Wealth manager, public-company owned · SAN Francisco, CA
Baker Street Advisors, LLC
SEC-registered investment adviser · CRD 128066 · SEC 801-62370
At a glance
Baker Street Advisors, LLC is an SEC-registered investment adviser based in SAN Francisco, California, with $21B in regulatory assets under management as of its Form ADV filed July 30, 2026. It reports 504 individual clients, 504 of them high-net-worth, holding an average of about $36 million each, and 63 employees. That ranks it 47th among the nation’s 5,657 independent wealth management RIAs and 8th of 714 in California. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.
Main office 415-344-6180bakerstreetadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $21B
- Rank among independent wealth managers
- #47 of 5,657
- Rank among all SEC RIAs
- #850 of 17,210
- Rank in California
- #8 of 714
- Individual clients
- 504
- High-net-worth clients
- 504
- Accounts
- 5,397
- Discretionary
- 100% of AUM
- Employees
- 63
- Advisory staff
- 15
- Offices
- 1
Owners and executives on its Form ADV
- Jeffrey W. ColinManaging Member
- Christopher J. WilkensPartner & CEO
- James E. MilliganPartner
- Jennifer L. BonvechioPartner
- Wendy A. UmphreyPartner
- Adam T. ElegantPartner
- Ryan E. MurrayManaging Director
- Annie E. RothManaging Director
- Alexander G. GannonManaging Director
- Jeffrey M. BardiniManaging Director
- Jordan C. KienzlePartner
- Henry TranChief Compliance Officer
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It reports a broker-dealer among its affiliates on Form ADV.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 504 | $18B | 87% |
| Charitable organizations | 34 | $2.7B | 13% |
Disciplinary disclosures
Baker Street Advisors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗bakerstreetadvisors.com ↗
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- Assets, accounts, clients and staff, ten years of filings
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- 13 namedLocked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in California
All of California →| Firm | Regulatory AUM | Clients |
|---|---|---|
| LidoLOS Angeles | $43B | 13,043 |
| Jordan Park Group LLCSAN Francisco | $23B | 163 |
| SeiaLOS Angeles | $23B | 9,520 |
| Comprehensive Financial Management LLCLOS Gatos | $19B | 13 |
| Aspiriant, LLCLOS Angeles | $18B | 2,310 |
| Mission Wealth Management, LPSanta Barbara | $17B | 5,299 |
Compare Baker Street Advisors, LLC with
- Baker Street Advisors, LLC vs Johnson Investment Counsel, Inc. $23B · Cincinnati, OH
- Baker Street Advisors, LLC vs Seia $23B · LOS Angeles, CA
- Baker Street Advisors, LLC vs Summit Trail Advisors, LLC $20B · New York, NY
- Baker Street Advisors, LLC vs RWA Wealth Partners $20B · Boston, MA
Background
Questions
How much does Baker Street Advisors, LLC manage?
Baker Street Advisors, LLC reports $21B in regulatory assets under management across 5,397 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 30, 2026.
How many clients does Baker Street Advisors, LLC have?
It reports 504 individual clients: 504 high-net-worth individuals and 0 other individuals. Individuals account for about 87% of its regulatory assets.
Where is Baker Street Advisors, LLC headquartered?
Its main office is in SAN Francisco, California. It reports 1 office in total and 63 employees, 15 of whom perform investment advisory functions.
How does Baker Street Advisors, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Baker Street Advisors, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed July 30, 2026, it reports these amounts held: Charles Schwab ($9.7B); Fidelity ($8.3B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Baker Street Advisors, LLC a hybrid RIA with a broker-dealer?
It reports a broker-dealer among its affiliates on Form ADV.
Is Baker Street Advisors, LLC a fiduciary?
As an SEC-registered investment adviser, Baker Street Advisors, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Baker Street Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →