Insights

High Asset Under Management Baker Street Advisors oversees over $17 billion in assets under advisement, indicating a substantial client base and potential for expanding premium service offerings or cross-selling advanced financial planning solutions.

Focused Client Demographics Serving private clients, families, and foundations suggests opportunities to tailor digital wealth management tools and personalized advisory platforms that enhance client engagement and retention.

Technology Adoption Utilizing platforms such as Apple iCloud Mail, DocuSign, and Microsoft Azure demonstrates openness to integrated digital solutions, presenting prospects for partnering on cybersecurity, cloud services, or client portal enhancements.

Growth Potential With a revenue range of 100M to 250M and a lean team of 51-200 employees, there are avenues to introduce scalable financial technology solutions that can support expansion without significant overhead increases.

Competitive Positioning Operating within a competitive landscape alongside firms like Focus Financial and Mercer Advisors offers a chance to differentiate through innovative advisory tools, sustainability integration, or enhanced client reporting services.

Similar companies to Baker Street Advisors

Baker Street Advisors Tech Stack

Baker Street Advisors uses 8 technology products and services including Varnish, Apple iCloud Mail, DocuSign, and more. Explore Baker Street Advisors's tech stack below.

Varnish
Caching
Apple iCloud Mail
Email
DocuSign
Miscellaneous
Webflow
Page Builders
Microsoft Azure
Platform As A Service
HSTS
Security
Google Analytics
Web Analytics
Apache
Web Servers

Media & News

Baker Street Advisors's Email Address Formats

Baker Street Advisors uses at least 1 format(s):

Baker Street Advisors Email Formats	Example	Percentage
First@bakerstreetadvisors.com	John@bakerstreetadvisors.com	63%
FLast@bakerstreetadvisors.com	JDoe@bakerstreetadvisors.com	26%
Last@bakerstreetadvisors.com	Doe@bakerstreetadvisors.com	5%
FirstLast@bakerstreetadvisors.com	JohnDoe@bakerstreetadvisors.com	6%

Frequently Asked Questions

Where is Baker Street Advisors's headquarters located?

Baker Street Advisors's main headquarters is located at 575 Market Street, Suite 600. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is Baker Street Advisors's phone number?

You can contact Baker Street Advisors's main corporate office by phone at

+1-415-321-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Baker Street Advisors's official website and social media links?

Baker Street Advisors's official website is bakerstreetadvisors.com and has social profiles on LinkedIn.

What is Baker Street Advisors's SIC code NAICS code?

Baker Street Advisors's SIC code is 8742 - Management Consulting Services NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Baker Street Advisors have currently?

As of December 2025, Baker Street Advisors has approximately 67 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Chief Investment Officer: P. H.Vice President - Investment Strategy Group: M. E.Vice President Investment Strategy Group: P. C.. Explore Baker Street Advisors's employee directory with LeadIQ.

What industry does Baker Street Advisors belong to?

Baker Street Advisors operates in the Investment Management industry.

What technology does Baker Street Advisors use?

Baker Street Advisors's tech stack includes VarnishApple iCloud MailDocuSignWebflowMicrosoft AzureHSTSGoogle AnalyticsApache.

What is Baker Street Advisors's email format?

Baker Street Advisors's email format typically follows the pattern of First@bakerstreetadvisors.com. Find more Baker Street Advisors email formats with LeadIQ.

When was Baker Street Advisors founded?

Baker Street Advisors was founded in 2004.

Baker Street Advisors

Q: How many employees does Baker Street Advisors have currently?

Baker Street Advisors has approximately 67 employees.

Q: What technology does Baker Street Advisors use?

Baker Street Advisors's tech stack includes Google Analytics, Amazon Web Services, OpenResty, Microsoft 365, Cloudflare.

Investment ManagementCalifornia, United States51-200 Employees

Baker Street Advisors is a San Francisco based, SEC Registered Investment Adviser (RIA) with over $17 billion under advisement.  We serve as fiduciaries, providing customized wealth management and comprehensive investment advisory solutions to private clients, families and foundations.

Our client investment portfolios reflect the principles of simplicity, cost-effectiveness and tax-efficiency.

Please visit our website (www.bakerstreetadvisors.com) for more information.