SAN FRANCISCO, CACRD 281515Latest ADV April 30, 2026
Guideline Investments, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated April 30, 2026, reports $16.5B in regulatory assets under management, 3 employees, 1 office, and 792,653 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 70.3% of total clients.
Top client categories% of clientsClients
1
Pension Plans
70.3%
61,815
2
INDIVIDUAL RETIREMENT ACCOUNTS
29.7%
26,158
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$16.5Bas of April 30, 2026
Discretionary72.1%
$11.9B
72% of total RAUM72.1%
Non-discretionary27.9%
$4.6B
28% of total RAUM27.9%
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.
Total AUM$16.5B
Total Accounts792,653
10Y AUM Change+$16.4B (+29355.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee29324:1
10Y Employee Change-30 (-90.9%)
* 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.