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 Alamitos, CA | Menlo Park, CA | Los Altos, CA | |
|---|---|---|---|
| Assets under management | $553.5M | $582.2M | $584.8M |
| Asset growth, last 2 years | +24% | +45% | +29% |
| Advisory staff | 5 | 3 | 2 |
| Individual clients | 373 | 160 | 208 |
| Assets per client | $1.5M | $3.6M | $2.8M |
| Clients per advisor | 75 | 53 | 104 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 2 | 1 | – |
| People on Advicer.bio | 5 | 3 | 2 |
From each firm's latest Form ADV (Oct 2026, Jul 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: Asset Planning, Inc: Schwab · Avalon Capital Management: Schwab · Riley Friedman Asset Management: Schwab, Fidelity