RIA Intel›Advisers›California›AARON GEOFFREY TURNER

AARON GEOFFREY TURNER

Advisory

SACRAMENTO, CA

Data as of Jan 12, 2026 · Source: SEC Form ADV

Rank in CA
#3,050
of 5,480 advisers by AUM
Average account
$264K
across 288 accounts
AUM per adviser
$76M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 12, 2026.

Total AUM
$76M
Discretionary %
100%
Clients
140
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$76M
Discretionary AUM$76M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients140
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

MARIN WEALTH ADVISORS LLC
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$76M
0.0% 1Y
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$76M
DOLL CAPITAL ADVISORS, INCORPORATED
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$76M
CROCKER SECURITIES LLC
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$76M
EGM CAPITAL
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$76M
-92.7% 1Y
MORGAN STEVENS ASSET MANAGEMENT, LLC
$76M

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