Cardiff Park Advisors, LLC

EST. AUM
$2,958,061,526

CONTACTS

CLIENT ACCOUNTS
363

Firm Details

Metro area San Diego
CRD Number 126752
Website cardiffpark.com
Client types

Overview

Cardiff Park Advisors, LLC is an independent, SEC-registered investment adviser (RIA) headquartered in Carlsbad, California. Founded in 2003 by John Gorlow—a veteran professional with substantial historical experience managing private client engagements for Ernst & Young and top-tier Wall Street institutions—the boutique advisory practice operates under a strict, uncompromised fiduciary mandate. The firm separates itself from conventional wealth managers by utilizing an alternative flat or fixed annual retainer structure rather than an asset-percentage scale, ensuring that advisory fees remain entirely isolated from shifting market cycles and transaction frequencies. Catering primarily to corporate executives, business operators, and families with $3 million or more in investable capital, Cardiff Park completely rejects speculative market timing, trend forecasting, and individual stock-picking. Instead, they apply academic research and modern portfolio theory to build globally diversified asset structures. The practice is notably approved to offer institutional strategies from Dimensional Fund Advisors (DFA), deploying client capital into highly liquid, low-cost index configurations held with independent custodians like Charles Schwab and Fidelity.

Platform Details

See in Dakota

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See in Dakota

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Cardiff Park Advisors, LLC

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