RIA Intel›Advisers›California›GUSTO INVESTMENT SERVICES, LLC

GUSTO INVESTMENT SERVICES, LLC

SEC RegisteredAdvisory

SAN FRANCISCO, CA

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

Rank in CA
#152
of 5,488 advisers by AUM
AUM change, 1 year
+40.9%
89th percentile in CA
AUM CAGR, 3 year
+40.9%
compound annual growth
Average account
$21K
across 527,852 accounts
AUM per adviser
$2.4B
3 advisers
Filing history
38
filings since 2015

Source: SEC Form ADV. Figures as filed Aug 31, 2026.

Total AUM
$12.7B
1-Year AUM Growth
+40.9%
3-Year CAGR
+40.9%
Employees
2
Assets Under Management
Total AUM$12.7B
Discretionary AUM$9.1B
Non-Discretionary AUM$3.6B
Discretionary %72.1%
Total Clients—
Team
Total Employees2
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record38
First FilingSep 28, 2015
Latest FilingAug 18, 2026
Full AUM trend chart and 38 historical filings spanning 11+ years
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Registration
SEC RegisteredYes
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndApril
Operates In50 states
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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Counts advisers in California reporting AUM on their latest Form ADV.

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