Pure Financial Advisors, Inc.
3131 Camino Del Rio N Suite 1550
San Diego, CA 92108
No. advisers: 59
|Financial planning clients||More than 500|
|High-net-worth client assets||Up to 75%|
|Percentage of assets under management||Yes|
|Total AUM||Total Accounts||Avg. Account AUM|
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.
For comments or suggestions about the Adviser Center, please contact us.
Reprints: For reprints of these rankings, please contact Laura Picariello.
*Methodology:InvestmentNews qualified 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.
Senior columnist Bruce Kelly discusses with deputy editor Bob Hordt the impact of big brokerage houses pulling back on recruiting and regionals promising recruits less bureaucracy.
Latest news & opinion
Wirehouse joins handful of other firms seeking to prevent insurer from cutting off flow of adviser trails.
After a period of decline, the regional brokerage industry is scoring recruiting gains at the expense of wirehouses.
Some say the market is overreacting to bad news — but what if it's not?
Hiring is not easy and retaining good employees can be even more difficult. Here's a roadmap for bringing on new advisers and training them — and even firing them, if necessary.
The independent B-D's owner, Stone Point Capital, has tapped Goldman Sachs to lead the deal.