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.
Santa Barbara, CA | San Mateo, CA | Sacramento, CA | |
|---|---|---|---|
| Assets under management | $278M | $293.5M | $293.4M |
| Asset growth, last 2 years | – | +24% | +13% |
| Advisory staff | 4 | 2 | 3 |
| Individual clients | 183 | 259 | 128 |
| Assets per client | $1.5M | $1.1M | $2.3M |
| Clients per advisor | 46 | 130 | 43 |
| Main custodian | LPL Financial | Fidelity | Schwab |
| Filing with the SEC since | 2024 | 2017 | 2012 or earlier |
| Tools in their stack | 4 | – | 1 |
| People on Advicer.bio | 4 | 2 | 1 |
From each firm's latest Form ADV (Aug 2026, Sep 2026, Apr 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: Foronjy Financial: LPL Financial, Fidelity · Private Portfolios, Inc.: Fidelity · Tate Private Wealth Advisers: Schwab, Fidelity