Recent News
Pure Financial is proud to be named to Inc. Magazine’s 2026 Best Workplaces list. This list recognizes American companies that have built strong cultures with supportive environments for their teams, regardless of whether they work in-person, remotely, or in a hybrid model. Pure Financial is among 507 companies nationwide to earn this distinction in 2026,...
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...
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...
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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 […]
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 […]
Pure Financial Advisors received a rating of 4½ out of 5 stars to join America’s Top Financial Advisory Firms by Newsweek. Newsweek, in collaboration with Plant-A Insights Group, analyzed over 16,000 SEC-registered financial advisory firms to highlight and recognize the leading financial advisory firms in the United States based on their performance across multiple key […]
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 #3 out of 34 companies in the Medium Employers (50–249 U.S. Employees) category included in the ranking. This recognition highlights the firm’s commitment to fostering a collaborative, […]
Pure Financial Advisors has been named to Barron’s 2025 list of Top 100 RIA Firms, placing #62 nationwide. This marks the firm’s third consecutive year on the list, a distinction that underscores its growth and industry leadership. This recognition highlights the talent, high standards, and dedication to client service that define Pure’s team. “The goal […]
Pure Financial Advisors is honored to be ranked among Inc. Magazine’s 5,000 Fastest-Growing Private Companies in America, placing 4,252 in 2025, up from 4,882 in 2024. This recognition marks Pure’s sixth appearance on the prestigious list (2025-2024, 2019-2015) and reflects an impressive 81% three-year revenue growth. The Inc. 5000 list celebrates entrepreneurial excellence by spotlighting […]
Pure ranked 71 out of 252 in both the RIA Ranking – (Asset Category $1B+) and the RIA Discretionary and Non-Discretionary AUM Ranking (Asset Category $1B+). Click here to read the full article. 2025 AUM is as of the latest ADV filed March 27, 2025. To be eligible for FA Magazine rankings, firms must be […]
A big congratulations to Joe Anderson for ranking in AdvisorHub’s 2025 Advisors to Watch 250 RIAs (Registered Investment Advisors). Pure Financial’s CEO & President, Joe Anderson, placed #6 out of 250 advisors included in the ranking. “We created a list of 1,000 advisors with sophisticated practices, great growth and a commitment to professionalism. These 250 […]
Pure Financial’s Your Money, Your Wealth® podcast has been ranked 9 in the 14 Best Retirement Podcasts and Blogs to Follow by Due.com. Due is a payments, eCash, online invoicing, time tracking, global payments and digital wallet solution for freelancers, small business owners and companies of all sizes. Your Money, Your Wealth® YouTube channel hosts […]
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 […]
