RIA Intel›Advisers›California›HEIDI BARBER

HEIDI BARBER

Advisory

CA

Data as of Jul 31, 2026 · Source: SEC Form ADV

Rank in CA
#5,159
of 5,480 advisers by AUM
AUM change, 1 year
+66.7%
92nd percentile in CA
AUM CAGR, 3 year
-38.8%
compound annual growth
Average account
$500K
across 4 accounts
AUM per adviser
$2M
1 advisers
Filing history
5
filings since 2001

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

Total AUM
$2M
1-Year AUM Growth
+66.7%
3-Year CAGR
-38.8%
Employees
1
Assets Under Management
Total AUM$2M
Discretionary AUM$2M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients4
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record5
First FilingFeb 28, 2001
Latest FilingJul 31, 2026
Full AUM trend chart and 5 historical filings spanning 25+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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