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Pacific Advisors

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Namestring
Pacific Advisors
Legal namestring
Pacific Advisors LLC
Websiteurl
pacificadvisors.com
Company typeenum
Private
Founded yearint
2001
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
101–250
akta.pro rankint
HeadquartersBeverly Hills, United States
HQ citystring
Beverly Hills
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices10 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
financial advisory services, holistic financial planning, insurance products, retirement planning, estate planning
Industry3 codes
1Insurance-Integrated Wealth Managers (RIA + Insurance Solutions)
CodeFSAAACAIPrimaryYes
2Broker-Dealer Affiliated Wealth Advisory
CodeFSAEABABPrimaryNo
3Financial Planning–Led RIAs
CodeFSAAACABPrimaryNo
NAICS code2 codes
  • Portfolio Management and Investment Advice523940
  • Portfolio Management and Investment Advice52394
SIC code1 code
  • Investment Advice6282
Product category
Financial Advisory and Wealth Planning Services
GTM motion2 records

Each record includes

Type, Description, Source

Revenue model3 records
1Financial Advisory & Planning Fees
TypeSubscription Recurring
Description

Pacific Advisors generates revenue through fee-based and/or commission-based financial advisory services delivered by its network of advisors and specialists. The firm creates integrated financial plans covering investments, insurance, retirement planning, tax strategies, and estate planning, with revenue derived from product sales (insurance, securities) and advisory fees.

pacificadvisors.com
2Insurance Products
TypeProfessional Services
Description

The firm offers a full range of insurance products including Whole Life, Universal Life, Variable Universal Life, Term Insurance, and specialized products such as Estate Guard, Disability Income Insurance, and Group Benefits. As an agency of Guardian Life, Pacific Advisors earns commissions on insurance products placed.

pacificadvisors.com
3Securities & Investment Products
TypeLicensing Royalties
Description

Securities products and advisory services are offered through Park Avenue Securities LLC (PAS), a wholly owned subsidiary of Guardian Life. Products include Bonds, Common Stock, Brokerage Accounts, Treasury Bills, Government Securities, Variable Annuities, and retirement accounts (IRAs, 401(k)s, 403(b)s).

pacificadvisors.com
Marketing channels9 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels3 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Pricing details1 tier
1Personalized financial advisory services — pricing determined through consultation
ModelOtherBilling cadenceMulti-year contract
Notes

Pacific Advisors provides tailored financial plans based on individual needs. Specific pricing tiers or fee schedules are not publicly disclosed; clients engage through advisor consultations. The firm accesses a full range of investment, insurance, retirement, and enterprise products coordinated into asset strategies.

pacificadvisors.com
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

Pacific Advisors delivers holistic, coordinated financial planning and advisory services to individuals, families, and business owners through a network of 150+ financial advisors and 2,000+ active brokers across the Western United States. The firm integrates investments, insurance, retirement, tax, and estate strategies under its Path of Confidence™ methodology and The Living Balance Sheet® wealth-organization platform, operating as an agency of Guardian Life for insurance products and through Park Avenue Securities LLC for securities and advisory services.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 4 values shown
  • Over 60,000 clients served nationwide
+3 more records
Product overview1 text field

Pacific Advisors offers a comprehensive suite of financial advisory services organized around its core Path of Confidence™ planning methodology and The Living Balance Sheet® wealth management platform. The firm provides integrated financial planning across individual/family services (retirement, estate, tax, and charitable planning), business enterprise solutions (succession planning, enterprise valuation, group benefits), and investment/insurance products. Services are delivered through a network of over 150 financial advisors and 2,000+ brokers, with no standalone digital product offering—all services are consultative and human-delivered through their network of offices in California, Oregon, Washington, Idaho, Nevada, and Arizona.

Product and service1 record
1The Living Balance Sheet®
Scale indicator6 records

Each record includes

Type, Value, Description, Source

Partnership4 partners
1The Guardian Life Insurance Company of America
Strategic tierCoreTypeStrategic or Co-development Partner
Description

Pacific Advisors LLC is an Agency of The Guardian Life Insurance Company of America, New York, NY. The firm traces its roots to 1862 when Guardian Life opened its first West Coast office. This affiliation provides Pacific Advisors with access to Guardian's full range of insurance products, the Living Balance Sheet platform, and institutional backing.

2Park Avenue Securities LLC (PAS)
Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

Securities products and advisory services are offered through Park Avenue Securities LLC, member FINRA and SIPC. PAS is a wholly owned subsidiary of Guardian Life. Pacific Advisors is not an affiliate or subsidiary of PAS. OSJ: 2875 Michelle Dr. Suite 110 Irvine, CA 92606, 909-399-1100.

3One Pacific Financial & Insurance Solutions LLC
Strategic tierMinorTypeChannel Partner/ Reseller/ Distributor
Description

Insurance products are also offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the SEC as a Registered Investment Advisor.

4Finseca
Strategic tierFlagshipTypeStrategic or Co-development Partner
Description

Pacific Advisors CEO Misty Weltzien serves on Finseca's Executive Committee. The firm received Finseca's Master Agency Award in 2022. Finseca is a leading industry organization advancing financial security and elevating industry standards, providing Pacific Advisors with thought leadership and industry recognition platforms.

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Market position
Strengths2 records

Each record includes

Headline, Details, Source

Competitive moat5 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers1 record

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment4 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile3 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Feature1 record

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles18 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Pacific Advisors

Financial Advisory and Wealth Planning Servicespacificadvisors.com

Pacific Advisors firmographics

Firmographics
Name
Pacific Advisors
Legal name
Pacific Advisors LLC
Website
https://pacificadvisors.com
Company type
Private
Founded year
2001
Operating status
Operating
Headcount range
101–250 employees
Ownership category
akta.pro rank

Pacific Advisors industry classification

Industry
Product category
Financial Advisory and Wealth Planning Services
NAICS
Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
SIC
Investment Advice (6282)
akta.pro primary industry
Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
akta.pro secondary industries
Broker-Dealer Affiliated Wealth Advisory (FSAEABAB), Financial Planning–Led RIAs (FSAAACAB)

Keywords

  • Financial advisory services
  • Holistic financial planning
  • Insurance products
  • Retirement planning
  • Estate planning

Where Pacific Advisors is headquartered

Location

Headquarters

HQ city
Beverly Hills
HQ country
United States
HQ region
North America

Offices10 records

Markets served

Pacific Advisors business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

  1. Financial Advisory & Planning Fees: Pacific Advisors generates revenue through fee-based and/or commission-based financial advisory services delivered by its network of advisors and specialists. The firm creates integrated financial plans covering investments, insurance, retirement planning, tax strategies, and estate planning, with revenue derived from product sales (insurance, securities) and advisory fees.
  2. Insurance Products: The firm offers a full range of insurance products including Whole Life, Universal Life, Variable Universal Life, Term Insurance, and specialized products such as Estate Guard, Disability Income Insurance, and Group Benefits. As an agency of Guardian Life, Pacific Advisors earns commissions on insurance products placed.
  3. Securities & Investment Products: Securities products and advisory services are offered through Park Avenue Securities LLC (PAS), a wholly owned subsidiary of Guardian Life. Products include Bonds, Common Stock, Brokerage Accounts, Treasury Bills, Government Securities, Variable Annuities, and retirement accounts (IRAs, 401(k)s, 403(b)s).

Pricing tiers

ModelBillingPrice
OtherMulti-year contractPersonalized financial advisory services — pricing determined through consultation

Go-to-market motion2 records

Distribution channels3 records

Marketing channels9 records

Pacific Advisors product offering

Product offering

Core offering

Pacific Advisors delivers holistic, coordinated financial planning and advisory services to individuals, families, and business owners through a network of 150+ financial advisors and 2,000+ active brokers across the Western United States. The firm integrates investments, insurance, retirement, tax, and estate strategies under its Path of Confidence™ methodology and The Living Balance Sheet® wealth-organization platform, operating as an agency of Guardian Life for insurance products and through Park Avenue Securities LLC for securities and advisory services.

Product overview

Pacific Advisors offers a comprehensive suite of financial advisory services organized around its core Path of Confidence™ planning methodology and The Living Balance Sheet® wealth management platform. The firm provides integrated financial planning across individual/family services (retirement, estate, tax, and charitable planning), business enterprise solutions (succession planning, enterprise valuation, group benefits), and investment/insurance products. Services are delivered through a network of over 150 financial advisors and 2,000+ brokers, with no standalone digital product offering—all services are consultative and human-delivered through their network of offices in California, Oregon, Washington, Idaho, Nevada, and Arizona.

Differentiator

Problem solved

Functional benefit

Products and services

  • The Living Balance Sheet®

Quantifiable outcome

  • Over 60,000 clients served nationwide
  • +3 more outcomes

Companies that use Pacific Advisors

Customer profile

Named customers1 record

Segments4 records

Ideal customer profiles3 records

Pacific Advisors technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Feature1 record

Pacific Advisors partnerships and signals

Strategic signal

Partnerships

Four partnerships are on record, tiered core, minor and flagship.

  • The Guardian Life Insurance Company of AmericacoreStrategic or Co-development PartnerPacific Advisors LLC is an Agency of The Guardian Life Insurance Company of America, New York, NY. The firm traces its roots to 1862 when Guardian Life opened its first West Coast office. This affiliation provides Pacific Advisors with access to Guardian's full range of insurance products, the Living Balance Sheet platform, and institutional backing.
  • Park Avenue Securities LLC (PAS)coreChannel Partner/ Reseller/ DistributorSecurities products and advisory services are offered through Park Avenue Securities LLC, member FINRA and SIPC. PAS is a wholly owned subsidiary of Guardian Life. Pacific Advisors is not an affiliate or subsidiary of PAS. OSJ: 2875 Michelle Dr. Suite 110 Irvine, CA 92606, 909-399-1100.
  • One Pacific Financial & Insurance Solutions LLCminorChannel Partner/ Reseller/ DistributorInsurance products are also offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the SEC as a Registered Investment Advisor.
  • FinsecaflagshipStrategic or Co-development PartnerPacific Advisors CEO Misty Weltzien serves on Finseca's Executive Committee. The firm received Finseca's Master Agency Award in 2022. Finseca is a leading industry organization advancing financial security and elevating industry standards, providing Pacific Advisors with thought leadership and industry recognition platforms.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Pacific Advisors competitors and assessment

Company assessment

Market position

Strengths2 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

Pacific Advisors social profiles

Digital presence

Pacific Advisors financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Pacific Advisors leadership team

Management profile

Number of profiles

Profiles18 records

Pacific Advisors funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Pacific Advisors M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Pacific Advisors

What does Pacific Advisors do?

Pacific Advisors delivers holistic, coordinated financial planning and advisory services to individuals, families, and business owners through a network of 150+ financial advisors and 2,000+ active brokers across the Western United States. The firm integrates investments, insurance, retirement, tax, and estate strategies under its Path of Confidence™ methodology and The Living Balance Sheet® wealth-organization platform, operating as an agency of Guardian Life for insurance products and through Park Avenue Securities LLC for securities and advisory services.

Is Pacific Advisors a public or private company?

Pacific Advisors is a private company. It is classified as corporate owned and is currently operating.

When was Pacific Advisors founded?

Pacific Advisors was founded in 2001. It employs 101 to 250 people.

Where is Pacific Advisors based?

Pacific Advisors is headquartered in Beverly Hills, United States, in the North America region.

How does Pacific Advisors make money?

Three revenue lines are on record. Financial Advisory & Planning Fees are the primary driver. The others are insurance Products and securities & Investment Products.

Does Pacific Advisors have an API?

No public API is recorded for Pacific Advisors.

What industry is Pacific Advisors in?

Pacific Advisors's product category is Financial Advisory and Wealth Planning Services. Its primary akta.pro industry code is FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions), with a secondary code of FSAEABAB, Broker-Dealer Affiliated Wealth Advisory. Its NAICS code is 523940 and its SIC code is 6282.

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