RIA Intel›Advisers›California›PARIVEDA, INC.

PARIVEDA, INC.

Advisory

MOUNTAIN VIEW, CA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in CA
#3,503
of 5,480 advisers by AUM
Average account
$402K
across 119 accounts
AUM per adviser
$48M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM
$48M
Discretionary %
96.9%
Clients
62
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$48M
Discretionary AUM$46M
Non-Discretionary AUM$1M
Discretionary %96.9%
Total Clients62
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, WA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

RJR FINANCIAL SERVICES
NEWPORT BEACH, CA
$48M
THE LEONARD FINANCIAL GROUP, LLC
RIVERSIDE, CA
$48M
-2.1% 1Y
DW FINANCIAL INC
ANAHEIM, CA
$48M
BARSON FINANCIAL PLANNING, LLC
$48M
WOLF THOMAS JOHN
MISSION VIEJO, CA
$48M
M.A.G. CAPITAL, LLC
LOS ANGELES, CA
$48M
-57.0% 1Y

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