RIA Intel›Advisers›California›ADVISOR LANCE, LLC

ADVISOR LANCE, LLC

Advisory

SAN LUIS OBISPO, CA

Data as of Apr 10, 2026 · Source: SEC Form ADV

Rank in CA

#3,749

of 5,480 advisers by AUM

Average account

$247K

across 152 accounts

AUM per adviser

$38M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 10, 2026.

Total AUM

$38M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$38M

Discretionary AUM$0

Non-Discretionary AUM$38M

Discretionary %0%

Total Clients69

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

69 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

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

GILMAN HARRIS TRAVIOLI SLOVER ACCOUNTANCY CORPORATION

$38M

DELAROCHE & CO INC

$38M

SECOND MOUNTAIN FINANCIAL, INC.

REDONDO BEACH, CA

$37M

$38M

HERON ADVISORY INC.

SAN FRANCISCO, CA

$38M

WESTBOURNE CAPITAL MANAGEMENT LLC

LOS ANGELES, CA

$37M

Get the full picture on ADVISOR LANCE, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ADVISOR LANCE, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans