Firm profile

MAYA ADVISORS, INC.

PALO ALTO, CACRD 144325Latest ADV February 2, 2026

Maya 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 February 2, 2026, reports $138M in regulatory assets under management, 1 employee, 1 office, and 157 accounts.

Assets Under Management
$138M
Employees
1
Offices
1 office
Total Clients
39
Primary office
PALO ALTO, CA
228 HAMILTON AVENUE, FLOOR 3, PALO ALTO, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOLavina Nagar
CCOLavina Nagar

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
39
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$138Mas of February 2, 2026
Discretionary48.3%
$67M
48% of total RAUM48.3%
Non-discretionary51.7%
$72M
52% of total RAUM51.7%
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$138M
Total Accounts157
10Y AUM Change+$35M (+33.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees1
Clients per Employee39:1
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.