RIA Intel›Advisers›California›STEINMETZ, BARBARA LYNN

STEINMETZ, BARBARA LYNN

Advisory

REDWOOD CITY, CA

Data as of Jan 16, 2026 · Source: SEC Form ADV

Rank in CA
#3,257
of 5,480 advisers by AUM
Average account
$489K
across 124 accounts
AUM per adviser
$61M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 16, 2026.

Total AUM
$61M
Discretionary %
100%
Clients
29
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$61M
Discretionary AUM$61M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients29
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
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.

LONGEVITY WEALTH MANAGEMENT LLC
$61M
FUNDAMENTAL CAPITAL MANAGEMENT LLC
PASADENA, CA
$61M
+10.4% 1Y
FOX & HOLLAND INVESTING LLC
RANCHO CUCAMONGA, CA
$60M
FOUR CORNERS-MEYERHOFF INVESTMENT MANAGEMENT, LLC
LOS ANGELES, CA
$61M
+27.4% 1Y
ZEPHYR INVESTMENT MANAGEMENT
WESTLAKE VILLAGE, CA
$61M
-1.6% 1Y
GEORGE ERWIN STILLMAN
LOMPOC, CA
$60M
-17.9% 1Y

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