Fastest-Growing RIA

Pure Financial 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. Our time hasn’t been spent on… Read more

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Inc. 5000 Ranks Pure Financial in Nation’s Fastest-Growing Private Companies in 2017

August 2017   For the third year in a row, Inc. magazine has ranked Pure Financial Advisors, Inc. in its annual Inc. 5000 list, an exclusive ranking of the nation’s fastest-growing private companies. The list represents the most comprehensive look at the most important segment of the economy – America’s independent entrepreneurs. “Out of the nearly seven million private companies moving the economy forward… Read more

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Alan Clopine Conquers Kalalau Trail One Step at a Time

        By: Guest Columnist Skip Schweiss, RIA Biz July 21, 2017 Six years ago, Tiburon Strategic Advisors’ Chip Roame and TD Ameritrade’s, Skip Schweiss turned a bucket-list hike up and down Mount Whitney into a group outing comprising some of the investment services industry’s hardiest souls. Following their successful 22-mile, 6,200 vertical-foot “hike” they all agreed it was so much fun they should do something like it… Read more

FA Magazine

Pure Financial Ranked in Financial Advisor Magazine’s Top RIA Ranking 2017

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 previous year. View Full… Read more

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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 the positive… 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 fourth annual… Read more

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Mike Fenison’s Cover Story In Advisor Solutions

Founder and CEO of Pure Financial Advisors, Inc., Michael Fenison, was recently featured in the cover story of Advisor Solutions, a TD Ameritrade Institutional magazine designed to deliver business-building ideas to financial advisors. The story covers the roots of Pure Financial and what gives the company a comparative advantage against its competitors. Fenison attributes the company’s success to the fee-only financial planning… Read more

Envestnet Tamarac

Tamarac Features Pure Financial

Envestnet | Tamarac Deepens Integration with TD Ameritrade Institutional’s Veo® Platform Tamarac Advisor® Xi Suite Adds Straight-Through Processing of Trades directly from its trading application, Advisor Rebalancing® January 19, 2017 Pure Financial Advisor’s Director of Trading, Benjamin Littman was recently quoted in an Envestnet | Tamarac press release covering the enhancements made to the level of integration between its Advisor Rebalancing® application and TD… Read more

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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, graciously accepts this award on… Read more

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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, Alan Clopine proudly accepts this prestigious… Read more

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Retirement Planning for the Self-Employed

Retirement Planning for the Self-Employed January 23, 2017 Investopedia recently covered an article on retirement savings options for self-employed workers, including the solo 401(k), SEP IRA and SIMPLE IRA. President of Pure Financial Advisors, Joe Anderson contributed to the section on the SEP IRA (Simplified Employee Pension), which you can open at just about any bank or brokerage firm. While it’s suitable for… Read more

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Joe Anderson Featured in U.S. News & World Report

4 Financial Fears About Retirement, And How to Overcome Them President of Pure Financial Advisors Inc., Joe Anderson was recently featured in a U.S. News & World Report online article regarding how to overcome common financial fears about retirement. Joe provides insight for three of the four financial fears covered in the article – running out of money, Social Security cuts and forced retirement. Running Out of Money To give… Read more

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Investopedia Quotes Joe Anderson in Tax Article

Pay the Lowest Possible Taxes on Retirement Assets Investopedia recently quoted President of Pure Financial Advisors, Inc., Joseph Anderson in an article about saving taxes on retirement assets. The article is broken down by different suggestions for keeping the tax man at bay when filing your return. These suggestions include taking distributions now, thinking locally, considering when to take Social Security and thinking charitably.… Read more

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CEO Michael Fenison Quoted in San Diego Business Journal

Robo-Advising Advances, But Human Role Still Part of the Equation Founder and CEO of Pure Financial Advisors, Inc., Michael Fenison was recently featured in an article covering the expansion of technology in the financial services industry by the San Diego Business Journal. The story highlights the rapid movement towards robo-advisors and digital platforms, illustrating how advisors are reacting to technological advancements in the industry. While… Read more

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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, absent commission sales and conflicts… Read more