For investment firms and asset managers selling into the wealth channel, San Francisco is not a secondary market. It is a primary target. The metro is home to more than 1,900 financial advisors across every major broker-dealer, private bank, and wirehouse in the market, according to Dakota Marketplace – similar to what we’ve seen in markets like New York City and Boston.
Dakota FAs tracks financial advisors across San Francisco and every major metro in the country, with 9,000+ verified contacts across broker-dealers, banks, and select RIA hybrids. The advisors featured below were selected using the same data framework that powers the Dakota 500, Dakota's annual independent recognition of leading financial advisors across the United States.
In this article we’ll review ten of the most significant advisor teams in the San Francisco area.
Top 10 Financial Advisors in San Francisco
1. 415 Group MS PWM Team
The 415 Group is a Morgan Stanley Private Wealth Management team based in San Francisco and Menlo Park, California, serving ultra-high-net-worth entrepreneurs, private equity and venture capital partners, corporate executives, and multi-generational families. Managing over $10 billion for approximately 120 families, the team focuses on pre- and post-liquidity planning, tax and estate strategy, and sustainable investing. They have been named to the Barron's Top 100 Private Wealth Management Teams list for 2022, 2023, and 2024.
2. SRI Wealth Management Group RBC Team
The SRI Wealth Management Group is an RBC Wealth Management team based in San Francisco, California, dedicated exclusively to sustainable and impact investing for more than 30 years. Managing approximately $3.5 billion in assets, the team serves individuals, endowments, foundations, nonprofits, entrepreneurs, and multi-generational families seeking to align their portfolios with their values.
3. Meyer DeMartini Wealth Partners Rockefeller Team
Meyer DeMartini Wealth Partners is a Rockefeller Capital Management team based at Two Embarcadero Center in San Francisco, California, having joined Rockefeller in February 2025 after previously managing approximately $4 billion in assets at Merrill Lynch Private Wealth Management. The team provides comprehensive wealth management services to high- and ultra-high-net-worth individuals and families across the Bay Area.
4. Cresset Wealth Advisors
Cresset Wealth Advisors is an independent RIA and multi-family office headquartered in Chicago, Illinois, managing approximately $78.94 billion in assets across all major asset classes with a significant emphasis on alternative investments including private equity, venture capital, and hedge funds. Tim Ross, a Managing Director based in San Francisco, joined Cresset in 2023 following senior roles at First Republic Investment Management and Citi Family Office.
5. The Burbank Group MS PWM Team
The Burbank Group is a Morgan Stanley Private Wealth Management team based at 555 California Street in San Francisco, California, specializing in serving consumer products entrepreneurs, private equity partners, and senior investment bankers. Managing over $4.8 billion in assets, the team has been named to Barron's Top 250 Private Wealth Management Teams and Forbes Best-In-State Wealth Management Teams for 2025 and 2026.
Want to see every financial advisor in San Francisco? Dakota FAs gives you instant access to 1,900+ San Francisco area advisors with verified contact details, AUM data, and investment preference indicators.
6. Cerity Partners
Cerity Partners is an independent RIA with a San Francisco office serving high-net-worth individuals, families, institutions, and corporations with integrated wealth management, tax planning, estate planning, and private equity access. Steve Florance, a Principal in the San Francisco office, focuses on financial planning and investment management for private and institutional clients, and also collaborates with the firm's Investment Office on its private equity program, drawing on prior experience at Hall Capital Partners and Robertson Stephens Advisors.
7. Oster-Konigsberg Wealth Management UBS PWM Team
Oster-Konigsberg Wealth Management is a UBS Private Wealth Management team based in San Francisco, California, serving successful entrepreneurs, company founders, corporate executives, and multigenerational families. Led by Managing Director Jeff Oster and Senior Vice President Neil Konigsberg, the team specializes in liquidity planning, business transition, estate planning, executive compensation, and alternative investments, drawing on over three decades of combined advisory experience.
8. Cecchin Townsend Group RBC Wealth Management
The Cecchin Townsend Group is an RBC Wealth Management team based in San Francisco, California, serving individuals and families with personalized wealth management, ESG and responsible investing, real estate investing, and portfolio management. The team is led by Managing Director Tim Cecchin and Senior Vice President Travis Townsend, who was named a Forbes Top Next-Gen Wealth Advisor Best-In-State in 2025.
9. Lyon Wealth Management Hightower Advisors LLC
Lyon Wealth Management is a Hightower Advisors team based in Tiburon, California, serving corporate executives, business owners, and families of substantial means with fiduciary wealth management, investment planning, and estate and legacy planning. Led by Todd Lyon, the team brings more than 40 years of financial advising and investment management experience, taking a holistic approach to clients' complete financial picture.
10. Dan Tichenor – Morgan Stanley
Daniel Alan Tichenor is a Financial Advisor at Morgan Stanley based in the Walnut Creek, California metro area, serving clients in a generalist wealth management capacity.
Start Calling on the Right Advisors with Dakota FAs
Financial advisors are the largest, and most overlooked, allocator channel in the market. Dakota FAs gives fundraisers and investment sales teams a structured, metro-specific view into this massive audience so you can stop guessing and start booking meetings.
Here’s what you get:
- Organized by Metro Area: Every advisor and financial advisor team in your metro, grouped by location for instant targeting.
- Verified Contact Info: Accurate emails, phone numbers, and office details across broker-dealers, banks, and select RIA hybrids. No bouncing emails or outdated records.
- Investment Preferences and Indicators: Filter by asset class interest, AUM, channel, and advisor attributes to prioritize the right targets before you pick up the phone.
- Form ADV Data: Available for hybrid advisors where applicable, giving you added context on the teams you're approaching.
- LinkedIn Profiles: Fast context on individual advisors for warm, informed outreach.
- Home Office Coverage: Up-to-date research and verified contacts identifying key centers of influence and decision-makers driving platform and product approvals.
- Dakota Recommends: Curated, location-specific recommendations for coffee shops, restaurants, event spaces, and hotels when traveling to meet advisors in DC and beyond.
Dakota FAs is updated weekly, purpose-built for sellers, and priced for teams of any size: individual access starts at $999 per year with no contract required.
If you're ready to go beyond a top 10 and see the full advisor picture in Washington DC and across the country, get access here.
