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.
Mission Viejo, CA | Laguna Hills, CA | Mill Valley, CA | |
|---|---|---|---|
| Assets under management | $66.9M | $70.9M | $70.9M |
| Asset growth, last 2 years | – | – | +151% |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 119 | 24 | 445 |
| Assets per client | $562K | $3M | $159K |
| Clients per advisor | 119 | 12 | 445 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Sep 2026, Mar 2026, Jun 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.