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.
Menlo Park, CA | Westlake Village, CA | Napa, CA | |
|---|---|---|---|
| Assets under management | $582.2M | $615.7M | $550.7M |
| Asset growth, last 2 years | +45% | +36% | +30% |
| Advisory staff | 3 | 5 | 4 |
| Individual clients | 160 | 324 | 460 |
| Assets per client | $3.6M | $1.9M | $1.2M |
| Clients per advisor | 53 | 65 | 115 |
| Main custodian | Schwab | Fidelity | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2015 |
| Tools in their stack | 1 | – | 3 |
| People on Advicer.bio | 3 | 8 | 6 |
From each firm's latest Form ADV (Jul 2026, Apr 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: Avalon Capital Management: Schwab · Fmb Wealth Management: Fidelity, Schwab · Dedora Capital, Inc.: Schwab