Gamble Jones Investment Counsel
Gamble Jones Investment Counsel is a Pasadena-based registered investment advisory firm serving high-net-worth individuals and institutional clients with personalized portfolio management, investment advisory, and financial planning services across offices in California, Oregon, and Georgia.
- Company typePrivate
- Founded1995
- HeadquartersPasadena, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
Gamble Jones Investment Counsel firmographics
Firmographics- Name
- Gamble Jones Investment Counsel
- Legal name
- Gamble Jones Investment Counsel
- Website
- https://gamblejones.com
- Company type
- Private
- Founded year
- 1995
- Operating status
- Acquired
- Headcount range
- 11–50 employees
- Short description
- Gamble Jones Investment Counsel is a Pasadena-based registered investment advisory firm serving high-net-worth individuals and institutional clients with personalized portfolio management, investment advisory, and financial planning services across offices in California, Oregon, and Georgia.
- Ownership category
- akta.pro rank
Gamble Jones Investment Counsel industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Gamble Jones Investment Counsel is headquartered
LocationHeadquarters
- HQ city
- Pasadena
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Gamble Jones Investment Counsel business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Investment Advisory Services: Wealth management and investment advisory services, typically structured as AUM-based fees where the firm charges a percentage of assets under management. The firm merged with Cerity Partners, combining two advisory practices.
Go-to-market motion1 record
Distribution channels1 record
Gamble Jones Investment Counsel product offering
Product offeringCore offering
Gamble Jones Investment Counsel is an investment advisory firm that provides personalized portfolio management, wealth management, and financial planning services to high-net-worth individuals and institutional clients. Client brokerage assets are custodied at established third-party platforms (Fidelity, TD Ameritrade, and Schwab), with clients accessing account information through the firm's online client portal. Following its 2023 merger with Cerity Partners, the firm operates as part of a larger wealth management organization serving clients across California, Oregon, and Georgia.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Advisory Services Personalized investment counsel and discretionary/advisory portfolio management provided to high-net-worth individuals and institutional clients, with assets custodied at Fidelity, TD Ameritrade, and Schwab.
Companies that use Gamble Jones Investment Counsel
Customer profileSegments2 records
Ideal customer profiles2 records
Gamble Jones Investment Counsel technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Gamble Jones Investment Counsel partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Cerity PartnerscoreGamble Jones has merged with Cerity Partners, combining two independent investment advisory firms. The merger creates a stronger combined entity with expanded resources and geographic reach. Existing Gamble Jones clients continue to be served through the merged firm, with access to online brokerage accounts maintained through Fidelity, TD Ameritrade, and Schwab platforms.
Gamble Jones Investment Counsel competitors and assessment
Company assessmentDirect peers
- Laird Norton Wealth Management: Independent, privately owned multi-family office and RIA serving HNW families across the West Coast; directly comparable in personalized investment counseling, multi-generational focus, and Pacific-region concentration.
- Moneta Group: Fee-only RIA serving HNW individuals and families with offices across several U.S. regions; directly comparable in personalized wealth advisory and recurring AUM-based revenue model.
- Glenmede: Privately held investment and wealth advisory firm serving HNW families, foundations, and endowments; closely comparable in client mix, fee-based model, and personalized portfolio management.
- Mercer Advisors: National RIA serving HNW households with fee-only investment management and financial planning across multiple U.S. offices; comparable in multi-office distribution, AUM-based fees, and HNW target segment.
- Brown Brothers Harriman (BBH Wealth Management): Long-standing private wealth management firm offering personalized investment advisory to HNW individuals and families; directly comparable in multi-generational wealth advisory and traditional relationship-driven GTM.
- Bessemer Trust: Privately held wealth and investment management firm specializing in HNW and ultra-HNW families; directly comparable to Gamble Jones in client segment, fee model, and personalized advisory services.
- Aspiriant: Independent, employee-owned RIA providing wealth management and financial planning to HNW clients across multiple U.S. offices; directly comparable as a mid-sized RIA competing in the same HNW segment.
Broad incumbents
- First Republic Private Wealth Management (now JPMorgan Private Bank): Former boutique HNW-focused private wealth franchise with multiple regional offices; comparable in client segment, fee-based advisory, and California/Pacific Coast density.
- Wilmington Trust Wealth Advisors: Large wealth advisory arm of M&T Bank offering investment management and fiduciary services to HNW individuals, families, and institutions; comparable in client segment and broad wealth services portfolio.
- Cerity Partners: Large multi-billion-AUM U.S. wealth management and advisory platform that acquired Gamble Jones via merger in 2023; directly comparable as an HNW advisory firm and is now the parent platform housing Gamble Jones' client base.
Market position
Customer concentration
Gamble Jones Investment Counsel financial estimates
Financial estimateRevenue estimate
Valuation estimate
Gamble Jones Investment Counsel leadership team
Management profileNumber of profiles
Gamble Jones Investment Counsel funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Gamble Jones Investment Counsel M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Gamble Jones Investment Counsel
What does Gamble Jones Investment Counsel do?
Gamble Jones Investment Counsel is an investment advisory firm that provides personalized portfolio management, wealth management, and financial planning services to high-net-worth individuals and institutional clients. Client brokerage assets are custodied at established third-party platforms (Fidelity, TD Ameritrade, and Schwab), with clients accessing account information through the firm's online client portal. Following its 2023 merger with Cerity Partners, the firm operates as part of a larger wealth management organization serving clients across California, Oregon, and Georgia.
Is Gamble Jones Investment Counsel a public or private company?
Gamble Jones Investment Counsel is a private company. It is classified as corporate owned and is currently acquired.
When was Gamble Jones Investment Counsel founded?
Gamble Jones Investment Counsel was founded in 1995. It employs 11 to 50 people.
Where is Gamble Jones Investment Counsel based?
Gamble Jones Investment Counsel is headquartered in Pasadena, United States, in the North America region.
How does Gamble Jones Investment Counsel make money?
One revenue line is on record: investment Advisory Services.
Who are Gamble Jones Investment Counsel's main competitors?
Direct peers on record are Laird Norton Wealth Management, Moneta Group, Glenmede, Mercer Advisors, Brown Brothers Harriman (BBH Wealth Management), Bessemer Trust and Aspiriant. Broad incumbents are First Republic Private Wealth Management (now JPMorgan Private Bank), Wilmington Trust Wealth Advisors and Cerity Partners.
Does Gamble Jones Investment Counsel have an API?
No public API is recorded for Gamble Jones Investment Counsel.
What industry is Gamble Jones Investment Counsel in?
Gamble Jones Investment Counsel's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.