RIA IntelAdvisersCaliforniaMY ADVISORS, LLC

MY ADVISORS, LLC

Advisory

PORTOLA HILLS, CA

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

Rank in CA
#5,414
of 5,480 advisers by AUM
Average account
$26K
across 5 accounts
AUM per adviser
$132K
1 adviser

Source: SEC Form ADV. Figures as filed Feb 27, 2026.

Total AUM
$132K
Discretionary %
0%
Clients
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$132K
Discretionary AUM$0
Non-Discretionary AUM$132K
Discretionary %0%
Total Clients
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.

PAMELA PLICK WEALTH MANAGEMENT LLC
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$131K
HICKOK ADVISORY, LLC
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$130K
KOLL BREN SCHREIBER REALTY ADVISORS, INC.
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-32.0% 1Y
PARTNERVEST ADVISORY SERVICES LLC
SANTA BARBARA, CA
$135K
-100.0% 1Y
WING FINANCIAL INC.
NEWPORT BEACH, CA
$128K
EARTHLY PBC
TIBURON, CA
$136K

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