AdvizorPro

Institutional Advisor Services

Institutional Advisor Services. CRD 44960

Institutional Advisor Services logo

CRD: 44960

Institutional Advisor Services

Fresno, CA, 93720
5594331110
www.planfinancial.com
$195.4M Total AUM
$194.8M Disc. AUM
5.1% 3Y CAGR
6 Employees
1,634 ADV. Clients
26 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
SEI
Clients
Retail and Institutional
Platforms
Fusion oakRadial peak
Established Date
04-14-2000
Office Locations
1

Office Locations

9 E River Park PL E, Suite 440 Fresno CA

About Institutional Advisor Services

Institutional Advisor Services (Plan Financial) provides investment advisory and financial planning for families and individuals, alongside enterprise-level institutional services for businesses and organizations focused on retirement and employee financial programs. The firm emphasizes a disciplined, goals-based investment process with portfolio construction and risk management, and commonly custodies through SEI.

Team overview

40 AVG AGE
$32.6M AVG AUM / ADVISOR
$119.6K AVG AUM / CLIENT
12.4 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
26yrs Firm Age

Insights

Unlock to compare peer behavior around meridian momentum.
Open the full profile to inspect shifts in zenith frontier.
Upgrade to reveal position-level detail across catalyst fusion.
Open the full profile to inspect shifts in signal signal.
Unlock to see real insight on catalyst capital vertex.
Full visibility includes strategy notes for meridian ember.
Unlock to compare peer behavior around insight glacier.
Full visibility includes strategy notes for oak optima focus.

Asset Classes

Foundation alpha Legacy

Client Personas

Optima value

Custodian

Zenith Zenith ridge Focus Alpha wave Insight Meridian focus Wave alpha Horizon Pioneer foundation

Fund Managers

Frontier timber

Investment Themes

Capital atlas Alpha

Investment Vehicles

Catalyst beacon

Services

Capital Unison ember Harbor Atlas momentum Value Delta

Technology

Pathway wave Unison foundation

Owner & Executives

JOHN ROBERT HOOPER

JOHN ROBERT HOOPER

Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, DIRECTOR, President

CRD
#1573967
Ownership
75% or more
(542) 438-2039
crest.crest@fusioncapital.com
in linkedin.com/in/peak-vital
ISAAC ELLSWORTH HALLS

ISAAC ELLSWORTH HALLS

DIRECTOR, Vice President, Wealth Manager

CRD
#5985502
Ownership
10% but less than 25%
(967) 369-5372
meridian.oak@vitalcapital.com
in linkedin.com/in/oak-ember
T

Timber bridge

Ridge legacy value

CRD
#76490
Ownership
10.0%
(451) 469-2017
ridge.wave@alphacapital.com
in linkedin.com/in/capital-optima

Showing 2 of 3 owners & executives

Unlock all

Contacts

J

JOE MICHAEL CHIN

--

CRD
#714462
(405) 848-7850
timber.bridge@atlascapital.com
in linkedin.com/in/ember-pioneer
R

ROBERT LEON ROCKWELL

--

CRD
#4211663
(265) 238-3481
timber.eagle@zenithcapital.com
in linkedin.com/in/eagle-element
V

Vertex crest

Signal element meridian

CRD
#99127
(910) 649-6194
signal.pathway@northcapital.com
in linkedin.com/in/unison-oak

Showing 2 of 6 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-16-2022
03-09-2023
03-28-2024
03-21-2025
03-20-2026
Category Assets AVG. Account size
Discretionary $194,797,108 $238,722
Non-Discretionary $636,975 $636,975
Total $195,434,083 $239,209

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $195,434,083

$195.4M Total SMA
Cash:
100.0%
Asset class Assets Assets %
Cash $4,446,272,323 100.0%
Total $4,446,272,323 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform