Financial Alternatives, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in La Jolla, CA. Its latest Form ADV filing, dated March 13, 2026, reports $615M in regulatory assets under management, 13 employees, 1 office, and 1,258 accounts.
Assets Under Management
$615M
Employees
13
Offices
1 office
Total Clients
271
Primary office
LA JOLLA, CA
7825 FAY AVENUE, SUITE 245, LA JOLLA, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.6% of total clients.
Top client categories% of clientsClients
1
HNWI
54.6%
148
2
Individuals
44.6%
121
3
Charitable
0.7%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$615Mas of March 13, 2026
Discretionary98.8%
$607M
99% of total RAUM98.8%
Non-discretionary1.2%
$7M
1% of total RAUM1.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$615M
Total Accounts1,258
10Y AUM Change+$451M (+276.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee21:1
10Y Employee Change+8 (+160.0%)
* 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.