Research Report · 2026-02-28
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
35
Total AUM
$175.76B
Median AUM
$476.5M
Latest Filing
2026-02-28
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | SAN FRANCISCO | 108559 | $86.27B | 690 | 2025-01-31 | → |
| 2 | HALL CAPITAL PARTNERS LLC | SAN FRANCISCO | 106759 | $50.30B | 175 | 2025-03-31 | → |
| 3 | FTV MANAGEMENT COMPANY LP | SAN FRANCISCO | 159568 | $11.86B | 119 | 2026-01-31 | → |
| 4 | PACIFIC HEIGHTS ASSET MANAGEMENT, LLC | SAN FRANCISCO | 124365 | $7.27B | 10 | 2026-02-28 | → |
| 5 | LEADING EDGE INVESTMENT ADVISORS,LLC | SAN FRANCISCO | 136476 | $5.17B | 13 | 2026-02-28 | → |
| 6 | SIGFIG WEALTH MANAGEMENT LLC | SAN FRANCISCO | 158823 | $3.58B | 96 | 2026-02-28 | → |
| 7 | PINEGROVE OPPORTUNITY PARTNERS LLC | SAN FRANCISCO | 328970 | $1.18B | 8 | 2025-09-30 | → |
| 8 | LEGALIST, INC. | SAN FRANCISCO | 297876 | $1.03B | 36 | 2025-06-30 | → |
| 9 | FPR PARTNERS LLC | SAN FRANCISCO | 157311 | $1.01B | 9 | 2025-05-31 | → |
| 10 | NEW FORESTS INC. | SAN FRANCISCO | 165267 | $981.9M | 22 | 2025-09-30 | → |
| 11 | ROOF EIDAM MAYCOCK PERALTA LLC | SAN FRANCISCO | 106696 | $804.9M | 10 | 2026-02-28 | → |
| 12 | INDABA CAPITAL MANAGEMENT, L.P. | SAN FRANCISCO | 157905 | $736.8M | 14 | 2025-06-30 | → |
| 13 | PENINSULA WEALTH, LLC | SAN FRANCISCO | 152436 | $676.4M | 7 | 2025-03-31 | → |
| 14 | GRAND JEAN CAPITAL MANAGEMENT INC. | SAN FRANCISCO | 111738 | $557.7M | 6 | 2025-03-31 | → |
| 15 | VERSO PARTNERS LP | SAN FRANCISCO | 318319 | $521.6M | 6 | 2026-02-28 | → |
| 16 | ADVANTAGE ALPHA CAPITAL PARTNERS LP | SAN FRANCISCO | 297816 | $521.4M | 6 | 2025-03-31 | → |
| 17 | ROSENBLUM SILVERMAN SUTTON SF INC | SAN FRANCISCO | 105774 | $486.6M | 5 | 2026-02-28 | → |
| 18 | ANDRA CAPITAL LLC | SAN FRANCISCO | 314080 | $476.5M | 5 | 2026-02-28 | → |
| 19 | BLUEPRINT INVESTING LLC | SAN FRANCISCO | 151422 | $436.3M | 3 | 2026-02-28 | → |
| 20 | INNOVIUS CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 311568 | $365.5M | 10 | 2025-03-31 | → |
| 21 | BENNINGFIELD FINANCIAL ADVISORS, LLC | SAN FRANCISCO | 134950 | $284.3M | 3 | 2026-02-28 | → |
| 22 | BPM WEALTH ADVISORS, LLC | SAN FRANCISCO | 325909 | $268.3M | 6 | 2026-01-31 | → |
| 23 | BINGHAM PRIVATE WEALTH, LLC | SAN FRANCISCO | 330598 | $232.4M | 6 | 2026-02-28 | → |
| 24 | GOLDEN GATE PERSONAL FINANCIAL PLANNING | SAN FRANCISCO | 132264 | $195.9M | 1 | 2026-02-28 | → |
| 25 | GARHWAL, CHAN & WILLIAMS INC. | SAN FRANCISCO | 125484 | $133.6M | 2 | 2026-01-31 | → |
| 26 | KB FINANCIAL ADVISORS LLC | SAN FRANCISCO | 134374 | $115.5M | 4 | 2026-02-28 | → |
| 27 | COBURN BARRETT, LLC | SAN FRANCISCO | 166464 | $112.7M | 4 | 2026-02-28 | → |
| 28 | KILONOVA CAPITAL LLC | SAN FRANCISCO | 323293 | $91.0M | 8 | 2025-03-31 | → |
| 29 | JUST FUTURES ADVISORS, LLC | SAN FRANCISCO | 327226 | $46.7M | 6 | 2026-02-28 | → |
| 30 | DOUBLE FINANCE INC. | SAN FRANCISCO | 329617 | $20.3M | 5 | 2025-06-30 | → |
| 31 | VOLT EQUITY LLC | SAN FRANCISCO | 310402 | $10.3M | 3 | 2025-04-30 | → |
| 32 | PLENTY FINANCIAL RIA, LLC | SAN FRANCISCO | 323767 | $6.2M | 6 | 2025-03-31 | → |
| 33 | GET MOVING INC | SAN FRANCISCO | 329172 | $4.4M | 3 | 2025-11-30 | → |
| 34 | HARVEST CAPITAL STRATEGIES LLC | SAN FRANCISCO | 130037 | $1.1M | 57 | 2025-03-31 | → |
| 35 | MAZUMAGO INC (DBA TRUSS) | SAN FRANCISCO | 334136 | $1,000 | 9 | 2025-03-31 | → |
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