SAN FRANCISCO, CACRD 281870Latest ADV March 30, 2026
True Link Financial Advisors 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 March 30, 2026, reports $1.9B in regulatory assets under management, 7 employees, 6 offices, and 1,461 accounts.
Assets Under Management
$1.9B
Employees
7
Offices
6 offices
Total Clients
1,461
Primary office
SAN FRANCISCO, CA
505 MONTGOMERY ST., 11TH FLOOR, SAN FRANCISCO, CA, United States
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 segmentIndividuals represent 82.7% of total clients.
Top client categories% of clientsClients
1
Individuals
82.7%
1,208
2
Corporations
15.0%
219
3
HNWI
2.3%
34
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.9Bas of March 30, 2026
Discretionary96.4%
$1.8B
96% of total RAUM96.4%
Non-discretionary3.6%
$68M
4% of total RAUM3.6%
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$1.9B
Total Accounts1,461
10Y AUM Change+$1.8B (+1707.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee209:1
10Y Employee Change-11 (-61.1%)
* 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.