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.
Toronto, On | Irvine, CA | San Francisco, CA | |
|---|---|---|---|
| Assets under management | $4.81B | $5.06B | $5.09B |
| Asset growth, last 2 years | +204% | −4% | +96% |
| Advisory staff | 24 | 28 | 29 |
| Individual clients | 2,175 | 1,053 | 1,019 |
| Assets per client | $2.2M | $4.8M | $5M |
| Clients per advisor | 91 | 38 | 35 |
| Main custodian | Fidelity | Schwab | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | 2 | 1 |
| People on Advicer.bio | 8 | 29 | 35 |
From each firm's latest Form ADV (Apr 2026, Jul 2026, Sep 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: Cardinal Point Wealth Management: Fidelity, Schwab, Pershing, National Bank Independent Network, National Advisors Trust · First Foundation Advisors: Schwab · Bakeravenue: Fidelity, Schwab