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.
Burbank, CA | San Jose, CA | Los Angeles, CA | |
|---|---|---|---|
| Assets under management | $691.1M | $732.9M | $655.8M |
| Asset growth, last 2 years | +47% | +53% | +43% |
| Advisory staff | 8 | 2 | 3 |
| Individual clients | 731 | 336 | 30 |
| Assets per client | $945K | $2.2M | $21.9M |
| Clients per advisor | 91 | 168 | 10 |
| Main custodian | Fidelity | Fidelity | Fidelity |
| Filing with the SEC since | 2018 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 1 | 2 | – |
| People on Advicer.bio | 11 | 2 | 4 |
From each firm's latest Form ADV (May 2026, Sep 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: Lazari Capital Management, Inc.: Fidelity, John Hancock Retirement Services, Schwab · Clarity Wealth Advisors: Fidelity, Schwab · Bmb Advisers LLC: Fidelity, RBC