Hutchinson & Ziegler Financial Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Novato, CA. Its latest Form ADV filing, dated March 23, 2026, reports $235M in regulatory assets under management, 2 employees, and 215 accounts.
Assets Under Management
$235M
Employees
2
Offices
--
Total Clients
62
Primary office
NOVATO, CA
100 PROFESSIONAL CENTER DRIVE, SUITE 114, NOVATO, CA, United States
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 80.6% of total clients.
Top client categories% of clientsClients
1
HNWI
80.6%
50
2
Individuals
11.3%
7
3
Pension Plans
8.1%
5
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$235Mas of March 23, 2026
Discretionary100.0%
$235M
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$235M
Total Accounts215
10Y AUM Change+$128M (+119.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee31:1
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.