RIA Intel›Advisers›California›BEN-DAVID, DORETE

BEN-DAVID, DORETE

Advisory

CA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in CA

#3,434

of 5,480 advisers by AUM

Average account

$528K

across 97 accounts

AUM per adviser

$51M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$51M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$51M

Discretionary AUM$0

Non-Discretionary AUM$51M

Discretionary %0%

Total Clients20

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

20 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

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

RAPPORT FINANCIAL, LLC

SAN FRANCISCO, CA

$51M

SIMPLIFIEDFP, LLC

$51M

PLANMEMBER ADVISORS CORPORATION

CARPINTERIA, CA

$51M

WEALTHFOLIO ADVISORS LLC

$51M

MASON FINANCIAL SERVICES INC

$51M

DEVORE FINANCIAL ADVISORS LLC

$51M

Get the full picture on BEN-DAVID, DORETE

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

Create a free account →See plans