RIA Intel›Advisers›California›DEAN, RICHARD WAYNE

DEAN, RICHARD WAYNE

Advisory

CA

Data as of May 11, 2026 · Source: SEC Form ADV

Rank in CA

#3,934

of 5,480 advisers by AUM

Average account

$577K

across 52 accounts

AUM per adviser

$30M

1 advisers

Source: SEC Form ADV. Figures as filed May 11, 2026.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$30M

Discretionary AUM$30M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients30

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.

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

30 clients

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

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Advisers of similar size in CA

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

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DYNACAPITAL ADVISORS, INC.

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ABSOLUTE RETURN CAPITAL ADVISORS, LLC.

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$30M

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