Founded in 1987, Litman Gregory is a nationally recognized wealth management firm based in the San Francisco Bay Area. Litman Gregory Asset Management provides high-touch wealth and asset management services to individuals, multigenerational families, and nonprofits. Litman Gregory advises the PartnerSelect Funds, provides investment strategy implementation to third-party platforms through Litman Gregory Portfolio Strategies, and offers portfolio guidance and investment research to professional investment advisors through Litman Gregory AdvisorIntelligence. The firm oversees $6.2* billion in investment assets.
| Website | http://www.advisorintelligence.com |
| Revenue | $45.6 million |
| Employees | View employees |
| Address | 1676 N California Blvd Ste 500, Walnut Creek, California 94596, US |
| Phone | +1 925-254-8999 |
| Industry | Finance General, Finance |
| Competitors | Fidelity Investments, Schwab Advisor Services, Vanguard, BlackRock, Morningstar, E*TRADE Bank c/o E*TRADE Financial, LLC, TD Ameritrade, Betterment, Wealthfront, Personal Capital +51 more (view full list) |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies |
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Advisor Intelligence Questions
The Advisor Intelligence annual revenue was $45.6 million in 2026.
Advisor Intelligence is based in Walnut Creek, California.
The NAICS codes for Advisor Intelligence are [5239, 523, 52, 52393].
The SIC codes for Advisor Intelligence are [62, 628].
