Insights

Strong Acquisition Base The recent acquisition of SCF Securities by Atria Wealth Solutions has expanded the company's client base and assets under administration to over 2,500 professionals and nearly 95 billion dollars, indicating a robust foundation for cross-selling financial products and advisory services.

Industry Recognition Being recognized as the 10th fastest-growing independent broker-dealer in 2017 highlights SCF's vibrant market presence and growth trajectory, making it a compelling partner for asset managers and service providers aiming to target a rapidly expanding financial advisor network.

Technology Infrastructure SCF's utilization of advanced tech tools such as Salesforce, CIM Technologies, and QuickBooks demonstrates a modern operational backbone, presenting opportunities for partnerships centered on financial technology integrations and enhanced advisor support solutions.

Community Engagement The company's ongoing campaigns like Diamond in the Scruff and support for Hurricane Harvey relief showcase an engaged, socially responsible brand benefitting from aligning with companies seeking partnership opportunities in philanthropy and corporate social responsibility initiatives.

Market Growth Potential With revenues estimated between 100 million to 250 million and operating within a competitive landscape alongside larger firms, SCF presents a strategic opportunity for providers of compliance, regulatory, and advisor development solutions to enhance their market penetration.

SCF Investment Advisors, Inc Tech Stack

SCF Investment Advisors, Inc uses 8 technology products and services including QuickBooks, CIM Technologies, Open Graph, and more. Explore SCF Investment Advisors, Inc's tech stack below.

  • QuickBooks
    Accounting And Finance
  • CIM Technologies
    Cad & Graphics
  • Open Graph
    Content Management System
  • Salesforce
    Customer Relationship Management
  • Shopify
    E-commerce
  • BugHerd
    Issue Trackers
  • Adobe Creative Suite
    Visualisation Software
  • GoDaddy
    Web Hosting

SCF Investment Advisors, Inc's Email Address Formats

SCF Investment Advisors, Inc uses at least 1 format(s):
SCF Investment Advisors, Inc Email FormatsExamplePercentage
FLast@scfsecurities.comJDoe@scfsecurities.com
63%
First@scfsecurities.comJohn@scfsecurities.com
29%
Last@scfsecurities.comDoe@scfsecurities.com
6%
F.Last@scfsecurities.comJ.Doe@scfsecurities.com
2%

Frequently Asked Questions

Where is SCF Investment Advisors, Inc's headquarters located?

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SCF Investment Advisors, Inc's main headquarters is located at 155 E. Shaw Avenue, Suite 102 Fresno, CA 93710, US. The company has employees across 2 continents, including North AmericaEurope.

What is SCF Investment Advisors, Inc's phone number?

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You can contact SCF Investment 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 SCF Investment Advisors, Inc's official website and social media links?

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SCF Investment Advisors, Inc's official website is scfsecurities.com and has social profiles on LinkedIn.

How much revenue does SCF Investment Advisors, Inc generate?

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As of October 2025, SCF Investment Advisors, Inc's annual revenue is estimated to be $2M.

What is SCF Investment Advisors, Inc's NAICS code?

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SCF Investment Advisors, Inc's NAICS code is 52 - Finance and Insurance.

How many employees does SCF Investment Advisors, Inc have currently?

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As of October 2025, SCF Investment Advisors, Inc has approximately 201 employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer And President: R. M.Chief Compliance Officer: R. A.Vice President Risk Management: T. T.. Explore SCF Investment Advisors, Inc's employee directory with LeadIQ.

What industry does SCF Investment Advisors, Inc belong to?

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SCF Investment Advisors, Inc operates in the Financial Services industry.

What technology does SCF Investment Advisors, Inc use?

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SCF Investment Advisors, Inc's tech stack includes QuickBooksCIM TechnologiesOpen GraphSalesforceShopifyBugHerdAdobe Creative SuiteGoDaddy.

What is SCF Investment Advisors, Inc's email format?

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SCF Investment Advisors, Inc's email format typically follows the pattern of FLast@scfsecurities.com. Find more SCF Investment Advisors, Inc email formats with LeadIQ.

When was SCF Investment Advisors, Inc founded?

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SCF Investment Advisors, Inc was founded in 1992.

SCF Investment Advisors, Inc

Financial ServicesUnited States201-500 Employees

We empower sophisticated, independent financial advisors by developing personalized relationships between our BD/RIA staff and each advisor's financial practice. Our five-star service, spotless regulatory record, and three-decade track record make up the SCF Difference. We call it the "Diamond Standard."

Securities offered through SCF Securities, Inc., Member FINRA/SIPC • Investment advisory services offered through SCF Investment Advisors, Inc. • 155 E. Shaw Ave #102, Fresno, CA 93710 • 800.955.2517 • www.scfsecurities.com

Section iconCompany Overview

Headquarters
155 E. Shaw Avenue, Suite 102 Fresno, CA 93710, US
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1992
Employees
201-500

Section iconFunding & Financials

  • $100M$250M

    SCF Investment Advisors, Inc's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    SCF Investment Advisors, Inc's revenue is estimated to be in the range of $100M$250M

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