RIA Intel›Advisers›California›IRVING ADVISORY GROUP, LLC

IRVING ADVISORY GROUP, LLC

Advisory

SAN MARCOS, CA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in CA
#4,378
of 5,480 advisers by AUM
Average account
$365K
across 47 accounts
AUM per adviser
$17M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM
$17M
Discretionary %
100%
Clients
47
Employees
1

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$17M
Discretionary AUM$17M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients47
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

EMERALD HILLS CAPITAL, LLC
$17M
CONVERGENCE WEALTH PARTNERS LLC
REDDING, CA
$17M
COGENT INVESTMENT ADVISORS LLC
$17M
TWO PALMS PLANNING LLC
$17M
UNION FINANCIAL PARTNERS, SAN FRANCISCO
SAN FRANCISCO, CA
$17M
RUTHERFORD CAPITAL, INC.
GRANITE BAY, CA
$17M

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