Pure Financial Advisors, LLC

RIASEC Registered
Total AUM
$11.1B
Discretionary
$10.9B
98% of AUM
Avg account
$1.5M
Accounts
7,509
Employees
204
Advisory reps
90

Firm details

Headquarters
San Diego, California
CRD number
144316
Registered since
May 1, 2009
Custodians
CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI83.74%
  • Individuals16.16%
  • Pension & Profit Sharing Plans0.09%
  • Charitable Organizations0.01%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Pure Financial Advisors, LLC is an independent registered investment adviser that emphasizes fee-based wealth management for individuals, families and select institutional clients. The firm is SEC registered (initial registration in 2009) and operates as a capital allocator, combining financial planning, portfolio management for individuals and small businesses, pension consulting services, manager selection and investor education. Its stated fee arrangements include percentage-of-AUM and fixed-fee engagements. Pure Financial Advisors also identifies as an active ESG investor and lists accounting among its business activities. The firm has been recognized in industry rankings, including placement on Financial Times’ Top 300 RIA firms (2020), FA Magazine’s Top RIA firms (2020), Barron’s Top 100 RIA firms (2023, 2024, 2025) and a Forbes Top RIA listing in 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 64%, Public Funds/Mutual Funds 32%, Cash & Cash Equivalents 2%, US Government Bonds 1%, State & Local Bonds 1%64%
  • Exchange Traded Equities64%
  • Public Funds/Mutual Funds32%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

3 of 7
  • Brian Fahey

    Brian Fahey

    Principal and Chief Investment OfficerCRD 5260596

  • Joseph Anderson

    Joseph Anderson

    CEO & PresidentCRD 3232667

  • Christopher Reedy

    Christopher Reedy

    CEO And Chairman Of The BoardCRD 2390079

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Contacts

3 of 83
  • Alexandra Swanson

    Alexandra Swanson

    Financial AdvisorCRD 5668690

  • Richard Alexander

    Richard Alexander

    Senior Financial PlannerCRD 5701264

  • Anthony Vu

    Anthony Vu

    Financial AdvisorCRD 5712021

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 290

Active vs passive

$7.4B in ETFs

Passive

68%

$5.1B

Active

31%

$2.4B

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$870M1,164,80511.73%

Location

Primary office

San Diego, CA

San Diego

Location

San Diego, CA

Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
Region
West
County
San Diego
Address
3131 Camino Del Rio N
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth