RIA Intel›Advisers›California›BENEDETTI FINANCIAL, INC.

BENEDETTI FINANCIAL, INC.

Advisory

SANTA MARIA, CA

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

Rank in CA
#2,666
of 5,480 advisers by AUM
Average account
$107K
across 1,065 accounts
AUM per adviser
$57M
2 advisers

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

Total AUM
$114M
Discretionary %
3.9%
Clients
600
Employees
2

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$114M
Discretionary AUM$4M
Non-Discretionary AUM$110M
Discretionary %3.9%
Total Clients600
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, TN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

GOODSTEIN WEALTH MANAGEMENT LLC
ENCINO, CA
$114M
-22.9% 1Y
HIGHBAR MANAGEMENT, LLC
MENLO PARK, CA
$115M
+7.2% 1Y
WEDBUSH ASSET MANAGEMENT, LLC
LOS ANGELES, CA
$115M
-52.4% 1Y
BRIDGEVIEW CAPITAL ADVISORS, INC.
EL DORADO HILLS, CA
$114M
ALPHA ONE ASSET MANAGEMENT LLC
PASADENA, CA
$115M
TRANSIERRA CAPITAL LLC
SAN RAFAEL, CA
$114M
-0.8% 1Y

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