RIA Intel›Advisers›California›GRINSELL, GARY ANDREW

GRINSELL, GARY ANDREW

Advisory

CA

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

Rank in CA

#3,920

of 5,480 advisers by AUM

Average account

$1M

across 27 accounts

AUM per adviser

$31M

1 advisers

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

Total AUM

$31M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$31M

Discretionary AUM$31M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients27

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

27 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.

AMERICA FIRST CAPITAL MANAGEMENT, LLC

GRANITE BAY, CA

$31M

ESSEX NATIONAL SECURITIES, INC.

$31M

KIT COLE INVESTMENT ADVISORY SERVICES

$31M

ARROWHEAD WEALTH MANAGEMENT CORP.

$31M

HILLCREST WELLS ADVISORS, LLC

WOODLAND HILLS, CA

$31M

EXECUTIVE SERVICES, LLC

NEWPORT BEACH, CA

$30M

Get the full picture on GRINSELL, GARY ANDREW

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

Create a free account →See plans