San Francisco remains one of the country’s most influential wealth management hubs, home to fast growing RIAs serving high net worth families, entrepreneurs, institutions, and multigenerational wealth. This list highlights leading firms in the region using key insights surfaced through the AdvizorPro platform, paired with a review of each firm’s publicly available positioning and service model.

For additional insights into advisor trends across major markets, you can explore related posts such as the Top Independent RIAs 2025, the Advisor Demographics Report 2025, or our recent study of RIA ETF Trends Q3 2025.

*All key insights are based on data as of December 2nd, 2025.

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Jordan Park Group LLC

Jordan Park serves individuals, families, and institutions with a philosophy rooted in empathy, problem solving, and deep expertise. The firm is known for navigating complexity while helping clients achieve optimal outcomes across investment management, planning, and long term wealth strategy.

Key insights

• AUM: $18,116.03 M
• Has 62.1 percent of their assets with High net worth individuals
• Works with high net worth individuals
• Lists 54.6 percent of their SMA assets with Fidelity and Nfs
• Offers Estate Planning, Insurance, and Investment Planning
• Advisory clients increased from 214 to 223
• Number of employees increased from 127 to 137
• Total AUM increased 17.6 percent ($15,409,035,410 to $18,116,026,433)

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Perigon Wealth Management LLC

Perigon is an advisor led independent wealth management firm focused on delivering tailored financial planning and investment solutions that help clients meet long term goals. The firm also supports advisors through a flexible affiliation model designed to accelerate practice growth while maintaining independence.

Key insights

• AUM: $8,714,418,958
• Experienced top 79.7 percent AUM growth compared to $1B plus RIAs with 26 percent AUM growth
• Has 49.8 percent of their assets with Individuals
• Works with platforms including eMoney, JP Morgan, Orion
• Perigon Wealth Management LLC has added 1 team within the last year
• Perigon Wealth Management LLC has 1 team under it
• Works with high net worth individuals
• Lists 72.5 percent of their SMA assets with Charles Schwab and Company
• Offers 529 Plans
• Advisory clients increased from 3,753 to 4,767
• Number of employees increased from 137 to 141
• Total AUM increased 25.6 percent ($6,940,945,795 to $8,714,418,958)

LNW

LNW unites the legacy and expertise of several leading wealth management firms to support exceptional families and individuals. With deep capabilities across wealth planning, investments, and trust services, the firm provides independent guidance and multigenerational strategy from offices nationwide, including San Francisco.

Key insights

• AUM: $7,658.28 M
• Has 92.9 percent of their assets with High net worth individuals
• Works with high net worth individuals
• Lists 100.0 percent of their SMA assets with Charles Schwab and Company
• Offers Asset Management, Business Succession, and Estate Planning
• Advisory clients increased from 585 to 588
• Number of employees increased from 87 to 91
• Total AUM increased 5.2 percent ($7,277,109,024 to $7,658,280,466)

Farther

Farther is a technology forward wealth management firm built to empower advisors with modern tools and clients with a seamless digital experience. As one of the fastest growing RIAs in the country, Farther blends personalized advisor expertise with an advanced platform to deliver efficient and comprehensive wealth solutions.

Key insights

• AUM: $7,523,810,877
• Experienced top 81.0 percent AUM growth compared to $1B plus RIAs with 28 percent AUM growth
• Has 68.1 percent of their assets with Individuals
• Works with platforms including Ameriprise and Envestnet
• Works with high net worth individuals
• Lists 65.0 percent of their SMA assets with Charles Schwab and Company
• Offers Asset Management, Business Succession, and Divorce Planning
• Advisory clients increased from 6,779 to 8,192
• Total AUM increased 27.9 percent ($5,881,146,607 to $7,523,810,877)
• Number of employees increased from 154 to 275

Robertson Stephens

Robertson Stephens delivers comprehensive wealth management guided by a fiduciary standard and supported by an intelligent digital platform. The firm focuses on innovative investment strategies, personalized planning, and long term value creation for individuals and families seeking a holistic approach to wealth.

Key insights

• AUM: $7,139,384,497
• Experienced top 90.0 percent AUM growth compared to $1B plus RIAs with 45 percent AUM growth
• Has 74.4 percent of their assets with High net worth individuals
• Works with platforms including eMoney
• Works with high net worth individuals
• Lists 59.1 percent of their SMA assets with Charles Schwab and Company
• Offers Business Succession, Charitable Giving, and College Planning
• Advisory clients increased from 1,215 to 2,108
• Number of employees increased from 92 to 113
• Total AUM increased 44.7 percent ($4,932,272,688 to $7,139,384,497)

Baker Avenue

Baker Avenue is a purpose driven wealth management firm providing planning and investment expertise to high net worth individuals, families, and institutions. With a values based approach and a commitment to long term value creation, the firm supports clients through major life transitions and strategic financial decisions.

Key insights

• AUM: $3,771.01 M
• Experienced top 90.3 percent AUM growth compared to $1B plus RIAs with 45 percent AUM growth
• Has 85.4 percent of their assets with High net worth individuals
• Works with high net worth individuals
• Lists 73.9 percent of their SMA assets with Fidelity and Nfs
• Offers 529 Plans
• Advisory clients increased from 828 to 932
• Number of employees decreased from 47 to 46
• Total AUM increased 45.4 percent ($2,592,685,051 to $3,771,014,366)

Syon Capital LLC

Syon Capital serves ultra high net worth families with a comprehensive wealth management model grounded in multigenerational planning, sophisticated investment strategies, and close advisor client partnership. The firm emphasizes personalized service and strategic guidance for clients navigating significant wealth.

Key insights

• AUM: $2,933.42 M
• Experienced top 94.6 percent AUM growth compared to $1B plus RIAs with 66 percent AUM growth
• Has 98.4 percent of their assets with High net worth individuals
• Works with platforms including Black Diamond
• Works with high net worth individuals
• Lists 100.0 percent of their SMA assets with Charles Schwab and Company
• Offers Business Succession, Charitable Giving, and Estate Planning
• Advisory clients decreased from 71 to 54
• Total AUM increased 66 percent ($1,767,122,302 to $2,933,416,209)
• Number of employees increased from 10 to 13

Sentry Advisors LLC

Sentry Advisors provides comprehensive wealth and financial planning services with a focus on high net worth families. The firm emphasizes independent advice, long term planning, and disciplined investment management supported by modern portfolio tools and a client centered philosophy.

Key insights

• AUM: $2,465.68 M
• Has 96.3 percent of their assets with High net worth individuals
• Works with platforms including Tamarac
• Works with high net worth individuals
• Lists 89.4 percent of their SMA assets with Charles Schwab and Company
• Offers Asset Management, Business Succession, and Financial Planning
• Advisory clients increased from 170 to 180
• Total AUM decreased 18 percent ($3,007,884,326 to $2,465,680,477)

Osborne Partners

Osborne Partners is an independently owned wealth management firm with more than 85 years of history serving affluent families and institutions. The firm is known for its in house investment management led by CFA charterholders and its dedicated financial planning model delivered by experienced CFP professionals.

Key insights

• AUM: $2,358.84 M
• Has 81.4 percent of their assets with High net worth individuals
• Works with platforms including Wealth.com
• Works with high net worth individuals and accredited investors
• Lists 100.0 percent of their SMA assets with Charles Schwab and Company
• Offers Asset Management, Business Succession, and Estate Planning
• Number of employees decreased from 22 to 20
• Advisory clients increased from 693 to 705
• Total AUM increased 8.7 percent ($2,169,812,155 to $2,358,840,039)

Fort Point Capital Partners LLC

Fort Point Capital Partners combines institutional grade investment management with personalized advisory services for affluent families and entrepreneurial clients. The firm emphasizes sophisticated portfolio construction, strategic planning, and a collaborative approach to long term wealth management.

Key insights

• AUM: $2,002.68 M
• Experienced top 85.9 percent AUM growth compared to $1B plus RIAs with 34 percent AUM growth
• Has 82.1 percent of their assets with High net worth individuals
• Works with platforms including Black Diamond
• Works with accredited investors and high net worth individuals
• Lists 86.9 percent of their SMA assets with Charles Schwab and Company
• Offers Asset Management, Business Succession, and Charitable Giving
• Advisory clients increased from 287 to 332
• Number of employees increased from 25 to 28
• Total AUM increased 34.3 percent ($1,491,236,164 to $2,002,678,000)

Moving Forward with Smarter RIA Targeting

This overview highlights San Francisco’s leading RIAs and the trends shaping client service, advisor growth, and asset management across the region. If your team is looking to identify and engage the right RIAs faster, AdvizorPro provides verified data, modern search tools, and CRM integrations that streamline distribution across asset managers, wealthtech companies, and service providers.

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