Thursday, October 22, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAs

Asset manager · EL Segundo, CA

Pacific Income Advisers Inc

SEC-registered investment adviser · CRD 104719 · SEC 801-27828

At a glance

Pacific Income Advisers Inc is an SEC-registered investment adviser based in EL Segundo, California, with $2.2 billion in regulatory assets under management as of its Form ADV filed June 25, 2026. Its largest client group by assets is investment companies, and it reports 2,374 individual clients. By Form ADV it is a asset manager, ranked 1,000th of 3,218 asset managers and 3,392nd of 17,210 SEC-registered advisers by assets.

Main office 310-393-1424pacificincome.comLinkedInAs filed on Form ADV

Regulatory AUM
$2.2B
Rank among asset managers
#1,000 of 3,218
Rank among all SEC RIAs
#3,392 of 17,210
Rank in California
#387 of 1,873
Individual clients
2,374
High-net-worth clients
0
Accounts
2,673
Discretionary
100% of AUM
Employees
14
Advisory staff
10
Offices
5

Owners and executives on its Form ADV

Custody and brokerage

Broker-dealer

Hybrid RIA

Pacific Income Advisers Inc is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Syndicated Capital, Inc..

Other hybrid RIAs

Who it serves

Client typeClientsRegulatory AUMShare
Investment companies5$753M33%
Other17$436M19%
Individuals2,374$343M15%
Corporations or other businesses94$267M12%
Sovereign wealth funds and foreign official institutions91$129M6%
State or municipal government entities10$123M5%
Charitable organizations58$117M5%
Pension and profit sharing plans23$80M4%
Pooled investment vehicles1$2M<1%

Disciplinary disclosures

Pacific Income Advisers Inc reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for individuals and small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions

How it’s paid

  • A percentage of assets under management

AtlasMembers

The full record on Pacific Income Advisers Inc

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, ten years of filings
Locked
Growth over one, three and five years
Locked
Rank against 897 peers of its type and size
Locked
Owners and executives, with titles and stakes
7 namedLocked
Main office, fax and compliance officer
Locked
Filing changes this year, with alerts
1Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Pacific Income Advisers Inc manage?

Pacific Income Advisers Inc reports $2.2 billion in regulatory assets under management across 2,673 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 25, 2026.

What kind of firm is Pacific Income Advisers Inc?

Pacific Income Advisers 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 Pacific Income Advisers Inc’s clients?

By assets, its largest client types are investment companies ($753 million, 5 clients); other ($436 million, 17 clients); individuals ($343 million, 2,374 clients).

Does Pacific Income Advisers Inc have any disciplinary history?

Pacific Income Advisers 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 Pacific Income Advisers 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 (2026-06-25), 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 →