Insights

Expanding Market Presence Pure Financial Advisors has demonstrated a strong growth trajectory with recent acquisitions in diverse U.S. markets, including Midwest regions and higher education sectors, indicating a strategic focus on expanding its client base and geographic reach which presents opportunities for customized financial solutions.

Asset Management Growth Managing over $8 billion in assets and consistently ranking among the fastest-growing fee-only RIAs suggests ample scope for tailored investment management services and advanced wealth planning tools to further enhance client portfolios.

Technology-Driven Approach With a tech stack including marketing and client engagement tools like Pardot, Google My Business, and Adobe Creative Suite, Pure Financial values innovative technology, indicating potential for collaboration on data-driven financial planning solutions.

Diverse Client Focus The company’s dual focus on both high-net-worth individuals and the broader retail market creates a sales opportunity to offer specialized financial planning packages and digital engagement platforms that align with varied client needs.

Recognition & Credibility Awards such as being named a Top 50 Best Place to Work and industry rankings boost credibility, providing a compelling narrative for cross-selling premium advisory services and expanding their enterprise offerings to similar high-trust institutions.

Similar companies to Pure Financial Advisors, Inc.

Pure Financial Advisors, Inc. Tech Stack

Pure Financial Advisors, Inc. uses 8 technology products and services including Web Components, GitHub, jQuery CDN, and more. Explore Pure Financial Advisors, Inc.'s tech stack below.

  • Web Components
    Application Development & Management
  • GitHub
    Communication And Collaboration
  • jQuery CDN
    Content Delivery Network
  • RequireJS
    Javascript Frameworks
  • JSON-LD
    Javascript Frameworks
  • HubSpot
    Marketing Automation
  • Office 365
    Office Suites
  • Google Tag Manager
    Tag Management

Media & News

Pure Financial Advisors, Inc.'s Email Address Formats

Pure Financial Advisors, Inc. uses at least 1 format(s):
Pure Financial Advisors, Inc. Email FormatsExamplePercentage
First.Last@purefinancial.comJohn.Doe@purefinancial.com
95%
First@purefinancial.comJohn@purefinancial.com
3%
FirstL@purefinancial.comJohnD@purefinancial.com
1%
Last@purefinancial.comDoe@purefinancial.com
1%

Frequently Asked Questions

Where is Pure Financial Advisors, Inc.'s headquarters located?

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Pure Financial Advisors, Inc.'s main headquarters is located at 3131 Camino Del Rio North, Suite 1550. The company has employees across 3 continents, including North AmericaAfricaEurope.

What is Pure Financial Advisors, Inc.'s phone number?

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You can contact Pure Financial Advisors, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Pure Financial Advisors, Inc.'s official website and social media links?

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Pure Financial Advisors, Inc.'s official website is purefinancial.com and has social profiles on LinkedInCrunchbase.

What is Pure Financial Advisors, Inc.'s NAICS code?

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Pure Financial Advisors, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Pure Financial Advisors, Inc. have currently?

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As of February 2026, Pure Financial Advisors, Inc. has approximately 180 employees across 3 continents, including North AmericaAfricaEurope. Key team members include Chief Financial Planning Officer: C. B.Chief Solutions Officer: C. B. S. L.Chief Solutions Officer: C. L.. Explore Pure Financial Advisors, Inc.'s employee directory with LeadIQ.

What industry does Pure Financial Advisors, Inc. belong to?

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Pure Financial Advisors, Inc. operates in the Financial Services industry.

What technology does Pure Financial Advisors, Inc. use?

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Pure Financial Advisors, Inc.'s tech stack includes Web ComponentsGitHubjQuery CDNRequireJSJSON-LDHubSpotOffice 365Google Tag Manager.

What is Pure Financial Advisors, Inc.'s email format?

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Pure Financial Advisors, Inc.'s email format typically follows the pattern of First.Last@purefinancial.com. Find more Pure Financial Advisors, Inc. email formats with LeadIQ.

When was Pure Financial Advisors, Inc. founded?

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Pure Financial Advisors, Inc. was founded in 2007.

Pure Financial Advisors, Inc.

Financial ServicesCalifornia, United States51-200 Employees

Pure Financial was founded in 2007 and is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Pure is nationally ranked as one of the fastest-growing, fee-only RIAs (2014-2020)*, with headquarters in San Diego and branch offices in California (Brea, Irvine, Los Angeles, Davis), Seattle, WA, Denver, CO, Chicago, IL, Salt Lake City, UT, and Phoenix, AZ and we are looking to expand in other cities. Pure Financial manages over $8.02 billion in assets (as of March 27, 2025).
 
*For any questions about the rankings mentioned, please visit https://purefinancial.com/why-pure/news/.

___________________________

Credentialed and Qualified, Fee-Only, Focused Only on You.

Discover what happens when you bring together a group of highly qualified and credentialed financial professionals that are passionate about helping people get the most out of their finances. See the results of coordinating tax planning, estate planning and asset management within one process. Experienced advisors who are employees of a Fee-Only Registered Investment Advisor firm that provides the latest technology and resources, academically supported prudent asset management, and one directive: do what is best for the client.

OUR VISION:

-Provide consistently high-quality advice based on solid academic research with a better value to clients than any traditional financial service providers, including the "Big Names", no-load mutual fund companies and discount brokerages. 

-Offer a healthy professional fee-only environment where professionals can build a quality career without the ethical burden of selling financial products to earn commissions. 

-Be accessible and affordable to both high net-worth individuals as well as people who are not typically considered high net-worth while providing the collaborative professional team experience demanded by ultra-high-net-worth clients.

Section iconCompany Overview

Headquarters
3131 Camino Del Rio North, Suite 1550
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2007
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    Pure Financial Advisors, Inc.'s revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Pure Financial Advisors, Inc.'s revenue is estimated to be in the range of $100M$250M

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