulatory AUM · August 2026
- ROSENBLUM SILVERMAN SUTTON SF INCCRD 105774 · SAN FRANCISCO, CA$486,644,882.00Regulatory AUM · August 2026
- ROUTE ONE INVESTMENT COMPANY, L.P.CRD 156398 · SAN FRANCISCO, CA$4,681,719,383.00Regulatory AUM · August 2026
- SAS FINANCIAL ADVISORS, LLC.CRD 288015 · SAN FRANCISCO, CA$166,998,844.00Regulatory AUM · August 2026
- SAXON SECURITIES LLCCRD 155168 · SAN FRANCISCO, CA$94,631,605.00Regulatory AUM · August 2026
- SCENIC MANAGEMENT LLCCRD 315808 · SAN FRANCISCO, CA$144,587,687.00Regulatory AUM · August 2026
- SCHWAB WEALTH ADVISORY, INC.CRD 159035 · SAN FRANCISCO, CANot availableRegulatory AUM · August 2026
- SEA CLIFF PARTNERS MANAGEMENT, LPCRD 316909 · SAN FRANCISCO, CA$239,398,693.00Regulatory AUM · August 2026
- SELDON CAPITAL LPCRD 300755 · SAN FRANCISCO, CA$517,751,325.00Regulatory AUM · August 2026
- SENTINEL GLOBAL LPCRD 326444 · SAN FRANCISCO, CA$210,293,919.00Regulatory AUM · August 2026
- SENTRY ADVISORS, LLCCRD 174042 · SAN FRANCISCO, CA$2,409,025,524.00Regulatory AUM · August 2026
- SERENT CAPITAL MANAGEMENT COMPANY, L.L.C.CRD 160292 · SAN FRANCISCO, CA$5,107,577,050.00Regulatory AUM · August 2026
- SEVEN POST INVESTMENT OFFICE LPCRD 157435 · SAN FRANCISCO, CA$9,605,722,671.00Regulatory AUM · August 2026
- SF EQUITY PARTNERS MANAGEMENT, LLCCRD 162396 · SAN FRANCISCO, CA$555,962,008.00Regulatory AUM · August 2026
- SHORENSTEIN INVESTMENT ADVISERS LLCCRD 328584 · SAN FRANCISCO, CA$787,525,356.00Regulatory AUM · August 2026
- SIDEPOCKET INCCRD 312031 · SAN FRANCISCO, CA$914,547.00Regulatory AUM · August 2026
- SIGFIG WEALTH MANAGEMENT LLCCRD 158823 · SAN FRANCISCO, CA$3,580,832,476.00Regulatory AUM · August 2026
- SIGNALFIRE MANAGEMENT SERVICES, LLCCRD 194512 · SAN FRANCISCO, CA$4,517,610,900.00Regulatory AUM · August 2026
- SITUATIONAL AWARENESS LPCRD 333011 · SAN FRANCISCO, CA$9,278,344,000.00Regulatory AUM · August 2026
- SKBA CAPITAL MANAGEMENT, LLCCRD 108542 · SAN FRANCISCO, CA$732,021,000.00Regulatory AUM · August 2026
- SLW MANAGEMENT COMPANY LLCCRD 329215 · SAN FRANCISCO, CA$1,428,468,373.00Regulatory AUM · August 2026
- SMARTADVISOR LLCCRD 319690 · SAN FRANCISCO, CA$29,194,161.00Regulatory AUM · August 2026
- SNYDER CAPITAL MANAGEMENT LPCRD 108518 · SAN FRANCISCO, CA$6,093,953,500.00Regulatory AUM · August 2026
- SOFI WEALTH LLCCRD 167958 · SAN FRANCISCO, CA$2,047,338,985.00Regulatory AUM · August 2026
- SOMA EQUITY PARTNERS, LPCRD 283613 · SAN FRANCISCO, CA$1,946,491,854.00Regulatory AUM · August 2026
- SONEN CAPITAL LLCCRD 159461 · SAN FRANCISCO, CA$1,136,785,878.00Regulatory AUM · August 2026
- STEADVIEW CAPITAL MANAGEMENT LLCCRD 164661 · SAN FRANCISCO, CA$2,637,278,694.00Regulatory AUM · August 2026
- STOCKBRIDGE CAPITAL GROUP, LLCCRD 149002 · SAN FRANCISCO, CA$21,548,034,803.00Regulatory AUM · August 2026
- STRATEGIC WEALTH CAPITAL, LLCCRD 326299 · SAN FRANCISCO, CA$238,395,849.00Regulatory AUM · August 2026
- STRATTAM CAPITAL MANAGEMENT, LLCCRD 171845 · SAN FRANCISCO, CA$938,675,790.00Regulatory AUM · August 2026
- SVB ASSET MANAGEMENTCRD 124567 · SAN FRANCISCO, CA$32,316,444,668.00Regulatory AUM · August 2026
- SYNTHETICFI LLCCRD 330200 · SAN FRANCISCO, CA$992,895,205.00Regulatory AUM · August 2026
- SYON CAPITAL LLCCRD 322776 · SAN FRANCISCO, CA$4,379,631,229.00Regulatory AUM · August 2026
- TANG ERIC M P INCCRD 106135 · SAN FRANCISCO, CANot availableRegulatory AUM · August 2026
- TELESCOPE PARTNERS LLCCRD 286637 · SAN FRANCISCO, CA$933,955,126.00Regulatory AUM · August 2026
- TENZING GLOBAL MANAGEMENT LLCCRD 159696 · SAN FRANCISCO, CA$228,082,424.00Regulatory AUM · August 2026
- TERRA FIRMA ASSET MANAGEMENT LLCCRD 306765 · SAN FRANCISCO, CANot availableRegulatory AUM · August 2026
- THE ADVISORY GROUP OF SAN FRANCISCO, LLCCRD 108110 · SAN FRANCISCO, CA$809,864,230.00Regulatory AUM · August 2026
- THE FINANCIAL ZEN GROUP, INC.CRD 282230 · SAN FRANCISCO, CA$167,610,372.00Regulatory AUM · August 2026
- THE ROXBOROUGH GROUP, LLCCRD 310949 · SAN FRANCISCO, CA$636,049,978.00Regulatory AUM · August 2026
- THINK INVESTMENTS LPCRD 169347 · SAN FRANCISCO, CA$4,304,694,194.00Regulatory AUM · August 2026
- TOP TIER CAPITAL PARTNERS, LLCCRD 144546 · SAN FRANCISCO, CA$7,269,691,312.00Regulatory AUM · August 2026
- TORONADO PARTNERS LLCCRD 283612 · SAN FRANCISCO, CA$253,749,496.00Regulatory AUM · August 2026
- TREE LINE CAPITAL PARTNERS, LLCCRD 173784 · SAN FRANCISCO, CA$3,847,683,975.00Regulatory AUM · August 2026
- TRIMER CAPITAL MANAGEMENT LPCRD 319428 · SAN FRANCISCO, CA$901,468,142.00Regulatory AUM · August 2026
- TRINITY ALPS CAPITAL PARTNERS, LPCRD 287741 · SAN FRANCISCO, CA$1,070,369,396.00Regulatory AUM · August 2026
- TRUE LINK FINANCIAL ADVISORS, LLCCRD 281870 · SAN FRANCISCO, CA$1,886,887,606.00Regulatory AUM · August 2026
- TRUE WIND CAPITAL MANAGEMENT, L.P.CRD 281109 · SAN FRANCISCO, CA$2,078,315,040.00Regulatory AUM · August 2026
- TURN/RIVER MANAGEMENT, L.P.CRD 165897 · SAN FRANCISCO, CA$6,592,633,843.00Regulatory AUM · August 2026
- UNION SQUARE INVESTMENT COCRD 111776 · SAN FRANCISCO, CA$361,235,925.00Regulatory AUM · August 2026
- UNISON INVESTMENT MANAGEMENT, LLCCRD 150893 · SAN FRANCISCO, CA$1,614,162,010.00Regulatory AUM · August 2026
- VALEAS CAPITAL PARTNERS MANAGEMENT LPCRD 317369 · SAN FRANCISCO, CA$2,425,813,497.00Regulatory AUM · August 2026
- VALIANT CAPITAL MANAGEMENT, L.P.CRD 158071 · SAN FRANCISCO, CA$3,827,816,303.00Regulatory AUM · August 2026
- VALUEACT CAPITAL MANAGEMENT, L.P.CRD 154249 · SAN FRANCISCO, CA$11,281,197,574.00Regulatory AUM · August 2026
- VAN STRUM & TOWNE INCCRD 106228 · SAN FRANCISCO, CA$483,035,626.00Regulatory AUM · August 2026
- VECTOR CAPITAL MANAGEMENT, L.P.CRD 171172 · SAN FRANCISCO, CA$3,751,000,000.00Regulatory AUM · August 2026
- VERITA STRATEGIC WEALTH PARTNERS, LLCCRD 335215 · SAN FRANCISCO, CA$1,012,849,398.00Regulatory AUM · August 2026
- VERNAL POINT ADVISORS, LLCCRD 166587 · SAN FRANCISCO, CA$3,938,000,000.00Regulatory AUM · August 2026
- VERSO PARTNERS LPCRD 318319 · SAN FRANCISCO, CA$521,595,383.00Regulatory AUM · August 2026
- VILA, LLCCRD 307186 · SAN FRANCISCO, CA$286,543,765.00Regulatory AUM · August 2026
- VISTA EQUITY PARTNERS MANAGEMENT, LLCCRD 156973 · SAN FRANCISCO, CA$106,022,254,910.00Regulatory AUM · August 2026
- VMG PARTNERS II, LLCCRD 157720 · SAN FRANCISCO, CA$3,171,264,048.00Regulatory AUM · August 2026
- VOLT EQUITY LLCCRD 310402 · SAN FRANCISCO, CA$10,300,000.00Regulatory AUM · August 2026
- WE FINANCIAL GROUP LLCCRD 298549 · SAN FRANCISCO, CA$127,435,763.00Regulatory AUM · August 2026
- WEALTH SCRIPT ADVISORS LLCCRD 334760 · SAN FRANCISCO, CA$121,388,307.00Regulatory AUM · August 2026
- WESTCAP MANAGEMENT, LLCCRD 301822 · SAN FRANCISCO, CA$7,441,289,978.00Regulatory AUM · August 2026
- WESTERLY CAPITAL MANAGEMENT LLCCRD 140089 · SAN FRANCISCO, CA$488,905,268.00Regulatory AUM · August 2026
- WHITE OAK GLOBAL ADVISORS, LLCCRD 149659 · SAN FRANCISCO, CA$5,105,860,724.00Regulatory AUM · August 2026