Los Angeles, CA | Walnut Creek, CA | San Francisco, CA | |
|---|---|---|---|
| Assets under management | $11.53B | $13.91B | $10.31B |
| Asset growth, last 2 years | +15% | +311% | +46% |
| Advisory staff | 13 | 16 | 61 |
| Individual clients | 718 | 5,142 | 4,169 |
| Assets per client | $16.1M | $2.7M | $2.5M |
| Clients per advisor | 55 | 321 | 68 |
| Main custodian | Bank of America, National Association | Schwab | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2022 | 2012 or earlier |
| Tools in their stack | 1 | 1 | 4 |
| People on Advicer.bio | 10 | 11 | 76 |
From each firm's latest Form ADV (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.