Firms by city
Registered investment advisers in San Francisco, CA
4 SEC-registered advisers headquartered in San Francisco, listed by regulatory assets under management as reported on Form ADV.
The firms
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| FartherCRD 302050 | San Francisco, CA | $16.01B | 252 | 14,965 |
| Perigon Wealth ManagementCRD 131037 | San Francisco, CA | $11.29B | 92 | 5,664 |
| Parallel AdvisorsCRD 140800 | San Francisco, CA | $10.31B | 61 | 4,240 |
| Robertson StephensCRD 289977 | San Francisco, CA | $8.76B | 67 | 2,295 |
FartherCRD 302050$16.01B
- Headquarters
- San Francisco, CA
- Advisory staff
- 252
- Clients
- 14,965
Perigon Wealth ManagementCRD 131037$11.29B
- Headquarters
- San Francisco, CA
- Advisory staff
- 92
- Clients
- 5,664
Parallel AdvisorsCRD 140800$10.31B
- Headquarters
- San Francisco, CA
- Advisory staff
- 61
- Clients
- 4,240
Robertson StephensCRD 289977$8.76B
- Headquarters
- San Francisco, CA
- Advisory staff
- 67
- Clients
- 2,295
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in San Francisco on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in California.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.