RIA Intel›Advisers›California›CHANEY FINANCIAL SERVICES, INC.

CHANEY FINANCIAL SERVICES, INC.

Advisory

GLENDALE, CA

Data as of Feb 4, 2026 · Source: SEC Form ADV

Rank in CA
#3,772
of 5,480 advisers by AUM
Average account
$380K
across 96 accounts
AUM per adviser
$37M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 4, 2026.

Total AUM
$37M
Discretionary %
0%
Clients
32
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$37M
Discretionary AUM$0
Non-Discretionary AUM$37M
Discretionary %0%
Total Clients32
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
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.

RANDY MEYER INVESTMENT MANAGEMENT, LLC
YUBA CITY, CA
$36M
+27.2% 1Y
HAYES & ASSOCIATES ACCOUNTANCY CORP
CORONADO, CA
$36M
-4.0% 1Y
PERCY E. BOLTON ASSOCIATES, INC.
PASADENA, CA
$36M
+25.8% 1Y
BELLWETHER CAPITAL MANAGEMENT LLC
FAIR OAKS, CA
$36M
KEY FOCUS WEALTH LLC
SAN RAMON, CA
$36M
CHAMBERLAIN CONSULTING GROUP, LLC
IRVINE, CA
$37M
+1.7% 1Y

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