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.
Menlo Park, CA | Sacramento, CA | San Diego, CA | |
|---|---|---|---|
| Assets under management | $369.7M | $389M | $389.6M |
| Asset growth, last 2 years | +31% | +51% | +84% |
| Advisory staff | 1 | 9 | 3 |
| Individual clients | 39 | 191 | 84 |
| Assets per client | $9.5M | $2M | $4.6M |
| Clients per advisor | 39 | 21 | 28 |
| Main custodian | Schwab | Pershing | Schwab |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2022 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 1 | 9 | 6 |
From each firm's latest Form ADV (Mar 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.
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: Menlo Advisors LLC: Schwab · Avisen Advisors, LLC: Pershing · Pacific Point Advisors, LLC: Schwab