RIA Intel›Advisers›California›VECTOR FINANCIAL SOLUTIONS, INC.

VECTOR FINANCIAL SOLUTIONS, INC.

Advisory

ESCONDIDO, CA

Data as of Aug 27, 2026 · Source: SEC Form ADV

Rank in CA
#3,188
of 5,480 advisers by AUM
Average account
$248K
across 265 accounts
AUM per adviser
$22M
3 advisers

Source: SEC Form ADV. Figures as filed Aug 27, 2026.

Total AUM
$66M
Discretionary %
89.7%
Clients
140
Employees
3

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$66M
Discretionary AUM$59M
Non-Discretionary AUM$7M
Discretionary %89.7%
Total Clients140
Team
Total Employees3
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InAZ, CA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

KMR WEALTH ADVISORY, LLC
SAN LUIS OBISPO, CA
$66M
FLEMING, ANN MURIEL
WALNUT CREEK, CA
$66M
CARRUTHERS, BRIAN, ROGER
LAGUNA BEACH, CA
$66M
+4.1% 1Y
GAVRICH, ROBERT JAN
$66M
0.0% 1Y
PLEXUS FINANCIAL GROUP, INC.
LAKE FOREST, CA
$66M
+0.1% 1Y
FERNANDEZ FINANCIAL ADVISORY, L.L.C.
LOS ALAMITOS, CA
$66M

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