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.
Pleasant Hill, CA | Westlake Village, CA | Walnut Creek, CA | |
|---|---|---|---|
| Assets under management | $136.9M | $143.9M | $130M |
| Asset growth, last 2 years | +29% | +21% | – |
| Advisory staff | 2 | 1 | 4 |
| Individual clients | 40 | 118 | 261 |
| Assets per client | $3.4M | $1.2M | $498K |
| Clients per advisor | 20 | 118 | 65 |
| Main custodian | Schwab | Schwab | – |
| Filing with the SEC since | 2021 | 2012 or earlier | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 2 | 1 | 4 |
From each firm's latest Form ADV (Jan 2026, Mar 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: Ascension Wealth Partners, LLC: Schwab · Haven Capital Group: Schwab · Arbor Wealth Management: none listed