RIA Intel›Advisers›California›AGUIAR, STEPHEN, JOHN

AGUIAR, STEPHEN, JOHN

Advisory

WALNUT CREEK, CA

Data as of Apr 1, 2026 · Source: SEC Form ADV

Rank in CA

#2,526

of 5,480 advisers by AUM

Average account

$332K

across 391 accounts

AUM per adviser

$32M

4 advisers

Source: SEC Form ADV. Figures as filed Apr 1, 2026.

Total AUM

$130M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$130M

Discretionary AUM$126M

Non-Discretionary AUM$4M

Discretionary %96.9%

Total Clients261

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCA

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

261 clients

51 high-net-worth

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

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