Baker Street Advisors, LLC

RIASEC Registered

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 organized as an LLC. The firm is SEC registered (initial registration 2003) and identifies as a capital allocator serving both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Fee arrangements are flexible and include a percentage of assets under management, hourly fees, and fixed-fee engagements. The firm does not position itself as an active ESG investor and is not described as a multistate adviser. Baker Street maintains a set of industry linkages beyond pure advisory work: it lists affiliations with broker-dealers, other investment advisers, commodity pool/CTA roles, and acting as sponsor, general partner, or managing member of pooled investment vehicles. The firm has been recognized in industry rankings, appearing in the Financial Times Top 300 RIA Firms in 2020 and in Barron’s Top 100 RIA Firms from 2021 through 2025.