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ALIGNED ADVISORS

Advisory

OCEANSIDE, CA

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

Rank in CA

#3,966

of 5,480 advisers by AUM

Average account

$381K

across 76 accounts

AUM per adviser

$14M

2 advisers

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

Total AUM

$29M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$29M

Discretionary AUM$0

Non-Discretionary AUM$29M

Discretionary %0%

Total Clients56

Team

Total Employees6

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, ID, LA, TX

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

56 clients

56 high-net-worth

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

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