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SD Mayer Advisory, LLC

EST. AUM
$500,000,000

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Firm Details

Metro area San Francisco
CRD Number
Website sdmayer.com
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Overview

SD Mayer Advisory is a full-service wealth management and strategic advisory firm based in San Francisco. Founded in 2012 by Stephen D. Mayer (former CEO of BPM), the firm provides a holistic approach that integrates investment management with tax and estate planning. In March 2026, the firm partnered with Springline Advisory to bolster its national resources and technology platform. SD Mayer specializes in serving "the middle market," including privately held businesses, nonprofits, and high-net-worth families. Their advisory team is particularly skilled in helping business owners navigate lifecycle events, from startup growth to complex succession and liquidity events.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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