Beverly Hills, CA | Pasadena, CA | San Mateo, CA | |
|---|---|---|---|
| Assets under management | $1.01B | $1.06B | $950.1M |
| Asset growth, last 2 years | +22% | +46% | +32% |
| Advisory staff | 9 | 2 | 5 |
| Individual clients | 340 | 459 | 182 |
| Assets per client | $3M | $2.3M | $5.2M |
| Clients per advisor | 38 | 230 | 36 |
| Main custodian | Fidelity | Pershing | Schwab |
| Filing with the SEC since | 2020 | 2012 or earlier | 2017 |
| Tools in their stack | 4 | 1 | – |
| People on Advicer.bio | 10 | 4 | 6 |
From each firm's latest Form ADV (Jul 2026, Aug 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.