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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-22-2007
- Office Locations
- 18
Office Locations
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.
Reported data analysis
What the numbers show
Between September 30, 2025 and August 31, 2026, reported AUM increased 37.8%, from $8.0B to $11.1B.
Across 5 reported observations, AUM increased 170.7% between December 2, 2022 and August 31, 2026, from $4.1B to $11.1B.
Of the latest reported AUM, 98.2% is discretionary and 1.8% is non-discretionary.
The firm reports 76 advisory representatives and 7,509 clients, or 98.8 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 18 reported office locations and 18 years in operation. The source data was last updated on August 31, 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
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Pure Financial Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOSEPH DENNIS ANDERSON
Chief Executive Officer, President
- CRD
- #3232667
- Ownership
- Less than 5%
Jason Timothy Carver
Chief Financial Officer, Managing Partner, Partner
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
Unlock allContacts
RICHARD ANTHONY AVILEZ ALEXANDER
Financial Advisor, General Partner
- CRD
- #5701264
ALLISON JO ALLEY
Financial Advisor, General Partner
- CRD
- #4691291
Showing 2 of 92 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Pure Financial Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Pure Financial Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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