Sausalito, CA | San Rafael, CA | Miami, FL | |
|---|---|---|---|
| Assets under management | $152.13B | $169.58B | $165.25B |
| Asset growth, last 2 years | +90% | +21% | +40% |
| Advisory staff | 88 | 442 | 620 |
| Individual clients | 31,012 | 17,340 | 25,963 |
| Assets per client | $4.9M | $9.8M | $6.4M |
| Clients per advisor | 352 | 39 | 42 |
| Main custodian | Schwab | LPL Financial | Schwab |
| Filing with the SEC since | 2012 or earlier | 2014 | 2022 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | – | 488 | 683 |
From each firm's latest Form ADV (Apr 2026, Sep 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.