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.
Danville, CA | Monrovia, CA | San Luis Obispo, CA | |
|---|---|---|---|
| Assets under management | $55.2M | $58.3M | $58.1M |
| Asset growth, last 2 years | – | +46% | – |
| Advisory staff | 1 | 31 | 1 |
| Individual clients | 46 | 114 | 96 |
| Assets per client | $1.2M | $512K | $605K |
| Clients per advisor | 46 | 4 | 96 |
| Main custodian | – | Schwab | – |
| Filing with the SEC since | 2026 | 2023 | 2026 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 1 | 33 | 1 |
From each firm's latest Form ADV (Mar 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: Dolan Partners LLC: none listed · Transglobal Advisory, LLC: Schwab, Interactive Brokers · Right Brain Money: none listed