SAN DIEGO, CACRD 144316Latest ADV February 26, 2026
Pure Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Diego, CA. Its latest Form ADV filing, dated February 26, 2026, reports $11.1B in regulatory assets under management, 204 employees, 12 offices, and 7,509 accounts.
Assets Under Management
$11.1B
Employees
204
Offices
12 offices
Total Clients
7,509
Primary office
SAN DIEGO, CA
3131 CAMINO DEL RIO N, SUITE 1550, SAN DIEGO, CA, United States
Top client segmentIndividuals represent 52.4% of total clients.
Top client categories% of clientsClients
1
Individuals
52.4%
3,936
2
HNWI
47.5%
3,567
3
Pension Plans
0.1%
4
Additional categories (<0.1%)
Charitable<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$11.1Bas of February 26, 2026
Discretionary98.2%
$10.9B
98% of total RAUM98.2%
Non-discretionary1.8%
$203M
2% of total RAUM1.8%
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$11.1B
Total Accounts7,509
10Y AUM Change+$9.4B (+548.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees204
Clients per Employee37:1
10Y Employee Change+151 (+284.9%)
* 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.