San Diego, CA | Manhattan Beach, CA | New York, NY | |
|---|---|---|---|
| Assets under management | $2.88B | $3.25B | $3.03B |
| Asset growth, last 2 years | +36% | +46% | +110% |
| Advisory staff | 8 | 10 | 6 |
| Individual clients | 540 | 206 | 645 |
| Assets per client | $5.3M | $15.8M | $4.7M |
| Clients per advisor | 68 | 21 | 108 |
| Main custodian | Morgan Stanley | Fidelity | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2014 | 2020 |
| Tools in their stack | 1 | 2 | – |
| People on Advicer.bio | 5 | 10 | – |
From each firm's latest Form ADV (Mar 2026, Sep 2026, Oct 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.