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RAYLIANT INVESTMENT RESEARCH

WALNUT, CA · CRD 306119 · IAPD ↗ · rayliant.com · 626-407-4581

$203.5MRegulatory AUM
8Advisory reps
21Employees
2Clients
0Planning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

35
August 2026 — RAYLIANT INVESTMENT RESEARCH moved its main office from NEWPORT BEACH, CA to WALNUT, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
40
April 2026 — RAYLIANT INVESTMENT RESEARCH shrank from 11 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
April 2025 — RAYLIANT INVESTMENT RESEARCH moved its main office from PASADENA, CA to NEWPORT BEACH, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
April 2025 — RAYLIANT INVESTMENT RESEARCH shrank from 16 to 11 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
April 2025 — RAYLIANT INVESTMENT RESEARCH added office(s): 0 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
59
March 2024 — RAYLIANT INVESTMENT RESEARCH grew from 12 to 16 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.