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.
Santa Barbara, CA | Los Angeles, CA | Newport Beach, CA | |
|---|---|---|---|
| Assets under management | $621.8M | $655.8M | $657.3M |
| Asset growth, last 2 years | +78% | +43% | +2% |
| Advisory staff | 11 | 3 | 11 |
| Individual clients | 265 | 30 | 306 |
| Assets per client | $2.3M | $21.9M | $2.1M |
| Clients per advisor | 24 | 10 | 28 |
| Main custodian | Fidelity | Fidelity | Schwab |
| Filing with the SEC since | 2013 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 1 | – | 3 |
| People on Advicer.bio | 11 | 4 | 8 |
From each firm's latest Form ADV (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: Avalan, LLC: Fidelity, Schwab · Bmb Advisers LLC: Fidelity, RBC · Spectrum Asset Management Inc: Schwab