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.
San Diego, CA | Manhattan Beach, CA | Vienna, VA | |
|---|---|---|---|
| Assets under management | $2.88B | $3.25B | $2.73B |
| Asset growth, last 2 years | +36% | +46% | +29% |
| Advisory staff | 8 | 10 | 15 |
| Individual clients | 540 | 206 | 1,434 |
| Assets per client | $5.3M | $15.8M | $1.9M |
| Clients per advisor | 68 | 21 | 96 |
| Main custodian | Morgan Stanley | Fidelity | Schwab |
| Filing with the SEC since | 2012 or earlier | 2014 | 2019 |
| Tools in their stack | 1 | 2 | – |
| People on Advicer.bio | 5 | 10 | 16 |
From each firm's latest Form ADV (Mar 2026, Sep 2026, Aug 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: Lm Advisors LLC: Morgan Stanley, J.P. Morgan · Monograph Wealth Advisors, LLC: Fidelity, Schwab · Rembert Pendleton Jackson: Schwab