Rice Hall James & Associates LLC

Rice Hall James & Associates LLC (CRD# 125410) is a financial advisory firm headquartered in San Diego, CA. They manage $2,258,257,198 in 369 accounts and serve the financial needs of clients across 29 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,258
    MILLION
  • Total Number of Accounts
    369
    ACCOUNTS
  • Average Account Value
    $6,119,938
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription 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 businesses (other than small businesses) or institutional clients
  • Other
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.

AZ, CA, CT, DE, FL, GA, IA, IL, IN, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI

Financial Advisors at Rice Hall James & Associates LLC
Showing 1 - 7 of 7 top financial advisors.
1
Timothy A. Todaro
CRD#: 2336062
600 West Broadway Suite 1000, San Diego, CA 92101
96
Wealthminder
score

Timothy Todaro (CRD# 2336062) is an Investment Advisor Representative working at Rice Hall James & Associates LLC in San Diego, CA and has over 23 years of experience in the finance industry.

2
Thuong-thao N. Buu-Hoan
CRD#: 4551637
600 West Broadway, Suite 1000, San Diego, CA 92101
93
Wealthminder
score

Thuong-thao Buu-Hoan (CRD# 4551637) is an Investment Advisor Representative working at Rice Hall James & Associates LLC in San Diego, CA and has over 15 years of experience in the finance industry.

3
Thomas W. McDowell
CRD#: 1918831
600 West Broadway Suite 1000, San Diego, CA 92101
93
Wealthminder
score

Thomas McDowell (CRD# 1918831) is an Investment Advisor Representative working at Rice Hall James & Associates LLC in San Diego, CA and has over 27 years of experience in the finance industry.

4
Gary S. Rice
CRD#: 2335569
600 West Broadway Suite 1000, San Diego , CA 92101
93
Wealthminder
score

Gary Rice (CRD# 2335569) is an Investment Advisor Representative working at Rice Hall James & Associates LLC in San Diego , CA and has over 23 years of experience in the finance industry.

5
Anthon H. Shaw
CRD#: 2371370
600 West Broadway Suite 1000, San Diego, CA 92101
93
Wealthminder
score

Anthon Shaw (CRD# 2371370) is an Investment Advisor Representative working at Rice Hall James & Associates LLC in San Diego, CA and has over 21 years of experience in the finance industry.

6
Louis M. Holtz
CRD#: 4329938
600 N. Rosemead Bl., Pasadena, CA 91107
90
Wealthminder
score

Louis Holtz (CRD# 4329938) is an Investment Advisor Representative working at Rice Hall James & Associates LLC in Pasadena, CA and has 1 year of experience in the finance industry.

7
Michael C. Meoli
CRD#: 5909730
600 West Broadway Suite 1000, San Diego, CA 92101
90
Wealthminder
score

Michael Meoli (CRD# 5909730) is an Investment Advisor Representative working at Rice Hall James & Associates LLC in San Diego, CA and has over 5 years of experience in the finance industry.

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