Tricord Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Riverside, CA. Its latest Form ADV filing, dated March 30, 2026, reports $432M in regulatory assets under management, 5 employees, and 1,377 accounts.
Assets Under Management
$432M
Employees
5
Offices
--
Total Clients
552
Primary office
RIVERSIDE, CA
6772 MAGNOLIA AVENUE, RIVERSIDE, CA, United States
Top client segmentHNWI represent 52.5% of total clients.
Top client categories% of clientsClients
1
HNWI
52.5%
290
2
Individuals
43.5%
240
3
Pension Plans
2.4%
13
4
Corporations
1.4%
8
5
Charitable
0.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$432Mas of March 30, 2026
Discretionary100.0%
$432M
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.
Total AUM$432M
Total Accounts1,377
10Y AUM Change+$309M (+253.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee110:1
10Y Employee Change+2 (+66.7%)
* 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.