Irvine, CA | Philadelphia, PA | Beverly Hills, CA | |
|---|---|---|---|
| Assets under management | $2.85B | $3.02B | $2.59B |
| Asset growth, last 2 years | +81% | +101% | +37% |
| Advisory staff | 50 | 7 | 9 |
| Individual clients | 3,379 | 644 | 234 |
| Assets per client | $844K | $4.7M | $11.1M |
| Clients per advisor | 68 | 92 | 26 |
| Main custodian | Schwab | Fidelity | Schwab |
| Filing with the SEC since | 2012 or earlier | 2013 | 2012 or earlier |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 61 | 7 | 9 |
From each firm's latest Form ADV (Oct 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.