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.
Pasadena, CA | San Diego, CA | Novato, CA | |
|---|---|---|---|
| Assets under management | $180M | $190.2M | $170.8M |
| Asset growth, last 2 years | – | +50% | +28% |
| Advisory staff | 2 | 3 | 6 |
| Individual clients | 37 | 100 | 83 |
| Assets per client | $4.9M | $1.9M | $2.1M |
| Clients per advisor | 19 | 33 | 14 |
| Main custodian | Fidelity | Schwab | Pacific Premier Trust Company |
| Filing with the SEC since | 2024 | 2012 or earlier | 2021 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 2 | 3 | 6 |
From each firm's latest Form ADV (Mar 2026, Sep 2026, Aug 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: Hall Capital, LLC: Fidelity · Clutinger Williams & Verhoye Inc: Schwab, Merrill · Mcm Wealth: Pacific Premier Trust Company, Interactive Brokers, Axos Clearing