This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- T. Rowe Price
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-01-1999
- Office Locations
- 1
Office Locations
About Guided Choice Asset Management, Inc.
Guided Choice Asset Management is a Reno-based investment advisor serving retail and institutional clients. The firm provides asset management and financial planning, including portfolio construction, retirement plan support, and insurance/risk management. Investment implementation is primarily through public funds (e.g., mutual funds), with experience spanning more than two decades in business and a stated focus that includes physicians.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 27, 2026, reported AUM increased 11.7%, from $7.7B to $8.5B.
Across 5 reported observations, AUM increased 28.5% between November 3, 2022 and March 27, 2026, from $6.7B to $8.5B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 85,246 clients, or 17,049.2 clients per representative. That equates to $100.3K in reported AUM per client.
The profile lists 1 reported office location and 27 years in operation. The source data was last updated on March 27, 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 Guided Choice Asset Management, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Guided Choice Asset Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SHERRIE ELLEN GRABOT
Chief Executive Officer, Founder
- CRD
- --
- Ownership
- Less than 5%
DEIRDRE LE'AALOHALANI MYERS
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,549,648,397 | $100,888 |
| Non-Discretionary | $0 | -- |
| Total | $8,549,648,397 | $100,888 |
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
Guided Choice Asset Management, Inc. has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
Continue browsing