Insights

National expansion Pure Financial Advisors is expanding nationally with multiple branch offices across several states and a stated intent to grow further. This presents opportunities to introduce scalable, fee-only investment solutions and high-touch retirement planning services to new markets and local fiduciary-grade offerings.

Large asset base The firm manages over 11 billion in assets and reports strong revenue range, indicating a mature client base and potential for cross-sell of tax-optimized investment management, estate planning integration, and advanced planning tools to deepen wallet share.

Strong rankings Consistent top rankings and industry awards (Barron’s Top 100 RIA, Inc. fastest-growing lists, USA Today best firms) bolster credibility for enterprise sales conversations with institutional channels, retirement plan sponsors, and high-net-worth client referrals.

Technology stack Adoption of modern tech such as Google Cloud, Microsoft 365 tools, collaboration platforms, and analytics tech enables scalable client experiences and data-driven advisory services, offering upsell opportunities for fintech enhancements and outsourced CISO/tech governance services.

Executive growth Appointment of a new president and growth-focused leadership signals strategic shifts and potential for targeted partnerships, channel programs, and advisory service expansions in new regions and market segments.

Similar companies to Pure Financial Advisors, LLC

Pure Financial Advisors, LLC Tech Stack

Pure Financial Advisors, LLC uses 8 technology products and services including Hotjar, WordPress, Microsoft Active Directory, and more. Explore Pure Financial Advisors, LLC's tech stack below.

Media & News

Pure Financial Advisors, LLC's Email Address Formats

Pure Financial Advisors, LLC uses at least 4 email formats:
Pure Financial Advisors, LLC 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

What is Pure Financial Advisors, LLC's phone number?

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You can contact Pure Financial Advisors, LLC'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, LLC's official website and social media links?

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Pure Financial Advisors, LLC's official website is purefinancial.com and has social profiles on LinkedIn and Crunchbase.

How much revenue does Pure Financial Advisors, LLC generate?

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As of October 2026, Pure Financial Advisors, LLC's annual revenue is estimated to be $100M - $250M.

What is Pure Financial Advisors, LLC's NAICS code?

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

How many employees does Pure Financial Advisors, LLC have currently?

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As of October 2026, Pure Financial Advisors, LLC has approximately 221 employees across 3 continents, including North America, Africa and Europe. Key team members include Chief Financial Planning Officer: C. B., Chief Solutions Officer: C. B. S. L. and Chief Solutions Officer: C. L. Explore Pure Financial Advisors, LLC's employee directory with LeadIQ.

What industry does Pure Financial Advisors, LLC belong to?

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

What technology does Pure Financial Advisors, LLC use?

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Pure Financial Advisors, LLC's tech stack includes Hotjar, WordPress, Microsoft Active Directory, Google Cloud, Datadog, Piwik, Microsoft Teams and Zoom.

What is Pure Financial Advisors, LLC's email format?

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

When was Pure Financial Advisors, LLC founded?

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Pure Financial Advisors, LLC was founded in 2007.
Pure Financial Advisors, LLC logo

Pure Financial Advisors, LLC

Financial ServicesCalifornia, United States201-500 Employees

Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor operating in the financial services sector. The firm provides retirement planning alongside tax-optimized investment management, aiming to coordinate tax planning, estate planning, and asset management within a single process delivered by credentialed professionals. It is based in San Diego and maintains branch offices across several U.S. cities, including locations in California, Washington, Colorado, Illinois, Utah, Tennessee, and Arizona, and it reports managing more than $11.05 billion in assets as of February 5, 2026. 

The company serves a broad client base, including high-net-worth individuals and others seeking accessible financial guidance, offering professional, team-based service in a fee-only environment without commission-based sales. In 2025, Pure Financial Advisors expanded its Midwest footprint with the acquisition of Fairhaven Wealth Management, expanding its geographic presence. The firm positions itself on a practice grounded in academically supported asset management and prudent planning, aiming to deliver high-quality, conflict-free advice within its fee-only framework.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2007
Employees
201-500

Section iconFunding & Financials

  • $100M - $250M

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

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