Pure Financial Advisors, LLC

RIASEC RegisteredEst. 2009
Total AUM
$11.1B
Discretionary
$10.9B
98% of AUM
Avg account
$1.5M
Accounts
7,509
Employees
204
Advisory reps
93

Firm details

Headquarters
San Diego, California
CRD number
144316
Registered since
May 1, 2009
Custodians
CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI83.74%
  • Individuals16.16%
  • Pension & Profit Sharing Plans0.09%
  • Charitable Organizations0.01%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Pure Financial Advisors, LLC is an independent, SEC-registered RIA that has been operating since 2009. It serves individuals, families and institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting, adviser selection and educational workshops. The firm charges both percentage-of-AUM and fixed fees and identifies itself as a capital allocator, deploying client capital into third‑party managers as well as traditional pooled products. Pure Financial lists itself as an active ESG investor and has been recognized in industry rankings, including placements by the Financial Times (Top 300, 2020), FA Magazine (Top RIA Firms, 2020), Barron’s (Top 100 RIA Firms, 2023–2025) and Forbes (Top RIA Firms, 2024).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 64%, Public Funds/Mutual Funds 32%, Cash & Cash Equivalents 2%, US Government Bonds 1%, State & Local Bonds 1%64%
  • Exchange Traded Equities64%
  • Public Funds/Mutual Funds32%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

3 of 8
  • Alan Clopine

    Alan Clopine

    CEO & CFOCRD 5730680

  • Brian Fahey

    Brian Fahey

    Principal and Chief Investment OfficerCRD 5260596

  • Joseph Anderson

    Joseph Anderson

    CEO & PresidentCRD 3232667

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Contacts

3 of 85
  • Alexandra Swanson

    Alexandra Swanson

    Financial AdvisorCRD 5668690

  • Richard Alexander

    Richard Alexander

    Senior Financial PlannerCRD 5701264

  • Anthony Vu

    Anthony Vu

    Financial AdvisorCRD 5712021

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 290

Active vs passive

$7.4B in ETFs

Passive

68%

$5.1B

Active

31%

$2.4B

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$870M1,164,80511.73%

Location

Primary office

San Diego, CA

San Diego

Location

San Diego, CA

Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
Region
West
County
San Diego
Address
3131 Camino Del Rio N
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth