⌕
Firm profile

Gusto Investment Services, LLC

SAN FRANCISCO, CACRD 281515Latest ADV May 29, 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.

Assets Under Management
$12.0B
Employees
3
Offices
1 office
Total Clients
92,166
Primary office
SAN FRANCISCO, CA
525 20TH STREET, SAN FRANCISCO, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOElizabeth A. Mastrobattisto

Advisory services offered

2 types reported
Pension consulting services
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 62.7% of total clients.
Top client categories% of clientsClients
1
Pension Plans
62.7%
57,744
2
INDIVIDUAL RETIREMENT ACCOUNTS
37.3%
34,422

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$12.0Bas of May 29, 2026
Discretionary71.9%
$8.6B
72% of total RAUM71.9%
Non-discretionary28.1%
$3.4B
28% of total RAUM28.1%
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$12.0B
Total Accounts500,455
10Y AUM Change+$12.0B (+21341.9%)

Employee Growth by Quarter

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

Total Employees3
Clients per Employee30722:1
10Y Employee Change-30 (-90.9%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.