Overview
Assets Under Management: $143.4 billion
Headquarters: SAN RAFAEL, CA
High-Net-Worth Clients: 5,650
Average Client Assets: $947,447
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 5,650
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 3.73
Average High-Net-Worth Client Assets: $947,447
Total Client Accounts: 30,235
Discretionary Accounts: 23,010
Non-Discretionary Accounts: 7,225
Regulatory Filings
CRD Number: 172011
Filing ID: 2010895
Last Filing Date: 2025-08-20 18:16:00
Website: https://grpfinancial.com