RIA Intel›Advisers›California›ELDER,RANDOLPH,ALAN

ELDER,RANDOLPH,ALAN

Advisory

LOOMIS, CA

Data as of Feb 13, 2026 · Source: SEC Form ADV

Rank in CA

#4,350

of 5,480 advisers by AUM

Average account

$230K

across 78 accounts

AUM per adviser

$18M

1 adviser

Source: SEC Form ADV. Figures as filed Feb 13, 2026.

Total AUM

$18M

Discretionary %

100%

Clients

30

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$18M

Discretionary AUM$18M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients30

Team

Total Employees1

Investment Advisers1

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

30 clients

8 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.

TAEVESTMENT LLC

GARDENA, CA

$18M

PK WEALTH ADVISORS, LLC

SACRAMENTO, CA

$18M

FINANCIAL COUNSELING RESOURCES LLC

LOS ALAMITOS, CA

$18M

+10.4% 1Y

OPEN SQUARE CAPITAL, LLC

$18M

NAOMI RUTH MONSCHEIN

MODESTO, CA

$18M

-36.7% 1Y

C. E. SKOWRUP & CO.

$18M

-14.3% 1Y

Get the full picture on ELDER,RANDOLPH,ALAN

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

Create a free account →See plans