This List includes wealth management firms with offices in the Bay Area, which is defined as the counties of Alameda, Contra Costa, Marin, San Francisco and San Mateo. Information was obtained from firm representatives. NOTE: We are no longer ranking by AUM for individuals in the Bay Area as we have done in previous years. We are now ranking by total Bay Area AUM. SVB Private, the wealth management division of Silicon Valley Bank, which had $2.32B Bay Area assets under management last year, was sold to First Citizens Bank as part of Silicon Valley Bank’s collapse in March. They declined to participate in this year’s List. First Republic Private Wealth Management also declined to participate in this year’s List.
