Top 20 RIAs in San Francisco 2026: Ranking the Bay Area's Leading Wealth Managers

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We ranked firms using AdvizorPro's dataset of SEC-registered investment advisers headquartered in the San Francisco Bay Area, sorted by total assets under management. All key insights are based on data as of September 2026.

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1. Jordan Park Group LLC | $23.26B AUM

Jordan Park is a San Francisco-based wealth management firm built for entrepreneurs and their families, with a particular focus on clients from the technology industry. Founded in 2017, the firm has grown quickly into one of the largest independent wealth managers on the West Coast.

Key Insights:

• AUM grew approximately 28% year over year, from $18.12 billion to $23.26 billion
• High-net-worth individuals make up 66.6% of assets ($15.49 billion)
• 229 advisory clients served across 153 employees and 15 investment adviser representatives
• Custodied primarily at Fidelity ($10.56 billion) and Charles Schwab ($6.10 billion)
• Uses Addepar for portfolio reporting and Salesforce as its CRM

2. Perigon Wealth Management, LLC | $11.29B AUM

Perigon Wealth Management serves individuals, families, athletes, business owners, and entrepreneurs from its San Francisco headquarters and a network of branch offices built through a series of advisor and practice acquisitions.

Key Insights:

• AUM grew approximately 30% year over year, from $8.71 billion to $11.29 billion
• High-net-worth and individual clients together make up 82% of assets ($9.27 billion combined)
• 5,667 advisory clients served across 159 employees, 95 reps, and 51 branch offices
• Runs on the eMoney and Orion platforms
• Custodied primarily at Charles Schwab ($5.89 billion) and Fidelity ($2.60 billion)

3. Destination Wealth Management | $4.95B AUM

Destination Wealth Management runs a "D360" wealth management process for families out of Walnut Creek, combining financial planning with investment strategy for a largely East Bay client base.

Key Insights:

• AUM grew approximately 19% year over year, from $4.15 billion to $4.95 billion
• High-net-worth clients make up 86.3% of assets ($4.27 billion)
• 2,303 advisory clients served by 38 reps and 68 employees
• Runs on the Orion platform
• Custodied almost entirely at Charles Schwab ($4.83 billion)

4. Sand Hill Global Advisors, LLC | $4.39B AUM

Sand Hill Global Advisors focuses on Silicon Valley entrepreneurs and executives navigating concentrated stock, RSUs, and liquidity events from its Palo Alto headquarters.

Key Insights:

• AUM grew approximately 13% year over year, from $3.88 billion to $4.39 billion
• High-net-worth clients and charities together make up nearly 100% of assets
• 572 advisory clients served across 33 employees, 20 reps, and 6 branches
• Client base skews toward entrepreneurs and retirees
• Custodied primarily at Fidelity ($2.60 billion) and Charles Schwab ($1.71 billion)

5. Earned Wealth Advisors, LLC | $3.11B AUM

Earned specializes in financial planning and tax strategy for physicians, dentists, and other high-earning professionals, and has grown in part by bringing established Bay Area firms like Capital Performance Advisors, Thomas Wirig Doll, and OJM Group under one brand.

Key Insights:

• AUM rose sharply year over year following the integration of several acquired advisory practices under the Earned brand, rather than from organic growth alone
• High-net-worth clients make up 69.75% of assets ($2.17 billion)
• 1,895 advisory clients served across 35 employees, 47 reps, and 27 branches
• Client personas include business owners, entrepreneurs, and physicians
• Custodied primarily at Charles Schwab ($2.25 billion)

6. Veris Wealth Partners, LLC | $2.86B AUM

Veris Wealth Partners is a majority-women-led, B Corp-certified wealth manager based in Oakland that builds portfolios around clients' values alongside their financial goals.

Key Insights:

• AUM grew approximately 26% year over year, from $2.26 billion to $2.86 billion
• High-net-worth clients make up 79.3% of assets ($2.27 billion)
• 347 advisory clients served across 31 employees, 8 reps, and 4 branches
• Strong focus on ESG and impact investing
• Custodied in part at Fidelity ($1.19 billion)

7. Ohana Advisors | $2.78B AUM

Ohana Advisors is a boutique multi-family office based in San Rafael that has spent more than 25 years advising ultra-high-net-worth families across Marin County and San Francisco.

Key Insights:

• AUM grew approximately 6% year over year, from $2.62 billion to $2.78 billion
• High-net-worth families make up 96.1% of assets ($2.67 billion)
• Just 22 advisory clients served, reflecting an average account size above $126 million
• 13 employees supporting the firm's family office relationships
• Custodied across Fidelity, Goldman Sachs, and Northern Trust

8. Gemmer Asset Management LLC | $2.36B AUM

Gemmer Asset Management has served Bay Area families from Walnut Creek since 1992, and today also operates Juris Wealth, a dedicated practice built around the financial planning needs of attorneys.

Key Insights:

• AUM grew approximately 17% year over year, from $2.01 billion to $2.36 billion
• High-net-worth clients make up 85.5% of assets ($2.02 billion)
• 1,285 advisory clients served across 16 employees, 8 reps, and 4 branches
• Runs on the Orion platform through OSAIC
• Custodied almost entirely at Charles Schwab ($2.32 billion)

9. Private Wealth Partners, LLC | $1.92B AUM

Private Wealth Partners is a Mill Valley-based advisory firm that positions itself as a personal investment adviser for each client it serves, rather than a transactional money manager.

Key Insights:

• AUM declined approximately 3% year over year, from $1.98 billion to $1.92 billion
• High-net-worth clients make up 93.6% of assets ($1.80 billion)
• 258 advisory clients served across 9 employees and 6 reps
• Runs on the eMoney and Orion platforms
• Custodied almost entirely at Charles Schwab ($1.46 billion)

10. Liberty Wealth Management, LLC | $1.73B AUM

Liberty Wealth Management works with high-earning professionals and families from its Oakland headquarters, and has expanded its footprint by bringing smaller advisory practices under the Liberty brand.

Key Insights:

• AUM grew approximately 17% year over year, from $1.47 billion to $1.73 billion
• High-net-worth and individual clients together make up 97% of assets
• 1,577 advisory clients served across 43 employees, 25 reps, and 8 branches
• Client personas include business owners, entrepreneurs, physicians, and retirees
• Runs on the eMoney and Envestnet platforms, custodied primarily at Fidelity ($1.18 billion)

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11. Burton Enright Welch | $1.55B AUM

Burton Enright Welch is a Walnut Creek advisory firm built around getting to know each client's background and priorities before building a financial plan around them.

Key Insights:

• AUM grew approximately 25% year over year, from $1.25 billion to $1.55 billion
• High-net-worth clients make up 82.4% of assets ($1.28 billion)
• 655 advisory clients served across 19 employees, 12 reps, and 2 branches
• Client base includes a concentration of business owners
• Custodied almost entirely at Charles Schwab ($1.38 billion)

12. Capital Advantage, Inc. | $1.28B AUM

Capital Advantage is a fee-only fiduciary wealth management firm in Walnut Creek that works closely with pre-retirees, retirees, physicians, and women navigating major financial transitions.

Key Insights:

• AUM grew approximately 15% year over year, from $1.11 billion to $1.28 billion
• High-net-worth clients make up 84% of assets ($1.07 billion)
• 667 advisory clients served across 16 employees and 8 reps
• Client personas include physicians and retirees
• Custodied primarily at Charles Schwab ($1.08 billion)

13. Vantage Wealth Management, LLC | $1.12B AUM

Vantage Wealth Management is a San Mateo-based advisory firm serving individuals and business owners across the Peninsula.

Key Insights:

• AUM grew approximately 25% year over year, from $897.4 million to $1.12 billion
• High-net-worth clients make up 85.7% of assets ($962.3 million)
• 703 advisory clients served across 9 employees and 6 reps
• Client personas include business owners
• Custodied almost entirely at SEI ($1.05 billion)

14. Occidental Asset Management, LLC | $1.07B AUM

Operating from Burlingame under the brand Your Mental Wealth Advisors, this firm blends traditional portfolio management with a behavioral finance approach aimed at pre-retirees, entrepreneurs, and families planning across generations.

Key Insights:

• AUM grew approximately 12% year over year, from $953.4 million to $1.07 billion
• High-net-worth clients make up 100% of reported assets
• 908 advisory clients served across 15 employees, 12 reps, and 9 branches
• Client personas include business owners, entrepreneurs, and retirees
• Custodied entirely at Charles Schwab

15. HCM Wealth | $941.7M AUM

HCM Wealth is a San Rafael-based independent advisory firm built around what it describes as simplicity and transparency in financial planning.

Key Insights:

• AUM grew approximately 7% year over year, from $883.3 million to $941.7 million
• High-net-worth clients make up 78.5% of assets ($739.5 million)
• 296 advisory clients served across 7 employees and 4 reps
• Client personas include business owners, entrepreneurs, and retirees
• Custodied almost entirely at Charles Schwab ($931.0 million)

16. Stonebridge Financial Group | $896.0M AUM

Stonebridge Financial Group is a San Rafael advisory firm that builds personalized financial plans for individual clients alongside services for corporate clients.

Key Insights:

• Newly SEC-registered in 2026, with $896.0 million in reported assets under management
• High-net-worth clients make up 71.7% of assets ($642.6 million)
• 951 advisory clients served across 21 employees and 15 reps
• Serves both individuals and corporate clients
• Custodied entirely at Charles Schwab

17. J.P. King Advisors, Inc. | $889.7M AUM

J.P. King Advisors has worked with Walnut Creek-area families for 25 years, with a stated focus on better serving women who the firm says are often underserved by the advisory industry.

Key Insights:

• AUM grew approximately 20% year over year, from $743.7 million to $889.7 million
• High-net-worth and individual clients together make up nearly all assets
• 904 advisory clients served across 7 employees and 5 reps
• Runs on the Black Diamond platform
• Custodied primarily at Fidelity ($581.4 million) and Charles Schwab ($291.2 million)

18. Westhill Financial Advisors, Inc. | $789.4M AUM

Westhill Financial Advisors is a San Rafael-based firm offering financial planning, investment management, and qualified retirement plan services to individuals and employers alike.

Key Insights:

• AUM grew approximately 15% year over year, from $684.4 million to $789.4 million
• High-net-worth clients make up 86.9% of assets ($685.8 million)
• 436 advisory clients served across 11 employees and 6 reps
• Runs on the Black Diamond and eMoney platforms
• Custodied almost entirely at Charles Schwab ($784.4 million)

19. Ridgecrest Wealth Partners, LLC | $705.1M AUM

Ridgecrest Wealth Partners describes itself as an independent partner working directly for its San Rafael-area clients rather than for a parent company.

Key Insights:

• AUM grew approximately 14% year over year, from $619.6 million to $705.1 million
• High-net-worth clients make up 94.2% of assets ($663.9 million)
• 744 advisory clients served across 3 employees and 2 reps
• Custodied almost entirely at Charles Schwab ($697.6 million)

20. Rosenblum Silverman Sutton SF Inc | $486.6M AUM

Operating as RSS Investment Counsel, this San Francisco firm has served individuals and families for more than 40 years with a stated focus on depth of relationship over scale.

Key Insights:

• AUM grew approximately 6% year over year, from $459.5 million to $486.6 million
• High-net-worth clients make up 94.6% of assets ($460.5 million)
• 159 advisory clients served across 5 employees and 4 reps
• Among the longest-running independent firms on this list, founded in 1984
• Custodied almost entirely at Charles Schwab ($482.9 million)

Closing Thoughts

The Bay Area's wealth management market splits sharply in two: a handful of large, tech-wealth-focused firms like Jordan Park and Perigon managing double-digit billions for entrepreneurs and their families, and a deep bench of boutique advisors across Walnut Creek, Marin County, and the Peninsula built around long-term relationships rather than scale. For a broader national view of firm size, see our Top 100 Independent RIAs 2026 ranking, and for a look at how real asset allocations are shifting across the industry, see Top RIAs Investing in Real Estate 2026.

About AdvizorPro

AdvizorPro is the advisor intelligence platform built for asset managers, ETF issuers, wealthtechs, and distribution teams that need to identify, prioritize, and engage financial advisors. With verified data across 750,000+ RIAs, family offices, and broker-dealers - combined with AI-powered lead scoring, TrafficIQ visitor intelligence, native CRM integrations, and now direct connectivity to Claude and ChatGPT - AdvizorPro powers the go-to-market strategies of leading firms across the wealth management ecosystem.

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