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Top 10 RIA Firms in the San Francisco Metro Area

By: Tim Dolan, Vice President, Institutional Sales

One of the biggest problems when selling to the RIA (Registered Investment Adviser) marketplace is the sheer size of the channel. The RIA marketplace across the United States consists of over 36,000 firms, which means that while there are plenty to choose from when looking for new clients, shrinking the list down to only those that allocate to outside managers is key. For example, here at Dakota, where we’ve raised over $6 billion from over 350 RIAs, and we qualify and curate our list to only RIAs that allocate to outside managers (which are the firms we sell for).

In an effort to help narrow down the sheer size of the market, we’ve put together a list of the top 10 RIAs in each major metro area across the country. To determine our list, we looked for three things:

  1.  An AUM above $200 million
  2.  A dedicated analyst team
  3.  An RIA that actively allocates capital to outside investment management firms

We have qualified 59 RIAs with AUMs ranging from $41B to $175M in San Francisco that meet our criteria. We actively call on these RIAs, and all 59 are in our “shared CRM database,” Dakota Marketplace. Below are the top 10 RIAs from that list. However, this is by no means a “best of” list, as there are so many high quality RIAs in San Francisco and around the country. We just wanted to give you a place to start.  

  1. Iconiq Capital
    AUM: $39,000,000,000  
  2. Hall Capital Partners
    AUM: $36,253,881,136   
  3. Makena Capital Management
    AUM: $22,000,000,000 
  4. Northside Capital Management
    AUM: $5,025,270,346   
  5. Wetherby Asset Management
    AUM: $4,851,933,986
  6. Bordeaux Wealth Advisors
    AUM: $2,476,129,264  
  7. EPIQ Capital Group
    AUM: $1,613,073,371  
  8. Robertson Stephens Wealth Management
    AUM: $1,300,000,000 
  9. Bitterroot Capital Advisors, LLC
    AUM: $1,083,114,004 
  10. Gordian Wealth Advisors
    AUM: $210,847,345 

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