Benefit Financial Services Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Irvine, CA. Its latest Form ADV filing, dated March 27, 2026, reports $1.5B in regulatory assets under management, 31 employee, 5 offices, and 2,289 accounts.
Assets Under Management
$1.5B
Employees
31
Offices
5 offices
Total Clients
887
Primary office
IRVINE, CA
2040 MAIN STREET, SUITE 720, IRVINE, CA, United States
Top client segmentIndividuals represent 60.4% of total clients.
Top client categories% of clientsClients
1
Individuals
60.4%
536
2
HNWI
36.6%
325
3
Pension Plans
1.7%
15
4
Charitable
1.2%
11
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
FAMILY ENTITY<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of March 27, 2026
Discretionary100.0%
$1.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$546K
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$1.5B
Total Accounts2,289
10Y AUM Change+$1.2B (+338.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees31
Clients per Employee29:1
10Y Employee Change+9 (+40.9%)
* 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.