Research Report · 2026-06-30
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
305
Total AUM
$8.48T
Median AUM
$1.14B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK FUND ADVISORS | SAN FRANCISCO | 105247 | $4.28T | 128 | 2026-05-31 | → |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | SAN FRANCISCO | 106753 | $1.72T | 946 | 2026-03-31 | → |
| 3 | DODGE & COX | SAN FRANCISCO | 104596 | $466.56B | 336 | 2026-04-30 | → |
| 4 | KKR CREDIT ADVISORS (US) LLC | SAN FRANCISCO | 146629 | $270.85B | 609 | 2026-03-31 | → |
| 5 | ICONIQ CAPITAL, LLC | SAN FRANCISCO | 159198 | $117.53B | 513 | 2026-04-30 | → |
| 6 | HELLMAN & FRIEDMAN LLC | SAN FRANCISCO | 158614 | $110.42B | 120 | 2026-03-31 | → |
| 7 | VISTA EQUITY PARTNERS MANAGEMENT, LLC | SAN FRANCISCO | 156973 | $106.02B | 643 | 2026-03-31 | → |
| 8 | PANTHEON VENTURES (US) LP | SAN FRANCISCO | 153425 | $87.69B | 129 | 2026-03-31 | → |
| 9 | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | SAN FRANCISCO | 108559 | $86.27B | 690 | 2025-01-31 | → |
| 10 | FARALLON CAPITAL MANAGEMENT, L.L.C. | SAN FRANCISCO | 107322 | $52.08B | 355 | 2026-03-31 | → |
| 11 | GENSTAR CAPITAL MANAGEMENT LLC | SAN FRANCISCO | 156932 | $51.26B | 49 | 2026-04-30 | → |
| 12 | HALL CAPITAL PARTNERS LLC | SAN FRANCISCO | 106759 | $50.30B | 175 | 2025-03-31 | → |
| 13 | FRANCISCO PARTNERS MANAGEMENT, L.P. | SAN FRANCISCO | 160272 | $47.05B | 140 | 2026-03-31 | → |
| 14 | CALLAN LLC | SAN FRANCISCO | 107687 | $41.94B | 202 | 2026-03-31 | → |
| 15 | PARNASSUS INVESTMENTS, LLC | SAN FRANCISCO | 316904 | $41.09B | 87 | 2026-03-31 | → |
| 16 | DRAGONEER INVESTMENT GROUP, LLC | SAN FRANCISCO | 161443 | $37.04B | 79 | 2026-05-31 | → |
| 17 | WOODLINE PARTNERS LP | SAN FRANCISCO | 301480 | $36.66B | 102 | 2026-03-31 | → |
| 18 | SVB ASSET MANAGEMENT | SAN FRANCISCO | 124567 | $32.32B | 24 | 2026-03-31 | → |
| 19 | HORSLEY BRIDGE PARTNERS LLC | SAN FRANCISCO | 110877 | $23.61B | 45 | 2026-06-30 | → |
| 20 | JORDAN PARK GROUP LLC | SAN FRANCISCO | 287755 | $23.26B | 153 | 2026-06-30 | → |
| 21 | PRIME FINANCE ADVISOR, L.P. | SAN FRANCISCO | 159971 | $22.22B | 185 | 2026-05-31 | → |
| 22 | STOCKBRIDGE CAPITAL GROUP, LLC | SAN FRANCISCO | 149002 | $21.55B | 183 | 2026-06-30 | → |
| 23 | CORE AND VALUE ADVISORS, LLC | SAN FRANCISCO | 156093 | $21.18B | 161 | 2026-06-30 | → |
| 24 | BAKER STREET ADVISORS, LLC | SAN FRANCISCO | 128066 | $20.77B | 63 | 2026-03-31 | → |
| 25 | ALPINE MANAGEMENT SERVICES III, LLC | SAN FRANCISCO | 157255 | $18.91B | 96 | 2026-03-31 | → |
| 26 | GREENOAKS CAPITAL PARTNERS LLC | SAN FRANCISCO | 165941 | $18.27B | 67 | 2026-06-30 | → |
| 27 | MERCURY ADVISORY, LLC | SAN FRANCISCO | 308960 | $17.94B | 7 | 2026-05-31 | → |
| 28 | FREESTONE GROVE PARTNERS LP | SAN FRANCISCO | 328089 | $16.48B | 182 | 2026-03-31 | → |
| 29 | DIVCO WEST REAL ESTATE SERVICES, LLC | SAN FRANCISCO | 156762 | $16.30B | 215 | 2026-03-31 | → |
| 30 | FARTHER FINANCE ADVISORS, LLC | SAN FRANCISCO | 302050 | $16.01B | 571 | 2026-03-31 | → |
| 31 | MERITAGE GROUP LP | SAN FRANCISCO | 142622 | $14.09B | 55 | 2026-03-31 | → |
| 32 | PCP MANAGERS, L.P. | SAN FRANCISCO | 157398 | $13.35B | 40 | 2026-03-31 | → |
| 33 | ASIA ALTERNATIVES MANAGEMENT LLC | SAN FRANCISCO | 141481 | $13.24B | 47 | 2026-03-31 | → |
| 34 | GUSTO INVESTMENT SERVICES, LLC | SAN FRANCISCO | 281515 | $12.01B | 3 | 2026-05-31 | → |
| 35 | PARADIGM OPERATIONS LP | SAN FRANCISCO | 299210 | $11.87B | 61 | 2026-06-30 | → |
| 36 | FTV MANAGEMENT COMPANY LP | SAN FRANCISCO | 159568 | $11.86B | 119 | 2026-01-31 | → |
| 37 | 137 VENTURES MANAGEMENT LLC | SAN FRANCISCO | 162351 | $11.81B | 25 | 2026-04-30 | → |
| 38 | PERIGON WEALTH MANAGEMENT, LLC | SAN FRANCISCO | 131037 | $11.29B | 159 | 2026-06-30 | → |
| 39 | VALUEACT CAPITAL MANAGEMENT, L.P. | SAN FRANCISCO | 154249 | $11.28B | 31 | 2026-03-31 | → |
| 40 | GOLDEN GATE PRIVATE EQUITY INC. | SAN FRANCISCO | 157379 | $11.16B | 89 | 2026-04-30 | → |
| 41 | GENERATION INVESTMENT MANAGEMENT US LLP | SAN FRANCISCO | 132728 | $10.54B | 27 | 2026-05-31 | → |
| 42 | PARALLEL ADVISORS, LLC | SAN FRANCISCO | 140800 | $10.31B | 137 | 2026-06-30 | → |
| 43 | ALGERT GLOBAL LLC | SAN FRANCISCO | 125523 | $10.20B | 24 | 2026-05-31 | → |
| 44 | SEVEN POST INVESTMENT OFFICE LP | SAN FRANCISCO | 157435 | $9.61B | 22 | 2026-03-31 | → |
| 45 | GRYPHON ADVISORS, LLC | SAN FRANCISCO | 160185 | $9.32B | 166 | 2026-03-31 | → |
| 46 | SITUATIONAL AWARENESS LP | SAN FRANCISCO | 333011 | $9.28B | 8 | 2026-06-30 | → |
| 47 | XIGINVENT, L.L.C. | SAN FRANCISCO | 156213 | $9.06B | 31 | 2026-05-31 | → |
| 48 | ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | SAN FRANCISCO | 289977 | $8.76B | 118 | 2026-04-30 | → |
| 49 | IRONWOOD CAPITAL MANAGEMENT CORP | SAN FRANCISCO | 109330 | $8.23B | 43 | 2026-03-31 | → |
| 50 | HUMAN INTEREST ADVISORS LLC | SAN FRANCISCO | 269875 | $8.10B | 6 | 2026-04-30 | → |
| 51 | CARMEL MANAGEMENT III, LLC | SAN FRANCISCO | 160892 | $7.98B | 164 | 2026-03-31 | → |
| 52 | MCMORGAN & COMPANY LLC | SAN FRANCISCO | 115060 | $7.61B | 26 | 2026-03-31 | → |
| 53 | OSTERWEIS CAPITAL MANAGEMENT LLC | SAN FRANCISCO | 109580 | $7.50B | 666 | 2026-03-31 | → |
| 54 | WESTCAP MANAGEMENT, LLC | SAN FRANCISCO | 301822 | $7.44B | 73 | 2026-03-31 | → |
| 55 | PACIFIC HEIGHTS ASSET MANAGEMENT, LLC | SAN FRANCISCO | 124365 | $7.27B | 10 | 2026-02-28 | → |
| 56 | TOP TIER CAPITAL PARTNERS, LLC | SAN FRANCISCO | 144546 | $7.27B | 41 | 2026-05-31 | → |
| 57 | GALVANIZE CLIMATE SOLUTIONS LLC | SAN FRANCISCO | 316994 | $6.98B | 73 | 2026-04-30 | → |
| 58 | MEDLEY PARTNERS MANAGEMENT LLC | SAN FRANCISCO | 289836 | $6.96B | 15 | 2026-05-31 | → |
| 59 | BIVIUM CAPITAL PARTNERS, LLC | SAN FRANCISCO | 134529 | $6.73B | 16 | 2026-05-31 | → |
| 60 | MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 106054 | $6.63B | 83 | 2026-03-31 | → |
| 61 | TURN/RIVER MANAGEMENT, L.P. | SAN FRANCISCO | 165897 | $6.59B | 99 | 2026-03-31 | → |
| 62 | BVF PARTNERS L.P. | SAN FRANCISCO | 156149 | $6.11B | 13 | 2026-03-31 | → |
| 63 | SNYDER CAPITAL MANAGEMENT LP | SAN FRANCISCO | 108518 | $6.09B | 17 | 2026-03-31 | → |
| 64 | PARALLAX VOLATILITY ADVISERS, L.P. | SAN FRANCISCO | 158143 | $5.98B | 51 | 2026-03-31 | → |
| 65 | QUIET CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 287484 | $5.39B | 39 | 2026-04-30 | → |
| 66 | LEADING EDGE INVESTMENT ADVISORS,LLC | SAN FRANCISCO | 136476 | $5.17B | 13 | 2026-02-28 | → |
| 67 | SERENT CAPITAL MANAGEMENT COMPANY, L.L.C. | SAN FRANCISCO | 160292 | $5.11B | 95 | 2026-03-31 | → |
| 68 | WHITE OAK GLOBAL ADVISORS, LLC | SAN FRANCISCO | 149659 | $5.11B | 58 | 2026-03-31 | → |
| 69 | BAKER AVENUE ASSET MANAGEMENT, LP | SAN FRANCISCO | 132657 | $5.09B | 57 | 2026-06-30 | → |
| 70 | PERCHERON INVESTMENT MANAGEMENT LP | SAN FRANCISCO | 312004 | $5.06B | 76 | 2026-03-31 | → |
| 71 | ROUTE ONE INVESTMENT COMPANY, L.P. | SAN FRANCISCO | 156398 | $4.68B | 20 | 2026-03-31 | → |
| 72 | SIGNALFIRE MANAGEMENT SERVICES, LLC | SAN FRANCISCO | 194512 | $4.52B | 50 | 2026-03-31 | → |
| 73 | SYON CAPITAL LLC | SAN FRANCISCO | 322776 | $4.38B | 17 | 2026-03-31 | → |
| 74 | HUMAN CAPITAL INVESTMENT MANAGEMENT LLC | SAN FRANCISCO | 296844 | $4.38B | 39 | 2026-05-31 | → |
| 75 | THINK INVESTMENTS LP | SAN FRANCISCO | 169347 | $4.30B | 24 | 2026-04-30 | → |
| 76 | FFL PARTNERS, LLC | SAN FRANCISCO | 156980 | $4.11B | 43 | 2026-03-31 | → |
| 77 | HANWHA ASSET MANAGEMENT (USA) LTD. | SAN FRANCISCO | 288464 | $4.00B | 22 | 2026-04-30 | → |
| 78 | PANTERA CAPITAL PARTNERS LP | SAN FRANCISCO | 284342 | $3.96B | 72 | 2026-03-31 | → |
| 79 | VERNAL POINT ADVISORS, LLC | SAN FRANCISCO | 166587 | $3.94B | 25 | 2026-03-31 | → |
| 80 | TREE LINE CAPITAL PARTNERS, LLC | SAN FRANCISCO | 173784 | $3.85B | 30 | 2026-03-31 | → |
| 81 | VALIANT CAPITAL MANAGEMENT, L.P. | SAN FRANCISCO | 158071 | $3.83B | 29 | 2026-05-31 | → |
| 82 | LUMINATE CAPITAL MANAGEMENT, INC. | SAN FRANCISCO | 269873 | $3.82B | 10 | 2026-03-31 | → |
| 83 | VECTOR CAPITAL MANAGEMENT, L.P. | SAN FRANCISCO | 171172 | $3.75B | 51 | 2026-06-30 | → |
| 84 | SIGFIG WEALTH MANAGEMENT LLC | SAN FRANCISCO | 158823 | $3.58B | 96 | 2026-02-28 | → |
| 85 | MAIN POST PARTNERS, L.P. | SAN FRANCISCO | 172703 | $3.47B | 23 | 2026-06-30 | → |
| 86 | DRAGONFLY DIGITAL MANAGEMENT, LLC | SAN FRANCISCO | 300750 | $3.44B | 34 | 2026-03-31 | → |
| 87 | ECOR1 CAPITAL, LLC | SAN FRANCISCO | 167121 | $3.42B | 22 | 2026-03-31 | → |
| 88 | KNOX LANE LP | SAN FRANCISCO | 306657 | $3.40B | 30 | 2026-06-30 | → |
| 89 | BANNEKER PARTNERS LLC | SAN FRANCISCO | 296624 | $3.36B | 30 | 2026-03-31 | → |
| 90 | VMG PARTNERS II, LLC | SAN FRANCISCO | 157720 | $3.17B | 36 | 2026-03-31 | → |
| 91 | CALERA CAPITAL ADVISORS, LP | SAN FRANCISCO | 158050 | $3.09B | 23 | 2026-03-31 | → |
| 92 | ASSET DEDICATION, LLC | SAN FRANCISCO | 151988 | $2.93B | 7 | 2026-03-31 | → |
| 93 | PINEGROVE ADVISER LLC | SAN FRANCISCO | 170811 | $2.93B | 17 | 2026-03-31 | → |
| 94 | POINT OLEMA CAPITAL PARTNERS, L.P. | SAN FRANCISCO | 304303 | $2.91B | 9 | 2026-03-31 | → |
| 95 | FARTHER ASSET MANAGEMENT, LLC | SAN FRANCISCO | 325807 | $2.91B | 7 | 2026-03-31 | → |
| 96 | POLYCHAIN CAPITAL LP | SAN FRANCISCO | 285022 | $2.90B | 36 | 2026-03-31 | → |
| 97 | FORT POINT CAPITAL PARTNERS LLC | SAN FRANCISCO | 146759 | $2.89B | 32 | 2026-03-31 | → |
| 98 | PARK WEST ASSET MANAGEMENT LLC | SAN FRANCISCO | 157660 | $2.86B | 20 | 2026-05-31 | → |
| 99 | BLOCKCHAIN CAPITAL, LLC | SAN FRANCISCO | 283610 | $2.86B | 28 | 2026-06-30 | → |
| 100 | MAIN MANAGEMENT ETF ADVISORS, LLC | SAN FRANCISCO | 288558 | $2.82B | 27 | 2026-03-31 | → |
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