The The Advisory Group of San Francisco, LLC company source record lists 12 employees. The visible The Advisory Group of San Francisco, LLC management graph includes:
Greg Patterson
CEO & Senior Advisor @the Advisory Group of San Francisco - Wealth & Life Strategy - Investment Management & Consulting - 401k & Retirement Plans - Mba - Triathlete/ironman World Championships Participant - Skier/surfer
1
0
General
(3)
Lisette Smith, Cfp®, Cdfa®
Senior Advisor, Head of Personal Wealth
0
0
Related company intelligence for The Advisory Group of San Francisco, LLC
9 with employee estimates
10 with websites
10 with social profiles
3 peer evidence types
Peer evidence source coverage
3 source-backed evidence types support this related-company graph.
employee benchmarks, website records, and social profiles
Employee benchmarks
9 / 10
9 of 10 related companies include employee estimates.
Website records
10 / 10
10 of 10 related companies include official website records.
Social profiles
10 / 10
10 of 10 related companies include company social profile signals.
Peer link quality filter
Multi-signal peer link set
10 related companies met the 2-signal peer-link threshold. Eligible peers average 3.9 source-backed signals.
10
eligible
0
filtered
3.9
avg signals
Peer comparison matrix
Limited peer comparison
Compares this company with related-company evidence across employee scale and peer graph evidence.
employee scale and peer graph evidence
Employee scale
Near peer median size
This company
12 employees
Related peers
12 median peer employees
4 related employee-estimated peers are higher and 4 are lower.
9 related companies with employee estimates
Peer graph evidence
Multi-signal peer benchmark evidence
This company
Partial peer evidence graph
Related peers
3 benchmark dimensions
Peer benchmark combines 10 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 3 evidence types: employee benchmarks, website records, social profiles.
employee benchmarks, website records, social profiles
Peer benchmark evidence
Multi-signal peer benchmark evidence
Peer benchmark combines 10 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 3 evidence types: employee benchmarks, website records, social profiles.
peer graph strength
size benchmark
size position
Peer position benchmark
Employee-scale peer position benchmark
Peer-position benchmark shows employee scale above 44.4% of 9 comparable related peers.
Directional peer-position evidence:
Peer-position evidence combines employee scale above 44.4% of 9 comparable related peers from related-company records.
Employee scale: 44.4%
Peer graph strength
Partial peer evidence graph
Related peer graph has employee benchmarks, website records, and social profiles across 10 related companies.
Peer median size
12 employees
Largest peer by size
Lazard
5.07K employees
The Advisory Group of San Francisco, LLC size signal
12 employees
Peer size comparison
4 larger · 4 smaller
Peer scale position
Near peer median size
4 related employee-estimated peers are higher and 4 are lower.
The Advisory Group of San Francisco, LLC people graph sample
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Greg Patterson
CEO & Senior Advisor @the Advisory Group - Financial Advising for 401k/retirement Plans & Endowments - Personal Wealth & Life Strategy - Mba
San Francisco, California, United States1 email signal on advisorygroupsf.com -
Tanya Rapacz
Senior Financial Advisor at Advisory Group and Divorce Advisory
Ellicott City, Maryland, United States3 email signals across 3 non-official domains4 phone signals available
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Lisette Smith, Cfp®, Cdfa®
Senior Advisor, Head of Personal Wealth
San Francisco, California, United States -
How AeroLeads builds company intelligence
Use source-backed company records
AeroLeads combines company source fields, workforce samples, email-pattern aggregates, and related-company records when those signals are available.
Show only available evidence
Blank source fields are omitted. Contact channels are summarized as signals, with raw email addresses and phone numbers masked on public pages.
Compare useful company context
Related company, market, workforce, technology, and management signals help turn a static company listing into a company intelligence page.
Contact research
AeroLeads intelligence
Review reachable contact coverage for The Advisory Group of San Francisco, LLC
AeroLeads maps 2 visible contact signals for The Advisory Group of San Francisco, LLC. Coverage is multi-channel contact coverage.