Wealth manager, independent · SAN Diego, CA
Pure Financial Advisors, LLC
SEC-registered investment adviser · CRD 144316 · SEC 801-70137
At a glance
Pure Financial Advisors, LLC is an SEC-registered investment adviser based in SAN Diego, California, with $11B in regulatory assets under management as of its Form ADV filed September 29, 2026. It reports 7,503 individual clients, 3,567 of them high-net-worth, holding an average of about $1.5 million each, and 204 employees. That ranks it 87th among the nation’s 5,657 independent wealth management RIAs and 14th of 714 in California. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.
Main office 866-876-7873purefinancial.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $11B
- Rank among independent wealth managers
- #87 of 5,657
- Rank among all SEC RIAs
- #1,281 of 17,210
- Rank in California
- #14 of 714
- Individual clients
- 7,503
- High-net-worth clients
- 3,567
- Accounts
- 7,509
- Discretionary
- 98% of AUM
- Employees
- 204
- Advisory staff
- 76
- Offices
- 14
Owners and executives on its Form ADV
- Joseph D. AndersonCEO
- Danielle L. MartinCCO
- Brian K. PerryExecutive Vice President & CIO
- Jason T. CarverCFO & Managing Partner
- Eugene H. Elias JrPresident
Custody and brokerage
Broker-dealer
No broker-dealer ties
Pure Financial Advisors, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 3,567 | $9.3B | 84% |
| Individuals | 3,936 | $1.8B | 16% |
| Pension and profit sharing plans | 4 | $9M | <1% |
| Charitable organizations | 2 | $1M | <1% |
Disciplinary disclosures
Pure Financial Advisors, LLC 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
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗purefinancial.com ↗
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The full record on Pure Financial Advisors, LLC
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
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- Growth over one, three and five years
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- Rank against 371 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- 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.
Similar-size RIAs in California
All of California →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Mission Wealth Management, LPSanta Barbara | $17B | 5,299 |
| Alphacore Capital LLCLa Jolla | $13B | 3,985 |
| Perigon Wealth Management, LLCSAN Francisco | $11B | 5,421 |
| Parallel Advisors, LLCSAN Francisco | $10B | 4,169 |
| Composition Wealth, LLCLOS Angeles | $9.5B | 3,760 |
| Axxcess Wealth Management, LLCCarlsbad | $8.9B | 9,558 |
Compare Pure Financial Advisors, LLC with
- Pure Financial Advisors, LLC vs Perigon Wealth Management, LLC $11B · SAN Francisco, CA
- Pure Financial Advisors, LLC vs Apella Wealth $11B · West Hartford, CT
- Pure Financial Advisors, LLC vs Modern Wealth Management, LLC $11B · Kansas City, MO
- Pure Financial Advisors, LLC vs Ferguson Wellman Capital Management, Inc. $11B · Portland, OR
- Pure Financial Advisors, LLC vs Parallel Advisors, LLC $10B · SAN Francisco, CA
Background
Questions
How much does Pure Financial Advisors, LLC manage?
Pure Financial Advisors, LLC reports $11B in regulatory assets under management across 7,509 accounts, 98% of it on a discretionary basis, on its Form ADV filed September 29, 2026.
How many clients does Pure Financial Advisors, LLC have?
It reports 7,503 individual clients: 3,567 high-net-worth individuals and 3,936 other individuals. Individuals account for about 100% of its regulatory assets.
Where is Pure Financial Advisors, LLC headquartered?
Its main office is in SAN Diego, California. It reports 14 offices in total and 204 employees, 76 of whom perform investment advisory functions.
How does Pure Financial Advisors, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Pure Financial Advisors, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed September 29, 2026, it reports these amounts held: Charles Schwab ($5.3B); Fidelity ($4.6B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Pure Financial Advisors, LLC a hybrid RIA with a broker-dealer?
Pure Financial Advisors, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Pure Financial Advisors, LLC a fiduciary?
As an SEC-registered investment adviser, Pure Financial Advisors, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Pure Financial Advisors, LLC’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 (2026-09-29), 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). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. 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 →