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Top RIA Firms in San Francisco, California
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in San Francisco, California. This hub covers 283 matching firms with $8.3T in total reported AUM and median AUM of $1.3B.
Firms
283
Matching current profiles
Total AUM
$8.3T
Reported regulatory AUM
Median AUM
$1.3B
Across firms with AUM
Largest firm
$4.3T
Blackrock Fund Advisors
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Blackrock Fund Advisors CRD 105247 · Corporation | SAN FRANCISCO, CA | $4.3T May 2026 | +$746.8B+21.1% | +$1.9T+77.9% | +$2.0T+90.3% | +$3.8T+766.2% | -626 employees-83.0% over 3Y | +75 accounts+15.6% over 3Y |
| 2. Charles Schwab Investment Management, INC CRD 106753 · Corporation | SAN FRANCISCO, CA | $1.7T Mar 2026 | +$284.1B+19.8% | +$938.4B+119.9% | +$1.1T+182.2% | +$1.5T+701.1% | -61 employees-6.1% over 3Y | +614,556 accounts+253.9% over 3Y |
| 3. Dodge & Cox CRD 104596 · Corporation | SAN FRANCISCO, CA | $466.6B Apr 2026 | +$66.3B+16.6% | +$143.6B+44.5% | +$141.3B+43.4% | +$291.6B+166.7% | +41 employees+13.9% over 3Y | -22 accounts-2.9% over 3Y |
| 4. Kkr Credit Advisors (us) LLC CRD 146629 · Limited Liability Company | SAN FRANCISCO, CA | $270.9B Mar 2026 | +$40.8B+17.7% | +$94.8B+53.9% | +$202.8B+298.0% | +$253.7B+1478.5% | +139 employees+29.6% over 3Y | +25 accounts+14.0% over 3Y |
| 5. Iconiq Capital, LLC CRD 159198 · Limited Liability Company | SAN FRANCISCO, CA | $117.5B Apr 2026 | +$22.5B+23.6% | +$40.3B+52.2% | +$57.0B+94.1% | — | +61 employees+13.5% over 3Y | +235 accounts+16.6% over 3Y |
| 6. Hellman & Friedman LLC CRD 158614 · Limited Liability Company | SAN FRANCISCO, CA | $110.4B Mar 2026 | +$4.7B+4.5% | +$35.1B+46.6% | +$61.6B+126.0% | +$89.7B+433.8% | +10 employees+9.1% over 3Y | +13 accounts+40.6% over 3Y |
| 7. Vista Equity Partners Management, LLC CRD 156973 · Limited Liability Company | SAN FRANCISCO, CA | $106.0B Mar 2026 | +$5.9B+5.9% | +$2.2B+2.1% | +$29.6B+38.7% | +$101.1B+2065.0% | +36 employees+5.9% over 3Y | +3 accounts+2.4% over 3Y |
| 8. Pantheon CRD 153425 · Limited Partnership | SAN FRANCISCO, CA | $87.7B Mar 2026 | +$12.4B+16.5% | +$33.6B+62.1% | +$54.9B+167.4% | +$74.8B+578.5% | +19 employees+17.3% over 3Y | +53 accounts+51.0% over 3Y |
| 9. Farallon Capital Management, L.l.c. CRD 107322 · Limited Liability Company | SAN FRANCISCO, CA | $52.1B Mar 2026 | +$9.4B+22.1% | +$10.8B+26.3% | +$14.1B+37.2% | +$23.2B+80.1% | +145 employees+69.0% over 3Y | -5 accounts-6.9% over 3Y |
| 10. Genstar Capital CRD 156932 · Limited Liability Company | SAN FRANCISCO, CA | $51.3B Apr 2026 | +$859.2M+1.7% | +$15.3B+42.7% | +$29.8B+138.8% | +$48.0B+1474.1% | +5 employees+11.4% over 3Y | 0 accounts+0.0% over 3Y |
| 11. Francisco Partners CRD 160272 · Limited Partnership | SAN FRANCISCO, CA | $47.1B Mar 2026 | +$2.0B+4.4% | +$5.1B+12.2% | +$20.3B+75.9% | +$41.9B+822.1% | +24 employees+20.7% over 3Y | +5 accounts+10.6% over 3Y |
| 12. Callan CRD 107687 · Limited Liability Company | SAN FRANCISCO, CA | $41.9B Mar 2026 | +$4.2B+11.0% | +$23.8B+130.8% | +$26.8B+176.3% | +$38.5B+1102.5% | +13 employees+6.9% over 3Y | +12 accounts+92.3% over 3Y |
| 13. Parnassus Investments, LLC CRD 316904 · Limited Liability Company | SAN FRANCISCO, CA | $41.1B Mar 2026 | -$5.4B-11.7% | +$199.2M+0.5% | — | -$9.8B-19.3% | +21 employees+31.8% over 3Y | +8 accounts+36.4% over 3Y |
| 14. Dragoneer Investment Group, LLC CRD 161443 · Limited Liability Company | SAN FRANCISCO, CA | $37.0B May 2026 | +$11.4B+44.6% | +$15.3B+70.4% | +$18.0B+94.2% | +$36.8B+16353.1% | +3 employees+3.9% over 3Y | +5 accounts+14.7% over 3Y |
| 15. Woodline Partners LP CRD 301480 · Limited Partnership | SAN FRANCISCO, CA | $36.7B Mar 2026 | +$13.9B+61.2% | +$19.9B+118.8% | +$26.1B+246.6% | — | +33 employees+47.8% over 3Y | +3 accounts+100.0% over 3Y |
| 16. Svb Asset Management CRD 124567 · Corporation | SAN FRANCISCO, CA | $32.3B Mar 2026 | -$643.9M-2.0% | -$53.2B-62.2% | -$37.0B-53.4% | +$22.3B+223.2% | -64 employees-72.7% over 3Y | -194 accounts-29.8% over 3Y |
| 17. Horsley Bridge Partners LLC CRD 110877 · Limited Liability Company | SAN FRANCISCO, CA | $23.6B Mar 2026 | +$1.3B+5.8% | -$64.8M-0.3% | +$6.2B+35.3% | +$15.0B+173.3% | -2 employees-4.3% over 3Y | 0 accounts+0.0% over 3Y |
| 18. Jordan Park Group LLC CRD 287755 · Limited Liability Company | SAN FRANCISCO, CA | $23.3B May 2026 | +$5.1B+28.4% | +$9.5B+69.4% | +$7.5B+47.3% | — | +32 employees+26.4% over 3Y | +730 accounts+19.4% over 3Y |
| 19. Prime Finance Advisor, L.p. CRD 159971 · Limited Partnership | SAN FRANCISCO, CA | $22.2B May 2026 | +$1.7B+8.4% | +$3.7B+20.2% | +$9.1B+69.5% | +$18.5B+493.7% | +47 employees+34.1% over 3Y | +7 accounts+10.6% over 3Y |
| 20. Stockbridge Capital Group, LLC CRD 149002 · Limited Liability Company | SAN FRANCISCO, CA | $21.5B Mar 2026 | +$1.6B+8.3% | +$1.9B+9.5% | +$9.0B+71.4% | +$19.8B+1103.1% | +41 employees+28.9% over 3Y | -4 accounts-13.8% over 3Y |
| 21. Core And Value Advisors, LLC CRD 156093 · Limited Liability Company | SAN FRANCISCO, CA | $21.2B Mar 2026 | +$683.7M+3.3% | +$92.7M+0.4% | +$7.6B+56.0% | +$19.4B+1086.4% | +52 employees+47.7% over 3Y | +1 accounts+5.3% over 3Y |
| 22. Baker Street Advisors, LLC CRD 128066 · Limited Liability Company | SAN FRANCISCO, CA | $20.8B Mar 2026 | +$3.0B+16.7% | +$7.7B+58.5% | +$9.0B+76.0% | +$17.1B+473.6% | +7 employees+12.5% over 3Y | +1,297 accounts+31.6% over 3Y |
| 23. Alpine Investors CRD 157255 · Limited Liability Company | SAN FRANCISCO, CA | $18.9B Mar 2026 | +$906.9M+5.0% | +$7.9B+71.0% | +$15.2B+404.1% | +$18.6B+6609.9% | -16 employees-14.3% over 3Y | +2 accounts+14.3% over 3Y |
| 24. Mercury Advisory, LLC CRD 308960 · Limited Liability Company | SAN FRANCISCO, CA | $17.9B May 2026 | +$6.9B+62.0% | +$16.0B+829.7% | +$17.8B+9717.9% | — | -18 employees-72.0% over 3Y | +9,853 accounts+1554.1% over 3Y |
| 25. Freestone Grove Partners LP CRD 328089 · Limited Partnership | SAN FRANCISCO, CA | $16.5B Mar 2026 | +$4.8B+41.6% | — | — | — | +50 employees+37.9% over 1Y | 0 accounts+0.0% over 1Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.