Goldberg Financial Advisors, LLC: new SEC registration, $120M AUM, El Segundo, CA
Goldberg Financial Advisors, LLC (El Segundo, California): new SEC registration, $120M AUM, El Segundo, CA. Its amount of 120 is below the median of 134 (39th percentile). Dated 199 days ago, it serves as a historical benchmark. Score 45/100. 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)
amount: 120 · 39th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 147 related CA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Goldberg Financial Advisors, LLC |
| Legal name | Goldberg Financial Advisors, LLC |
| CRD | 158147 |
| Status | Approved |
| Registered with the SEC | 2026-04-20 |
| Latest Form ADV filing | 2026-04-28 |
| Location | El Segundo, CA, United States |
| Regulatory AUM | $120,324,284 |
| Accounts | 236 |
| Employees | 1 |
| Website | HTTPS://GOLDBERGFINANCIALADVISORS.COM |
| amount percentile | 39th of 1,149 (median 134, 0.9x median) |
| 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: 2026-04-20
- 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: Goldberg Financial Advisors, LLC and 148 California peers
- California NewRiaPulse records like this one: 148
- Goldberg Financial Advisors, LLC's amount: 39th percentile of 1,149 records
- 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)
45 / 100 Score
- $120M under management.
- Website on file.
What is the NewRiaPulse record for Goldberg Financial Advisors, LLC in El Segundo, California?
Goldberg Financial Advisors, LLC received SEC registration as an investment adviser (2026-04-20) with $120,324,284 in regulatory assets under management, based in El Segundo, CA.
How does Goldberg Financial Advisors, LLC compare to other California NewRiaPulse records?
Its amount of 120 is below the median (39th percentile); smaller records often move faster and face less competition. It is 199 days old; check the official source for later updates before acting.
Goldberg Financial Advisors, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Goldberg Financial Advisors, LLC | El Segundo, CA | 120 | 39th | 2026-04-20 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
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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.