This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-16-2004
- Office Locations
- 2
Office Locations
About BMA Advisors, LLC
BMA Advisors, LLC is a fee-based California RIA serving individuals, families, businesses and institutions. The firm provides wealth management, investment strategy/portfolio management, retirement planning, and income & legacy planning. Portfolios are individually tailored and managed in-house (no outsourced managers), with a conservative, value-disciplined approach focused on capital preservation and positive cash flows, emphasizing major U.S. companies and government/municipal securities.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 111 clients, or 37 clients per representative. That equates to $219.3K in reported AUM per client.
The profile lists 2 reported office locations and 22 years in operation. The source data was last updated on February 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review BMA Advisors, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Accredited Investors
- Asset Classes
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full BMA Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
AMI ZANARINI ARNOLD
Owner
- CRD
- --
- Ownership
- 75% or more
GLENN SERGEI ANDREWS
Portfolio Manager
- CRD
- #1517629
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
DANIEL ROBERT BURNS
Financial Professional
- CRD
- #1374442
BRIAN WALTER STEAD
Managing Director
- CRD
- #2757353
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,344,402 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,344,402 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
BMA Advisors, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.