FA Magazine

Pure Ranked #148 RIA out of 707 in the Nation

Pure Financial Advisors is proud to be ranked in Financial Advisor Magazine’s top Registered Investment Advisors (RIA) in the nation. This year, more than 700 companies were ranked. Pure Financial placed #148 out of 707 firms included in the ranking, moving up from #164 position last year.

“We were very pleased to learn that we’re now among the top 150

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Pure Ranked in Top 20 Best Financial Advisors in LA

We are pleased to announce that Pure Financial Advisors, Inc. has been ranked in the Top 20 Best Financial Advisors in Los Angeles, CA by Expertise.

Expertise is a platform designed to connect people with the best local experts. Expertise scored financial advisors on more than 25 variables across five categories and analyzed the results to give you a … Read more

Pure Ranked Top 10 Financial Advisors in San Diego

Pure Financial Advisors is proud to be ranked by Smart Asset as one of the Top 10 Financial Advisors in San Diego, CA. 

According to Smart Asset™, one of Pure’s unique policies helped us stand out from the rest. All advisors at Pure Financial are required to have the CERTIFIED FINANCIAL PLANNER™ certification (CFP®), the Accredited Investment Fiduciary credential (AIF®) … Read more

Alan Clopine Named 2018 CFO of the Year

Congratulations to Alan Clopine, CPA, chosen by San Diego Business Journal as the 2018 CFO of the Year for a Medium Privately Held Company. Winners of the 12th Annual CFO of the Year Awards were announced at The Westin San Diego Gaslamp Quarter on Thursday, March 15, 2018.

As CEO & CFO of Pure Financial Advisors, Alan is responsible … Read more

Joe Anderson Best-In-State Wealth Advisor

Joe Anderson: Forbes Best-In-State Wealth Advisor

We would like to congratulate Joseph D. Anderson on being named to the 2018 Forbes Best-In-State Wealth Advisors list. Joe was ranked #30 out of 138 advisors on the list in Southern California. 

As President of Pure Financial Advisors, Joe Anderson has led the company to achieve over $2 billion in assets under management and has grown our client base … Read more

best financial advisors in San Diego

Pure Ranked Top 10 Best Financial Advisors in San Diego

We are pleased to announce that Pure Financial Advisors, Inc. has been ranked in the Top 10 Best Financial Advisors in San Diego, CA by AdvisoryHQ.

Key factors that enabled Pure Financial Advisors to rank as a top wealth management firm in San Diego include:

Comprehensive Financial Planning

  • Retirement Planning
  • Cash Flow Analysis
  • Tax Planning
  • Risk Management
  • Estate Planning
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Fastest-Growing RIA

Pure Ranked 3rd Fastest-Growing RIA in the Nation

Pure Financial Advisors, Inc. is honored to be ranked as the 3rd fastest-growing Registered Investment Advisor (RIA) in the nation by WealthManagement.com. The 10 U.S.-based RIAs on the list have experienced the most acceleration, growing their assets under management at record rates over the last 6 ½ years, according to DiscoveryData.1

“Our growth has been 100% organic.

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FA Magazine

Pure Ranked Top RIA in the Nation by FA Magazine

July 2017

Pure Financial Advisors is proud to be ranked in Financial Advisor Magazine’s top Registered Investment Advisors (RIA) in the nation. This year, more than 600 companies were ranked. Pure Financial placed #164 out of 638 firms included in the ranking.

Methodology: This annual ranking is based on the percentage of growth in assets under management from the … Read more

2017 Best Businesses of Irvine Award

Pure Financial Advisors, Inc. has been selected for the 2017 Best Businesses of Irvine Award in the Financial Planner category by the Best Businesses of Irvine Award Program.

Each year, the Best Businesses of Irvine Award Program identifies companies that they believe have achieved exceptional marketing success in their local community and business category. These are local companies that enhance … Read more

Financial Times 300 Top Registered Investment Advisors

Top Registered Investment Advisors in America

Pure Financial Advisors, Inc. Named to 2017 Financial Times 300 Top Registered Investment Advisors

Pure Financial Advisors, Inc. is pleased to announce we have been named to the Financial Times 300 Top Registered Investment Advisors for the fourth consecutive year. The list recognizes top independent RIA firms from across the U.S and was posted June 22, 2017.

This is the … Read more

Top Wealth Management Firms in San Diego

San Diego Business Journal Ranks Pure Financial 12th Largest Wealth Management Firm in San Diego

January 2017

Pure Financial Advisors, Inc. was recently named to San Diego Business Journal’s 2016 List of Largest Wealth Management Firms in San Diego. The firm placed 12th out of 40 firms included in the ranking. Michael Fenison, founder and CEO of Pure Financial, … Read more

Largest Private Companies in San Diego

San Diego Business Journal Ranks Pure Financial 55th Largest Private Company in San Diego

January 2017

San Diego Business Journal‘s 2017 Book of Lists ranked Pure Financial Advisors, Inc. in the list of San Diego’s Largest Private Companies. The firm ranked 55th out of 80 companies included in the ranking. Co-CEO and Chief Financial Officer of Pure Financial Advisors, … Read more

financial planning

Pure Financial Ranks in Top 150 RIA Firms in the Nation

Financial Planning ranks Pure Financial Advisors, Inc. as the 88th top Registered Investment Advisor (RIA) in the nation. Last year, the firm ranked 102 out of 150.

“Financial Planning’s RIA Leaders ranking, based on assets under management at the end of 2016, is unique in seeking to capture firms that abide by the strictest definition of fiduciary client service, … Read more