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ICONIQInvestment advisor in San Francisco, CA

ICONIQ is an investment advisor at 300 Mission St, San Francisco, CA 94105, ranked #11 of 127 investment advisors in San Francisco and rated 5.0 from 4 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

San Francisco, CAUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about ICONIQ
Address300 Mission St, San Francisco, CA 94105Get directions
Phone(415) 967-7763
Websiteiconiq.com
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves San Francisco and 11 towns within 25 miles: Chinatown, Mission District, Noe Valley, Visitacion Valley, Emeryville, Daly City, Oakland, Alameda, Albany, Berkeley and Piedmont.

Based in San Francisco, CAView on map

Questions about ICONIQ

How is ICONIQ ranked in San Francisco?

ICONIQ is ranked #11 of 127 investment advisors in San Francisco by RFA Score, with 64 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does ICONIQ serve?

Serves San Francisco and 11 towns within 25 miles: Chinatown, Mission District, Noe Valley, Visitacion Valley, Emeryville, Daly City, Oakland, Alameda, Albany, Berkeley and Piedmont. The list is based on the business's location and the usual service radius for investment advice. Confirm your address is covered when you call.

What do Google reviews say about ICONIQ?

ICONIQ has a rating of 5.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact ICONIQ?

Call ICONIQ on (415) 967-7763. The business is at 300 Mission St, San Francisco, CA 94105. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby investment advisors

ICONIQ compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
ICONIQ (this business)—645.0 (4)——
ATEL Capital Group#9642.9 (16)NoNo0.4 mi
Roofstock#10644.8 (151)NoNo7.1 mi
FutureAdvisor#12643.2 (6)NoNo0.2 mi

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