Baker Street Advisors
Baker Street Advisors is a San Francisco-based registered investment advisor founded in 2003 that provides customized wealth management and investment advisory services to approximately 540 high-net-worth families, ultra-high-net-worth families, and foundations, managing roughly $20 billion in assets under administration.
- Company typePrivate
- Founded2003
- HeadquartersSan Francisco, United States
- Headcount51–100
- GTM typeB2C
- OfferingServices
What Baker Street Advisors does
Baker Street Advisors is a San Francisco-based registered investment advisor founded in 2003 that provides customized wealth management and comprehensive investment advisory services to high-net-worth families, individuals, ultra-high-net-worth families, and foundations. The firm manages approximately $20 billion in assets under administration across roughly 540 client relationships, with an average client portfolio size of $25 million and a minimum two-professional service team assigned to each client. Headquartered at 575 Market Street, the firm has 51 to 100 employees and operates as an independent, privately held LLC with no external venture or private equity backing.
The firm delivers services through five integrated pillars: Client Service, Family Office Services for complex administrative structures, Investment Management grounded in university endowment-style processes emphasizing diversification and fee minimization, Taxable Transition Management for tax-efficient portfolio rebalancing, and Wealth Planning spanning tax, insurance, and estate coordination. The investment process emphasizes after-tax, after-fee, risk-adjusted returns and aggregates $13 billion in collective purchasing power to negotiate institutional pricing. Operational technology is built on Schwab and Fidelity custodian integrations; the firm does not disclose proprietary technology platforms, AI capabilities, or mobile applications.
Baker Street generates revenue through advisory fees calculated as a percentage of assets under management on a recurring subscription basis, a model typical of fiduciary RIAs serving wealthy clients. Client acquisition relies on professional referrals and earned media coverage in Barron's, Forbes, Financial Times, and Bloomberg Markets. In February 2026, the firm appointed Chris Wilkens as its first-ever CEO and elevated CIO Peter Hand to Partner, signaling organizational maturation. A notable adverse event in the same period was the departure of a partner carrying approximately $2 billion in AUA to Cresset, highlighting key-person concentration risk inherent in the partner-led model.
Baker Street Advisors firmographics
Firmographics- Name
- Baker Street Advisors
- Legal name
- Baker Street Advisors, LLC
- Website
- https://bakerstreetadvisors.com
- Company type
- Private
- Founded year
- 2003
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Baker Street Advisors is a San Francisco-based registered investment advisor founded in 2003 that provides customized wealth management and investment advisory services to approximately 540 high-net-worth families, ultra-high-net-worth families, and foundations, managing roughly $20 billion in assets under administration.
- Ownership category
- akta.pro rank
Baker Street Advisors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industries
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
Keywords
Where Baker Street Advisors is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Baker Street Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Advisory Fee (AUM-based): The firm generates revenue through advisory fees calculated as a percentage of assets under management. As a registered investment advisor operating on a fiduciary basis, fees are typically charged on assets under administration. The firm's $20 billion AUA and $25 million average client portfolio size indicate a percentage-based fee structure typical of wealth management firms serving high-net-worth clients.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Customized advisory services for families and foundations |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
Baker Street Advisors product offering
Product offeringCore offering
Baker Street Advisors delivers customized wealth management and comprehensive investment advisory services to high-net-worth families, individuals, and foundations through five integrated service pillars: Client Service, Family Office Services, Investment Management, Taxable Transition Management, and Wealth Planning. The firm operates as a fiduciary registered investment advisor managing $20 billion in assets under administration for approximately 540 clients with an average portfolio of $25 million.
Product overview
Baker Street Advisors offers a unified wealth management platform providing customized solutions through five integrated service pillars: Client Service (dedicated advisor relationships with personalized support), Family Office Services (complex financial structure management), Investment Management (institutional-quality advice using endowment-style diversification and fee-efficient strategies), Taxable Transition Management (tax-efficient portfolio rebalancing), and Wealth Planning (comprehensive planning for tax, insurance, and estate needs). The firm leverages collective purchasing power of approximately $13 billion to secure low fees for clients. Services are coordinated across teams with each client served by at least two professionals, integrating investment management with financial planning for high-net-worth families and foundations.
Differentiator
Problem solved
Functional benefit
Products and services
- Client Service Personalized client service delivering customized, prompt, and attentive support with a single point-of-contact for direct answers to financial needs. Each client is served by at least two professionals readily available to them, addressing matters ranging from routine to extraordinary based on full knowledge of the client's complete financial picture.
- Family Office Services Comprehensive management of complex family financial structures for clients with complicated administrative needs, including resources and expertise developed over decades serving the nation's wealthiest families. Includes the ability to efficiently organize and oversee complex administrative and financial structures.
- Investment Management Institutional-quality investment advice grounded in endowment-style principles, featuring diversification across asset classes, fee minimization leveraging collective $13 billion purchasing power, and selective active management in inefficient markets. The Investment Strategy Group synthesizes economic and investment research to craft asset allocations designed to maximize after-tax, after-fee, risk-adjusted returns.
- Taxable Transition Management Tax-efficient portfolio rebalancing services that evaluate all portfolio changes on an after-tax basis, re-engineering existing portfolios to better reflect an indexed approach while minimizing embedded taxable gains. The minimization of tax costs is positioned as an essential component of a successful investment plan.
- Wealth Planning Comprehensive wealth management planning addressing tax, insurance, and estate planning matters, with close collaboration with clients' accountants and estate attorneys to ensure integration of all financial affairs. Functions as a personal CFO service for clients.
Quantifiable outcome
- Average client portfolio size of $25 million indicates ability to serve ultra-high-net-worth clientele
- +2 more outcomes
Companies that use Baker Street Advisors
Customer profileNamed customers5 records
Segments3 records
Ideal customer profiles3 records
Baker Street Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Feature3 records
Baker Street Advisors partnerships and signals
Strategic signalScale indicators7 records
Recent moves5 records
Expansion highlights5 records
Baker Street Advisors competitors and assessment
Company assessmentDirect peers
- Aspiriant: Independent, fee-only RIA serving high-net-worth families with customized wealth management and tax-focused investment strategies. Closely comparable to Baker Street in client segment, fiduciary-only model, and tax-aware investment philosophy.
- Mercer Advisors: Large national RIA serving HNW and UHNW households with comprehensive wealth management, tax planning, and family office services. Comparable target market and integrated service offering, though at significantly larger scale and with PE backing.
- Cresset Asset Management: Multi-family office serving UHNW families with integrated wealth management, tax planning, and family-office services. A direct competitor for the same Bay Area and UHNW client base — and notably the destination of Baker Street's recent ~$2B team departure.
- Pathstone: Independent family-office and RIA serving ultra-affluent families with investment advisory, tax, and estate services. Highly comparable client profile, fiduciary model, and integrated wealth-management offering.
- Bessemer Trust: Private wealth and investment management firm exclusively serving ultra-high-net-worth families and foundations. Competes directly for UHNW family relationships with comprehensive investment, family-office, and advisory services.
- Glenmede: Wealth management and investment firm serving UHNW families, foundations, and endowments. Comparable in serving HNW/UHNW clients with endowment-style investment management and multi-generational wealth planning.
- Pitcairn: Multi-family office providing investment management, trust, and family-office services to HNW and UHNW families, including multigenerational wealth planning. Directly comparable service model and client segment.
Broad incumbents
- Northern Trust Wealth Management: Large incumbent wealth manager serving HNW and UHNW families with investment management, trust, and family-office capabilities. Overlaps with Baker Street's UHNW offerings but as part of a much broader institutional asset servicing and banking franchise.
- BNY Mellon Wealth Management: Wealth management arm of a global custodian bank serving UHNW individuals, families, and foundations with investment management, trust, and private banking. Competitor for the same UHNW client segment, with significantly broader institutional capabilities.
- Brown Brothers Harriman: Private partnership bank offering wealth management, investment management, and custody to UHNW families, foundations, and endowments. Comparable independent partnership culture and UHNW client focus, though at much greater scale and with banking capabilities Baker Street lacks.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Baker Street Advisors social profiles
Digital presenceBaker Street Advisors compliance and trust
Trust signalCompliance1 record
Baker Street Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Baker Street Advisors leadership team
Management profileNumber of profiles
Profiles10 records
Baker Street Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Baker Street Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Baker Street Advisors
What does Baker Street Advisors do?
Baker Street Advisors delivers customized wealth management and comprehensive investment advisory services to high-net-worth families, individuals, and foundations through five integrated service pillars: Client Service, Family Office Services, Investment Management, Taxable Transition Management, and Wealth Planning. The firm operates as a fiduciary registered investment advisor managing $20 billion in assets under administration for approximately 540 clients with an average portfolio of $25 million.
Is Baker Street Advisors a public or private company?
Baker Street Advisors is a private company. It is classified as management employee owned and is currently operating.
When was Baker Street Advisors founded?
Baker Street Advisors was founded in 2003. It employs 51 to 100 people.
Where is Baker Street Advisors based?
Baker Street Advisors is headquartered in San Francisco, United States, in the North America region.
How does Baker Street Advisors make money?
One revenue line is on record: advisory Fee (AUM-based).
Who are Baker Street Advisors's main competitors?
Direct peers on record are Aspiriant, Mercer Advisors, Cresset Asset Management, Pathstone, Bessemer Trust, Glenmede and Pitcairn. Broad incumbents are Northern Trust Wealth Management, BNY Mellon Wealth Management and Brown Brothers Harriman.
Does Baker Street Advisors have an API?
No public API is recorded for Baker Street Advisors.
What industry is Baker Street Advisors in?
Baker Street Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAEAAAI, Family Office Advisory (Single/Multi-Family). Its NAICS code is 523940 and its SIC code is 6282.