Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations and endowments. We’re headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego and Sun Valley.

As a purpose-driven firm, our goal is to create an impact by supporting you and the community we share. We do so by delivering intelligent wealth management strategies while fostering initiatives that catalyze positive societal change. What drives us are our values of community, excellence, trust, and inclusion, and take a holistic approach to align your portfolio with your values.

Our firm is committed to elevating diversity and inclusion in our practices and believes it is through those differences that drive our innovative approach.

Keywords: Investing, RIA, Registered independent advisor, wealth advisor, ESG, Financial Planning, Trust & Estate, Retirement, Tax, Philanthropy, Financial Feminism, Impact Investing, Concentrated Stock

Sector: Service with Minor Environmental Footprint
Size: 10-49 employees

B Corp Certified – Impact Score: 99.3