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 | San Diego, CA | ||
|---|---|---|---|
| Assets under management | $146.9M | $155M | $139.4M |
| Asset growth, last 2 years | +44% | +36% | +21% |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 60 | 125 | 240 |
| Assets per client | $2.4M | $1.2M | $581K |
| Clients per advisor | 60 | 63 | 240 |
| Main custodian | Fidelity | Pershing | Raymond James |
| Filing with the SEC since | 2022 | 2012 or earlier | 2023 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Jan 2026, Feb 2026, Aug 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: Bucher Wealth Advisors: Fidelity · Merrithew & Thorsten, Inc.: Pershing · Encircle Financial Strategies: Raymond James