AdvisorCensus / Financial advisors / California / San Francisco, CA / Branch offices
Advisory firms with an office in San Francisco, CA, headquartered elsewhere
644 investment advisory firms with a principal office outside the San Francisco, CA metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| 1919 Investment Counsel, LLC | San Francisco, CA | Baltimore, MD | SEC-registered investment adviser |
| 50 South Capital Advisors, LLC | San Francisco, CA | Chicago, IL | SEC-registered investment adviser |
| 645 Ventures Management, LLC | San Francisco, CA | New York, NY | Exempt reporting adviser |
| Abacus Wealth Partners | San Carlos, CA | Santa Monica, CA | SEC-registered investment adviser |
| Accel Management Co. L.L.C | San Francisco, CA | Palo Alto, CA | SEC-registered investment adviser |
| Access Softek Advisory Services | Berkeley, CA | Naperville, IL | SEC-registered investment adviser |
| Accuvest Global Advisors, Inc. | Pleasant Hill, CA | Provo, UT | SEC-registered investment adviser |
| ACM Management Company, LLC | San Francisco, CA | Portland, OR | SEC-registered investment adviser |
| Acore Capital, LP | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Adams Street Advisors, LLC | Menlo Park, CA | Chicago, IL | SEC-registered investment adviser |
| Adams Street Partners, LLC | Menlo Park, CA | Chicago, IL | SEC-registered investment adviser |
| Adhesion Wealth Advisor Solutions | Concord, CA | Charlotte, NC | SEC-registered investment adviser |
| Advanced Technology Ventures | Portola Valley, CA | Boston, MA | Exempt reporting adviser |
| Advisor Resource Council | Larkspur, CA | Dallas, TX | SEC-registered investment adviser |
| Advisors Capital Management, LLC | San Mateo, CA | Ridgewood, NJ | SEC-registered investment adviser |
| AEA QP Advisers LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Aegon Real Assets US | San Francisco, CA | Cedar Rapids, IA | SEC-registered investment adviser |
| Aetos Alternatives Management | Menlo Park, CA | New York, NY | SEC-registered investment adviser |
| AFF Funds, LLC | San Francisco, CA | Arlington, VA | Exempt reporting adviser |
| Albany Road Real Estate Partners, LLC | San Francisco, CA | Dedham, MA | SEC-registered investment adviser |
| Alexander Beard (USA) Inc. | San Mateo, CA | Ellesmere Port, Cheshire, United Kingdom | SEC-registered investment adviser |
| Alkeon Capital Management, LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Alliancebernstein L.P. | San Francisco, CA | Nashville, TN | SEC-registered investment adviser |
| Allspring Funds Management, LLC | San Francisco, CA | Charlotte, NC | SEC-registered investment adviser |
| Allspring Global Investments, LLC | San Francisco, CA | Charlotte, NC | SEC-registered investment adviser |
| Allstate Financial Advisors, LLC | San Ramon, CA | Lincoln, NE | SEC-registered investment adviser |
| Allworth Financial, L.P. | Lafayette, CA | Folsom, CA | SEC-registered investment adviser |
| Alta Partners Investment Manager, L.P. | Tiburon, CA | Jackson, WY | Exempt reporting adviser |
| Alta Partners Management Company, L.P. | Tiburon, CA | Jackson, WY | Exempt reporting adviser |
| Altamont Capital Partners | San Francisco, CA | Palo Alto, CA | SEC-registered investment adviser |
| Alumni Ventures | Menlo Park, CA | Manchester, NH | Exempt reporting adviser |
| America's Frontier Management, LLC | San Francisco, CA | Arlington, VA | Exempt reporting adviser |
| Ameritas Advisory Services, LLC | San Francisco, CA | Lincoln, NE | SEC-registered investment adviser |
| Amulet Capital Partners, L.P. | Walnut Creek, CA | Greenwich, CT | SEC-registered investment adviser |
| Antler Innovation US LLC | San Francisco, CA | New York, NY | Exempt reporting adviser |
| AON Investments USA Inc. | San Francisco, CA | Chicago, IL | SEC-registered investment adviser |
| Apeiron | Walnut Creek, CA | Dallas, TX | SEC-registered investment adviser |
| Apella Wealth | Larkspur, CA | West Hartford, CT | SEC-registered investment adviser |
| Aprio Wealth Management, LLC | Walnut Creek, CA | Atlanta, GA | SEC-registered investment adviser |
| Arcline Investment Management LP | San Francisco, CA | Nashville, TN | SEC-registered investment adviser |
| Ardian | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Arete Wealth Advisors, LLC | San Francisco, CA | Chicago, IL | SEC-registered investment adviser |
| Argand Partners, LP | Danville, CA | New York, NY | SEC-registered investment adviser |
| Argosy Capital | San Francisco, CA | Wayne, PA | SEC-registered investment adviser |
| Ariel Alternatives, LLC | San Francisco, CA | Chicago, IL | SEC-registered investment adviser |
| Ariel Investments, LLC | San Francisco, CA | Chicago, IL | SEC-registered investment adviser |
| Arrowmark Colorado Holdings, LLC | San Francisco, CA | Denver, CO | SEC-registered investment adviser |
| Artisan Partners Limited Partnership | San Francisco, CA | Milwaukee, WI | SEC-registered investment adviser |
| Ascentis Independent Advisors, LLC | Lafayette, CA | Dallas, TX | SEC-registered investment adviser |
| Ashton Thomas Private Wealth | San Francisco, CA | Scottsdale, AZ | SEC-registered investment adviser |
| Aspiriant, LLC | San Francisco, CA | Los Angeles, CA | SEC-registered investment adviser |
| Atomic Labs | San Francisco, CA | Miami, FL | Exempt reporting adviser |
| Atomic Management Company, LLC | San Francisco, CA | Miami, FL | Exempt reporting adviser |
| Audax PDB Management Company, LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Audax Private Debt | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Audax Private Equity | San Francisco, CA | Boston, MA | SEC-registered investment adviser |
| Avantax Planning Partners, Inc. | Danville, CA | Dubuque, IA | SEC-registered investment adviser |
| Avenue Capital Management II, L.P. | Redwood City, CA | New York, NY | SEC-registered investment adviser |
| AWH Financial, LLC | Oakland, CA | Bala Cynwyd, PA | SEC-registered investment adviser |
| AXA Investment Managers US Inc | Orinda, CA | New York, NY | SEC-registered investment adviser |
| Azolla Management Company, LP | San Francisco, CA | Cambridge, MA | Exempt reporting adviser |
| Azure Capital Partners LP | Menlo Park, CA | Ft Lauderdale, FL | Exempt reporting adviser |
| B Capital | San Francisco, CA | Manhattan Beach, CA | Exempt reporting adviser |
| Bain Capital Private Equity, LP | San Francisco, CA | Boston, MA | SEC-registered investment adviser |
| Bain Capital Real Estate, LP | San Francisco, CA | Boston, MA | SEC-registered investment adviser |
| Bain Capital Ventures, LP | San Francisco, CA | Boston, MA | SEC-registered investment adviser |
| Balyasny Asset Management L.P. | San Francisco, CA | Chicago, IL | SEC-registered investment adviser |
| Battery Management Corp. | Menlo Park, CA | Boston, MA | SEC-registered investment adviser |
| Baukunst Management Company, LLC | San Francisco, CA | Cambridge, MA | Exempt reporting adviser |
| Bbam US LP | San Francisco, CA | Dallas, TX | SEC-registered investment adviser |
| BBR Partners, LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| BDT & MSD BDC Management, LLC | Menlo Park, CA | New York, NY | SEC-registered investment adviser |
| BDT Capital Partners | Menlo Park, CA | Chicago, IL | SEC-registered investment adviser |
| Beacon Capital Partners, LLC | San Francisco, CA | Boston, MA | SEC-registered investment adviser |
| Beacon Pointe Advisors, LLC | Larkspur, CA | Newport Beach, CA | SEC-registered investment adviser |
| Bell Partners | San Francisco, CA | Greensboro, NC | SEC-registered investment adviser |
| Benefit Street Partners L.L.C. | Walnut Creek, CA | New York, NY | SEC-registered investment adviser |
| Bentallgreenoak (U.S.) Limited Partnership | San Francisco, CA | Seattle, WA | SEC-registered investment adviser |
| Berkshire Property Advisors, LLC | Larkspur, CA | Boston, MA | SEC-registered investment adviser |
| Bessemer Venture Partners | Redwood City, CA | Larchmont, NY | SEC-registered investment adviser |
| BGO US Real Estate LP | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Blackrock Advisors, LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Blackrock Capital Investment Advisors, LLC | San Francisco, CA | Wilmington, DE | SEC-registered investment adviser |
| Blackrock Capital Management, Inc. | San Francisco, CA | Wilmington, DE | SEC-registered investment adviser |
| Blackrock Financial Management, Inc | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Blackrock Investment Management, LLC | San Francisco, CA | Princeton, NJ | SEC-registered investment adviser |
| Blackrock Realty Advisors Inc | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Blackstone Alternative Credit Advisors LP | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Blackstone CLO Management LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Blackstone Credit BDC Advisors LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Blackstone Credit Systematic Strategies LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Blackstone Growth Advisors L.L.C. | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Blackstone Ireland Fund Management Limited | San Francisco, CA | Dublin 2, Ireland | SEC-registered investment adviser |
| Blackstone Ireland Limited | San Francisco, CA | Dublin 2, Ireland | SEC-registered investment adviser |
| Blackstone Liquid Credit Advisors I LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Blackstone Liquid Credit Strategies LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Blackstone Management Partners L.L.C. | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Blackstone Private Credit Strategies LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Blackstone Property Advisors L.P. | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Blackstone Real Estate Advisors Europe L.P. | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Blackstone Real Estate Advisors L.P. | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Blackstone Strategic Capital Advisors, L.L.C. | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Blue Owl Alternative Credit Advisors II LLC | Menlo Park, CA | New York, NY | SEC-registered investment adviser |
| Blue Owl Credit Advisors LLC | Menlo Park, CA | New York, NY | SEC-registered investment adviser |
| Blue Owl Credit Private Fund Advisors LLC | Menlo Park, CA | New York, NY | SEC-registered investment adviser |
| Blue Owl Digital Infrastructure Trust Advisors LLC | San Francisco, CA | Chicago, IL | SEC-registered investment adviser |
| Blue Owl Real Assets Advisors LLC | San Francisco, CA | Chicago, IL | SEC-registered investment adviser |
| Blue Owl Real Estate Capital LLC | San Francisco, CA | Chicago, IL | SEC-registered investment adviser |
| Blue Owl Strategic Equity Advisors LLC | Menlo Park, CA | New York, NY | SEC-registered investment adviser |
| Blue Owl Technology Credit Advisors II LLC | Menlo Park, CA | New York, NY | SEC-registered investment adviser |
| Blue Owl Technology Credit Advisors LLC | Menlo Park, CA | New York, NY | SEC-registered investment adviser |
| Bluespring Wealth Management, LLC | Walnut Creek, CA | Austin, TX | SEC-registered investment adviser |
| Bluevine Advisory LLC | Redwood City, CA | Jersey City, NJ | SEC-registered investment adviser |
| Blumberg Capital, L.L.C. | San Francisco, CA | Sunny Isles Beach, FL | Exempt reporting adviser |
| Blume Venture Investment Manager LLP | San Francisco, CA | Mumbai, India | Exempt reporting adviser |
| BMO Family Office, LLC | San Francisco, CA | Chicago, IL | SEC-registered investment adviser |
| BNY Mellon Advisors, Inc. | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| BNY Mellon Investment Adviser, Inc. | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| BofA Securities, Inc. | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Boston Partners | Greenbrae, CA | Boston, MA | SEC-registered investment adviser |
| Bridge Investment Group | San Mateo, CA | Sandy, UT | SEC-registered investment adviser |
| Brighton Jones LLC | San Francisco, CA | Seattle, WA | SEC-registered investment adviser |
| Brighton Park Capital | San Francisco, CA | Greenwich, CT | SEC-registered investment adviser |
| Broadmark Asset Management LLC | San Francisco, CA | Dallas, TX | SEC-registered investment adviser |
| Brookfield Asset Management PIC Adviser (private Equity), L.P. | Menlo Park, CA | Toronto, Ontario, Canada | SEC-registered investment adviser |
| Brookfield Asset Management PIC BMG, LLC | Menlo Park, CA | New York, NY | SEC-registered investment adviser |
| Brookfield Asset Management PIC US, LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Brown Advisory | San Francisco, CA | Baltimore, MD | SEC-registered investment adviser |
| Brown Advisory Investment Solutions Group LLC | San Francisco, CA | Baltimore, MD | SEC-registered investment adviser |
| Browning West LP | Sausalito, CA | Los Angeles, CA | SEC-registered investment adviser |
| BSP CLO Management LLC | Walnut Creek, CA | New York, NY | SEC-registered investment adviser |
| Buck Wealth Strategies, LLC | Pleasanton, CA | Denver, CO | SEC-registered investment adviser |
| BVP Management Company, LLC | San Fransisco, CA | New York, NY | SEC-registered investment adviser |
| BX Reit Advisors L.L.C. | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Cadenza Ventures Management Company, LLC | San Francisco, CA | New York, NY | Exempt reporting adviser |
| Caffeinated Capital Management, LLC | San Francisco, CA | Aspen, CO | Exempt reporting adviser |
| Calamos Advisors LLC | San Francisco, CA | Naperville, IL | SEC-registered investment adviser |
| Calamos Wealth Management LLC | San Francisco, CA | Naperville, IL | SEC-registered investment adviser |
| Cambridge Associates, LLC | San Francisco, CA | Boston, MA | SEC-registered investment adviser |
| Canaan Partners | Menlo Park, CA | Stamford, CT | Exempt reporting adviser |
| Cannell Capital LLC | Sausalito, CA | Alta, WY | SEC-registered investment adviser |
| Cape Investment Advisory, Inc. | Morago, CA | McDonough, GA | SEC-registered investment adviser |
| Capital Client Group, Inc. | San Francisco, CA | Los Angeles, CA | SEC-registered investment adviser |
| Capital Group Private Client Services, Inc. | Menlo Park, CA | Los Angeles, CA | SEC-registered investment adviser |
| Capital Research and Management Company | San Francisco, CA | Los Angeles, CA | SEC-registered investment adviser |
| Capricorn Investment Group LLC | Menlo Park, CA | New York, NY | SEC-registered investment adviser |
| Capstone Investment Advisors, LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Castle Rock Advisors LLC | San Francisco, CA | Boston, MA | SEC-registered investment adviser |
| Centana Management, LLC | San Francisco, CA | New York, NY | Exempt reporting adviser |
| Centerharbor Canapi Ventures Investment Advisor LLP | San Francisco, CA | Washington, DC | Exempt reporting adviser |
| Cerberus Capital Management, L.P. | Burlingame, CA | New York, NY | SEC-registered investment adviser |
| Cerity Partners LLC | Mill Valley, CA | New York, NY | SEC-registered investment adviser |
| Cerity Partners Retirement Plan Consultants | Mill Valley, CA | New York, NY | SEC-registered investment adviser |
| Cetera Investment Advisers LLC | Concord, CA | Schaumburg, IL | SEC-registered investment adviser |
| Cetera Planning Partners | San Ramon, CA | Leawood, KS | SEC-registered investment adviser |
| CF Private Equity, Inc. | San Francisco, CA | Norwalk, CT | SEC-registered investment adviser |
| Chandler Asset Management Inc | Novato, CA | San Diego, CA | SEC-registered investment adviser |
| Chicago Pacific Founders | San Francisco, CA | Chicago, IL | SEC-registered investment adviser |
| Choreo, LLC | Orinda, CA | Rockford, IL | SEC-registered investment adviser |
| CIBC Private Wealth Advisors, Inc. | San Francisco, CA | Chicago, IL | SEC-registered investment adviser |
| Citadel Advisors LLC | San Francisco, CA | Miami, FL | SEC-registered investment adviser |
| Citigroup Global Markets Inc. | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Citizens Private Wealth | Menlo Park, CA | Tarrytown, NY | SEC-registered investment adviser |
| Citizens Securities, Inc. | San Francisco, CA | Johnston, RI | SEC-registered investment adviser |
| Cloud Capital Advisors LLC | San Francisco, CA | Washington, DC | SEC-registered investment adviser |
| Clover Credit Management, LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Coatue Management, L.L.C. | Menlo Park, CA | New York, NY | SEC-registered investment adviser |
| Collaborative Fund Management LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Columbia Management Investment Advisers, LLC | Menlo Park, CA | Boston, MA | SEC-registered investment adviser |
| Commonfund Ocio, Inc. | San Francisco, CA | Norwalk, CT | SEC-registered investment adviser |
| Composition Wealth, LLC | Larkspur, CA | Los Angeles, CA | SEC-registered investment adviser |
| Concorde Asset Management, LLC | San Francisco, CA | Ann Arbor, MI | SEC-registered investment adviser |
| Consolidated Portfolio Review Corp | Concord, CA | Woodbury, NY | SEC-registered investment adviser |
| Cooper McManus | Oakland, CA | Irvine, CA | SEC-registered investment adviser |
| Corebridge Institutional Investments (U.S.), LLC | San Francisco, CA | Jersey City, NJ | SEC-registered investment adviser |
| Corient | Menlo Park, CA | Miami, FL | SEC-registered investment adviser |
| Cornerstone Wealth | San Francisco, CA | Huntersville, NC | SEC-registered investment adviser |
| Correlation Management, LLC | San Francisco, CA | San Diego, CA | Exempt reporting adviser |
| Costanoa Ventures | San Francisco, CA | Palo Alto, CA | Exempt reporting adviser |
| Creandum Fund Manager AB | San Francisco, CA | Stockholm, Sweden | Exempt reporting adviser |
| Creandum III Advisor AB | San Francisco, CA | Stockholm, Sweden | Exempt reporting adviser |
| Creandum IV Advisor AB | San Francisco, CA | Stockholm, Sweden | Exempt reporting adviser |
| Creandum V Advisor AB | San Francisco, CA | Stockholm, Sweden | Exempt reporting adviser |
| Creative Planning | Burlingame, CA | Overland Park, KS | SEC-registered investment adviser |
| Creative Planning Institutional Advisors, LLC | Redwood City, CA | Newport Beach, CA | SEC-registered investment adviser |
| Cresset Asset Management, LLC | Menlo Park, CA | Chicago, IL | SEC-registered investment adviser |
| CRV, LLC | San Francsico, CA | Palo Alto, CA | Exempt reporting adviser |
| CS Planning Corp | Pleasanton, CA | Portland, OR | SEC-registered investment adviser |
| CVC Advisors (U.S.) Inc. | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| CWS Financial Advisors LLC | Alamo, CA | Kalamazoo, MI | SEC-registered investment adviser |
| D. E. Shaw & Co., L.P. | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| D. E. Shaw Investment Management, L.L.C. | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| DCVC | San Francisco, CA | Palo Alto, CA | Exempt reporting adviser |
| DCVC BIO | San Francisco, CA | Palo Alto, CA | Exempt reporting adviser |
| Debussy Capital Management LP | San Ramon, CA | Chicago, IL | Exempt reporting adviser |
| Decathlon Capital Management II, LLC | Menlo Park, CA | Park City, UT | SEC-registered investment adviser |
| Decker Retirement Planning Inc. | Mill Valley, CA | Lehi, UT | SEC-registered investment adviser |
| Deutsche Bank Securities Inc. | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Deviation Capital | San Francisco, CA | New York, NY | Exempt reporting adviser |
| DI Investment Management LP | Oakland, CA | Dallas, TX | SEC-registered investment adviser |
| Digital Alpha Advisors, LLC | San Francisco, CA | Henderson, NV | SEC-registered investment adviser |
| Dimension Management, L.P. | San Francisco, CA | New York, NY | Exempt reporting adviser |
| DRA Advisors LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Duet Advisory Services LLC | Pleasanton, CA | Bingham Farms, MI | SEC-registered investment adviser |
| DWS Investment Management Americas, Inc. | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Eagle Capital Management LLC | Walnut Creek, CA | New York, NY | SEC-registered investment adviser |
| Eagle Strategies LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Ecosystem Investment Partners, LLC | Sausalito, CA | Baltimore, MD | SEC-registered investment adviser |
| Edelman Financial Engines | Walnut Creek, CA | Santa Clara, CA | SEC-registered investment adviser |
| Edge Principal Advisors, LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| EFG Asset Management (north America) Corp | Oakland, CA | Portland, OR | SEC-registered investment adviser |
| Egerton Capital (US), LP | Larkspur, CA | New York, NY | SEC-registered investment adviser |
| Eight Partners VC, LLC | San Francisco, CA | Austin, TX | SEC-registered investment adviser |
| Eliot Finkel Investment Counsel, LLC | San Francisco, CA | Beverly Hills, CA | SEC-registered investment adviser |
| Empiric Institutional | Walnut Creek, CA | Austin, TX | SEC-registered investment adviser |
| Empirical Wealth Management | San Francisco, CA | Seattle, WA | SEC-registered investment adviser |
| Encore Housing Opportunity Fund Investment Manager, LLC | Corte Madera, CA | Boca Raton, FL | SEC-registered investment adviser |
| Endeavor Catalyst | San Francisco, CA | New York, NY | Exempt reporting adviser |
| Energy Impact Partners LP | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Enspire Wealth Management, LLC | San Francisco, CA | Santa Rosa, CA | SEC-registered investment adviser |
| EOS Real Estate Investors LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| EP Wealth Advisors | Berkeley, CA | Torrance, CA | SEC-registered investment adviser |
| EQT Partners Inc. | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Equitable Advisors, LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Espresso Capital Advisors Inc. | Mill Valley, CA | Toronto, On, Canada | SEC-registered investment adviser |
| Evercore Wealth Management, LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Evergreen Capital Management LLC | San Francisco, CA | Bellevue, WA | SEC-registered investment adviser |
| Eversept Partners, L.P. | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Every Securities LLC | San Francisco, CA | Sacramento, CA | SEC-registered investment adviser |
| Exodus Wealth, LLC | San Ramon, CA | Fort Lauderdale, FL | SEC-registered investment adviser |
| Exoduspoint Capital Management, LP | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Expect Equity LLC | Burlingame, CA | Pikesville, MD | SEC-registered investment adviser |
| Fairview Capital Partners, LLC | San Francisco, CA | West Hartford, CT | SEC-registered investment adviser |
| Fairview Constitution Management IV LLC | San Francisco, CA | West Hartford, CT | SEC-registered investment adviser |
| Falcon Wealth Planning, LLC | Oakland, CA | Ontario, CA | SEC-registered investment adviser |
| Fiam LLC | San Francisco, CA | Smithfield, RI | SEC-registered investment adviser |
| Fidelity Management & Research Company LLC | San Francisco, CA | Boston, MA | SEC-registered investment adviser |
| Fiduciary Trust International, LLC | San Mateo, CA | Lincoln, MA | SEC-registered investment adviser |
| First Affirmative Financial Network LLC | Walnut Creek, CA | Colorado Springs, CO | SEC-registered investment adviser |
| First Citizens Investor Services, Inc. | Menlo Park, CA | Raleigh, NC | SEC-registered investment adviser |
| First Foundation Advisors | Oakland, CA | Irvine, CA | SEC-registered investment adviser |
| First Heartland Consultants, Inc. | San Mateo, CA | Lake St. Louis, MO | SEC-registered investment adviser |
| First Light Asset Management, LLC | Sausalito, CA | Edina, MN | SEC-registered investment adviser |
| First Manhattan Co. LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Fisher Investments | San Mateo, CA | Plano, TX | SEC-registered investment adviser |
| Five Arrows Managers (USA) LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Flagstar Securities, Inc. | Walnut Creek, CA | New York, NY | SEC-registered investment adviser |
| Fmac Management LLC | Menlo Park, CA | New York, NY | SEC-registered investment adviser |
| Focus Partners Wealth, LLC | Menlo Park, CA | St. Louis, MO | SEC-registered investment adviser |
| Foresite Capital | Larkspur, CA | West Hollywood, CA | SEC-registered investment adviser |
| Fortress Investment Group | Menlo Park, CA | New York, NY | SEC-registered investment adviser |
| Forum Financial Management, LP | Menlo Park, CA | Lombard, IL | SEC-registered investment adviser |
| Foundation Capital, LLC | San Francisco, CA | Palo Alto, CA | Exempt reporting adviser |
| Founders Circle Capital, LLC | San Francisco, CA | Campbell, CA | SEC-registered investment adviser |
| FPA Real Estate Advisers Group, LLC | San Francisco, CA | Irvine, CA | SEC-registered investment adviser |
| FPLF Management LLC | Menlo Park, CA | New York, NY | SEC-registered investment adviser |
| FPV Management, LLC | San Franciscso, CA | Jackson, WY | Exempt reporting adviser |
| FR Capital Holdings, LP | San Francsico, CA | Philadelphia, PA | Exempt reporting adviser |
| Frank, Rimerman Advisors LLC | San Francisco, CA | Palo Alto, CA | SEC-registered investment adviser |
| Franklin Templeton Institutional, LLC | San Mateo, CA | New York, NY | SEC-registered investment adviser |
| Freestone Capital Management, LLC | San Francisco, CA | Seattle, WA | SEC-registered investment adviser |
| FS/KKR Advisor, LLC | Menlo Park, CA | Philadelphia, PA | SEC-registered investment adviser |
| G Squared Equity Management LP | San Francisco, CA | Chicago, IL | SEC-registered investment adviser |
| Gallagher Fiduciary Advisors, LLC | San Francisco, CA | Rolling Meadows, IL | SEC-registered investment adviser |
| GC Advisors LLC | San Francisco, CA | Chicago, IL | SEC-registered investment adviser |
| GC Opal Advisors LLC | San Francisco, CA | Chicago, IL | SEC-registered investment adviser |
| GC Wealth Management RIA, LLC | San Francisco, CA | Cambridge, MA | SEC-registered investment adviser |
| General Atlantic Service Company, L.P. | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| General Catalyst | San Francisco, CA | Cambridge, MA | SEC-registered investment adviser |
| GI Partners | San Francisco, CA | Scottsdale, AZ | SEC-registered investment adviser |
| Gibbs Wealth Management, LLC | Danville, CA | Alpharetta, GA | SEC-registered investment adviser |
| GID Multifamily Investment Management LLC | San Francisco, CA | Atlanta, GA | SEC-registered investment adviser |
| Golden Sand River (digital), Ltd. | Menlo Park, CA | Grand Cayman, Cayman Islands | Exempt reporting adviser |
| Golden Sand River, Ltd | Menlo Park, CA | Grand Cayman, Cayman Islands | Exempt reporting adviser |
| Goldman Sachs & Co. LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Goldman Sachs Asset Management, L.P. | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Goldman Sachs Wealth Services, L.P. | San Francisco, CA | Cohoes, NY | SEC-registered investment adviser |
| Granite Investment Partners, LLC | San Francisco, CA | El Segundo, CA | SEC-registered investment adviser |
| Great Gable Wealth Management, LLC | San Francisco, CA | Beverly Hills, CA | SEC-registered investment adviser |
| Green Cities Investment Management, LLC | San Francisco, CA | Portland, OR | SEC-registered investment adviser |
| Greycroft LP | Menlo Park, CA | New York, NY | SEC-registered investment adviser |
| Greyrock Capital Group | Walnut Creek, CA | Chicago, IL | SEC-registered investment adviser |
| Greystar Investment Group, LLC | San Francisco, CA | Charleston, SC | SEC-registered investment adviser |
| Greywolf Capital Management LP | San Francisco, CA | Purchase, NY | SEC-registered investment adviser |
| Gtis Partners | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| H.I.G. Capital, LLC | San Francisco, CA | Miami, FL | SEC-registered investment adviser |
| H.I.G. Whitehorse Advisers, LLC | San Francisco, CA | Miami, FL | SEC-registered investment adviser |
| Hamilton Lane | San Francisco, CA | Conshohocken, PA | SEC-registered investment adviser |
| Harbert Fund Advisors, LLC | San Francisco, CA | Birmingham, AL | SEC-registered investment adviser |
| Harrison Street Advisors, LLC | San Francisco, CA | Chicago, IL | SEC-registered investment adviser |
| Harvest Investment Services, LLC | Walnut Creek, CA | Oakbrook Terrace, IL | SEC-registered investment adviser |
| Hawk Ridge Capital Management LP | Tiburon, CA | Los Angeles, CA | SEC-registered investment adviser |
| Headlands Capital | San Franciso, CA | New York, NY | SEC-registered investment adviser |
| Healthcare Royalty Management, LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Healthquest Capital Management, L.P. | Redwood City, CA | Austin, TX | SEC-registered investment adviser |
| Heckman Financial & Insurance Services, Inc. | San Rafael, CA | San Jose, CA | SEC-registered investment adviser |
| Heffernan Advisory, Inc. | Walnut Creek, CA | Flagstaff, AZ | SEC-registered investment adviser |
| HFG Advisors, Inc. | Berkeley, CA | Kennewick, WA | SEC-registered investment adviser |
| HG | San Francisco, CA | London, United Kingdom | Exempt reporting adviser |
| Highland Capital Partners | Menlo Park, CA | Cambridge, MA | Exempt reporting adviser |
| Hightower Advisors, LLC | Alama, CA | Chicago, IL | SEC-registered investment adviser |
| Hilltop Securities Inc. | San Francisco, CA | Dallas, TX | SEC-registered investment adviser |
| Hines Capital Advisors LLC | San Francisco, CA | Houston, TX | SEC-registered investment adviser |
| Horizon Technology Finance | Pleasanton, CA | Farmington, CT | SEC-registered investment adviser |
| HPS Advisors, LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| HPS Investment Partners, LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| HRTG GPE, LLC | Menlo Park, CA | Wilson, WY | SEC-registered investment adviser |
| HSBC Global Asset Management (USA) Inc. | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| HSBC Securities (USA) Inc. | Fremont, CA | New York, NY | SEC-registered investment adviser |
| Hunter Capital Management | San Francisco, CA | Lombard, IL | SEC-registered investment adviser |
| ICE Data Pricing & Reference Data, LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| IM Global Partner Fund Management LLC | Walnut Creek, CA | El Segundo, CA | SEC-registered investment adviser |
| Impresa Management LLC | San Francisco, CA | Boston, MA | SEC-registered investment adviser |
| Independent Advisor Alliance, LLC | Fremont, CA | Charlotte, NC | SEC-registered investment adviser |
| Independent Financial Group, LLC | Pleasanton, CA | San Diego, CA | SEC-registered investment adviser |
| Independent Financial Partners | San Francisco, CA | Tampa, FL | SEC-registered investment adviser |
| Index Technologies Group LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Indus Capital Partners, LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Innovest Portfolio Solutions LLC | Alameda, CA | Denver, CO | SEC-registered investment adviser |
| Insight Investment | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Insight Venture Partners | Burlingame, CA | New York, NY | SEC-registered investment adviser |
| Integrated Advisors Network LLC | Larkspur, CA | Dallas, TX | SEC-registered investment adviser |
| Integrity Alliance, LLC | San Ramon, CA | Urbandale, IA | SEC-registered investment adviser |
| International Assets Investment Management, LLC | San Francisco, CA | Orlando, FL | SEC-registered investment adviser |
| Invera Wealth Advisors LLC | Walnut Creek, CA | Bend, OR | SEC-registered investment adviser |
| Invesco Advisers, Inc. | San Francisco, CA | Atlanta, GA | SEC-registered investment adviser |
| Invesco Private Capital, Inc. | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Irenic Capital Management LP | Larkspur, CA | New York, NY | SEC-registered investment adviser |
| J.P. Morgan Investment Management Inc. | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| J.P. Morgan Securities LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Jamestown, L.P. | San Francisco, CA | Atlanta, GA | SEC-registered investment adviser |
| Jasper Ridge Partners, L.P. | Menlo Park, CA | Fort Worth, TX | SEC-registered investment adviser |
| Jefferies Investment Advisers LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Jefferies Research Services LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Kayne Anderson Rudnick Investment Management, LLC | Menlo Park, CA | Los Angeles, CA | SEC-registered investment adviser |
| KKR Credit Advisors (singapore) Pte. Ltd. | San Francisco, CA | Singapore, Singapore | SEC-registered investment adviser |
| KKR Registered Advisor LLC | Menlo Park, CA | New York, NY | SEC-registered investment adviser |
| Kohlberg Kravis Roberts & Co. L.P. | Menlo Park, CA | New York, NY | SEC-registered investment adviser |
| KPCB China | Menlo Park, CA | Shanghai, China | Exempt reporting adviser |
| Lantern Wealth Advisors, LLC | San Francisco, CA | Melville, NY | SEC-registered investment adviser |
| Lauxera Capital Partners | Mill Valley, CA | Paris, France | Exempt reporting adviser |
| Lazard Asset Management LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Leucadia Asset Management LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Lexington Advisors LLC | Menlo Park, CA | New York, NY | SEC-registered investment adviser |
| Lexington Partners L.P. | Menlo Park, CA | New York, NY | SEC-registered investment adviser |
| LGT Capital Partners (USA) Inc. | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Liberty Street Advisors, Inc. | Burlingame, CA | New York, NY | SEC-registered investment adviser |
| Libra Wealth LLC | San Francisco, CA | Los Gatos, CA | SEC-registered investment adviser |
| Lido | San Francisco, CA | Los Angeles, CA | SEC-registered investment adviser |
| Lifemark Securities Corp. | Pittsburg, CA | Rochester, NY | SEC-registered investment adviser |
| Limekiln Real Estate Investment Management, LP | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| LNW | San Francisco, CA | Seattle, WA | SEC-registered investment adviser |
| Loancore Capital Credit Advisor LLC | San Francisco, CA | Greenwich, CT | SEC-registered investment adviser |
| Loomis, Sayles & Company, L.P. | Orinda, CA | Boston, MA | SEC-registered investment adviser |
| Lowercase Capital Management, LLC | San Francisco, CA | Los Angeles, CA | Exempt reporting adviser |
| Lowery Thomas, LLC | Alameda, CA | Pebble Beach, CA | SEC-registered investment adviser |
| Lux Capital Management, LLC | Menlo Park, CA | New York, NY | Exempt reporting adviser |
| M Holdings Securities, Inc. | San Rafael, CA | Portland, OR | SEC-registered investment adviser |
| M13 Holdings Company, LLC | San Francisco, CA | Los Angeles, CA | Exempt reporting adviser |
| M13 Ventures Management, LLC | San Francisco, CA | Los Angeles, CA | Exempt reporting adviser |
| Magnetar Financial LLC | Menlo Park, CA | Evanston, IL | SEC-registered investment adviser |
| MAI Capital Management, LLC | Lafayette, CA | Cleveland, OH | SEC-registered investment adviser |
| Main Street Research LLC | Sausalito, CA | Lakeville, CT | SEC-registered investment adviser |
| Mainsail Partners | San Francisco, CA | Austin, TX | SEC-registered investment adviser |
| Mantis Capital Management, LLC | San Francisco, CA | Santa Monica, CA | Exempt reporting adviser |
| Manulife Investment Management Private Markets (US) LLC | San Francisco, CA | Boston, MA | SEC-registered investment adviser |
| Maple Rock Capital Partners Inc. | Corte Madera, CA | Toronto, Canada | SEC-registered investment adviser |
| Mariner | Corte Madera, CA | Overland Park, KS | SEC-registered investment adviser |
| Mariner Advisor Network | Brentwood, CA | Overland Park, KS | SEC-registered investment adviser |
| Martis Capital Management, LLC | San Francisco, CA | Washington, DC | SEC-registered investment adviser |
| Mason & Associates, Inc. | Berkeley, CA | Los Angeles, CA | SEC-registered investment adviser |
| Matrix Partners | San Francisco, CA | Cambridge, MA | Exempt reporting adviser |
| Maverick Capital Ltd | San Francisco, CA | Dallas, TX | SEC-registered investment adviser |
| Maveron LLC | San Francisco, CA | Seattle, WA | Exempt reporting adviser |
| Mayfield Mauritius, Ltd. | Menlo Park, CA | Trianon, Mauritius | Exempt reporting adviser |
| Mellon Investments Corporation | San Francisco, CA | Pittsburgh, PA | SEC-registered investment adviser |
| Mercer Global Advisors Inc. | San Francisco, CA | Denver, CO | SEC-registered investment adviser |
| Meritech Capital | San Francisco, CA | Palo Alto, CA | Exempt reporting adviser |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Mesa West Capital | San Francisco, CA | Los Angeles, CA | SEC-registered investment adviser |
| Metlife Investment Management, LLC | San Francisco, CA | Whippany, NJ | SEC-registered investment adviser |
| MGG Investment Group LP | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Millennium Management LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Mission Biocapital | San Carlos, CA | Cambridge, MA | Exempt reporting adviser |
| Mission Biocapital | San Carlos, CA | Cambridge, MA | Exempt reporting adviser |
| Mission Wealth Management, LP | San Francisco, CA | Santa Barbara, CA | SEC-registered investment adviser |
| MMA Securities LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Monograph Capital Advisors (UK), LLP | San Francisco, CA | London, United Kingdom | Exempt reporting adviser |
| Morgan Stanley | San Francisco, CA | Purchase, NY | SEC-registered investment adviser |
| Morgan Stanley Infrastructure Inc. | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Morgan Stanley Investment Management Inc. | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Morgan Stanley Real Estate Advisor, Inc. | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| MS Capital Partners Adviser Inc. | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| MSD Partners, L.P. | Menlo Park, CA | New York, NY | SEC-registered investment adviser |
| Msref Real Estate Advisor, Inc. | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Msress III Manager, L.L.C. | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Mutual of Omaha Investor Services, Inc. | Concord, CA | Omaha, NE | SEC-registered investment adviser |
| Natixis Advisors, LLC | San Francisco, CA | Boston, MA | SEC-registered investment adviser |
| NB Alternatives Advisers LLC | Redwood City, CA | Dallas, TX | SEC-registered investment adviser |
| Needham & Company, LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Neostellar Advisors LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Nepc, LLC | San Francisco, CA | Boston, MA | SEC-registered investment adviser |
| Neuberger Berman Investment Advisers LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| New Edge Wealth | San Francisco, CA | Stamford, CT | SEC-registered investment adviser |
| Newedge Advisors | Novato, CA | New Orleans, LA | SEC-registered investment adviser |
| Newton Investment Management North America | San Francisco, CA | Boston, MA | SEC-registered investment adviser |
| Nextech Ventures (US) LLC | San Francisco, CA | Boston, MA | SEC-registered investment adviser |
| Nextview Ventures | San Francisco, CA | Boston, MA | Exempt reporting adviser |
| Nokomis Capital, L.L.C. | Larkspur, CA | Dallas, TX | SEC-registered investment adviser |
| Nollenberger McCullough Investment Advisors LLC | Sausalito, CA | Newport Beach, CA | State-registered investment adviser |
| Northern Light Venture Capital | Menlo Park, CA | Hong Kong, Hong Kong | Exempt reporting adviser |
| Northern Trust Securities, Inc | Menlo Park, CA | Chicago, IL | SEC-registered investment adviser |
| Northrock Partners, LLC | Berkeley, CA | Minneapolis, MN | SEC-registered investment adviser |
| Northside Capital Management LLC | San Mateo, CA | Hood River, OR | SEC-registered investment adviser |
| Northwood Investors LLC | San Francisco, CA | Denver, CO | SEC-registered investment adviser |
| Nuveen Alternatives Advisors LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Nuveen Asset Management, LLC | San Francisco, CA | Chicago, IL | SEC-registered investment adviser |
| Nuveen Fund Advisors, LLC | San Francisco, CA | Chicago, IL | SEC-registered investment adviser |
| NWF Advisory Services Inc | San Mateo, CA | Los Angeles, CA | SEC-registered investment adviser |
| Nyca Management LLC | San Francisco, CA | New York, NY | Exempt reporting adviser |
| NYL Investors LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Oak Hill Capital Management, LLC | Menlo Park, CA | New York, NY | SEC-registered investment adviser |
| Omni Bridgeway Management (USA) LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| One Capital Management, LLC | San Francisco, CA | Westlake Village, CA | SEC-registered investment adviser |
| Oneascent Financial Services LLC | Walnut Creek, CA | Birmingham, AL | SEC-registered investment adviser |
| Onedigital | Walnut Creek, CA | Overland Park, KS | SEC-registered investment adviser |
| Oppenheimer & Co. Inc. | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Orbimed Advisors LLC | South San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Orei Advisors LP | Redwood City, CA | Austin, TX | SEC-registered investment adviser |
| Orion Resource Partners (USA), LP | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Orix Advisers, LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Osaic Wealth, Inc. | San Ramon, CA | Scottsdale, AZ | SEC-registered investment adviser |
| Oxford Finance Advisors, LLC | San Mateo, CA | Alexandria, VA | SEC-registered investment adviser |
| P4G Capital Management, LLC | San Francisco, CA | Stateline, NV | SEC-registered investment adviser |
| Paine Schwartz Partners, LLC | San Mateo, CA | New York, NY | SEC-registered investment adviser |
| Pantheon | San Francisco, CA | London, United Kingdom | SEC-registered investment adviser |
| Partners Capital Investment Group, LLP | San Francisco, CA | Boston, MA | SEC-registered investment adviser |
| Pathstone | San Francisco, CA | Englewood, NJ | SEC-registered investment adviser |
| PCCP, LLC | San Francisco, CA | Los Angeles, CA | SEC-registered investment adviser |
| PCM Management Advisor, LLC | San Francisco, CA | Chagrin Falls, OH | SEC-registered investment adviser |
| Peak XV Partners Operations LLC | San Francisco, CA | Trianon, Mauritius | SEC-registered investment adviser |
| Peakspan Capital Management, LLC | San Mateo, CA | New York, NY | Exempt reporting adviser |
| Pearl Lane Advisors, LLC | Burlingame, CA | New York, NY | SEC-registered investment adviser |
| Permanent Capital Management, LP | San Mateo, CA | Chicago, IL | SEC-registered investment adviser |
| Permira Credit Limited | San Francisco, CA | London, United Kingdom | Exempt reporting adviser |
| Permira Investment Advisers Limited | Menlo Park, CA | St Peter Port, Guernsey | Exempt reporting adviser |
| Peterson Partners | San Francisco, CA | Salt Lake City, UT | SEC-registered investment adviser |
| PFG Advisors | Berkely, CA | Phoenix, AZ | SEC-registered investment adviser |
| Pgim Private Placement Investors, L.P. | San Francisco, CA | Newark, NJ | SEC-registered investment adviser |
| Pgim Real Estate Advisors LLC | San Francisco, CA | Newark, NJ | SEC-registered investment adviser |
| Pgim, Inc. | San Francisco, CA | Newark, NJ | SEC-registered investment adviser |
| Pitcairn | San Francisco, CA | Conshohocken, PA | SEC-registered investment adviser |
| POINT72 Asset Management, L.P. | San Francisco, CA | Stamford, CT | SEC-registered investment adviser |
| Polaris Growth Management, LLC | San Francisco, CA | Boston, MA | SEC-registered investment adviser |
| Prime Capital Financial | Concord, CA | Overland Park, KS | SEC-registered investment adviser |
| Princeville Capital | San Francisco, CA | Grand Cayman, Cayman Islands | Exempt reporting adviser |
| Project Level Management Company, LLC | San Francisco, CA | Chicago, IL | SEC-registered investment adviser |
| Prospect Ridge | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Prysm Capital, L.P. | San Francisco, CA | Princeton, NJ | SEC-registered investment adviser |
| Ptma Investment Advisors | Pleasanton, CA | Denver, CO | SEC-registered investment adviser |
| Ptma Investment Advisors | Pleasanton, CA | Naperville, IL | SEC-registered investment adviser |
| QIC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Qiming U.S. Ventures Management, LLC | San Francisco, CA | Cambridge, MA | Exempt reporting adviser |
| Quantum Portfolio Management, LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Quotient Wealth Partners, LLC | Walnut Creek, CA | Dallas, TX | SEC-registered investment adviser |
| RA Capital Management, LP | San Francisco, CA | Boston, MA | SEC-registered investment adviser |
| Radical Ventures | San Francisco, CA | Toronto, Canada | Exempt reporting adviser |
| Raine Capital LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Rally Ventures Management, LLC | Menlo Park, CA | Minneapolis, MN | Exempt reporting adviser |
| Raymond James Financial Services Advisors, Inc | San Ramon, CA | Saint Petersburg, FL | SEC-registered investment adviser |
| RB Capital Management, LLC | Burlingame, CA | Reno, NV | SEC-registered investment adviser |
| RBC Capital Markets, LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| RBC Rochdale, LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| RBC Securities, Inc. | Burlingame, CA | Los Angeles, CA | SEC-registered investment adviser |
| Rclco Fund Advisors, LLC | San Francisco, CA | Los Angeles, CA | SEC-registered investment adviser |
| Realta Investment Advisors, Inc | Orinda, CA | Wilmington, DE | SEC-registered investment adviser |
| Redhawk Wealth Advisors, Inc. | Oakland, CA | Minneapolis, MN | SEC-registered investment adviser |
| Revolution Ventures Management Company, Inc. | San Francisco, CA | Washington, DC | Exempt reporting adviser |
| RFG Advisory, LLC | San Francisco, CA | Vestavia Hills, AL | SEC-registered investment adviser |
| RMWC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Rockefeller Capital Management | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Rockefeller Capital Management | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Rockpoint | San Francisco, CA | Boston, MA | SEC-registered investment adviser |
| Rockwood Capital, LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Rosemont Equity Investment Fund GP LLC | Burlingame, CA | New York, NY | Exempt reporting adviser |
| Rreef America L.L.C. | San Francisco, CA | Chicago, IL | SEC-registered investment adviser |
| Rubey & Rust Capital Management, LLC | Alamo, CA | Incline Village, NV | SEC-registered investment adviser |
| Rubicon Technology Management L.L.C. | San Mateo, CA | Boulder, CO | SEC-registered investment adviser |
| Runa Capital Advisors | San Francisco, CA | Hamilton, Bermuda | Exempt reporting adviser |
| Runway Growth Capital LLC | Menlo Park, CA | Chicago, IL | SEC-registered investment adviser |
| RWA Wealth Partners | San Francisco, CA | Boston, MA | SEC-registered investment adviser |
| S2G Investments, LLC | San Francisco, CA | Chicago, IL | SEC-registered investment adviser |
| Saga Ventures Management, LLC | San Francisco, CA | Austin, TX | Exempt reporting adviser |
| Sanchez Wealth Management Group, LLC | Mill Valley, CA | Jacksonville, FL | SEC-registered investment adviser |
| Sanctuary Advisors, LLC | Danville, CA | Miami, FL | SEC-registered investment adviser |
| Sand Hill Global Advisors, LLC | San Francisco, CA | Palo Alto, CA | SEC-registered investment adviser |
| Sands Capital Alternatives, LLC | San Francisco, CA | Arlington, VA | SEC-registered investment adviser |
| Sands Capital Management, LLC | San Francisco, CA | Arlington, VA | SEC-registered investment adviser |
| Sanford C. Bernstein & Co., LLC | San Francisco, CA | Nashville, TN | SEC-registered investment adviser |
| Sapphire Ventures, LP | Menlo Park, CA | Austin, TX | SEC-registered investment adviser |
| Savvy Labs Inc | San Ramon, CA | New York, NY | SEC-registered investment adviser |
| Saybrook Fund Advisors, LLC | Redwood Shores, CA | Santa Monica, CA | SEC-registered investment adviser |
| Schonfeld Strategic Advisors LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Seacrest Wealth Management, LLC | Novato, CA | Purchase, NY | SEC-registered investment adviser |
| Secure Asset Management, L.L.C. | San Francisco, CA | Troy, MI | SEC-registered investment adviser |
| Seia | San Mateo, CA | Los Angeles, CA | SEC-registered investment adviser |
| Selby Lane Capital, LLC | Menlo Park, CA | Charlottesville, VA | SEC-registered investment adviser |
| Sequoia Financial Group, L.L.C. | Walnut Creek, CA | Akron, OH | SEC-registered investment adviser |
| SF Advisers, LLC | San Francisco, CA | Boston, MA | SEC-registered investment adviser |
| Shelton Capital Management | Menlo Park, CA | Denver, CO | SEC-registered investment adviser |
| Shine Capital | San Francisco, CA | New York, NY | Exempt reporting adviser |
| Sigma Management 6, LLC | San Francisco, CA | Campbell, CA | Exempt reporting adviser |
| Silver Point Capital, L.P. | San Francisco, CA | Greenwich, CT | SEC-registered investment adviser |
| Silver Point Private Credit Fund Management, LLC | San Francisco, CA | Greenwich, CT | SEC-registered investment adviser |
| Silver Point Specialty Credit Fund Management, LLC | San Francisco, CA | Greenwich, CT | SEC-registered investment adviser |
| Silverbay Capital Management LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Simplicity Wealth | Walnut Creek, CA | Summit, NJ | SEC-registered investment adviser |
| Sixth Street Advisers, LLC | San Francisco, CA | Dallas, TX | SEC-registered investment adviser |
| Sixth Street Lending Partners Advisers, LLC | San Francisco, CA | Dallas, TX | SEC-registered investment adviser |
| Sixth Street Specialty Lending Advisers, LLC | San Francisco, CA | Dallas, TX | SEC-registered investment adviser |
| SJF Management LLC | San Francisco, CA | Durham, NC | Exempt reporting adviser |
| Skyoak Capital, Inc. | San Francisco, CA | Las Vegas, NV | SEC-registered investment adviser |
| Soltis Investment Advisors, LLC | Redwood City, CA | St. George, UT | SEC-registered investment adviser |
| Soryn IP Capital Management | Menlo Park, CA | Millburn, NJ | SEC-registered investment adviser |
| Sosv Investments LLC (F/K/A Sosventures LLC) | San Francisco, CA | Princeton, NJ | Exempt reporting adviser |
| Sound Income Strategies, LLC | San Ramon, CA | Fort Lauderdale, FL | SEC-registered investment adviser |
| Sound Point Capital Management, LP | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Sound Point CLO C-MOA, LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Sound Point Luna LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Southland Equity Partners, LLC. | Walnut Creek, CA | Charlottesville, VA | SEC-registered investment adviser |
| Spark Capital | San Francisco, CA | Boston, MA | Exempt reporting adviser |
| SPC | Walnut Creek, CA | Ann Arbor, MI | SEC-registered investment adviser |
| Spectrum Equity | San Francisco, CA | Boston, MA | SEC-registered investment adviser |
| Spiderrock Advisors, LLC | San Francisco, CA | Chicago, IL | SEC-registered investment adviser |
| Stepstone Group Real Assets LP | San Francisco, CA | La Jolla, CA | SEC-registered investment adviser |
| Stepstone Group Real Estate LP | San Francisco, CA | La Jolla, CA | SEC-registered investment adviser |
| Sterling Capital Management LLC | Burlingame, CA | Charlotte, NC | SEC-registered investment adviser |
| Stifel, Nicolaus & Company, Incorporated | San Francisco, CA | St Louis, MO | SEC-registered investment adviser |
| Stockbridge Investors | San Francisco, CA | Boston, MA | SEC-registered investment adviser |
| Stonepine Capital Management, LLC | Sausalito, CA | Bend, OR | SEC-registered investment adviser |
| Strait & Sound | San Francisco, CA | Seattle, WA | SEC-registered investment adviser |
| Strategic Advocates, LLC | Walnut Creek, CA | Sacramento, CA | State-registered investment adviser |
| Strategic Blueprint, LLC | Novato, CA | Atlanta, GA | SEC-registered investment adviser |
| Strategic Partners Fund Solutions Advisors L.P. | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Strategic Wealth Partners, Ltd. | Walnut Creek, CA | Independence, OH | SEC-registered investment adviser |
| Stratos Wealth Partners, Ltd | Redwood City, CA | Beachwood, OH | SEC-registered investment adviser |
| STWD Investment Management, LLC | San Francisco, CA | Miami Beach, FL | SEC-registered investment adviser |
| Summit Partners Credit Advisors, L.P. | Menlo Park, CA | Boston, MA | SEC-registered investment adviser |
| Summit Partners Public Asset Management, LLC | Menlo Park, CA | Boston, MA | SEC-registered investment adviser |
| Summit Partners, L.P. | Menlo Park, CA | Boston, MA | SEC-registered investment adviser |
| Summit Trail Advisors, LLC | Chevy Chase, MD | New York, NY | SEC-registered investment adviser |
| Summit Wealth and Retirement Partners | San Ramon, CA | Eagle, ID | SEC-registered investment adviser |
| SVB Wealth | Menlo Park, CA | Boston, MA | SEC-registered investment adviser |
| Sverica Capital Management | San Francisco, CA | Boston, MA | SEC-registered investment adviser |
| Swander Pace Capital | San Francisco, CA | Bedminster, NJ | SEC-registered investment adviser |
| T Ventures Management Co, Ltd. | San Francisco, CA | Sydney Nsw, Australia | SEC-registered investment adviser |
| T. Rowe Price Associates, Inc. | San Francisco, CA | Baltimore, MD | SEC-registered investment adviser |
| T.ROWE Price Investment Management, Inc. | San Francisco, CA | Baltimore, MD | SEC-registered investment adviser |
| TA Associates | Menlo Park, CA | Boston, MA | SEC-registered investment adviser |
| TCG Capital Management | Menlo Park, CA | Playa Vista, CA | SEC-registered investment adviser |
| TCG Crossover Management, LLC | San Francisco, CA | Palo Alto, CA | SEC-registered investment adviser |
| TCW Asset Management Company LLC | Danville, CA | Los Angeles, CA | SEC-registered investment adviser |
| TCW Investment Management Company LLC | Danville, CA | Los Angeles, CA | SEC-registered investment adviser |
| Terramont Infrastructure Management LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| The Carlyle Group | Menlo Park, CA | Washington, DC | SEC-registered investment adviser |
| The Mather Group, LLC | Lafayette, CA | Chicago, IL | SEC-registered investment adviser |
| The Riverside Company | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| The Strategic Financial Alliance | San Francisco, CA | Atlanta, GA | SEC-registered investment adviser |
| The Wealth Conservatory | Livermore, CA | Lebanon, NH | SEC-registered investment adviser |
| The Wealth Consulting Group | San Ramon, CA | Las Vegas, NV | SEC-registered investment adviser |
| Third Point LLC | Menlo Park, CA | New York, NY | SEC-registered investment adviser |
| Third Rock Ventures, LLC. | San Francisco, CA | Boston, MA | Exempt reporting adviser |
| Thoma Bravo | San Francisco, CA | Chicago, IL | SEC-registered investment adviser |
| Thrive Capital | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| TIAA Kaspick, LLC | Redwood Shores, CA | Boston, MA | SEC-registered investment adviser |
| TIAA-CREF Investment Management LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Tiedemann Advisors, LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Tiger Global Management, LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Tiger Iron Capital, LLC | San Francisco, CA | Andover, MA | SEC-registered investment adviser |
| Tinicum Incorporated | Tiburon, CA | New York, NY | SEC-registered investment adviser |
| Tishman Speyer Properties, L.P. | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Townsend Holdings LLC | San Francisco, CA | Cleveland, OH | SEC-registered investment adviser |
| TPG Angelo Gordon | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| TPG Capital Advisors, LLC | San Francisco, CA | Fort Worth, TX | SEC-registered investment adviser |
| TPG Global Advisors, LLC | San Francisco, CA | Fort Worth, TX | SEC-registered investment adviser |
| TPG RE Finance Trust Management, L.P. | San Francisco, CA | Fort Worth, TX | SEC-registered investment adviser |
| TPG Real Estate Advisors, LLC | San Francisco, CA | Fort Worth, TX | SEC-registered investment adviser |
| TPG Solutions Advisors | San Francisco, CA | Fort Worth, TX | SEC-registered investment adviser |
| Transamerica Financial Advisors, LLC | Pleasanton, CA | Philadelphia, PA | SEC-registered investment adviser |
| Transatlantique Private Wealth LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Transformation Capital | San Francisco, CA | Boston, MA | Exempt reporting adviser |
| Transpose Platform Management, LLC | San Francisco, CA | Houston, TX | SEC-registered investment adviser |
| Tricon | San Francisco, CA | Toronto, Canada | SEC-registered investment adviser |
| Trillium Asset Management | San Francisco, CA | Boston, MA | SEC-registered investment adviser |
| True North Advisors, LLC | Danville, CA | Dallas, TX | SEC-registered investment adviser |
| True Ventures | San Francisco, CA | Palo Alto, CA | Exempt reporting adviser |
| True West Management Company, LLC | San Francisco, CA | Los Angeles, CA | Exempt reporting adviser |
| TSP Advisors, LLC | Greenbrae, CA | Mercer Island, WA | SEC-registered investment adviser |
| Tudor Investment Corporation | Oakland, CA | Stamford, CT | SEC-registered investment adviser |
| Turner Financial Group, Inc. | San Rafael, CA | Pace, FL | SEC-registered investment adviser |
| U.S. Bancorp Advisors, LLC | San Francisco, CA | Saint Paul, MN | SEC-registered investment adviser |
| U.S. Bancorp Asset Management, Inc. | San Francisco, CA | Minneapolis, MN | SEC-registered investment adviser |
| UBS Asset Management (americas) LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| UBS Financial Services Inc. | San Francisco, CA | Weehawken, NJ | SEC-registered investment adviser |
| UBS Realty Investors LLC | San Francisco, CA | Hartford, CT | SEC-registered investment adviser |
| Up Partners Management Company, LLC | San Carlos, CA | Santa Monica, CA | Exempt reporting adviser |
| USI Securities, Inc. | Concord, CA | Glastonbury, CT | SEC-registered investment adviser |
| VALENCE8 | San Mateo, CA | Cambridge, MA | SEC-registered investment adviser |
| Valley Wealth Strategies, LLC | Menlo Park, CA | Lodi, CA | SEC-registered investment adviser |
| Vanbarton Group LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Vanderbilt Advisory Services | San Leandro, CA | Woodbury, NY | SEC-registered investment adviser |
| Victory Capital Management Inc. | San Francisco, CA | San Antonio, TX | SEC-registered investment adviser |
| Viking Global Investors LP | San Francisco, CA | Stamford, CT | SEC-registered investment adviser |
| Village Global Management, L.L.C. | San Francisco, CA | Covina, CA | SEC-registered investment adviser |
| Virtue Capital Management, LLC | Dublin, CA | Brentwood, TN | SEC-registered investment adviser |
| Vista Credit BDC Management, L.P. | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Vista Credit Partners, L.P. | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Voltage Ventures LP | San Francisco, CA | Portland, ME | Exempt reporting adviser |
| Voya Investment Management Co. LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Voya Investment Management LLC | San Francisco, CA | Atlanta, GA | SEC-registered investment adviser |
| VY Capital | San Francisco, CA | Dubai, United Arab Emirates | Exempt reporting adviser |
| Wafra Inc. | San Mateo, CA | New York, NY | SEC-registered investment adviser |
| Warburg Pincus LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Washington Capital Management Inc | San Francisco, CA | Seattle, WA | SEC-registered investment adviser |
| Washington Crossing Advisors LLC | San Francisco, CA | Morristown, NJ | SEC-registered investment adviser |
| Wcas Management Corporation | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Wealth Enhancement Advisory Services, LLC | El Cerrito, CA | Plymouth, MN | SEC-registered investment adviser |
| Wealth Watch Advisors, Inc | San Ramon, CA | Englewood, CO | SEC-registered investment adviser |
| Wealthspire Advisors | Larkspur, CA | New York, NY | SEC-registered investment adviser |
| Wedbush Securities Inc. | Redwood City, CA | Pasadena, CA | SEC-registered investment adviser |
| Weiss Asset Management | San Francisco, CA | Boston, MA | SEC-registered investment adviser |
| Wellington Management Company LLP | San Francisco, CA | Boston, MA | SEC-registered investment adviser |
| Wells Fargo Advisors | Walnut Creek, CA | St. Louis, MO | SEC-registered investment adviser |
| Westfuller Advisors, LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| William Blair & Company L.L.C. | San Francisco, CA | Chicago, IL | SEC-registered investment adviser |
| William O'Neil + Company | San Francisco, CA | Los Angeles, CA | SEC-registered investment adviser |
| Wilshire Quinn Capital, Inc. | San Francisco, CA | San Diego, CA | SEC-registered investment adviser |
| Winans Investments | Novato, CA | Las Vegas, NV | SEC-registered investment adviser |
| Wolfe Research Advisors, LLC | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| World Investment Advisors, LLC | San Mateo, CA | Lincroft, NJ | SEC-registered investment adviser |
| Worldline Capital Pte. Ltd. | Menlo Park, CA | Hong Kong, Hong Kong | SEC-registered investment adviser |
| XN LP | San Francisco, CA | New York, NY | SEC-registered investment adviser |
| Y Combinator | San Francisco, CA | Mountain View, CA | Exempt reporting adviser |
| Yeske Buie Inc. | San Francisco, CA | Vienna, VA | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
These 18 firms list an office in San Francisco, CA on Form ADV, but their filings give no principal office location, so where they are headquartered is not known. They are not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Astor | San Francisco, CA | SEC-registered investment adviser |
| Capital Z Asset Management, LLC | San Mateo, CA | SEC-registered investment adviser |
| Financial Transparency | Pleasant Hill, CA | SEC-registered investment adviser |
| First and Main Financial | Oakland, CA | SEC-registered investment adviser |
| Inceptionr LLC | Walnut Creek, CA | SEC-registered investment adviser |
| Infinity Investment Management Holdings, LLC | San Francisco, CA | Exempt reporting adviser |
| Investor FAN | Moraga, CA | SEC-registered investment adviser |
| Kearny Venture Associates III, LLC | San Francisco, CA | Exempt reporting adviser |
| KVP Capital Advisors, LP | San Francisco, CA | SEC-registered investment adviser |
| Laude Ventures | Redwood City, CA | Exempt reporting adviser |
| Rational Investment Management, LLC | San Francisco, CA | SEC-registered investment adviser |
| Stalwart Ventures Management, LLC | San Mateo, CA | Exempt reporting adviser |
| Streamlined Ventures | San Francisco, CA | Exempt reporting adviser |
| Twin Peaks Wealth Advisors | Newark, CA | SEC-registered investment adviser |
| Vega Capital Group LLC | Dublin, CA | SEC-registered investment adviser |
| Wellth Advisory Services, LLC | Redwood City, CA | SEC-registered investment adviser |
| Wittlin Advisory | San Francisco, CA | SEC-registered investment adviser |
| XYZ Venture Capital | San Francisco, CA | Exempt reporting adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in San Francisco, CA, headquartered elsewhere. https://advisorcensus.com/advisors/ca/san-francisco/branch-offices https://advisorcensus.com/advisors/ca/san-francisco/branch-offices