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.
San Francisco, CA | Manhattan Beach, CA | San Francisco, CA | |
|---|---|---|---|
| Assets under management | $2.91B | $3.25B | $2.65B |
| Asset growth, last 2 years | +7,124% | +46% | +22% |
| Advisory staff | 5 | 10 | 14 |
| Individual clients | 9,643 | 206 | 704 |
| Assets per client | $301K | $15.8M | $3.8M |
| Clients per advisor | 1,929 | 21 | 50 |
| Main custodian | Schwab | Fidelity | Schwab |
| Filing with the SEC since | 2023 | 2014 | 2012 or earlier |
| Tools in their stack | – | 2 | 2 |
| People on Advicer.bio | 2 | 10 | 10 |
From each firm's latest Form ADV (Aug 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: Farther Asset Management, LLC: Schwab, Fidelity, Pershing · Monograph Wealth Advisors, LLC: Fidelity, Schwab · Osborne Partners: Schwab