Pure Financial was ranked 67 out of 85 Best Financial Advisory Firms with over $5 billion assets under management (AUM) and 375 out of 500 Overall Best Financial Advisor Firms by USA Today.  Over 30,000 companies were evaluated and 500 companies were awarded. Companies were awarded based on performance and market appreciation, evaluated in part via an independent survey among over 30,000 clients, industry experts, and constituents. In total, the top 500 firms were included in the ranking.

Ranking by AUM: Over $5 billion

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Awards or inclusion on ranking lists are not indicative of future performance or representative of any one client’s experience. No compensation was paid for inclusion on this list.

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Best Overall 2025

 

Pure Financial Advisors, LLC Deepens Midwest Presence with Acquisition of Fairhaven Wealth Management, LLC

April 15, 2025 – San Diego, CA – Pure Financial Advisors, LLC (“Pure”), a San Diego, CA-based financial education, planning and investment advice company, announced it has acquired Fairhaven Wealth Management, LLC (“Fairhaven”), located in the Chicago suburb of Wheaton, Illinois.  Fairhaven is a financial planning and investment management firm with nearly $900 million in...

15
APR
2025

YMYW Ranked in Multiple Podcast Rankings by Million Podcasts (2025)

Pure Financial’s Your Money, Your Wealth® was recognized as one of the best tax planning, financial advisor, and retirement podcasts by Million Podcasts.  Million Podcasts is a public relations software for podcast outreach. View individual rankings here: #2 out of 100 Best Tax Planning Podcasts #8 out of 100 Best Financial Advisor Podcasts #11 out...

08
APR
2025

Pure Financial Advisors, LLC Completes Acquisition of Personal Investment Management, Inc.

SAN DIEGO, March 17, 2025  – Pure Financial Advisors, LLC (“Pure”), a leading independent financial advisory firm, is pleased to announce the successful acquisition of Personal Investment Management, Inc. (“PIM”), a respected financial advisory firm with a rich, 40-year history of serving clients within the Washington state higher education system and beyond. The acquisition of PIM...

18
MAR
2025

YMYW Ranked in Multiple Podcast Rankings by Goodpods (2025)

Pure Financial’s Your Money, Your Wealth® was recognized as one of the best retirement podcasts, finance podcasts, and investing podcasts by Goodpods. These are ranked by listens, ratings, comments, subscriptions and shares. View individual rankings here: #1 of the Top 33 Retirement Podcasts – All Time #7 of the Top 98 Finance Podcasts – All...

24
FEB
2025