RIA Intel›Advisers›California›MEYERS FINANCIAL SERVICES INC.

MEYERS FINANCIAL SERVICES INC.

Advisory

SONOMA, CA

Data as of Apr 9, 2026 · Source: SEC Form ADV

Rank in CA

#3,981

of 5,480 advisers by AUM

Average account

$507K

across 56 accounts

AUM per adviser

$14M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 9, 2026.

Total AUM

$28M

Discretionary %

100%

Clients

56

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$28M

Discretionary AUM$28M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients56

Team

Total Employees2

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

56 clients

4 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CA

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

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GRAYSTONE ADVISOR, LLC

$28M

PROFESSIONAL SECTOR MANAGEMENT INC

MENLO PARK, CA

$28M

REIGATE INVESTORS LLC

$28M

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