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.
Palo Alto, CA | San Diego, CA | Pasadena, CA | |
|---|---|---|---|
| Assets under management | $147M | $155M | $154.7M |
| Asset growth, last 2 years | +3% | +36% | +34% |
| Advisory staff | 1 | 2 | 3 |
| Individual clients | 35 | 125 | 293 |
| Assets per client | $4.2M | $1.2M | $528K |
| Clients per advisor | 35 | 63 | 98 |
| Main custodian | – | Pershing | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2021 |
| Tools in their stack | – | 1 | 1 |
| People on Advicer.bio | 1 | 2 | 4 |
From each firm's latest Form ADV (Apr 2026, Feb 2026, 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: Holbrook Global Strategies: none listed · Merrithew & Thorsten, Inc.: Pershing · Lake Avenue Financial LLC: Fidelity, Altruist, LPL Financial