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.
Westlake Village, CA | Los Angeles, CA | Newport Beach, CA | |
|---|---|---|---|
| Assets under management | $615.7M | $655.8M | $657.3M |
| Asset growth, last 2 years | +36% | +43% | +2% |
| Advisory staff | 5 | 3 | 11 |
| Individual clients | 324 | 30 | 306 |
| Assets per client | $1.9M | $21.9M | $2.1M |
| Clients per advisor | 65 | 10 | 28 |
| Main custodian | Fidelity | Fidelity | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 8 | 4 | 8 |
From each firm's latest Form ADV (Apr 2026, Mar 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: Fmb Wealth Management: Fidelity, Schwab · Bmb Advisers LLC: Fidelity, RBC · Spectrum Asset Management Inc: Schwab