DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Willow Creek Financial

Independent wealth managerSan Diego, CaliforniaCRD 285670SEC 801-108776websiteIAPD
Legal name Orin Green Financial, LLC
Latest filing Mar 13, 2026
First filing on the tape Nov 30, 2016 · 29 filings
SEC status approved since Dec 21, 2016
RAUM
$529M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
98%
$520M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$106M
derived; firm RAUM over IAPD count
Employees
7
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$529M as of Mar 13, 2026
Feb 17, 2017$0 then
HNW client RAUM$491M as of Mar 13, 2026
Feb 7, 2018$178M then
State-registered IARs (5.B.3)5 as of Mar 13, 2026
Feb 17, 20175 then
Employees (5.A)7 as of Mar 13, 2026
Feb 17, 20175 then
Private funds: no history
RAUM +14% over the last fiscal year+14% a year over threeIARs 4 to 5
Practice profile
derived from the filing of Mar 13, 2026; every figure names its basis
Archetypes, each a printed rule
  • Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
  • Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
RAUM per advisor
$106MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
48derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$3.2MderivedHNW RAUM over HNW clients
Average account
$605,727derivedRAUM over accounts (5.F.2.f)
Discretionary
99%derivedof RAUM
Institutional
1.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.4derivedItem 5.A over advisors
Advisors per office
5.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+14%derivedbetween the last two annual amendments
Advisor growth, one year
+25%derivedItem 5.B.3 between annual amendments
Client growth, one year
+9.7%derived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
Wrap fee program
$514MreportedItem 5.I
Custody
$514M, 241 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$491M93%
  • Individuals$28.5M5.4%
  • Charitable organizations$9.1M1.7%
Individual clients
83reported
HNW clients
155reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
873reported
Financial planning clients
0reported
Wrap fee programs
$0 sponsored, $0 managedreported
Custody of client assets
$514M for 241 clientsreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Dean Bradley KernusCertified Financial Planner, Personal Financial SpecialistSan Diego, CaJul 28, 202223 y4
Orin Matthew GreenCertified Financial PlannerModi'In Jul 28, 202228 y1
Corrine Nicole FieldsSan Diego, CaApr 15, 202518 y4
Brett Alexander NussenCertified Financial PlannerSan Diego, CaApr 15, 202511 y1
Francisco Xavier LopezChartered Financial AnalystSan Diego, CaJul 14, 202518 y0
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Nicole Corrine Fields · Chief Compliance Officercontrol
      since 12/2016 · owns less than 5%
    • Liora Green · Trusteecontrol
      since 03/2018 · owns 50% to 75% of Orin And Liora Green Trust
    • Matthew Orin Green · Trusteecontrol
      since 03/2018 · owns 50% to 75% of Orin And Liora Green Trust
    Entity owners
    • Orin And Liora Green Trust · Managing Member
      direct · owns 75% or more
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    San Diego, Ca · principal500
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    • Accounts · 837 to 873
      Apr 29, 2025 to Mar 13, 2026
    • Advisory employees · 4 to 5
      Apr 29, 2025 to Mar 13, 2026
    • HNW clients · 143 to 155
      Apr 29, 2025 to Mar 13, 2026
    • Individual clients · 74 to 83
      Apr 29, 2025 to Mar 13, 2026
    • Assets in custody · $415M to $514M
      Apr 29, 2025 to Mar 13, 2026
    • Financial planning clients · 1-10 to 0
      Apr 29, 2025 to Mar 13, 2026
    • State-registered IARs · 4 to 5
      Apr 29, 2025 to Mar 13, 2026
    • Discretionary RAUM · $461M to $525M
      Apr 29, 2025 to Mar 13, 2026
    • HNW RAUM · $429M to $491M
      Apr 29, 2025 to Mar 13, 2026
    • Individual RAUM · $26.2M to $28.5M
      Apr 29, 2025 to Mar 13, 2026
    • Non-discretionary RAUM · $3.2M to $4.0M
      Apr 29, 2025 to Mar 13, 2026
    • RAUM · $464M to $529M
      Apr 29, 2025 to Mar 13, 2026
    • Accounts · 825 to 837
      Mar 11, 2024 to Apr 29, 2025
    • Advisory employees · 5 to 4
      Mar 11, 2024 to Apr 29, 2025
    • Business name · ORIN GREEN FINANCIAL, LLC to WILLOW CREEK FINANCIAL
      Mar 11, 2024 to Apr 29, 2025
    • HNW clients · 134 to 143
      Mar 11, 2024 to Apr 29, 2025
    • Individual clients · 84 to 74
      Mar 11, 2024 to Apr 29, 2025
    • Assets in custody · $389M to $415M
      Mar 11, 2024 to Apr 29, 2025
    • Financial planning clients · 1-10 to 1-10
      Mar 11, 2024 to Apr 29, 2025
    • State-registered IARs · 5 to 4
      Mar 11, 2024 to Apr 29, 2025
    • Discretionary RAUM · $406M to $461M
      Mar 11, 2024 to Apr 29, 2025
    • HNW RAUM · $372M to $429M
      Mar 11, 2024 to Apr 29, 2025
    • Individual RAUM · $28.9M to $26.2M
      Mar 11, 2024 to Apr 29, 2025
    • Non-discretionary RAUM · $2.9M to $3.2M
      Mar 11, 2024 to Apr 29, 2025
    • RAUM · $409M to $464M
      Mar 11, 2024 to Apr 29, 2025
    • Accounts · 808 to 825
      Oct 11, 2023 to Mar 11, 2024
    • Individual clients · 87 to 84
      Oct 11, 2023 to Mar 11, 2024
    • Assets in custody · $345M to $389M
      Oct 11, 2023 to Mar 11, 2024
    • Discretionary RAUM · $355M to $406M
      Oct 11, 2023 to Mar 11, 2024
    • HNW RAUM · $323M to $372M
      Oct 11, 2023 to Mar 11, 2024
    • Individual RAUM · $27.1M to $28.9M
      Oct 11, 2023 to Mar 11, 2024
    • Non-discretionary RAUM · $2.6M to $2.9M
      Oct 11, 2023 to Mar 11, 2024
    • RAUM · $357M to $409M
      Oct 11, 2023 to Mar 11, 2024
    • Wrap assets (manager) · $345M to $0
      Oct 11, 2023 to Mar 11, 2024
    • Accounts · 805 to 808
      Aug 11, 2022 to Mar 22, 2023
    • Advisory employees · 4 to 5
      Aug 11, 2022 to Mar 22, 2023
    • Charity clients · 3.0 to unset
      Aug 11, 2022 to Mar 22, 2023
    • HNW clients · 146 to 134
      Aug 11, 2022 to Mar 22, 2023
    • Individual clients · 70 to 87
      Aug 11, 2022 to Mar 22, 2023
    • Assets in custody · $393M to $345M
      Aug 11, 2022 to Mar 22, 2023
    Signals
    2 dated events
    • Michael Bailey Mayer left Willow Creek Financial for Corient (registered 2025-06-11)
      Jun 12, 2025 · Advisor changed firm · fact
    • Orin Green & Associates filed its initial SEC registration (Form ADV)
      Nov 30, 2016 · First SEC registration · fact
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Business email
    info@willowcreekfinancial.comreportedpublished by the firm, firm site, Sep 15, 2026
    Business phone
    858-634-3232reportedpublished by the firm, firm site, Sep 15, 2026
    Website
    willowcreekfinancial.comreportedpublic record, Form ADV, Sep 17, 2026
    Principal office phone
    (858) 634-3232reportedpublic record, Form ADV, Mar 13, 2026
    Contact form
    willowcreekfinancial.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
    Team page
    willowcreekfinancial.com/meet-the-teamreportedpublished by the firm, firm site, Sep 15, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Independent wealth managerderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $106Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026