RIA Intel›Advisers›California›THE BUTTERFIELD GROUP LLC

THE BUTTERFIELD GROUP LLC

Advisory

Data as of Jun 1, 2026 · Source: SEC Form ADV

Rank in CA

#4,746

of 5,480 advisers by AUM

Average account

$132K

across 60 accounts

AUM per adviser

$8M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 1, 2026.

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$8M

Discretionary AUM$8M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients60

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

60 clients

28 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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