Redwood City, CA | Napa, CA | Boston, MA | |
|---|---|---|---|
| Assets under management | $355.5M | $374.7M | $337.7M |
| Asset growth, last 2 years | +62% | +18% | +33% |
| Advisory staff | 5 | 3 | 3 |
| Individual clients | 171 | 100 | 165 |
| Assets per client | $2.1M | $3.7M | $2M |
| Clients per advisor | 34 | 33 | 55 |
| Main custodian | Pershing | Schwab | Fidelity |
| Filing with the SEC since | 2019 | 2012 or earlier | 2020 |
| Tools in their stack | 5 | – | 3 |
| People on Advicer.bio | 4 | 3 | 3 |
From each firm's latest Form ADV (Sep 2026, Jul 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.