Wealth manager, independent · Oakland, CA
Infinity Financial Services Advisory
Gilbert Greg RIA, LLC · SEC-registered investment adviser · CRD 304981 · SEC 801-117719
At a glance
Infinity Financial Services Advisory is an SEC-registered investment adviser based in Oakland, California, with $174 million in regulatory assets under management as of its Form ADV filed May 26, 2026. Its largest client group by assets is individuals, and it reports 642 individual clients. By Form ADV it is a wealth manager, ranked 6,326th of 8,915 wealth managers and 12,958th of 17,210 SEC-registered advisers by assets.
Main office 510-588-8000infinitysecurities.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $174M
- Rank among wealth managers
- #6,326 of 8,915
- Rank among all SEC RIAs
- #12,958 of 17,210
- Rank in California
- #1,487 of 1,873
- Individual clients
- 642
- High-net-worth clients
- 30
- Accounts
- 839
- Discretionary
- 100% of AUM
- Employees
- 35
- Advisory staff
- 35
- Offices
- 35
Owners and executives on its Form ADV
- Gregory B. GilbertManaging Member & Chief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Infinity Financial Services Advisory is a hybrid RIA: 31 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Infinity Securities, Inc..
- Infinity Securities, Inc. ↗CRD 144302
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, December 2025
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 612 | $115M | 66% |
| High-net-worth individuals | 30 | $52M | 30% |
| Corporations or other businesses | 15 | $6M | 4% |
| Other | – | $0M | <1% |
Disciplinary disclosures
Infinity Financial Services Advisory answers yes to 17 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
Form ADV and brochures on the SEC’s adviser search ↗infinitysecurities.com ↗
AtlasMembers
The full record on Infinity Financial Services Advisory
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
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- Growth over one, three and five years
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- Rank against 5,694 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Infinity Financial Services Advisory manage?
Infinity Financial Services Advisory reports $174 million in regulatory assets under management across 839 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 26, 2026.
What kind of firm is Infinity Financial Services Advisory?
Infinity Financial Services Advisory is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Infinity Financial Services Advisory’s clients?
By assets, its largest client types are individuals ($115 million, 612 clients); high-net-worth individuals ($52 million, 30 clients); corporations or other businesses ($6 million, 15 clients).
Does Infinity Financial Services Advisory have any disciplinary history?
Infinity Financial Services Advisory answers yes to 17 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Infinity Financial Services Advisory’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 (2026-05-26), 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 →