SAN RAMON, CACRD 105364Latest ADV January 14, 2026
Certified Planners, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in San Ramon, CA. Its latest Form ADV filing, dated January 14, 2026, reports $197M in regulatory assets under management, 2 employees, and 536 accounts.
Assets Under Management
$197M
Employees
2
Offices
--
Total Clients
188
Primary office
SAN RAMON, CA
2333 SAN RAMON VALLEY BLVD. STE 185, SAN RAMON, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.0% of total clients.
Top client categories% of clientsClients
1
Individuals
67.0%
126
2
HNWI
31.9%
60
3
Corporations
1.1%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$197Mas of January 14, 2026
Discretionary100.0%
$197M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$197M
Total Accounts536
10Y AUM Change+$59M (+42.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee94:1
10Y Employee Change-2 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.