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.
Napa, CA | Menlo Park, CA | Studio City, CA | |
|---|---|---|---|
| Assets under management | $550.7M | $582.2M | $515.1M |
| Asset growth, last 2 years | +30% | +45% | +39% |
| Advisory staff | 4 | 3 | 5 |
| Individual clients | 460 | 160 | 242 |
| Assets per client | $1.2M | $3.6M | $2.1M |
| Clients per advisor | 115 | 53 | 48 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2015 | 2012 or earlier | 2017 |
| Tools in their stack | 3 | 1 | – |
| People on Advicer.bio | 6 | 3 | 5 |
From each firm's latest Form ADV (Mar 2026, Jul 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: Dedora Capital, Inc.: Schwab · Avalon Capital Management: Schwab · Prism Advisors, Inc.: Schwab