Santa Monica, CA | San Diego, CA | Los Angeles, CA | |
|---|---|---|---|
| Assets under management | $9.65B | $11.05B | $11.53B |
| Asset growth, last 2 years | +21% | +76% | +15% |
| Advisory staff | 17 | 76 | 13 |
| Individual clients | 68 | 7,503 | 718 |
| Assets per client | $141.9M | $1.5M | $16.1M |
| Clients per advisor | 4 | 99 | 55 |
| Main custodian | – | Schwab | Bank of America, National Association |
| Filing with the SEC since | 2019 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 1 | 4 | 1 |
| People on Advicer.bio | – | 90 | 10 |
From each firm's latest Form ADV (Mar 2026, Sep 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.