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.
Sacramento, CA | Cupertino, CA | La Mesa, CA | |
|---|---|---|---|
| Assets under management | $389M | $410.8M | $411.9M |
| Asset growth, last 2 years | +51% | +85% | +25% |
| Advisory staff | 9 | 2 | 3 |
| Individual clients | 191 | 90 | 473 |
| Assets per client | $2M | $4.6M | $871K |
| Clients per advisor | 21 | 45 | 158 |
| Main custodian | Pershing | Schwab | LPL Financial |
| Filing with the SEC since | 2012 or earlier | 2021 | 2014 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 9 | 2 | 4 |
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: Avisen Advisors, LLC: Pershing · Everest Private Wealth: Schwab · Petix & Botte Financial: LPL Financial