RIA Intel›Advisers›California›FINANCIAL EQUATIONS ADVISORS, INC.

FINANCIAL EQUATIONS ADVISORS, INC.

Advisory

CORONA, CA

Data as of Jan 30, 2026 · Source: SEC Form ADV

Rank in CA
#4,589
of 5,480 advisers by AUM
Average account
$153K
across 75 accounts
AUM per adviser
$12M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 30, 2026.

Total AUM
$12M
Discretionary %
100%
Clients
50
Employees
2

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$12M
Discretionary AUM$12M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients50
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
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.

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LIBERTY BENEFITS GROUP, LLC
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ARQUE & CO INCORORATED
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$12M
-62.9% 1Y
CADGER TAX AND FINANCIAL INC.
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