RIA Intel›Advisers›California›MSA ADVISORS, LLC

MSA ADVISORS, LLC

Advisory

N·SANTA MONICA, CA

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

Total AUM

$9.6B

1-Year AUM Growth

+2.2%

3-Year CAGR

+9.4%

Employees

17

Assets Under Management

Total AUM$9.6B

Discretionary AUM$7.0B

Non-Discretionary AUM$2.6B

Discretionary %72.7%

Total Clients73

Team

Total Employees17

Investment Advisers34

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record13

First FilingJul 25, 2019

Latest FilingMar 27, 2026

🔒 Full AUM trend chart and 13 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MSA ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.