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.
San Mateo, CA | Beverly Hills, CA | Corte Madera, CA | |
|---|---|---|---|
| Assets under management | $950.1M | $1.01B | $1B |
| Asset growth, last 2 years | +32% | +22% | +47% |
| Advisory staff | 5 | 9 | 4 |
| Individual clients | 182 | 340 | 57 |
| Assets per client | $5.2M | $3M | $17.5M |
| Clients per advisor | 36 | 38 | 14 |
| Main custodian | Schwab | Fidelity | Schwab |
| Filing with the SEC since | 2017 | 2020 | 2012 or earlier |
| Tools in their stack | – | 4 | – |
| People on Advicer.bio | 6 | 10 | 1 |
From each firm's latest Form ADV (Aug 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: Brickley Wealth Management: Schwab · Aire Advisors, LLC: Fidelity · Cohen Capital Management Inc: Schwab, Wells Fargo