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.
Pasadena, CA | Thousand Oaks, CA | San Jose, CA | |
|---|---|---|---|
| Assets under management | $540.1M | $567.8M | $570.6M |
| Asset growth, last 2 years | +23% | +45% | +89% |
| Advisory staff | 2 | 5 | 3 |
| Individual clients | 78 | 347 | 381 |
| Assets per client | $6.9M | $1.6M | $1.5M |
| Clients per advisor | 39 | 69 | 127 |
| Main custodian | U.S. Bank | Fidelity | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2021 | 2016 |
| Tools in their stack | – | – | 4 |
| People on Advicer.bio | 2 | 5 | 3 |
From each firm's latest Form ADV (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: Lk&A Investment Counsel: U.S. Bank, Schwab, Midfirst Bank · Hillcrest Financial Group: Fidelity · Ttp Investments, Inc.: Fidelity