Pure Financial Advisors is proud to be named to Financial Planning’s 2025 list of top RIA Leaders, a ranking determined by assets under management. The firm earned the #39 spot among 150 ranked companies, rising four places from last year. In total, this year’s 150 largest fee-only financial planning firms manage $1.09 trillion in AUM across more than 949,000 client accounts.

Methodology: The ranking was based on six criteria derived from the firms’ SEC Form ADV filings as of May 2025:

  • Firms must have zero registered representatives of a broker-dealer.
  • At least 50% of the firm’s clients must be individuals or high net worth individuals.
  • Firms must not list commissions as a compensation arrangement.
  • Firms must have more than zero financial planning clients.
  • Firms must not list commission-taking businesses in “other business activities.”
  • Firms cannot be affiliated under common ownership with commission-taking businesses.

Click here to view the full list

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. Pure Financial ranked number 39 out of 150.

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