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 | Clovis, CA | Coral Gables, FL | |
|---|---|---|---|
| Assets under management | $101.3M | $107M | $106.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 2 |
| Individual clients | 44 | 205 | 86 |
| Assets per client | $2.3M | $522K | $1.2M |
| Clients per advisor | 22 | 103 | 43 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | – | – |
| People on Advicer.bio | 2 | 2 | 2 |
From each firm's latest Form ADV (Oct 2026, Jan 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.