Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Grass Valley, CA | San Rafael, CA | Walnut Creek, CA | |
|---|---|---|---|
| Assets under management | $137.7M | $144.8M | $130M |
| Asset growth, last 2 years | +106% | +17% | – |
| Advisory staff | 3 | 3 | 4 |
| Individual clients | 239 | 136 | 261 |
| Assets per client | $576K | $1.1M | $498K |
| Clients per advisor | 80 | 45 | 65 |
| Main custodian | – | Schwab | – |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 3 | 4 | 4 |
From each firm's latest Form ADV (Mar 2026, Jul 2026, Apr 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Apple & Associates: none listed · Wulff, Hansen & Co.: Schwab · Arbor Wealth Management: none listed