RIA Intel›Advisers›SIERRA FINANCIAL ADVISORY INCORPORATED

SIERRA FINANCIAL ADVISORY INCORPORATED

Advisory

N·

Data as of Mar 3, 2026 · Source: SEC Form ADV

Total AUM
$145M
1-Year AUM Growth
+7.4%
3-Year CAGR
-2.1%
Employees
2
Assets Under Management
Total AUM$145M
Discretionary AUM$139M
Non-Discretionary AUM$6M
Discretionary %95.6%
Total Clients167
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record28
First FilingMar 29, 2004
Latest FilingMar 3, 2026
🔒 Full AUM trend chart and 28 historical filings spanning 22+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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