financial times

Pure Financial Ranks in Financial Times Top 300 Registered Investment Advisors (RIA)

June 2014

Methodology: More than 2,000 firms were reviewed for Financial Times’ top RIA rankings. Each firm filled out a lengthy application giving more information about their practices. The information was augmented with Financial Times’ own research into the practices. The formula used to grade advisors was based on six broad factors that calculated a numeric score for each advisor. Areas of consideration include: assets under management, asset growth, the firm’s years in existence, industry certifications of key employees at the firms, SEC compliance records and online accessibility.

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Pure Financial Announces Two Transactions to Close Out 2023

SAN DIEGO, March 4, 2024 – Pure Financial Advisors, LLC (“Pure”) today announces the closing of two acquisitions to end 2023 with Northern California-based Symphony Financial Planning, LLC (“Symphony”) and Oregon-based Crestline Capital, LLC (“Crestline”). Both transactions further expand Pure’s presence across the Western U.S. All principals and employees of both firms joined Pure as a result...

05
MAR
2024

YMYW Ranked in 15 Top Resources to Achieve Your Financial Resolutions by CardRates (2023)

Pure Financial’s Your Money, Your Wealth® (YMYW) has been ranked in the 15 top resources to achieve your financial resolutions by CardRates.com. They recommend five books, podcasts, and websites and apps designed to to help people achieve their financial New Year’s resolutions. The article reviews the Your Money, Your Wealth® podcast as a show that...

11
JAN
2024

Pure Ranked in Top Regional Fee-Only RIAs by InvestmentNews (2023)

Pure Financial Advisors was recently named as one of the Top 25 Fee-Only Firms in the West by InvestmentNews. Pure Financial ranked number 21 out of 25. “InvestmentNews celebrates the best fee-only RIAs from the four regions across the US. The 100 winners are thriving in their respective areas by ensuring their clients experience exemplary...

11
DEC
2023

Pure Financial Named Best Places to Work in San Diego (2023)

Pure Financial Advisors is proud to be named as one of the Best Places to Work in San Diego by the San Diego Business Journal. Pure Financial placed #18 out of 46 companies in the Medium Employers (50-249 U.S. Employees) category. included in the ranking. This year, 100 companies were ranked across four different categories...

18
SEP
2023