$11.1B Total AUM
$10.9B Disc. AUM
36.9% 3Y CAGR
204 Employees
7,509 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- CapitalOak +more
- Established Date
- 10-22-2007
- Office Locations
- 18
Office Locations
100 East Roosevelt Road Suite 100 Wheaton IL
104 E Roosevelt RD Suite 100 Wheaton IL
1784 Picasso AVE Suite D Davis CA
About Pure Financial Advisors, LLC
Pure Financial Advisors, LLC is a fee-only RIA providing holistic financial planning, retirement planning, investment guidance, and tax-reduction planning through a transparent, education-first process. The firm produces “Your Money, Your Wealth” TV and podcast programming and hosts educational events—useful for outreach and co-marketing. Custody commonly through Schwab and Fidelity.
Team overview
43 AVG AGE
$145.4M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
5.5 yrs AVG TENURE
204 Employees
76 Advisory Reps
76 RIA Reps
18yrs Firm Age
Insights
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Accredited Investors
Momentum timber Horizon
Asset Classes
Vector beacon Foundation Insight oak Matrix Ember Signal Harbor Element Harbor atlas
Client Personas
Frontier Harbor Radial capital
CRM
Delta quantum
Custodian
Catalyst value Capital delta Momentum Catalyst Pathway horizon Quantum Peak Legacy
Investment Themes
Peak fusion Peak meridian Frontier Crest Summit Vector capital
Investment Vehicles
Oak Insight pioneer
Platform
Eagle Frontier horizon Glacier unison Pioneer focus Peak delta
Services
Insight ridge Oak ember Alpha Vector optima Momentum ember Beacon atlas Crest Signal pathway Frontier Radial Ridge Pioneer Vector matrix Value harbor Ridge
Technology
Radial meridian Harbor Wave Insight Meridian Signal fusion
Owner & Executives
JOSEPH DENNIS ANDERSON
Chief Executive Officer, President
- CRD
- #3232667
- Ownership
- Less than 5%
(973) 660-8511
fusion.north@beaconcapital.com
in linkedin.com/in/oak-wave
J
Jason Timothy Carver
Chief Financial Officer, Managing Partner, Partner
- CRD
- --
- Ownership
- Less than 5%
(409) 803-1544
harbor.ember@legacycapital.com
in linkedin.com/in/zenith-oak
C
Capital peak
Momentum vector unison
- CRD
- #81364
- Ownership
- 40.8%
(655) 755-5834
zenith.alpha@wavecapital.com
in linkedin.com/in/vertex-value
Showing 2 of 5 owners & executives
Unlock allContacts
RICHARD ANTHONY AVILEZ ALEXANDER
Financial Advisor, General Partner
- CRD
- #5701264
(555) 970-9074
beacon.ember@northcapital.com
in linkedin.com/in/atlas-ember
ALLISON JO ALLEY
Financial Advisor, General Partner
- CRD
- #4691291
(281) 477-9319
quantum.fusion@atlascapital.com
in linkedin.com/in/zenith-pathway
T
Timber prime
Momentum zenith
- CRD
- #81745
(289) 677-4872
pathway.vertex@catalystcapital.com
in linkedin.com/in/north-vertex
Showing 2 of 90 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,850,613,808 | $1,560,341 |
| Non-Discretionary | $203,445,558 | $366,569 |
| Total | $11,054,059,366 | $1,472,108 |
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Separately Managed Accounts
Total SMA Asset: $11,054,059,366
Equity - Exchange:
28.4% Public Funds:
14.6% Cash:
26.3% Municipal Bonds:
8.8% U.S. Government/Agency:
21.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $581,984,020 | 28.4% |
| Public Funds | $299,188,968 | 14.6% |
| Cash | $538,949,991 | 26.3% |
| Municipal Bonds | $180,333,077 | 8.8% |
| U.S. Government/Agency | $448,783,452 | 21.9% |
| Total | $2,049,239,508 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA ZENITH | WAVE VALUE | MXBW0I5K6 | YZY | 4.41% | $82,743,437 |
| ATLAS OAK | INSIGHT PIONEER | HRXO23YKY | OUD | 8.83% | $85,908,322 |
| VECTOR PEAK FOCUS | ELEMENT GLACIER | 0JXKOR7DK | GMIL | 6.06% | $107,433,417 |
| CREST ZENITH PATHWAY | VECTOR RADIAL | AUEVI82PV | LUCTK | 4.01% | $13,098,990 |
| UNISON BRIDGE | WAVE WAVE | VANG9VBKH | SMFQ | 12.55% | $33,302,264 |
| MOMENTUM FOUNDATION | DELTA DELTA | IJ3X6BRDF | GJZ | 8.32% | $86,487,413 |
| HARBOR PEAK | WAVE EMBER | TA0U34TCA | IEU | 2.26% | $114,198,834 |
| OAK MATRIX | UNISON FUSION | QDSNMRQPQ | HAUNB | 7.52% | $94,382,010 |