Humphreys Group
Humphreys Group, operating as Treehouse Wealth Advisors, is a women-owned, fee-only fiduciary Registered Investment Advisor founded in 1983 that delivers integrated wealth management, financial planning, tax, estate, and life-changes planning to high-net-worth individuals and families in the California Bay Area.
- Company typePrivate
- Founded1983
- HeadquartersSan Francisco, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Humphreys Group does
Humphreys Group, founded in 1983, is a women-owned financial advisory firm operating under the trade name Treehouse Wealth Advisors through its legal entity Garrison Point Advisors, LLC, a Registered Investment Advisor with the SEC. The firm is headquartered in San Francisco with a second office in Walnut Creek, California, and serves high-net-worth individuals and families across the California Bay Area. The firm has accumulated multiple 2026 industry recognitions, including Newsweek's America's Top Financial Advisory Firms, USA Today's Best Financial Advisory Firms, and Forbes Best-in-State Top Women Wealth Advisors (Stacey Chin, CFP), reflecting a positioning anchored in fiduciary independence and women-led advisory expertise.
The firm's core offering is an integrated wealth management platform comprising Investment Management, Financial Planning, Tax Planning, Estate Planning, and Life Changes Planning, supplemented by a specialized Women-Focused Advice service track. Each service is positioned as a component of a unified, fee-only fiduciary strategy rather than a standalone product, and the firm targets four primary client personas: Innovators navigating change, Impact Makers seeking values-aligned wealth planning, Legacy Builders managing multi-generational and business succession decisions, and women clients seeking retirement and financial-independence guidance.
Business development is sales-led and relationship-driven, with prospective clients onboarded through direct advisory engagement supported by a content ecosystem that includes blog insights, webinars, video libraries, Conversation Circles workshops, and a branded book asset. The firm uses Orion Advisor as its third-party client portal technology; no proprietary technology platform has been disclosed. Pricing is not publicly disclosed but follows the standard fee-only RIA structure, most commonly assets-under-management-based fees, with revenue derived almost entirely from recurring advisory fees on HNW client portfolios concentrated in the Bay Area.
Humphreys Group firmographics
Firmographics- Name
- Humphreys Group
- Legal name
- Garrison Point Advisors, LLC
- Website
- https://humphreysgroup.com
- Company type
- Private
- Founded year
- 1983
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Humphreys Group, operating as Treehouse Wealth Advisors, is a women-owned, fee-only fiduciary Registered Investment Advisor founded in 1983 that delivers integrated wealth management, financial planning, tax, estate, and life-changes planning to high-net-worth individuals and families in the California Bay Area.
- Ownership category
- akta.pro rank
Humphreys Group industry classification
Industry- Product category
- Wealth Management Services
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Business Owner & Executive Financial Planning (FSAEAAAO)
Keywords
Where Humphreys Group is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Humphreys Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory Services: Revenue generated from providing investment advisory services, likely based on assets under management (AUM) following the fee-only fiduciary model typical of registered investment advisors.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Humphreys Group product offering
Product offeringCore offering
Humphreys Group operates as Treehouse Wealth Advisors, providing fee-only fiduciary wealth management services including investment management, financial planning, tax planning, estate planning, and life transition planning for high-net-worth individuals and families in the California Bay Area. The firm also offers specialized women-focused advisory services and delivers its integrated approach through offices in San Francisco and Walnut Creek.
Product overview
Treehouse Wealth Advisors offers an integrated, unified wealth management platform that combines multiple financial services as part of a cohesive strategy. The core offerings include Investment Management, Financial Planning, Tax Planning, Estate Planning, and Life Changes Planning, all working together as integrated components rather than standalone services. Additionally, the firm provides Women-Focused Advice as a specialized service track. The approach is described as taking an integrated approach where each service works together as part of a cohesive strategy to meet clients wherever they are in their financial journey.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Management Disciplined investment management services delivered as part of an integrated wealth management approach for high-net-worth individuals and families.
- Fee-Only Financial Planning Fee-only financial planning providing structure and perspective for clients' complete financial journey, integrated with investment, tax, and estate planning.
- Tax Planning Proactive tax planning integrated with overall financial strategy to optimize outcomes for high-net-worth clients.
- Estate Planning Estate planning services helping legacy builders balance personal priorities with complex business and financial decisions while planning for future generations.
- Life Changes Planning Guidance through life transitions including unexpected changes, career shifts, and major life events as part of an integrated wealth management approach.
- Women-Focused Advice Specialized financial planning and wealth management services addressing the unique retirement planning considerations for women and supporting their financial independence.
Companies that use Humphreys Group
Customer profileSegments4 records
Ideal customer profiles3 records
Humphreys Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Humphreys Group partnerships and signals
Strategic signalScale indicators1 record
Recent moves4 records
Expansion highlights4 records
Humphreys Group competitors and assessment
Company assessmentBroad incumbents
- Carson Group: Large national RIA and wealth management firm serving HNW individuals and advisors. Operates in the same fee-only fiduciary space but at significantly greater scale and geographic breadth.
- Edelman Financial Engines: One of the largest independent RIAs in the U.S., offering investment management, financial planning, and wealth strategies for individuals. Broad incumbent competing for the same HNW planning client.
- Mariner Wealth Advisors: National RIA providing comprehensive wealth advisory, tax, estate, and retirement planning. Operates in the same integrated wealth management category with broader geographic footprint.
- Creative Planning: Large national fee-only RIA offering investment management, tax, estate, and retirement planning. Comparable service mix but operates at much greater scale across many states.
Emerging players
- Ellevest: Women-focused financial planning and investment platform. Direct overlap with Treehouse's Women-Focused Advice specialization, though operating primarily via a digital model rather than face-to-face advisory.
- Facet Wealth: Digital-first fee-only financial planning and wealth management firm targeting HNW households. Comparable fee-only fiduciary model with a tech-enabled delivery approach that competes for the same client segment.
Direct peers
- Modera Wealth Management: Fee-only RIA providing comprehensive wealth management, tax, and estate planning to HNW individuals and families. Closely comparable integrated fiduciary model at similar firm size.
- Buckingham Strategic Wealth: National fee-only RIA offering integrated wealth management, financial planning, and tax planning for HNW individuals. Closely comparable business model, fiduciary orientation, and integrated service offering to Treehouse.
- Savant Wealth Management: Fee-only RIA providing integrated investment management, tax, estate, and financial planning for HNW clients. Comparable integrated multi-service wealth model and similar target clientele.
- Parsec Financial: Fee-only wealth management firm offering investment management, financial planning, tax, and estate services. Highly comparable integrated offering and similar size to Treehouse.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Humphreys Group social profiles
Digital presenceHumphreys Group compliance and trust
Trust signalCompliance1 record
Humphreys Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Humphreys Group leadership team
Management profileNumber of profiles
Profiles2 records
Humphreys Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Humphreys Group 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 Humphreys Group
What does Humphreys Group do?
Humphreys Group operates as Treehouse Wealth Advisors, providing fee-only fiduciary wealth management services including investment management, financial planning, tax planning, estate planning, and life transition planning for high-net-worth individuals and families in the California Bay Area. The firm also offers specialized women-focused advisory services and delivers its integrated approach through offices in San Francisco and Walnut Creek.
Is Humphreys Group a public or private company?
Humphreys Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Humphreys Group founded?
Humphreys Group was founded in 1983. It employs 1 to 10 people.
Where is Humphreys Group based?
Humphreys Group is headquartered in San Francisco, United States, in the North America region.
How does Humphreys Group make money?
One revenue line is on record: investment Advisory Services.
Who are Humphreys Group's main competitors?
Broad incumbents on record are Carson Group, Edelman Financial Engines, Mariner Wealth Advisors and Creative Planning. Emerging players are Ellevest and Facet Wealth. Direct peers are Modera Wealth Management, Buckingham Strategic Wealth, Savant Wealth Management and Parsec Financial.
Does Humphreys Group have an API?
No public API is recorded for Humphreys Group.
What industry is Humphreys Group in?
Humphreys Group's product category is Wealth Management Services. Its primary akta.pro industry code is FSAEAAAO, Business Owner & Executive Financial Planning. Its NAICS code is 523940 and its SIC code is 6282.