Mayfield Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Palo Alto, CA. Its latest Form ADV filing, dated March 2, 2026, reports $143M in regulatory assets under management, 4 employees, and 117 accounts.
Assets Under Management
$143M
Employees
4
Offices
--
Total Clients
40
Primary office
PALO ALTO, CA
438 CAMBRIDGE AVENUE, SUITE 100, PALO ALTO, CA, United States
Top client segmentHNWI represent 57.5% of total clients.
Top client categories% of clientsClients
1
HNWI
57.5%
23
2
Individuals
37.5%
15
3
Pension Plans
2.5%
1
4
Charitable
2.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$143Mas of March 2, 2026
Discretionary100.0%
$143M
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$143M
Total Accounts117
10Y AUM Change+$22M (+17.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee10:1
10Y Employee Change0 (0.0%)
* 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.