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- Custodian
- Fidelity/NFS · Goldman Sachs · Northern Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-01-2012
- Office Locations
- 2
Office Locations
About Ohana Advisors
Ohana Advisors is a boutique, independent multi-family office in San Rafael, CA advising ultra-high net worth families for 25+ years. The team builds diversified, actively managed multi-asset portfolios with institutional-grade diligence, blending outside managers with select direct investments. Services also include tax and estate planning, family office administration (bill pay and aircraft accounting), and philanthropy via donor-advised funds and foundations.
Reported data analysis
What the numbers show
Between March 18, 2025 and May 22, 2026, reported AUM increased 6.0%, from $2.6B to $2.8B.
Across 5 reported observations, AUM increased 59.1% between July 19, 2022 and May 22, 2026, from $1.7B to $2.8B.
Of the latest reported AUM, 61.4% is discretionary and 38.6% is non-discretionary.
The firm reports 5 advisory representatives and 22 clients, or 4.4 clients per representative. That equates to $126.3M in reported AUM per client.
The profile lists 2 reported office locations and 14 years in operation. The source data was last updated on May 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Ohana Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOSHUA MARC RICHTER
Advisor, Chief Investment Officer, Managing Partner, Managing Partner and Chief Investment Officer
- CRD
- --
- Ownership
- 25% but less than 50%
EDWARD JOHN SCHNEIDER IV
Chief Compliance Officer, CHIEF OPERATING OFFICER, Managing Partner
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,705,276,318 | $121,805,451 |
| Non-Discretionary | $1,073,269,872 | $134,158,734 |
| Total | $2,778,546,190 | $126,297,554 |
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Separately Managed Accounts
SMA allocation detail is available
Ohana Advisors has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.