Insights

Large advisory AUM Baker Street Advisors is an SEC Registered Investment Adviser with over $19 billion under advisement, indicating potential for large-scale, ongoing client relationships and cross-sell opportunities to fiduciary-focused prospects.

Private client focus The firm targets private clients, families, and foundations, suggesting sales opportunities around wealth planning, family office services, and charitable giving vehicles for high-net-worth segments.

Tech-enabled efficiency Utilization of modern tech stack including DocuSign, Microsoft 365, Azure, and OpenResty signals a leverageable selling point for streamlined onboarding, digital client experience, and scalable service delivery.

Growth opportunities Revenue range positions Baker Street as a mid-to-large advisory with potential for expansion through additional product offerings, managed accounts, or expanded fiduciary services to reach broader client bases.

Competitive landscape Comparable firms of varying sizes show active consolidation in the wealth management space; positioning insights could inform differentiated service packages, fee structures, and targeted partnerships to win business from peers.

Similar companies to Baker Street Advisors

Baker Street Advisors Tech Stack

Baker Street Advisors uses 8 technology products and services including Varnish, Microsoft 365, jQuery, and more. Explore Baker Street Advisors's tech stack below.

Varnish
Caching
Microsoft 365
Email
jQuery
Javascript Libraries
Modernizr
Javascript Libraries
DocuSign
Miscellaneous
Microsoft Azure
Platform As A Service
Google Tag Manager
Tag Management
OpenResty
Web Servers

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	64%
FLast@bakerstreetadvisors.com	JDoe@bakerstreetadvisors.com	25%
Last@bakerstreetadvisors.com	Doe@bakerstreetadvisors.com	5%
FirstLast@bakerstreetadvisors.com	JohnDoe@bakerstreetadvisors.com	6%

Frequently Asked Questions

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.

How much revenue does Baker Street Advisors generate?

As of July 2026, Baker Street Advisors's annual revenue is estimated to be $50M - $100M.

What is Baker Street Advisors's NAICS code?

Baker Street Advisors's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Baker Street Advisors have currently?

As of July 2026, Baker Street Advisors has approximately 68 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Vice President - Investment Strategy Group: M. E.Vice President Operations: J. R.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 VarnishMicrosoft 365jQueryModernizrDocuSignMicrosoft AzureGoogle Tag ManagerOpenResty.

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 2003.

Baker Street Advisors

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

Baker Street Advisors has approximately 68 employees.

Q: What technology does Baker Street Advisors use?

Baker Street Advisors's tech stack includes Adobe Experience Cloud, Microsoft Azure DNS, Apache, jQuery, Amazon Web Services.

Q: What is Baker Street Advisors's NAICS code?

Baker Street Advisors's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementCalifornia, United States51-200 Employees

Baker Street Advisors is a midsize investment management firm based in San Francisco, California. It operates as a registered investment adviser with the U.S. Securities and Exchange Commission, and serves in a fiduciary capacity. The firm offers customized wealth management and comprehensive investment advisory services to private clients, families, and foundations.

The portfolios reflect a focus on simplicity, cost-efficiency, and tax efficiency. The firm targets private clients, families, and foundations seeking independent, investment-focused guidance.