CRD: 147475
Golden State Advisors, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Prudential · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-06-2008
- Office Locations
- 1
Office Locations
About Golden State Advisors, LLC
Golden State Advisors (GSA) is an independent RIA providing investment management and advisory services to individuals, trusts, institutions, and nonprofits globally. The firm emphasizes a disciplined, risk-managed, long-term approach focused on risk-adjusted returns with personalized service. Portfolios are commonly implemented with ETFs and fixed income (including U.S. government/agency bonds) and can be custodied at platforms such as Schwab and Fidelity.
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 1 advisory representatives and 15 clients, or 15 clients per representative. That equates to $474.5K in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
EDWARD XIAOSHENG SO
Financial Advisor, General Partner, Manager
- CRD
- #2651065
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,117,068 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,117,068 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Golden State Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.