Avise Financial is an SEC registered investment adviser with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated April 9, 2026, reports $169M in regulatory assets under management, 7 employees, 6 offices, and 505 accounts.
Assets Under Management
$169M
Employees
7
Offices
6 offices
Total Clients
170
Primary office
LOS ANGELES, CA
7080 HOLLYWOOD BLVD., SUITE 700, LOS ANGELES, CA, United States
Top client segmentIndividuals represent 72.4% of total clients.
Top client categories% of clientsClients
1
Individuals
72.4%
123
2
HNWI
27.6%
47
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$169Mas of April 9, 2026
Discretionary100.0%
$169M
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$169M
Total Accounts505
10Y AUM Change+$44M (+34.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee24:1
10Y Employee Change+3 (+75.0%)
* 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.