Prudent Investor Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Folsom, CA. Its latest Form ADV filing, dated March 26, 2026, reports $1.3B in regulatory assets under management, 4 employees, and 238 accounts.
Assets Under Management
$1.3B
Employees
4
Offices
--
Total Clients
230
Primary office
FOLSOM, CA
101 PARKSHORE DRIVE, SUITE 100, FOLSOM, CA, United States
Top client segmentIndividuals represent 66.5% of total clients.
Top client categories% of clientsClients
1
Individuals
66.5%
153
2
Pension Plans
13.0%
30
3
HNWI
11.3%
26
4
Charitable
4.3%
10
5
Government
3.0%
7
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of March 26, 2026
Discretionary13.2%
$171M
13% of total RAUM13.2%
Non-discretionary86.8%
$1.1B
87% of total RAUM86.8%
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$1.3B
Total Accounts238
10Y AUM Change+$656M (+101.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee58:1
10Y Employee Change-2 (-33.3%)
* 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.