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| Keyboard |
| Dean Roland Russell LLC
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|---|---|
| CRD # | 109480 |
| SEC # | 801-56225 |
| CIK # | |
| AUM | 351.2 M (2026-03-16) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 858-485-8547 |
| Address | 16880 West Bernardo Drive, Suite 170 San Diego, CA 92127 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 37 | 12.5 |
| (b) Individuals (high net worth individuals) | 138 | 337.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 555 | 351.2 |
| By Discretionary | ||
| Discretionary | 555 | 351.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 555 | 351.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 351.2 | |
| Total | 555 | 351.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 169 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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✚
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MT | 354.3 M |
|
SightLine Wealth Advisors LLC
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CT | 354.2 M |
|
Envision Financial LLC
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WI | 352.9 M |
|
Grattan Financial Strategies Inc
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CA | 352.8 M |
|
Fortress Financial Group LLC
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|
MN | 352.3 M |
|
Cherry Creek Investment Advisors Inc
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|
CO | 351.9 M |
|
Three Bearings Fiduciary Advisors Inc
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|
NH | 350.7 M |
|
V2 Financial Group LLC
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|
350.5 M | |
|
EGI Financial Inc
✚
|
OH | 348.7 M |
|
Roger Wittlin Investment Advisory LLC
✚
|
348.5 M |