PURE FINANCIAL ADVISORS, LLC
CRD #144316 SEC #801-70137 SAN DIEGO, CA 866-876-7873
SEC Registered
Total AUM
$8B
Discretionary
$7.9B
Employees
171
Clients
--
Accounts
22,199
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $8B | $7.9B | $156M | 171 | 0 |
| Sep 2025 | $8B | $7.9B | $156M | 171 | 0 |
| Sep 2025 | $8B | $7.9B | $156M | 171 | 0 |
| Jul 2025 | $8B | $7.9B | $156M | 171 | 0 |
| May 2025 | $8B | $7.9B | $156M | 171 | 0 |
| May 2025 | $8B | $7.9B | $156M | 171 | 0 |
| Apr 2025 | $8B | $7.9B | $156M | 171 | 0 |
| Apr 2025 | $8B | $7.9B | $156M | 171 | 0 |
| Mar 2025 | $8B | $7.9B | $156M | 171 | 0 |
| Mar 2025 | $6.3B | $6.2B | $98.1M | 139 | 0 |
| Jan 2025 | $6.3B | $6.2B | $98.1M | 139 | 0 |
| Nov 2024 | $6.3B | $6.2B | $98.1M | 139 | 0 |
| Mar 2024 | $6.3B | $6.2B | $98.1M | 139 | 0 |
| Jan 2024 | $4.6B | $4.5B | $66.8M | 123 | 0 |
| Jun 2023 | $4.6B | $4.5B | $66.8M | 123 | 0 |
| Apr 2023 | $4.6B | $4.5B | $66.8M | 123 | 0 |
| Mar 2023 | $4.6B | $4.5B | $66.8M | 123 | 0 |
| Dec 2022 | $4.1B | $4B | $44M | 102 | 0 |
| Nov 2022 | $4.1B | $4B | $44M | 102 | 0 |
| Sep 2022 | $4.1B | $4B | $44M | 102 | 0 |
| Jul 2022 | $4.1B | $4B | $44M | 102 | 0 |
| Apr 2022 | $4.1B | $4B | $44M | 102 | 0 |
| Mar 2022 | $4.1B | $4B | $44M | 102 | 0 |
| Feb 2022 | $3.3B | $3.3B | $38.9M | 97 | 0 |
| Jan 2022 | $3.3B | $3.3B | $38.9M | 97 | 0 |
| Jan 2022 | $3.3B | $3.3B | $38.9M | 97 | 0 |
| Mar 2021 | $3.3B | $3.3B | $38.9M | 73 | 0 |
| Jun 2020 | $2.3B | $2.2B | $22.7M | 71 | 0 |
| Mar 2020 | $2.3B | $2.2B | $22.7M | 71 | 0 |
| Mar 2019 | $2.3B | $2.3B | $25M | 71 | 0 |
| May 2018 | $2B | $2B | $23.8M | 59 | 0 |
| Mar 2018 | $2B | $2B | $23.8M | 59 | 0 |
| May 2017 | $1.7B | $1.7B | $13.9M | 53 | 1,900 |
| Mar 2017 | $1.7B | $1.7B | $13.9M | 53 | 1,900 |
| Jul 2016 | $1.5B | $1.5B | $12.7M | 52 | 1,700 |
| Mar 2016 | $1.4B | $1.3B | $10.4M | 49 | 1,700 |
| Mar 2016 | $1.4B | $1.3B | $10.4M | 49 | 1,700 |
| Jun 2015 | $1.2B | $1.2B | $10.1M | 44 | 1,400 |
| May 2015 | $1.2B | $1.2B | $10.1M | 44 | 1,400 |
| Apr 2015 | $1.2B | $1.2B | $10.1M | 44 | 1,400 |
| Apr 2015 | $1.2B | $1.2B | $10.1M | 44 | 1,400 |
| Feb 2015 | $1B | $1B | $6.9M | 38 | 1,200 |
| Feb 2015 | $1B | $1B | $6.9M | 38 | 1,200 |
| Sep 2014 | $1B | $1B | $6.9M | 38 | 1,200 |
| Jul 2014 | $1B | $1B | $6.9M | 35 | 1,200 |
| May 2014 | $1B | $1B | $6.9M | 35 | 1,200 |
| Mar 2014 | $959M | $953.1M | $5.9M | 34 | 1,200 |
| Jan 2014 | $805M | $800.5M | $4.5M | 34 | 1,100 |
| Sep 2013 | $805M | $800.5M | $4.5M | 34 | 1,100 |
| Jul 2013 | $680.3M | $676.2M | $4.1M | 31 | 1,100 |
| Apr 2013 | $680.3M | $676.2M | $4.1M | 29 | 1,100 |
| Mar 2013 | $680.3M | $676.2M | $4.1M | 29 | 1,100 |
| Sep 2012 | $531M | $527.3M | $3.7M | 11 | 700 |
| Sep 2012 | $531M | $527.3M | $3.7M | 11 | 700 |
| May 2012 | $490.8M | $487.8M | $3M | 11 | 700 |
| May 2012 | $490.8M | $487.8M | $3M | 11 | 700 |
| May 2012 | $490.8M | $487.8M | $3M | 11 | 700 |
| May 2012 | $456.3M | $452.6M | $3.7M | 11 | 700 |
| Mar 2012 | $456.3M | $452.6M | $3.7M | 11 | 700 |
| Feb 2012 | $456.3M | $452.6M | $3.7M | 11 | 700 |
| Jan 2012 | $435.6M | $432.4M | $3.2M | 11 | 700 |
| Nov 2011 | $398.2M | $394.7M | $3.5M | 11 | 500 |
| Mar 2011 | $262.3M | $258.7M | $3.5M | -- | -- |
| Aug 2010 | $116.5M | $116.5M | $0 | -- | -- |
| May 2009 | $47.9M | $47.9M | $0 | -- | -- |
| Apr 2009 | $47.9M | $47.9M | $0 | -- | -- |
DateSep 2025
Total AUM$8B
Discretionary$7.9B
Non-Disc.$156M
Employees171
Clients0
DateSep 2025
Total AUM$8B
Discretionary$7.9B
Non-Disc.$156M
Employees171
Clients0
DateSep 2025
Total AUM$8B
Discretionary$7.9B
Non-Disc.$156M
Employees171
Clients0
DateJul 2025
Total AUM$8B
Discretionary$7.9B
Non-Disc.$156M
Employees171
Clients0
DateMay 2025
Total AUM$8B
Discretionary$7.9B
Non-Disc.$156M
Employees171
Clients0
DateMay 2025
Total AUM$8B
Discretionary$7.9B
Non-Disc.$156M
Employees171
Clients0
DateApr 2025
Total AUM$8B
Discretionary$7.9B
Non-Disc.$156M
Employees171
Clients0
DateApr 2025
Total AUM$8B
Discretionary$7.9B
Non-Disc.$156M
Employees171
Clients0
DateMar 2025
Total AUM$8B
Discretionary$7.9B
Non-Disc.$156M
Employees171
Clients0
DateMar 2025
Total AUM$6.3B
Discretionary$6.2B
Non-Disc.$98.1M
Employees139
Clients0
DateJan 2025
Total AUM$6.3B
Discretionary$6.2B
Non-Disc.$98.1M
Employees139
Clients0
DateNov 2024
Total AUM$6.3B
Discretionary$6.2B
Non-Disc.$98.1M
Employees139
Clients0
DateMar 2024
Total AUM$6.3B
Discretionary$6.2B
Non-Disc.$98.1M
Employees139
Clients0
DateJan 2024
Total AUM$4.6B
Discretionary$4.5B
Non-Disc.$66.8M
Employees123
Clients0
DateJun 2023
Total AUM$4.6B
Discretionary$4.5B
Non-Disc.$66.8M
Employees123
Clients0
DateApr 2023
Total AUM$4.6B
Discretionary$4.5B
Non-Disc.$66.8M
Employees123
Clients0
DateMar 2023
Total AUM$4.6B
Discretionary$4.5B
Non-Disc.$66.8M
Employees123
Clients0
DateDec 2022
Total AUM$4.1B
Discretionary$4B
Non-Disc.$44M
Employees102
Clients0
DateNov 2022
Total AUM$4.1B
Discretionary$4B
Non-Disc.$44M
Employees102
Clients0
DateSep 2022
Total AUM$4.1B
Discretionary$4B
Non-Disc.$44M
Employees102
Clients0
DateJul 2022
Total AUM$4.1B
Discretionary$4B
Non-Disc.$44M
Employees102
Clients0
DateApr 2022
Total AUM$4.1B
Discretionary$4B
Non-Disc.$44M
Employees102
Clients0
DateMar 2022
Total AUM$4.1B
Discretionary$4B
Non-Disc.$44M
Employees102
Clients0
DateFeb 2022
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$38.9M
Employees97
Clients0
DateJan 2022
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$38.9M
Employees97
Clients0
DateJan 2022
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$38.9M
Employees97
Clients0
DateMar 2021
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$38.9M
Employees73
Clients0
DateJun 2020
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$22.7M
Employees71
Clients0
DateMar 2020
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$22.7M
Employees71
Clients0
DateMar 2019
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$25M
Employees71
Clients0
DateMay 2018
Total AUM$2B
Discretionary$2B
Non-Disc.$23.8M
Employees59
Clients0
DateMar 2018
Total AUM$2B
Discretionary$2B
Non-Disc.$23.8M
Employees59
Clients0
DateMay 2017
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$13.9M
Employees53
Clients1,900
DateMar 2017
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$13.9M
Employees53
Clients1,900
DateJul 2016
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$12.7M
Employees52
Clients1,700
DateMar 2016
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$10.4M
Employees49
Clients1,700
DateMar 2016
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$10.4M
Employees49
Clients1,700
DateJun 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$10.1M
Employees44
Clients1,400
DateMay 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$10.1M
Employees44
Clients1,400
DateApr 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$10.1M
Employees44
Clients1,400
DateApr 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$10.1M
Employees44
Clients1,400
DateFeb 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$6.9M
Employees38
Clients1,200
DateFeb 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$6.9M
Employees38
Clients1,200
DateSep 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$6.9M
Employees38
Clients1,200
DateJul 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$6.9M
Employees35
Clients1,200
DateMay 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$6.9M
Employees35
Clients1,200
DateMar 2014
Total AUM$959M
Discretionary$953.1M
Non-Disc.$5.9M
Employees34
Clients1,200
DateJan 2014
Total AUM$805M
Discretionary$800.5M
Non-Disc.$4.5M
Employees34
Clients1,100
DateSep 2013
Total AUM$805M
Discretionary$800.5M
Non-Disc.$4.5M
Employees34
Clients1,100
DateJul 2013
Total AUM$680.3M
Discretionary$676.2M
Non-Disc.$4.1M
Employees31
Clients1,100
DateApr 2013
Total AUM$680.3M
Discretionary$676.2M
Non-Disc.$4.1M
Employees29
Clients1,100
DateMar 2013
Total AUM$680.3M
Discretionary$676.2M
Non-Disc.$4.1M
Employees29
Clients1,100
DateSep 2012
Total AUM$531M
Discretionary$527.3M
Non-Disc.$3.7M
Employees11
Clients700
DateSep 2012
Total AUM$531M
Discretionary$527.3M
Non-Disc.$3.7M
Employees11
Clients700
DateMay 2012
Total AUM$490.8M
Discretionary$487.8M
Non-Disc.$3M
Employees11
Clients700
DateMay 2012
Total AUM$490.8M
Discretionary$487.8M
Non-Disc.$3M
Employees11
Clients700
DateMay 2012
Total AUM$490.8M
Discretionary$487.8M
Non-Disc.$3M
Employees11
Clients700
DateMay 2012
Total AUM$456.3M
Discretionary$452.6M
Non-Disc.$3.7M
Employees11
Clients700
DateMar 2012
Total AUM$456.3M
Discretionary$452.6M
Non-Disc.$3.7M
Employees11
Clients700
DateFeb 2012
Total AUM$456.3M
Discretionary$452.6M
Non-Disc.$3.7M
Employees11
Clients700
DateJan 2012
Total AUM$435.6M
Discretionary$432.4M
Non-Disc.$3.2M
Employees11
Clients700
DateNov 2011
Total AUM$398.2M
Discretionary$394.7M
Non-Disc.$3.5M
Employees11
Clients500
DateMar 2011
Total AUM$262.3M
Discretionary$258.7M
Non-Disc.$3.5M
Employees--
Clients--
DateAug 2010
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees--
Clients--
DateMay 2009
Total AUM$47.9M
Discretionary$47.9M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$47.9M
Discretionary$47.9M
Non-Disc.$0
Employees--
Clients--