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Firm profile

The Advisory Group of San Francisco, LLC

SAN FRANCISCO, CACRD 108110Latest ADV March 18, 2026

The Advisory Group of San Francisco, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 18, 2026, reports $810M in regulatory assets under management, 9 employees, 5 offices, and 392 accounts.

Assets Under Management
$810M
Employees
9
Offices
5 offices
Total Clients
140
Primary office
SAN FRANCISCO, CA
44 MONTGOMERY ST. SUITE 300, SAN FRANCISCO, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(415) 977-1200
WebsiteNot found
LinkedInNot found

Leadership

3 roles identified
CEOGregory H. Patterson
CCOLisette C. Smith
COOLisette C. Smith

Advisory services offered

6 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 60.7% of total clients.
Top client categories% of clientsClients
1
HNWI
60.7%
85
2
Individuals
22.1%
31
3
Pension Plans
8.6%
12
4
Charitable
7.9%
11
5
Pooled Investment Vehicles
0.7%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$810Mas of March 18, 2026
Discretionary100.0%
$810M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$810M
Total Accounts392
10Y AUM Change+$98M (+13.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees9
Clients per Employee16:1
10Y Employee Change+2 (+28.6%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.