BakerAvenue
TL;DR
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.
$5.1 billion
Regulatory AUM
As of ADV filing 2026-09-17
3,690
Accounts / Clients
1,019 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
57
Team Size
employees, 29 advisory
22 yrs
Years Registered
First registered 2004
About BakerAvenue
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.
Office: One Embarcadero Center, Floor 25, Suite 2530, San Francisco, CA 94111.
Best for: Families above $1M wanting planning, tax and trust services under one roof
Fee model and designations stated on the guide
Advisory feesPlanning designations named
Form ADV data
CRD132657
RegistrationSEC-registered
First registration2004
Regulatory AUM$5.1 billion
ADV filing date2026-09-17
Accounts3,690
Clients1,019 individual and high-net-worth clients
Employees57
Advisory employees29
Fee modelPercentage-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
DesignationsCFP, CFA, ChFC and RICP named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 132657, as of ADV filing 2026-09-17, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in San Francisco, CA (2026): rank 3 of 10
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