RIA Intel›Advisers›California›KEARNEY-BURCH FINANCIAL SERVICES, INC.

KEARNEY-BURCH FINANCIAL SERVICES, INC.

Advisory

CA

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

Rank in CA
#3,009
of 5,480 advisers by AUM
Average account
$1M
across 63 accounts
AUM per adviser
$81M
1 advisers

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

Total AUM
$81M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$81M
Discretionary AUM$81M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients63
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, MA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

YUCAIPA EQUITY PARTNERS, L.P.
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0.0% 1Y
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WILLIAMS WEALTH MANAGEMENT, INC.
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WEALTH MANAGEMENT GROUP, LLP
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$80M
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$81M
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