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.
Orange, CA | San Jose, CA | Newport Beach, CA | |
|---|---|---|---|
| Assets under management | $692.8M | $732.9M | $657.3M |
| Asset growth, last 2 years | +32% | +53% | +2% |
| Advisory staff | 2 | 2 | 11 |
| Individual clients | 529 | 336 | 306 |
| Assets per client | $1.3M | $2.2M | $2.1M |
| Clients per advisor | 265 | 168 | 28 |
| Main custodian | American Funds Service Company | Fidelity | Schwab |
| Filing with the SEC since | 2016 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 1 | 2 | 3 |
| People on Advicer.bio | 2 | 2 | 8 |
From each firm's latest Form ADV (Sep 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: Bw & Associates, Inc.: American Funds Service Company · Clarity Wealth Advisors: Fidelity, Schwab · Spectrum Asset Management Inc: Schwab