Data / Investment advisers / California / True Link Financial Advisors
True Link Financial Advisors, San Francisco, CA: $1.9 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
True Link Financial Advisors is an SEC registered investment adviser with its main office in San Francisco, California and reports $1.9 billion in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include corporations and other businesses, individuals and high net worth individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 281870
- SEC file number
- 801-114179
- SEC status
- Approved, effective October 24, 2018
- Legal name
- True Link Financial Advisors, LLC
- Main office
- 505 Montgomery St. 11th Floor, San Francisco, CA 94111
- Phone
- (855) 435-5140
- Regulatory AUM
- $1,886,887,606 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $1,818,785,129
- Non discretionary AUM
- $68,102,477
- Accounts
- 1,461
- Employees
- 7, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 6
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Corporations or other businesses | 219 | $1.47 billion |
| Individuals (other than high net worth individuals) | 1,208 | $296.7 million |
| High net worth individuals | 34 | $116.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.89 billion | March 30, 2026 |
| December 1, 2025 | $1.35 billion | March 18, 2025 |
Other advisers in San Francisco
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Soma Equity Partners, LP | San Francisco | $1.95 billion | 2 | adviserinfo.sec.gov |
| Legalist | San Francisco | $1.92 billion | 13 | adviserinfo.sec.gov |
| Resolute Partners Group | San Francisco | $1.91 billion | 1 | adviserinfo.sec.gov |
| Main Management, LLC | San Francisco | $1.90 billion | 3 | adviserinfo.sec.gov |
| Numerai | San Francisco | $1.90 billion | 3 | adviserinfo.sec.gov |
| Igp Industries, LLC | San Francisco | $1.85 billion | 4 | adviserinfo.sec.gov |
| Alta Park Capital, LP | San Francisco | $1.78 billion | 6 | adviserinfo.sec.gov |
| Amity Ventures | San Francisco | $1.74 billion | 27 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Francisco, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving corporations and other businesses
- Advisers serving individuals
- True Link Financial Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.