RIA Intel›Advisers›California›ARCHER ROW FINANCIAL, LLC

ARCHER ROW FINANCIAL, LLC

Advisory

CA

Data as of Jan 13, 2026 · Source: SEC Form ADV

Rank in CA
#3,701
of 5,480 advisers by AUM
Average account
$3M
across 14 accounts
AUM per adviser
$39M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 13, 2026.

Total AUM
$39M
Discretionary %
100%
Clients
14
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$39M
Discretionary AUM$39M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients14
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.

LINDSAY, CHRISTOPHER BLAIR
APPLE VALLEY, CA
$39M
VINEYARD WEALTH ADVISORY LLC
$40M
DIAMOND PORTFOLIO ADVISORS, LLC
LOS ANGELES, CA
$40M
-44.7% 1Y
PENSION MAXIMA INVESTMENT ADVISORY, INC.
$39M
-81.3% 1Y
HATHAWAY FINANCIAL LLC
$39M
FEMMX FINANCIAL
SAN FRANCISCO, CA
$40M
+11.5% 1Y

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