Pure Financial was founded in 2007 and is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Pure is nationally ranked as one of the fastest-growing, fee-only RIAs (2014-2020)*, with headquarters in San Diego and branch offices in California (Brea, Irvine, Los Angeles, Davis), Seattle, WA, Denver, CO, Chicago, IL, Salt Lake City, UT, Nashville, TN, and Phoenix, AZ and we are looking to expand in other cities. Pure Financial manages over $11.05 billion in assets (as of February 5th, 2026).
*For any questions about the rankings mentioned, please visit https://purefinancial.com/why-pure/news/.
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Credentialed and Qualified, Fee-Only, Focused Only on You.
Discover what happens when you bring together a group of highly qualified and credentialed financial professionals who are passionate about helping people get the most out of their finances. See the results of coordinating tax planning, estate planning, and asset management within one process. Experienced advisors who are employees of a Fee-Only Registered Investment Advisor firm that provides the latest technology and resources, academically supported prudent asset management, and one directive: do what is best for the client.
OUR VISION:
-Provide consistently high-quality advice based on solid academic research with a better value to clients than any traditional financial service providers, including the "Big Names", no-load mutual fund companies, and discount brokerages.
-Offer a healthy professional fee-only environment where professionals can build a quality career without the ethical burden of selling financial products to earn commissions.
-Be accessible and affordable to both high-net-worth individuals as well as people who are not typically considered high-net-worth, while providing the collaborative professional team experience demanded by ultra-high-net-worth clients.
Abacus is a leading vertically integrated alternative asset manager and market maker, specializing in longevity and actuarial technology. The company is democratizing the life insurance space through three groundbreaking new channels: ABL Tech, ABL Wealth, and ABL Longevity Growth & Income Funds. Since 2004, Abacus has purchased life insurance policies from consumers seeking liquidity and has actively managed those policies over time (via trading, holding, and/or servicing). With over $5BN in face value of policies purchased, we have helped thousands of clients maximize the value of life insurance. Abacus Life is the only public life settlement company, trading on the Nasdaq Exchange under the ticker symbol ABL.
Over the past 20 years, the company has built an institutionalized origination and portfolio management process that is supported by a 100+ person team, long-term relationships with 78 institutional partners and 30,000 financial advisors, and the ability to operate in 49 states. The company has serviced approximately $950 million in policies and has managed assets for large asset managers and third-party investment funds. Abacus has underwritten and valued approximately $520 million of policies on behalf of third parties. Abacus’ leadership team averages 20+ years of experience and have been innovators since the life settlements industry’s inception in the mid-90s.
The company is a proud member of the Life Insurance Settlements Association (LISA) and complies with HIPAA and privacy laws to maintain and protect confidentiality of financial, health, and medical information. Abacus is also proud to be a BBB Accredited Business with an A+ rating.
Life Equity is a specialty financial services company that purchases in-force life insurance policies and annuities that are no longer needed or wanted by policyholders and repackages them into investments for institutional investors around the world.