Recent News
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,...
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Pure Financial Advisors is proud to be recognized as one of Forbes’ Top RIA Firms for 2025, ranking #149 out of 250 firms nationwide which is a 13-spot climb from last year. Now in its fourth year, the Forbes | SHOOK Top RIA list features 250 firms collectively managing more than $1.9 trillion in assets. […]
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 […]
April 15, 2025 – San Diego, CA – Pure Financial Advisors, LLC (“Pure”), a San Diego, CA-based financial education, planning and investment advice company, announced it has acquired Fairhaven Wealth Management, LLC (“Fairhaven”), located in the Chicago suburb of Wheaton, Illinois. Fairhaven is a financial planning and investment management firm with nearly $900 million in […]
Pure Financial’s Your Money, Your Wealth® was recognized as one of the best tax planning, financial advisor, and retirement podcasts by Million Podcasts. Million Podcasts is a public relations software for podcast outreach. View individual rankings here: #2 out of 100 Best Tax Planning Podcasts #8 out of 100 Best Financial Advisor Podcasts #11 out […]
SAN DIEGO, March 17, 2025 – Pure Financial Advisors, LLC (“Pure”), a leading independent financial advisory firm, is pleased to announce the successful acquisition of Personal Investment Management, Inc. (“PIM”), a respected financial advisory firm with a rich, 40-year history of serving clients within the Washington state higher education system and beyond. The acquisition of PIM […]
Pure Financial’s Your Money, Your Wealth® was recognized as one of the best retirement podcasts, finance podcasts, and investing podcasts by Goodpods. These are ranked by listens, ratings, comments, subscriptions and shares. View individual rankings here: #1 of the Top 33 Retirement Podcasts – All Time #7 of the Top 98 Finance Podcasts – All […]
Pure Financial’s Your Money, Your Wealth® has been recognized as one of the best tax podcasts, retirement podcasts, financial planning podcasts, and best money podcasts by Feedspot. These rankings are based on relevancy, authority, social media followers, and freshness. Please view individual rankings here: #1 in the 100 Best Tax Podcasts #3 in the 50 […]
