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.
Fresno, CA | New York, NY | ||
|---|---|---|---|
| Assets under management | $186.1M | $195.4M | $195.4M |
| Asset growth, last 2 years | +57% | +16% | +66% |
| Advisory staff | 3 | 6 | 7 |
| Individual clients | 193 | 788 | 178 |
| Assets per client | $964K | $248K | $1.1M |
| Clients per advisor | 64 | 131 | 25 |
| Main custodian | Schwab | – | Schwab |
| Filing with the SEC since | 2016 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 3 | – | – |
| People on Advicer.bio | 3 | 6 | 8 |
From each firm's latest Form ADV (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: Gibson Wealth Advisors, LLC: Schwab · Plan Financial: none listed · Rmr Wealth Management: Schwab