RIA Intel›Advisers›California›FARRAR, RHONDA SCHERBER

FARRAR, RHONDA SCHERBER

Advisory

CA

Data as of Jan 19, 2026 · Source: SEC Form ADV

Rank in CA

#3,303

of 5,480 advisers by AUM

Average account

$4M

across 14 accounts

AUM per adviser

$58M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 19, 2026.

Total AUM

$58M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$58M

Discretionary AUM$0

Non-Discretionary AUM$58M

Discretionary %0%

Total Clients14

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.

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

14 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.

FORD THOMAS FRANCIS

MOUNTAIN VIEW, CA

$58M

ROBERTSON STEPHENS ASSET MANAGEMENT, INC.

SAN FRANCISCO, CA

$58M

SAN LUIS OBISPO, CA

$58M

SODIUM ADVISORS INC.

SANTA CLARA, CA

$58M

ROI CAPITAL MANAGEMENT INC

$58M

KAILAI ADVISERS LTD.

LOS ANGELES, CA

$58M

Get the full picture on FARRAR, RHONDA SCHERBER

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

Create a free account →See plans