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 | Santa Clarita, CA | |
|---|---|---|---|
| Assets under management | $950.1M | $1.01B | $893.6M |
| Asset growth, last 2 years | +32% | +22% | +33% |
| Advisory staff | 5 | 9 | 10 |
| Individual clients | 182 | 340 | 380 |
| Assets per client | $5.2M | $3M | $2.4M |
| Clients per advisor | 36 | 38 | 38 |
| Main custodian | Schwab | Fidelity | Fidelity |
| Filing with the SEC since | 2017 | 2020 | 2020 |
| Tools in their stack | – | 4 | – |
| People on Advicer.bio | 6 | 10 | 13 |
From each firm's latest Form ADV (Aug 2026, Jul 2026, May 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 · Vance Wealth: Fidelity