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October 31, 2023

Top 10 RIA Firms in the San Francisco Metro Area

RIAs are one of the most dynamic and fast growing channels for investment firms to sell their investment strategies to. The challenge has always been: “what RIAs invest in outside managers and are not investment managers themselves?”

Through our Dakota Marketplace database of RIAs, we have aimed to solve that problem by curating and vetting each RIA by hand and only showing those RIAs that are true prospects for an investment firm. This saves both the investment sales team member time, but also saves the “other” RIAs that don’t allocate to other managers from getting unnecessary emails and phone calls.

Below are a few RIAs in San Francisco that we thought you might like to know. For a more detailed list of RIAs in San Francisco, click here to schedule a demo.

1. Edelman Financial Engines

AUM: $$290,354,747,708

2. TWP Private Wealth Management

AUM: $148,561,000,000

3. Global Retirement Partners LLC

AUM: $107,120,212,323

4. Iconiq Capital

AUM: $89,112,612,606

5. Assetmark

AUM: $60,116,320,247

6. Hall Capital Partners

AUM: $55,707,371,841

7. Makena Capital Management

AUM: $24,956,773,327

8. Comprehensive Financial Management

AUM: $22,754,551,937

9. Empower Personal Wealth

AUM: $20,500,000,000

10. IEQ Capital LLC

AUM: $17,791,397,748

For a more detailed list of all RIAs in San Francisco, sign up for a demo of Dakota Marketplace here.

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Written By: Morgan Holycross, Marketing Manager

Morgan Holycross is a Marketing Manager at Dakota.

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