Pure Financial Advisors is a Fee-Only RIA based out of San Diego. The $4.6B firm represents over 100 advisors and 4,000 clients nationwide. Pure Financial’s holistic approach to wealth management emphasizes the importance of education, goals-based planning and tax efficiency. With no minimum account size, Pure Financial Advisors serves clients at every stage of their wealth journey.
Pure Financial Advisors is ranked #15 on this year’s Top 100 ETF Power Users List with over $1.77B in ETF assets across 130 ETFs, 16 issuers and 33 sectors (as of 12/31/22). The firm has added more than $1B in aggregate ETF assets grown by over $1.3B in total AUM, respectively, since the end of 2020. View More
In 2022, Pure Financial announced its first M&A transaction with Seattle-based RIA, Kaufman Kampe Advisors LLC, and has since actively expanded its geographical footprint to more than 6 offices nationwide, though ramped up advisor recruiting and strategic M&A efforts. Pure Financial Advisors is backed by Lee Equity Partners and Emigrant Partners.
The 2023 RIA Channel Top 100 RIA ETF Power Users Ranking showcases wealth management firms based on their aggregate total firm ETF assets.
RIA Database identified and ranked RIA wealth management firms using the most exchange traded funds (ETFs). Wealth managers were defined by the following characteristics: 1) total assets were primarily managed for high net worth and non-high net worth individual clients; 2) each firm provides comprehensive wealth management services; 3) firms may be a family office or may provide family office services; and/or 4) firms may provide financial planning services. Broker/dealers were excluded. Firms must be domiciled in the United States and registered with the SEC as a registered investment adviser (RIA). Wealth managers were then ranked based on ETF usage as reported to the SEC per their 13F quarterly Edgar filings as of December 31, 2022. Total ETF assets were aggregated by RIA Database (RIADatabase.com). Assets under management are as reported to the SEC as of December 31, 2022.
RIA Database® is the leading provider of advisor data, profiles and prospecting software for the financial services industry. They manage current and historical profiles on over one million advisors across all channels: the RIA Channel, broker/dealers, family offices, foundations, institutional investors and banks. They are producers of the Forbes Top RIA list for over ten years and provide surveys and rankings for several industry publications as well.
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To view the full Top 100 ETF Power Users List, head here.