RIA Intel›Advisers›California›ATORIE ADVISORS, LLC

ATORIE ADVISORS, LLC

Advisory

CA

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in CA
#4,205
of 5,480 advisers by AUM
Average account
$1M
across 19 accounts
AUM per adviser
$22M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM
$22M
Discretionary %
100%
Clients
19
Employees
3

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$22M
Discretionary AUM$22M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients19
Team
Total Employees3
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.

SOLOMON GROUP III INC.
FRESNO, CA
$22M
HICKMAN, JAMES, BRIAN
$22M
FSI CAPITAL HOLDINGS, LLC
LOS ANGELES, CA
$22M
-83.9% 1Y
FORESTERS EQUITY SERVICES, INC.
SAN DIEGO, CA
$22M
+38.4% 1Y
CARR CAPITAL MANAGEMENT, INC.
PALO ALTO, CA
$22M
0.0% 1Y
SOMAN ADVISORS LLC
$22M

Get the full picture on ATORIE ADVISORS, LLC

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

Create a free account →See plans