RIA Intel›Advisers›California›MIGH FINANCIAL PLANNER, LLC

MIGH FINANCIAL PLANNER, LLC

Advisory

CA

Data as of Jun 11, 2026 · Source: SEC Form ADV

Rank in CA
#4,328
of 5,480 advisers by AUM
Average account
$470K
across 40 accounts
AUM per adviser
$19M
1 adviser

Source: SEC Form ADV. Figures as filed Jun 11, 2026.

Total AUM
$19M
Discretionary %
100%
Clients
13
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$19M
Discretionary AUM$19M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients13
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
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.

X AND Y ADVISORS, INC.
EL SEGUNDO, CA
$19M
OTIUM ADVISORY GROUP, LLC
$19M
ALLMERITS ASSET, LLC
BUENA PARK, CA
$19M
AC3 CAPITAL, LLC
$19M
+13.2% 1Y
LIGHTCAP FINANCIAL GROUP, LLC
SAN DIEGO, CA
$19M
TAYLOR K A ASSOCIATES INC
$19M
-10.0% 1Y

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