Pure Financial is pleased to share that we have been included in Financial Advisor Magazine’s 2026 RIA Survey & Ranking, one of the wealth management industry’s longest-standing and highly regarded annual assessments of Registered Investment Advisory (RIA) firms.
The survey honored Pure in three categories:
| Ranking | Recognition |
| Top 50 Fastest-Growing Firms | #27 out of 50 |
| 2026 RIA Ranking (Asset Category $1B+) | #59 out of 360 |
| RIA Discretionary & Non-Discretionary AUM Ranking | #59 out of 360 |
Pure Financial is proud to have been named an Excellence Awardee in the InvestmentNews Awards. This honor recognizes offices that demonstrate a commitment to cultivating a workplace culture rooted in excellence and career growth, earning a reputation as an employer of choice within the wealth management and financial planning industry. We’re honored to be recognized...
Congrats to Joe Anderson, CEO & President of Pure, for ranking #17 out of 250 advisors on AdvisorHub’s 2026 Advisors to Watch 250 RIAs list. This recognition highlights Joe’s leadership and the strong growth and professionalism that define Pure Financial’s approach to client service. Methodology: Nominees were required to have at least seven years of...
Pure Financial has earned a spot among the Top 25 of 115 Best Financial Advisory Firms managing over $5 billion in assets under management (AUM), an impressive 22-spot climb from last year. Even more notably, Pure Financial ranked #47 out of 1,000 Overall Best Financial Advisor Firms by USA Today, a remarkable leap from #375...
Pure was rated 7 out of 45 wealth management firms in San Diego. The ranking was determined by assets managed locally for fiscal year 2025. This recognition reflects Pure’s impressive growth trajectory and solidifies our position as one of the influential wealth management firms in the San Diego region. Click here to read the full...
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