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 | Atascadero, CA | Hunt Valley, MD | |
|---|---|---|---|
| Assets under management | $155M | $164.7M | $162.8M |
| Asset growth, last 2 years | +36% | – | – |
| Advisory staff | 2 | 2 | 6 |
| Individual clients | 125 | 140 | 370 |
| Assets per client | $1.2M | $1.2M | $440K |
| Clients per advisor | 63 | 70 | 62 |
| Main custodian | Pershing | – | Hilltop Securities Inc. |
| Filing with the SEC since | 2012 or earlier | 2024 | 2024 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 2 | 2 | 6 |
From each firm's latest Form ADV (Feb 2026, Jan 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: Merrithew & Thorsten, Inc.: Pershing · Slo Money Managers: none listed · Global Brokerage Services, Inc.: Hilltop Securities Inc.