AdvisorCensus / Financial advisors / California / San Francisco / Archvest Wealth Advisors, Inc.
Archvest Wealth Advisors, Inc. is an SEC-registered investment advisory firm in Concord, CA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.
Quick answers
From the filingHow is Archvest Wealth Advisors, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Archvest Wealth Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.
Where is Archvest Wealth Advisors, Inc. located?
Archvest Wealth Advisors, Inc.'s principal office is in Concord, CA, according to its Form ADV.
Is Archvest Wealth Advisors, Inc. registered with the SEC or a state?
Archvest Wealth Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 172087.
How much does Archvest Wealth Advisors, Inc. manage?
Archvest Wealth Advisors, Inc. reports $387,000,000 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (98% discretionary).
How have Archvest Wealth Advisors, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Archvest Wealth Advisors, Inc.: Regulatory assets under management: $128,350,000 in the October 2021 data and $387,000,000 in the October 2026 data, up 202%. Total employees: 6 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Archvest Wealth Advisors, Inc. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (173); individuals (other than high net worth individuals) (135); pension and profit sharing plans (but not the plan participants or government pension plans) (30).
Which custodians does Archvest Wealth Advisors, Inc. use?
Archvest Wealth Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Archvest Wealth Advisors, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/172087
What changed in Archvest Wealth Advisors, Inc.'s recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $330,000,000 to $387,000,000 (+17%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Minimum annual fee: $10,000
The brochure's wording
As a condition for starting and maintaining an investment management and/or advisory relationship, Archvest generally imposes a minimum annual fee of $10,000. This minimum fee may cause clients with smaller portfolios to incur an effective fee rate that is higher than the Firm’s stated fee schedule.
As stated in the firm's Form ADV Part 2A brochure dated March 19, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$387,000,000 as of October 2026, filing dated March 19, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Other
Registration and firm details
Items 1, 2, 5- Also doing business as
- ARCHVEST FAMILY OFFICE SERVICES
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2020 (6 years)
- Employees
- Total: 7. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $387,000,000 | 7 | March 19, 2026 |
| October 2025 | $330,000,000 | 8 | July 11, 2025 |
| October 2024 | $281,500,000 | 7 | April 26, 2024 |
| October 2023 | $238,500,000 | 7 | August 23, 2023 |
| October 2022 | $250,000,000 | 7 | March 23, 2022 |
| October 2021 | $128,350,000 | 6 | March 18, 2021 |
Regulatory assets under management: $128,350,000 in the October 2021 data and $387,000,000 in the October 2026 data, up 202%.
Total employees: 6 in October 2021 and 7 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $330,000,000 to $387,000,000 (+17%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Archvest Wealth Advisors, Inc. (CRD 172087): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/archvest-wealth-advisors-inc-concord-ca-172087