RIA Intel›Advisers›California›SCOTT ANDERSON FINANCIAL, INC.

SCOTT ANDERSON FINANCIAL, INC.

Advisory

CA

Data as of May 6, 2026 · Source: SEC Form ADV

Rank in CA
#3,347
of 5,480 advisers by AUM
Average account
$1M
across 49 accounts
AUM per adviser
$55M
1 adviser

Source: SEC Form ADV. Figures as filed May 6, 2026.

Total AUM
$55M
Discretionary %
100%
Clients
49
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$55M
Discretionary AUM$55M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients49
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
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.

PONDER, RANDALL SCOTT
HALF MOON BAY, CA
$55M
+24.7% 1Y
DEPAOLO & MAY STRATEGIC WEALTH LLC
IRVINE, CA
$55M
DOLAN PARTNERS LLC
DANVILLE, CA
$55M
RUNMONEY CORPORATION
SAN DIEGO, CA
$55M
HACKETHAL, GREGG, DESMOND
SANTA BARBARA, CA
$55M
+22.1% 1Y
HANNA CAPITAL MANAGEMENT INC
IRVINE, CA
$56M
+4.6% 1Y

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