RIA Intel›Advisers›California›LARSON, ORLAN BLAINE

LARSON, ORLAN BLAINE

Advisory

CA

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in CA
#3,271
of 5,480 advisers by AUM
Average account
$618K
across 97 accounts
AUM per adviser
$30M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM
$60M
Discretionary %
100%
Clients
54
Employees
2

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$60M
Discretionary AUM$60M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients54
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

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EMBARCADERO CAPITAL ADVISORS, INC.
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BARDIN FINANCIAL SERVICES INC
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VELOCITY INVESTMENT PARTNERS, LLC
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FLEMING & ASSOCIATES, LLC
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$60M

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