Pacific Income Advisers Inc.

Pacific Income Advisers Inc. (CRD# 104719) is a financial advisory firm headquartered in Santa Monica, CA. They manage $10,166,800,000 in 3,971 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    10,167
    MILLION
  • Total Number of Accounts
    3,971
    ACCOUNTS
  • Average Account Value
    $2,560,262
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Pacific Income Advisers Inc.
Showing 1 - 10 of 15 top financial advisors.
1
Thad M. Brown
CRD#: 2196529
1299 Ocean Ave Ste 210, Santa Monica, CA 90401
96
Wealthminder
score

Thad Brown (CRD# 2196529) is an Investment Advisor Representative working at Pacific Income Advisers Inc. in Santa Monica, CA and has over 26 years of experience in the finance industry. Thad Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
George A. Froley
CRD#: 1554752
1299 Ocean Avenue, Suite 210, Santa Monica, CA 90401
96
Wealthminder
score

George Froley (CRD# 1554752) is an Investment Advisor Representative working at Pacific Income Advisers Inc. in Santa Monica, CA and has over 24 years of experience in the finance industry.

3
Joseph E. McAdams
CRD#: 2335709
1299 Ocean Ave Ste 210, Santa Monica, CA 90401
96
Wealthminder
score

Joseph McAdams (CRD# 2335709) is an Investment Advisor Representative working at Pacific Income Advisers Inc. in Santa Monica, CA and has over 23 years of experience in the finance industry.

4
Brett I. Roth
CRD#: 2584942
1299 Ocean Ave Ste 210, Santa Monica, CA 90401
96
Wealthminder
score

Brett Roth (CRD# 2584942) is an Investment Advisor Representative working at Pacific Income Advisers Inc. in Santa Monica, CA and has over 22 years of experience in the finance industry.

5
Steven V. Koomar
CRD#: 1544852
Summit, NJ
93
Wealthminder
score

Steven Koomar (CRD# 1544852) is an Investment Advisor Representative working at Pacific Income Advisers Inc. in Summit, NJ and has over 31 years of experience in the finance industry.

6
Adilberto A. Torres
CRD#: 2185456
1299 Ocean Ave Ste 210, Santa Monica, CA 90401
93
Wealthminder
score

Adilberto Torres (CRD# 2185456) is an Investment Advisor Representative working at Pacific Income Advisers Inc. in Santa Monica, CA and has over 26 years of experience in the finance industry.

7
Kevin S. Buckle
CRD#: 5559009
1299 Ocean Ave Ste 210, Santa Monica, CA 90401
90
Wealthminder
score

Kevin Buckle (CRD# 5559009) is an Investment Advisor Representative working at Pacific Income Advisers Inc. in Santa Monica, CA and has 1 year of experience in the finance industry.

8
Rory L. Hargaden
CRD#: 4340152
1299 Ocean Ave Ste 210, Santa Monica, CA 90401
90
Wealthminder
score

Rory Hargaden (CRD# 4340152) is an Investment Advisor Representative working at Pacific Income Advisers Inc. in Santa Monica, CA and has 1 year of experience in the finance industry.

9
Evangelos Karagiannis
CRD#: 4340145
1299 Ocean Ave Ste 210, Santa Monica, CA 90401
90
Wealthminder
score

Evangelos Karagiannis (CRD# 4340145) is an Investment Advisor Representative working at Pacific Income Advisers Inc. in Santa Monica, CA and has 1 year of experience in the finance industry.

10
James M. Lisko
CRD#: 5559010
1299 Ocean Ave Ste 210, Santa Monica, CA 90401
90
Wealthminder
score

James Lisko (CRD# 5559010) is an Investment Advisor Representative working at Pacific Income Advisers Inc. in Santa Monica, CA and has over 6 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.