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.
Walnut Creek, CA | Danville, CA | San Diego, CA | |
|---|---|---|---|
| Assets under management | $74.2M | $78.2M | $70M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 1 | 2 |
| Individual clients | 57 | 49 | 172 |
| Assets per client | $1.3M | $1.6M | $407K |
| Clients per advisor | 19 | 49 | 86 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | – | 3 |
| People on Advicer.bio | 3 | 1 | 2 |
From each firm's latest Form ADV (Apr 2026, Jan 2026, May 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.