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PURE FINANCIAL ADVISORS, LLC

SAN DIEGO, CA · CRD 144316 · IAPD ↗ · easiretirement.com · 866-876-7873

$11.05BRegulatory AUM
76Advisory reps
204Employees
0Clients
More than 500Planning clients
0Private funds
46States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
October 2026 — PURE FINANCIAL ADVISORS, LLC notice-filed in DE, SD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
September 2026 — PURE FINANCIAL ADVISORS, LLC added office(s): 12 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
49
March 2026 — PURE FINANCIAL ADVISORS, LLC notice-filed in AK, DC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
March 2026 — PURE FINANCIAL ADVISORS, LLC reported RAUM up 38% ($8.02B -> $11.05B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
82
March 2026 — PURE FINANCIAL ADVISORS, LLC grew from 64 to 76 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
December 2025 — PURE FINANCIAL ADVISORS, LLC notice-filed in AR, KS, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
August 2025 — PURE FINANCIAL ADVISORS, LLC added office(s): 11 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — PURE FINANCIAL ADVISORS, LLC added office(s): 9 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — PURE FINANCIAL ADVISORS, LLC notice-filed in ME, MT, NM, OK, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2025 — PURE FINANCIAL ADVISORS, LLC reported RAUM up 27% ($6.29B -> $8.02B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
78
April 2025 — PURE FINANCIAL ADVISORS, LLC grew from 56 to 64 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
February 2025 — PURE FINANCIAL ADVISORS, LLC added office(s): 8 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
December 2024 — PURE FINANCIAL ADVISORS, LLC added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
51
April 2024 — PURE FINANCIAL ADVISORS, LLC notice-filed in AL, MD, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2024 — PURE FINANCIAL ADVISORS, LLC reported RAUM up 37% ($4.60B -> $6.29B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
April 2024 — PURE FINANCIAL ADVISORS, LLC grew from 46 to 56 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.