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.
Los Gatos, CA | San Ramon, CA | San Diego, CA | |
|---|---|---|---|
| Assets under management | $186.7M | $196.6M | $176.7M |
| Asset growth, last 2 years | +67% | +32% | +40% |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 176 | 186 | 77 |
| Assets per client | $1.1M | $1.1M | $2.3M |
| Clients per advisor | 176 | 93 | 77 |
| Main custodian | Pershing | Schwab | Fidelity |
| Filing with the SEC since | 2021 | 2012 or earlier | 2020 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 2 | 2 |
From each firm's latest Form ADV (Jan 2026, Mar 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: Asl Financial, LLC: Pershing · Certified Planners, Inc.: Schwab · Torrey Wealth, LLC: Fidelity