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.
Chevy Chase, MD | Bellevue, WA | Santa Barbara, CA | |
|---|---|---|---|
| Assets under management | $591.4M | $621.3M | $621.8M |
| Asset growth, last 2 years | +39% | +55% | +78% |
| Advisory staff | 1 | 9 | 11 |
| Individual clients | 21 | 913 | 265 |
| Assets per client | $28.2M | $680K | $2.3M |
| Clients per advisor | 21 | 101 | 24 |
| Main custodian | Schwab | Fidelity | Fidelity |
| Filing with the SEC since | 2020 | 2012 or earlier | 2013 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | – | 9 | 11 |
From each firm's latest Form ADV (Feb 2026, Aug 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: Hz Investments Inc.: Schwab, Wilmington Trust Investment Management, LLC · Aviso Wealth Management: Fidelity, Schwab · Avalan, LLC: Fidelity, Schwab