PLEASANTON, CACRD 131738Latest ADV February 23, 2026
Sierra Pacific Financial Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pleasanton, CA. Its latest Form ADV filing, dated February 23, 2026, reports $246M in regulatory assets under management, 7 employees, 2 offices, and 294 accounts.
Assets Under Management
$246M
Employees
7
Offices
2 offices
Total Clients
290
Primary office
PLEASANTON, CA
7077 KOLL CENTER PARKWAY, SUITE 120, PLEASANTON, CA, United States
Top client segmentHNWI represent 86.6% of total clients.
Top client categories% of clientsClients
1
HNWI
86.6%
251
2
Individuals
13.4%
39
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$246Mas of February 23, 2026
Discretionary96.4%
$237M
96% of total RAUM96.4%
Non-discretionary3.6%
$9M
4% of total RAUM3.6%
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$246M
Total Accounts294
10Y AUM Change+$116M (+88.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee41:1
10Y Employee Change+3 (+75.0%)
* 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.