Adviceonly: new SEC registration, San Diego, CA
Adviceonly (San Diego, California): new SEC registration, San Diego, CA. Dated 272 days ago, it serves as a historical benchmark. Score 30/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Free preview: all 9 published fields of this record are shown below. Locked: 147 related CA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Adviceonly |
| Legal name | Advice Only, Pbc |
| CRD | 334039 |
| Status | Approved |
| Registered with the SEC | 2026-02-06 |
| Latest Form ADV filing | 2026-08-05 |
| Location | San Diego, CA, United States |
| Employees | 6 |
| Website | https://adviceonly.com/ |
| Peer records CSV (148 CA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-02-06
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Adviceonly and 148 California peers
- California NewRiaPulse records like this one: 148
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every California peer: $29,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
30 / 100 Score
- Website on file.
What is the NewRiaPulse record for Adviceonly in San Diego, California?
Adviceonly received SEC registration as an investment adviser (2026-02-06), based in San Diego, CA.
How does Adviceonly compare to other California NewRiaPulse records?
It is 272 days old; check the official source for later updates before acting. Its Score of 30/100 is modest; treat it as background rather than a priority.
Adviceonly vs. top 3 peers
| Organization | Location | Record date |
|---|---|---|
| Adviceonly | San Diego, CA | 2026-02-06 |
| Wells Capital Advisors LLC | Las Vegas, NV | 2026-10-01 |
| Nextreg Advisors LLC | Miami, FL | 2026-10-01 |
| Everoak Wealth Co | Colorado Springs, CO | 2026-10-01 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.