Scottsdale, AZ | Aliso Viejo, CA | ||
|---|---|---|---|
| Assets under management | $300.3M | $315.4M | $285M |
| Asset growth, last 2 years | +27% | +82% | +35% |
| Advisory staff | 3 | 31 | 2 |
| Individual clients | 348 | 482 | 236 |
| Assets per client | $863K | $654K | $1.2M |
| Clients per advisor | 116 | 16 | 118 |
| Main custodian | Raymond James | Fidelity | LPL Financial |
| Filing with the SEC since | 2018 | 2023 | 2017 |
| Tools in their stack | 1 | 1 | 1 |
| People on Advicer.bio | 3 | 32 | 2 |
From each firm's latest Form ADV (Aug 2026, Oct 2026, Feb 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.