Asset manager · Reno, NV
Guided Choice Asset Management, Inc.
SEC-registered investment adviser · CRD 112674 · SEC 801-61922
At a glance
Guided Choice Asset Management, Inc. is an SEC-registered investment adviser based in Reno, Nevada, with $8.5 billion in regulatory assets under management as of its Form ADV filed March 27, 2026. Its largest client group by assets is pension and profit sharing plans, and it reports 59,346 individual clients. By Form ADV it is a asset manager, ranked 554th of 3,218 asset managers and 1,509th of 17,210 SEC-registered advisers by assets.
Main office 888-675-4532guidedchoice.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $8.5B
- Rank among asset managers
- #554 of 3,218
- Rank among all SEC RIAs
- #1,509 of 17,210
- Rank in Nevada
- #4 of 77
- Individual clients
- 59,346
- High-net-worth clients
- 0
- Accounts
- 84,744
- Discretionary
- 100% of AUM
- Employees
- 22
- Advisory staff
- 5
- Offices
- 1
Owners and executives on its Form ADV
- Sherrie E. GrabotChief Executive Officer
- Ming WangChief Investment Officer, Emeritus
- Lodewikus B. Van ZijlPresident, Chief Operating Officer
- Deirdre L. MyersChief Compliance Officer
- Ganlin XuChief Investment Officer
Custody and brokerage
Custodian
Guided Choice Asset Management, Inc.’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 25,398 | $7.5B | 88% |
| Individuals | 59,346 | $1.1B | 12% |
Disciplinary disclosures
Guided Choice Asset Management, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
How it’s paid
- A percentage of assets under management
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗guidedchoice.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
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Background
Questions
How much does Guided Choice Asset Management, Inc. manage?
Guided Choice Asset Management, Inc. reports $8.5 billion in regulatory assets under management across 84,744 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 27, 2026.
What kind of firm is Guided Choice Asset Management, Inc.?
Guided Choice Asset Management, Inc. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Guided Choice Asset Management, Inc.’s clients?
By assets, its largest client types are pension and profit sharing plans ($7.5 billion, 25,398 clients); individuals ($1.1 billion, 59,346 clients).
Does Guided Choice Asset Management, Inc. have any disciplinary history?
Guided Choice Asset Management, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Guided Choice Asset Management, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →