RIA Intel›Advisers›California›ALIGN INVESTMENT ADVISORS, LLC

ALIGN INVESTMENT ADVISORS, LLC

Advisory

THOUSAND OAKS, CA

Data as of Apr 20, 2026 · Source: SEC Form ADV

Rank in CA
#5,159
of 5,480 advisers by AUM
Average account
$667K
across 3 accounts
AUM per adviser
$2M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 20, 2026.

Total AUM
$2M
Discretionary %
100%
Clients
3
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$2M
Discretionary AUM$2M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients3
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
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.

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BRIGHTORANGE ADVISORS
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HEIDI BARBER
$2M
+66.7% 1Y
CARMEL CAPITAL ADVISORS, LLC
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$2M
-50.4% 1Y

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