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 Diego, CA | Santa Rosa, CA | Thousand Oaks, CA | |
|---|---|---|---|
| Assets under management | $69.7M | $73.4M | $73.4M |
| Asset growth, last 2 years | +99% | – | +78% |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 112 | 101 | 41 |
| Assets per client | $622K | $727K | $1.8M |
| Clients per advisor | 112 | 101 | 41 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2012 or earlier | 2026 | 2012 or earlier |
| Tools in their stack | – | 4 | 4 |
| People on Advicer.bio | 1 | 2 | 2 |
From each firm's latest Form ADV (Mar 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.