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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-09-2013
- Office Locations
- 1
Office Locations
About Pioneer Advisory
Pioneer Advisory is a Moraga, CA-based retail RIA providing financial planning and portfolio construction with an asset-allocation approach. Reported SMA portfolios are primarily ETF-based, with modest cash sleeves. Investment themes include infrastructure and real estate, and the practice uses tools like Morningstar; it also publishes “WealthThoughts” resources for clients.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 44 clients, or 44 clients per representative. That equates to $803.0K in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on February 9, 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
- Platform
- Services
- Technology
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The full Pioneer Advisory record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RYAN SHARP BIRD
Advisor
- CRD
- #4429880
- Ownership
- 75% or more
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $35,333,112 | -- |
| Total | $35,333,112 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Pioneer Advisory has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.