Insights

Rapid growth Pure Financial Advisors is a fast-growing fee-only RIA managing over $11.05 billion in assets with multiple new awards and public recognition in 2026, signaling scalable client acquisition opportunities and potential for expanded high-net-worth service offerings.

Executive leadership Recent C-suite changes with Elias, Jr. joining as President in 2026 suggest strategic shifts and potential for refreshed go-to-market initiatives, partnerships, and leadership-driven sales campaigns.

National expansion The firm operates across several states with plans to expand further, presenting up-sell and cross-region opportunities for high-net-worth planning, tax optimization, and estate services as they enter new markets.

Awards credibility Numerous 2025–2026 industry awards and top-workplace recognitions enhance credibility with prospective clients and can be leveraged in targeted marketing, referrals, and advisor recruiting to accelerate growth.

Tech and assets A diversified tech stack and substantial assets under management indicate a capacity to offer scalable digital communication, client portals, and advanced retirement/tax optimization solutions to broaden client engagement and retention.

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 August 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 August 2026, Pure Financial Advisors, LLC has approximately 211 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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