Top Investment Underwriting and Family Office Advisors in San Francisco, CA

Employee-owned private investment office at One Montgomery Street, San Francisco, collaborating since 1999 and managing $9.6 billion in diversified public and private investments for more than 50 select family and institutional clients. As an SEC-registered investment adviser, Seven Post serves as a principal-level fiduciary partner covering portfolio construction, manager selection, and ongoing oversight across public markets and private investments on behalf of families and institutions.

Accounting and advisory firm born in the Bay Area in 1986, with a San Francisco office at One California Street. Among the 50 largest public accounting and advisory firms in the country, with more than 1,300 professionals firm-wide. Its transaction advisory practice covers buy-side and sell-side financial due diligence, quality of earnings analysis, M&A advisory and transaction structuring, and IPO and SPAC readiness support for fast-growing Bay Area companies.

Global advisory firm with a San Francisco office at 550 California Street, led by a Managing Director and city leader with more than 18 years of financial advisory experience. The San Francisco team covers valuation services including purchase price allocations, goodwill and intangible asset impairment analyses, and equity valuations with a focus on technology sectors, alongside investigations and diligence, and transaction advisory services for buyers, sellers, and lenders.

Wealth management and institutional advisory firm with two San Francisco offices: a wealth management office at 345 California Street and an institutional consulting office at 655 Montgomery Street. Its San Francisco institutional consulting team provides nondiscretionary investment advisory services to public plans, multiemployer plans, nonprofit institutions, and corporate retirement plans across Northern California, covering strategic asset allocation, investment manager research and selection across public markets, real assets, and private investments, investment policy development, and governance support for investment committees.

Global advisory firm with a San Francisco office at 50 California Street. Its transactions practice delivers integrated due diligence spanning financial, commercial, operational, IT, tax, and human capital considerations for private equity, corporate acquirers, and lenders. Service areas include quality of earnings analyses, merger integration, carve-out execution, investment banking and capital advisory, and public company readiness for companies preparing to list.

Audit, tax, and consulting firm with a San Francisco office at 44 Montgomery Street. Its deal services practice provides buy-side and sell-side financial due diligence, quality of earnings analysis, lender due diligence, and sell-side readiness services for middle market companies. Teams evaluate earnings sustainability, working capital dynamics, and cash flow trends to support acquisition decisions, loan underwriting, and exit preparations.

Audit, tax, and advisory firm with a San Francisco office at 101 California Street. Its transaction advisory services practice supports buyers, sellers, and investors across the deal lifecycle, including financial due diligence, quality of earnings analyses, and transaction structuring guidance for middle market transactions.