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.
Petaluma, CA | Mill Valley, CA | Katy, TX | |
|---|---|---|---|
| Assets under management | $318.8M | $336.7M | $335.2M |
| Asset growth, last 2 years | +36% | −9% | +51% |
| Advisory staff | 2 | 4 | 2 |
| Individual clients | 178 | 209 | 264 |
| Assets per client | $1.8M | $1.6M | $1.3M |
| Clients per advisor | 89 | 52 | 132 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2018 | 2012 or earlier | 2018 |
| Tools in their stack | 4 | 1 | – |
| People on Advicer.bio | 3 | 6 | 2 |
From each firm's latest Form ADV (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: Breen Wealth Management, LLC: Schwab · Assembly Wealth: Schwab · Trisperity Advisors, LLC: Schwab