RIA Intel›Advisers›California›SUTRO ADVISORS LLC

SUTRO ADVISORS LLC

Advisory

CA

Data as of Mar 10, 2026 · Source: SEC Form ADV

Rank in CA
#3,494
of 5,480 advisers by AUM
Average account
$354K
across 137 accounts
AUM per adviser
$48M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM
$48M
Discretionary %
100%
Clients
72
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$48M
Discretionary AUM$48M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients72
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.

ZOLA CAPITAL MANAGEMENT, LLC
SAN FRANCISCO, CA
$49M
-80.6% 1Y
MIDANEK/PAK ADVISORS, LLC
WALNUT CREEK, CA
$49M
-5.1% 1Y
CARIS INVESTMENT PARTNERS, INC.
$48M
CALIFORNIA WEALTH MANAGEMENT GROUP
CARPINTERIA, CA
$49M
-50.3% 1Y
LYDON ASSET MANAGEMENT INC
$48M
-14.4% 1Y
REGAL ADVISORY SERVICES, INC.
WOODLAND HILLS, CA
$48M
-9.1% 1Y

Get the full picture on SUTRO ADVISORS LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track SUTRO ADVISORS LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans