RIA Intel›Advisers›California›FINANCIAL COUNSELING RESOURCES LLC

FINANCIAL COUNSELING RESOURCES LLC

Advisory

CA

Data as of Jun 9, 2026 · Source: SEC Form ADV

Rank in CA
#2,055
of 5,480 advisers by AUM
Average account
$2M
across 94 accounts
AUM per adviser
$106M
2 advisers

Source: SEC Form ADV. Figures as filed Jun 9, 2026.

Total AUM
$211M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
4
Assets Under Management
Total AUM$211M
Discretionary AUM$0
Non-Discretionary AUM$211M
Discretionary %0%
Total Clients94
Team
Total Employees4
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

PINNACLE WEALTH MANAGEMENT, LLC
ROSEVILLE, CA
$211M
+12.2% 1Y
AESOP CAPITAL PARTNERS LLC
SAN FRANCISCO, CA
$211M
-13.2% 1Y
NOLLENBERGER CAPITAL PARTNERS INC.
SAN FRANCISCO, CA
$211M
0.0% 1Y
BLUE SUMMIT FINANCIAL GROUP, INC.
SAN DIEGO, CA
$211M
+13.1% 1Y
FAIRBANKS CAPITAL MANAGEMENT, INC.
RANCHO SANTA FE, CA
$211M
+53.0% 1Y
ERMAN RETIREMENT ADVISORY
SEAL BEACH, CA
$211M
+8.9% 1Y

Get the full picture on FINANCIAL COUNSELING RESOURCES LLC

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

Create a free account →See plans