Baker Street Advisors, LLC

RIASEC RegisteredEst. 2003

Total AUM

$20.8B

Discretionary

$20.8B

100% of AUM

Avg account

$3.8M

Accounts

5,397

Employees

Advisory reps

Firm details

Headquarters: San Francisco, California
CRD number: 128066
Registered since: September 22, 2003
Website: www.bakerstreetadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI86.88%
Charitable Organizations13.12%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Baker Street Advisors, LLC is an independent registered investment adviser that has been SEC-registered since 2003 and operates as an LLC. The firm serves both individual and family clients as well as institutional investors, and it positions itself as a capital allocator that also selects and monitors outside managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, and advisor selection. Fee arrangements span asset-based fees, hourly billing, and fixed-fee engagements. Baker Street reports that it is not an active ESG investor and is not registered as a multi-state adviser. The firm has been recognized in industry rankings, appearing in the Financial Times Top 300 RIA Firms in 2020 and repeatedly in Barron’s Top 100 RIA Firms from 2021 through 2025. Baker Street also maintains industry relationships beyond advisory work: it is affiliated with broker-dealers, other investment advisers, CPO/CTAs, and acts as sponsor or managing member of pooled investment vehicles.