RIA Intel›Advisers›California›EMERALD BLUE ADVISORS INC.

EMERALD BLUE ADVISORS INC.

Advisory

LAGUNA HILLS, CA

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in CA
#2,903
of 5,480 advisers by AUM
Average account
$202K
across 442 accounts
AUM per adviser
$45M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM
$89M
Discretionary %
99.2%
Clients
191
Employees
4

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$89M
Discretionary AUM$89M
Non-Discretionary AUM$751K
Discretionary %99.2%
Total Clients191
Team
Total Employees4
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InAZ, CA, WA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

TETRAD CAPITAL LLC
LOS ANGELES, CA
$89M
+232.9% 1Y
KELLY FINANCIAL GROUP LLC
ENCINITAS, CA
$90M
YOAKUM, JEFFREY
$89M
HEYMAN WEALTH MANAGEMENT, LLC
ENCINO, CA
$90M
BERGER & ASSOCIATES LLC
BEVERLY HILLS, CA
$89M
+10.8% 1Y
SLRA, INC.
DANVILLE, CA
$89M
-56.4% 1Y

Get the full picture on EMERALD BLUE ADVISORS INC.

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

Create a free account →See plans