Top Wealth Managers in San Francisco, CA

Formed in 2006, it provides fee-only investment management, financial planning, tax preparation and retirement plan services, with trust and family office services, to individuals and families.

Data: CRD 140800; SEC-registered, first registration 2007; regulatory AUM $10.3 billion as of ADV filing 2026-06-29; 4,242 accounts, 4,169 individual and high-net-worth clients; 137 employees, 61 advisory; fee model: Fee-only per ADV 2A; no broker-dealer registration; minimum: $7,500 minimum annual advisory fee (ADV 2A); disclosure events (Item 11): 0; designations: CFP, CFA, CPA, CPWA, ChFC and RICP named on the people page.

Best for: Households near $700K and up wanting a fee-only CFP team with tax services

Founded in 2003 and majority-owned by AMG, it provides wealth management, family office services and investment advisory to high-net-worth families, trusts and foundations.

Data: CRD 128066; SEC-registered, first registration 2003; regulatory AUM $20.8 billion as of ADV filing 2026-07-30; 5,397 accounts, 504 individual and high-net-worth clients; 63 employees, 15 advisory; fee model: Percentage-of-assets fee, 0.75% under $4M; no commissions or broker-dealer ties in ADV 2A; minimum: $5,000,000 account minimum, waivable; $50,000 minimum annual fee from June 30, 2026 (ADV 2A); disclosure events (Item 11): 0; designations: CFP, CFA, CAIA and CPA named in staff bios.

Best for: Families above $5M wanting family office services and a two-person service team

Founded in 2004, it provides wealth management, financial and tax planning, trust and estate planning, and family office services to individuals, high-net-worth families and foundations.

Data: CRD 132657; SEC-registered, first registration 2004; regulatory AUM $5.1 billion as of ADV filing 2026-09-17; 3,690 accounts, 1,019 individual and high-net-worth clients; 57 employees, 29 advisory; fee model: Percentage-of-assets tiers from 0.95%; advisory fee only, no commissions disclosed in ADV 2A; minimum: $1,000,000 account minimum, generally negotiable; $9,500 minimum annual fee (ADV 2A); disclosure events (Item 11): 0; designations: CFP, CFA, ChFC and RICP named on the team page.

Best for: Families above $1M wanting planning, tax and trust services under one roof

Founded in September 2014, it provides wealth management and wealth coaching to high-net-worth individuals, trusts and estates, with venture and private fund options.

Data: CRD 173140; SEC-registered, first registration 2015; regulatory AUM $3.0 billion as of ADV filing 2026-10-01; 1,219 accounts, 197 individual and high-net-worth clients; 13 employees, 6 advisory; fee model: Percentage of assets, 0.50% to 2.00%; ADV 2A discloses insurance commissions and performance fees; minimum: $5,000,000 for separately managed accounts, reducible; $10M net worth for wealth coaching (ADV 2A); disclosure events (Item 11): 0; designations: ChFC, PFS, CPA and MBA named on the site.

Best for: Business owners and executives above $5M wanting coaching plus private market access

Founded in 1937, it manages portfolios in-house and provides financial planning for individuals, families, trusts and foundations from San Francisco and Menlo Park offices.

Data: CRD 108100; SEC-registered, first registration 1999; regulatory AUM $2.7 billion as of ADV filing 2026-08-18; 2,125 accounts, 704 individual and high-net-worth clients; 18 employees, 14 advisory; fee model: Percentage of assets, 1.00% on first $5M; performance fee only in fund and select accounts; minimum: $1,000,000 relationship minimum, waivable, about a $10,000 annual fee (ADV 2A); disclosure events (Item 11): 0; designations: CFP, CFA, CIMA and ChFC named on the team page.

Best for: Families above $1M wanting in-house portfolio management with planning

Founded in March 2004, it offers financial planning, investment management, tax and business exit planning to individuals and families through advisors in several California offices and beyond.

Data: CRD 131037; SEC-registered, first registration 2004; regulatory AUM $11.3 billion as of ADV filing 2026-06-12; 17,713 accounts, 5,421 individual and high-net-worth clients; 159 employees, 92 advisory; fee model: Advisory fees; ADV 2A discloses advisors who may earn commissions as registered representatives of outside broker-dealers; minimum: No minimum relationship size generally; some program accounts start at $10,000 (ADV 2A); disclosure events (Item 11): 0; designations: CFP, CFA and CPA named on the team page.

Best for: Households of any size wanting planning-led advice, accepting possible commission products

SEC-registered since 2017, it offers investment management, financial planning, tax and estate planning, and family office services to individuals, families, trusts and foundations.

Data: CRD 289977; SEC-registered, first registration 2017; regulatory AUM $8.8 billion as of ADV filing 2026-09-04; 8,592 accounts, 2,236 individual and high-net-worth clients; 118 employees, 67 advisory; fee model: Percentage of assets; ADV 2A discloses commissions through an affiliated broker-dealer outside advisory accounts; minimum: Not disclosed; disclosure events (Item 11): 0; designations: CFP and CFA named on the firm page.

Best for: Families wanting planning, tax and investments from one firm, minimum not published

Formed in 2015, it provides portfolio management and financial planning to individuals, high-net-worth clients, trusts and businesses, with a four-person team named on its site.

Data: CRD 174042; SEC-registered, first registration 2015; regulatory AUM $2.4 billion as of ADV filing 2026-03-05; 629 accounts, 148 individual and high-net-worth clients; 4 employees, 4 advisory; fee model: Percentage-of-assets or single wrap fee, 0.10% to 1.15%; some staff earn insurance commissions; minimum: $1,000,000 minimum investment, may be accepted lower (ADV 2A); disclosure events (Item 11): 0; designations: None named on site or in ADV 2A.

Best for: Investors above $1M wanting a small boutique team and managed portfolios

Registered in 2016, it provides personal CFO and multi-family office services to ultra-high-net-worth individuals and multi-generational families with net worth of $5 million to $75 million.

Data: CRD 175209; SEC-registered, first registration 2016; regulatory AUM $1.3 billion as of ADV filing 2026-03-30; 1,449 accounts, 244 individual and high-net-worth clients; 21 employees, 13 advisory; fee model: Percentage of assets up to 1.50%, plus planning fees; no sales commissions per ADV 2A; minimum: $2,000,000 account minimum, waivable (ADV 2A); disclosure events (Item 11): 0; designations: None named on site or in ADV 2A.

Best for: Families with $5M or more wanting personal CFO and multi-family office service

Founded in 2017, it provides investment advisory and family office services to high-net-worth families, trusts and foundations, with 153 employees across San Francisco, New York and Portsmouth.

Data: CRD 287755; SEC-registered, first registration 2017; regulatory AUM $23.3 billion as of ADV filing 2026-07-08; 4,487 accounts, 163 individual and high-net-worth clients; 153 employees, 99 advisory; fee model: Tiered percentage of assets, 0.30% to 0.75% blended; affiliated broker-dealer and private funds disclosed; minimum: Generally above $25,000,000 in assets under management (ADV 2A); disclosure events (Item 11): 0; designations: None named on site or in ADV 2A.

Best for: Families above $25M wanting family office services and private fund access