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.
Camarillo, CA | Pasadena, CA | Santa Barbara, CA | |
|---|---|---|---|
| Assets under management | $84.2M | $88.8M | $79.8M |
| Asset growth, last 2 years | – | +2,719% | +101% |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 130 | 133 | 21 |
| Assets per client | $648K | $667K | $3.8M |
| Clients per advisor | 65 | 133 | 21 |
| Main custodian | – | Schwab | – |
| Filing with the SEC since | 2026 | 2021 | 2012 or earlier |
| Tools in their stack | 4 | – | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Sep 2026, Mar 2026, Apr 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: Inflection Advisors: none listed · Favor Wealth Advisors, LLC: Schwab · Walstad Investment Counsel, Inc.: none listed