RIA Intel›Advisers›California›DEVORE FINANCIAL ADVISORS LLC

DEVORE FINANCIAL ADVISORS LLC

Advisory

CA

Data as of Apr 15, 2026 · Source: SEC Form ADV

Rank in CA

#3,438

of 5,480 advisers by AUM

Average account

$422K

across 121 accounts

AUM per adviser

$26M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 15, 2026.

Total AUM

$51M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$51M

Discretionary AUM$51M

Non-Discretionary AUM$150K

Discretionary %99.7%

Total Clients40

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

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

40 clients

14 high-net-worth

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.

WEALTHFOLIO ADVISORS LLC

$51M

EDUCATION BASED SOLUTIONS, LLC

$51M

TANNER CAPITAL MANAGEMENT INC

$51M

MURPHY INVESTMENT ADVISORS INC

$51M

PLANMEMBER ADVISORS CORPORATION

CARPINTERIA, CA

$51M

RAPPORT FINANCIAL, LLC

SAN FRANCISCO, CA

$51M

Get the full picture on DEVORE FINANCIAL ADVISORS LLC

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

Create a free account →See plans