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BAKER & ASSOCIATES REGISTERED INVESTMENT ADVISORS, LLC

Advisory

CA

Data as of Jun 2, 2026 · Source: SEC Form ADV

Rank in CA
#5,409
of 5,480 advisers by AUM
Average account
$20K
across 7 accounts
AUM per adviser
$140K
1 advisers

Source: SEC Form ADV. Figures as filed Jun 2, 2026.

Total AUM
$140K
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$140K
Discretionary AUM$0
Non-Discretionary AUM$140K
Discretionary %0%
Total Clients7
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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EARTHLY PBC
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PARTNERVEST ADVISORY SERVICES LLC
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-100.0% 1Y
MILLS, MICHAEL PRESTON
$146K

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